Join us on Tuesday, March 3rd as Robyn Shutak and Michelle Tomasetti from Infinite Equity share practical, actionable tips to keep your stock plan audit‑ready. This checklist‑driven session will walk through the five questions every equity admin should be asking on a regular basis, along with strategies to strengthen compliance, streamline operations, and enhance the participant experience.
Agenda:
Arrival: 11:30-11:45 am
Lunch: 11:45 am -12:30 pm
Presentation: 12:30-1:30 pm
Meeting location: Siebert Financial - 438 Houston St. Suite 262, Nashville, TN 37203