Jessica Hurtado
Why Employee Equity Education Matters Most as IPO An IPO is a milestone for any company. For leadership, it’s validation, but for employees, it’s often confusion. We recently discussed...
Why Most Employee Equity Education Fails (And How to Fix It) Employee equity is one of the most powerful tools companies have to drive alignment, retention, and long-term value....
Makenzie Ross
Equity Readiness for IPOs & M&As Transitioning from “Assumption” to “Validation” Preparing for an equity event, whether it’s a public debut or a strategic acquisition, is a defining moment...
Lexi Watson
3 Tips for Proxy Compensation Disclosures Proxy season moves fast — but strong executive compensation disclosures don’t happen by accident. Whether you’re preparing a CD&A for the first time or refining a well-established...
Equity Admin: In-House or Outsource? Short answer: You can manage equity internally early on. But most companies outgrow that approach faster than they expect. It’s not about company maturity...
What Is SOC 2 Type II Certification, and Why It Matters SOC 2 Type II rarely becomes a topic of interest on its own. It usually surfaces when an...
Precision Meets Partnership Why Technical Excellence and Strong Relationships Are Essential in Today’s Equity Compensation Department Equity compensation teams are operating in one of the most demanding environments the function has...
Francisco Valli
When Companies Must File Under an Additional EIN for 6039 Reporting Many equity teams run into uncertainty during year-end when determining whether a subsidiary needs its own EIN for...
Bill Worrell
How to Know When It’s Time to Outsource Equity Administration Most HR, Finance, and Total Rewards leaders know the equity function is important, but it often grows faster than...
How to Unlock ROI with Your Equity Awards Equity awards are one of the biggest investments a company can make in its people. The goal is simple: reward employees,...