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Webinar Recording

Best Practices in Equity Financial Reporting

Date: Tuesday, April 28, 2015
Time: 2:00 pm - 3:00 pm EDT
Was your audit less than perfect? This webinar will help you prepare your equity compensation program to be audit-ready all year long. We have assembled three accounting experts who will help you understand how to get your equity program in tip top shape year round. They will lay out and discuss best practices in equity financial reporting – such as making accounting treatment part of your plan design, building in process efficiencies, and establishing well-structured controls.

This webinar will also arm you to handle the most vexing accounting hazards in equity compensation including rounding for share withholding, true-ups for forfeitures and modifications. After the webinar you will be able to:

  • Get your documentation organized and complete, so preparing for auditors is a breeze
  • Design an ongoing process for accounting including a monthly activity checklist
  • Handle and document all key types of modifications needed
  • Identify common pitfalls and prepare controls to help you avoid these mistakes
After attending this event you will be able to:
Identify an ongoing process for accounting including a monthly activity checklist
Recognize how to handle and document all key types of modifications needed
Identify common pitfalls and prepare controls to help you avoid these mistakes

Speakers

Jim Kirkland, Corporate Controller, Virtual Instruments
Jim Kirkland
Corporate Controller, Virtual Instruments
Jim has more than twenty years of corporate controller experience with particular depth in stock-based compensation, revenue recognition, SOX compliance, and income tax accounting. He has worked with leading technology companies including Hitachi, Nokia, 3PAR (acquired by Hewlett-Packard), and currently serves as Corporate Controller for Virtual Instruments, a leader in Infrastructure Performance Management. Jim earned a BS in Accounting from San Jose State University.
Scott Schwartz, Equity Practice Leader, Armanino
Scott Schwartz
Equity Practice Leader, Armanino
Scott leads Armanino's Equity Management Solutions practice, eliminating the headaches of equity accounting and administration for dozens of privately-held and pre-IPO companies. He is a frequent presenter on stock option accounting and administration, from webinars to presentations at the Certent Summit User Conference.
Kathy Biddle, CEP, Financial Reporting Specialist, Certent
Kathy Biddle
CEP, Financial Reporting Specialist, Certent
Kathy is a Certified Equity Professional (since 1998) and a Financial Reporting Specialist with Certent (formerly EASi). She has more than 20 years in the equity compensation business and specialized in equity plan administration and financial reporting. Prior to her position at Certent, she was a Financial Reporting Specialist at AST Equity Plan Solutions, a Relationship Manager at AST and First Union National Bank, and an Executive Compensation Manager at CoreStates Financial Corp.
Moderated by: John Kogan, CEO, Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.

Sponsor

Event Sponsor Certent
Certent - Since 2002, Certent has been making it easier for companies to meet their financial compliance requirements. Certent’s user-friendly, web-based technology streamlines equity plan management, financial reporting for ASC718, and financial filings (in XBRL and HTML) with the U.S. SEC. With technology based on in-depth accounting expertise, an open ecosystem of industry partners, and an expert services organization focused on customer success, Certent has helped more than 1,200 companies worldwide innovate their financial compliance processes.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.