Presentations & Webinars

You may already have automations set up from your HR/payroll system to your equity vendor. However, you’re most likely struggling to route data in the opposite direction – from your equity system to HR/payroll. In this webinar, we will review the benefits of a routeback and common payroll system file challenges & solutions. Plus, hear real case studies from Yelp and Amgen about how they solved their payroll input challenges – and how you can take a page from their book to improve your processes.

View the Webinar Recording

The vesting process for Restricted Stock & Performance Stock awards can be complicated. Stock Plan Administrators are often juggling the demands of multiple stakeholders, managing several different system inputs, and ensuring operational processing, all while adhering to a very tight timeline. To top it off, accuracy is critical to SOX compliance! So how do you meet the demands and timing of an RSU or PSU vest, while avoiding missing tax codes, processing terminated employees, and dozens of other common errors? In this webinar, we review a typical vesting process and identify effective ways to improve your workflows to maximize accuracy and efficiency.

View the Webinar Recording

Everyone does it. You have those reports you run that you have to cut, paste, reformat, add formulas, add a pivot table, etc. Manual data manipulation equals lost productivity, increased costs, and increased risk. This session compares and contrasts actual experiences and “journey” to automation. This session gives real life examples of experiences and provides examples of simple tips that attendees can put into action on their own without having to hire a consultant.

Download Full Presentation

In today’s world of data we all need information now. With different systems such as HR, Payroll, Stock Administration, etc. it is more imperative that these systems communicate with each other. This session addresses real life experiences with integrating multiple systems thereby eliminating the need for manual entry and allowing the data to be accessible exactly when needed. Once the integration and automation is complete, you’ll now have time to focus on your core business and responsibilities.

Download Full Presentation

We asked our experts to share their experience in reviewing and improving processes when managing employee equity plans. See our top 5 recommendations on improving equity plan processes.

Watch the Video Series