Thu April 20, 2017
Aspirations Fling with SF NASPP Chapter 2017
SEE EVENT DETAILS
at Charles Schwab
(see times)
Aspirations Fling is a luncheon meeting geared towards private companies that provide equity compensation. The meeting will include lunch, networking and a topic dedicated to detailing what changes to expect during each stage of preparation of an IPO.
This Aspirations Fling with the San Francisco NASPP Chapter will bring together executives and stock plan staff from finance, accounting, HR, legal, and executive compensation on April 20th, 2017 at Charles Schwab at 211 Main Street in San Francisco, California.
Is an IPO in your company’s future? Know what’s coming and be prepared!
What Comes First (Getting Ready): Data reconciliation, broker selection, software selection and conversion, transfer agent selection, international compliance, internal process review, payroll changes.
What Changes at IPO (Hold On!): Option exercise changes, RSUs, unregistered and registered shares, legend removal, ESPP implementation, payroll changes at IPO, employee communications and more.
After the IPO (Settling into the Public Company Mindset): Internal process and how they change in the public company environment, including grants, exercises, terminations, communications and SOX.
Available continuing education credits:
Certified Public Accountants (CPA) are entitled to earn up to 2 hours of continuing education credits. (Field of Study: Business Management & Organization, Program Level: Basic, Instruction-Method: Group-Live)
Certified Equity Professionals (CEP) are entitled to earn up to 1.75 hours of continuing education credit.
Questions about this event? Email: [email protected]
show less
This Aspirations Fling with the San Francisco NASPP Chapter will bring together executives and stock plan staff from finance, accounting, HR, legal, and executive compensation on April 20th, 2017 at Charles Schwab at 211 Main Street in San Francisco, California.
Is an IPO in your company’s future? Know what’s coming and be prepared!
What Comes First (Getting Ready): Data reconciliation, broker selection, software selection and conversion, transfer agent selection, international compliance, internal process review, payroll changes.
What Changes at IPO (Hold On!): Option exercise changes, RSUs, unregistered and registered shares, legend removal, ESPP implementation, payroll changes at IPO, employee communications and more.
After the IPO (Settling into the Public Company Mindset): Internal process and how they change in the public company environment, including grants, exercises, terminations, communications and SOX.
Available continuing education credits:
Certified Public Accountants (CPA) are entitled to earn up to 2 hours of continuing education credits. (Field of Study: Business Management & Organization, Program Level: Basic, Instruction-Method: Group-Live)
Certified Equity Professionals (CEP) are entitled to earn up to 1.75 hours of continuing education credit.
Questions about this event? Email: [email protected]
Aspirations Fling is a luncheon meeting geared towards private companies that provide equity compensation. The meeting will include lunch, networking and a topic dedicated to detailing what changes to expect during each stage of preparation of an IPO.
This Aspirations Fling with the San Francisco NASPP Chapter will bring together executives and stock plan staff from finance, accounting, HR, legal, and executive compensation on April 20th, 2017 at Charles Schwab at 211 Main Street in San Francisco, California.
Is an IPO in your company’s future? Know what’s coming and be prepared!
What Comes First (Getting Ready): Data reconciliation, broker selection, software selection and conversion, transfer agent selection, international compliance, internal process review, payroll changes.
What Changes at IPO (Hold On!): Option exercise changes, RSUs, unregistered and registered shares, legend removal, ESPP implementation, payroll changes at IPO, employee communications and more.
After the IPO (Settling into the Public Company Mindset): Internal process and how they change in the public company environment, including grants, exercises, terminations, communications and SOX.
Available continuing education credits:
Certified Public Accountants (CPA) are entitled to earn up to 2 hours of continuing education credits. (Field of Study: Business Management & Organization, Program Level: Basic, Instruction-Method: Group-Live)
Certified Equity Professionals (CEP) are entitled to earn up to 1.75 hours of continuing education credit.
Questions about this event? Email: [email protected]
read more
This Aspirations Fling with the San Francisco NASPP Chapter will bring together executives and stock plan staff from finance, accounting, HR, legal, and executive compensation on April 20th, 2017 at Charles Schwab at 211 Main Street in San Francisco, California.
Is an IPO in your company’s future? Know what’s coming and be prepared!
What Comes First (Getting Ready): Data reconciliation, broker selection, software selection and conversion, transfer agent selection, international compliance, internal process review, payroll changes.
What Changes at IPO (Hold On!): Option exercise changes, RSUs, unregistered and registered shares, legend removal, ESPP implementation, payroll changes at IPO, employee communications and more.
After the IPO (Settling into the Public Company Mindset): Internal process and how they change in the public company environment, including grants, exercises, terminations, communications and SOX.
Available continuing education credits:
Certified Public Accountants (CPA) are entitled to earn up to 2 hours of continuing education credits. (Field of Study: Business Management & Organization, Program Level: Basic, Instruction-Method: Group-Live)
Certified Equity Professionals (CEP) are entitled to earn up to 1.75 hours of continuing education credit.
Questions about this event? Email: [email protected]
show less
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Charles Schwab
211 Main Street, San Francisco, CA 94105
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