Tips and Tricks for IPO Stock Plan Readiness

Preparing your company for a successful IPO is a huge undertaking and the secret to success. Getting your stock plan ready is part of that process. For error-free and efficient compliance processes post-IPO, you can no longer depend on spreadsheets to administer your stock plan. You will need all relevant data connected and accessible from sources that include payroll, HRIS, your brokers, transfer agents and accounting systems.

As you transition from a private to public company, you will need a proven platform to manage reportable data in an automated and auditable way. Join our webinar, “Tips and Tricks for IPO Stock Plan Readiness,” in which we’ll discuss:

• Streamlining your Processes. Choose the right technology and service model for your company’s stock plan.
• Stakeholder Communication. Define an external/internal communication plan for executives, employees, investors and auditors.
• Reporting for Public Companies. Ensure your ASC 718 compliance for accounting, tax and reporting is covered.
• Employee Stock Purchase Plans. Develop and implement the best ESPP plan for your company.