March 18, 2015
In this issue:
SOS Consultant Corner: Crafting Clear Communications - Even if You're the Newbie on the Team
Subscribe to Xtra!
Request a call from an SOS Team Member to get answers to your questions and further discuss your needs-click here
SOS Employment Opportunities
From the SOS Webcast Archive-
Contact Us: 888-SOS-0199
Changes at SOS
Dear SOS Team Members, Clients and Industry Partners:
SOS Consultant Corner: Crafting Clear Communications - Even If You're the Newbie on the Team
It is your first day at a company and you are ready to tackle whatever challenges come your way. You know the administration software, the type of equity the company utilizes and how it works, and have even been proactive by reading news releases, the sections of the proxy that may be relevant to your duties and stock plan documents on the SEC website. You feel pretty good about where you stand before even stepping foot into the work site.
Because you don't have any excuses left. Join the SOS Team.
Become a fan of SOS
Across Our Desk
The NASPP summarizes the new ISS Equity Plan Scorecard and Burn Rates, and also takes a look at how the new Scorecard works. 20 FAQs were also released by the ISS...and then they added three more.
SOS Online Demo
Stock Plan Professionals NEED to see this quick demo by Elizabeth Dodge. She takes VLOOKUP to a whole new level. Index Match meets VLOOKUP.
March Market Research Survey
Complete the survey and be entered into a drawing for a $100 Visa gift card!
Periodically, SOS will ask for issuing companies' participation in a market research survey to enhance our understanding of current practices and trends in the industry and to provide our clients insight into the practices of other issuing firms. Our surveys are brief, taking no more than 5 to 10 minutes to complete.
Please note that only issuing companies, not vendors or consultants, should complete the survey and are eligible for the drawing. Thank you for your cooperation!
Free SOS Educational Webcast:
Stock Splits: Easy Peasy... Not So Fast...
Whether it's a split or a reverse split, stock splits should be easy, right? Turns out that these transactions that look easy at the outset really aren't. Our panelists have worked on a number of splits over the past few years and will share their key lessons and experiences. Even if your company doesn't have a split planned, you should attend this session and file this information away in your equity compensation toolbox.
Speakers:CEPI website for more information on CEP continuing education requirements.)
SOS Xtra needs your news!
Know anyone in our equity comp industry who's taken a new job? Anyone expecting an addition to the family? Anyone moving, getting married, releasing a new product, rolling out a new program, etc.?
Please send over any ideas/thoughts you have to email@example.com, we're happy to track down the person/company to confirm the news and get their acceptance to include it in Xtra. (All news is reviewed and approved by the person and/or company involved.)
...tender tidbits about people and players in our industry...
Career moves...Jennifer Baehr is the new Director, Sales Engineering at Certent, Inc. Joanne Wendler is now the Manager of Stock Administration at Tetra Tech. Rose Hoffman is now working as Manager, Global Stock Plan Services at eBay, Inc. Bernice Toy is the new Programs Director with the NASPP. Jim Vincent is the new Vice President, Support at Certent, Inc. Rachel Ulep is now working as the Solutions & Projects Manager, Global Stock Plan Services at eBay, Inc. Brian Stovall is now working as the Director of Relationship Management for the NASPP. Samantha Adams now works for Twitter as a Stock Administrator-Acquisitions. Georgina Lai is the new Director of Product Development and Strategy for NASDAQ Private Market.
Solving your stock plan challenges is easy. Do it now.
|Information provided in this newsletter is designed for educational and entertainment purposes only and is not provided as professional service or advice. Moreover, this newsletter should not be relied on as legal, accounting, auditing, or tax advice. Anyone reading this newsletter should not act upon this information without seeking professional counsel and/or input from their advisors. The preceding information does not necessarily represent the official views of Stock & Option Solutions, Inc. with respect to any of the issues addressed.
Stock & Option Solutions | (888)SOS-0199
SOS Xtra Editor: Shawna Casey