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Webinar Recording

Equity Compensation Plans: Benchmarking Operational and Reporting Performance

Date: Tuesday, June 3, 2014
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Certent’s 2014 Stock Admin Operational Benchmark Study uncovered 5 key challenges that impacted all stock plan teams. To find out what they are and if your team handles them like other best-in-class companies, watch this on-demand webinar.

See how you stack up as far as:
  • What changes your peers are planning to their equity plans
  • Which tasks are most commonly outsourced and which performed in-house
  • How long do your company’s processes, such as distributing grant notices, take compared to others

With these benchmarks in mind, a demonstration of Certent's stock administration platform will be delivered to illustrate the benefits of automating the accounting and financial reporting responsibilities associated with your stock plan.

Speakers

Matt Abram, CEP, Director of Sales Engineering, Certent
Matt Abram, CEP
Director of Sales Engineering, Certent
Matt has worked with Fortune 500 clients to implement systems for equity compensation and financial reporting. Prior to Certent, Matt served in various sales roles at Equity Methods. Matt is a Certified Equity Professional and graduated from Arizona State with a BS in Business/Economics.
Jorge Martin, SVP of Service & Support, Certent
Jorge Martin
SVP of Service & Support, Certent
Jorge has over 18 years of experience leading and transforming professional services, implementation, product management, marketing, relationship management and sales teams. Prior to joining Certent, Jorge was the VP of Shared Services for E*TRADE Corporate Services where he led the teams responsible for development, roll out and support of their equity compensation solutions. He was also the VP of Relationship management and was responsible for the retention, satisfaction and sales efforts for all clients of the Corporate Services Group. Jorge also held roles as Senior Director of Executive Services and Manager of Strategic Alliances. Jorge has a Bachelor of Arts in Business Economics from the University of California, Santa Barbara and an MBA from the University of California, Davis. He is a member of GEO, NASPP and a board member for the National Center for Employee Ownership.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue 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.