3 Things Your Competitors Can Teach You About Disclosure

Competitive intelligence = business intelligence. It’s been said that good work is never a spontaneous conception, but is the culmination of existing ideas and building on top of them. In this post, discover 3 ways you can learn from your competitors’ filings to create better disclosures.

IPO: Impact on Executive Wealth and Liquidity

A fast-growing medical device company expects to file for an initial public offering (IPO) next year. The company has offered incentive stock options (ISOs) to their executives and these execs now have the opportunity to exercise early, if they choose to. After the IPO, executives will be forbidden to sell during the 180-day lockup period and there will be limits detailing how much company stock an executive can sell all at once. The executives realize that these economic and tax decisions are more complex than those they have had to make in the past.

The Difference Smarter Disclosure Makes

We all have choices to make, but when it comes to your financial disclosures, smarter is always better, even if you don’t know where to start. In this post, discover the difference smarter disclosure will make for you and your workflow, and you’ll never look back!

Make Your Equity Plan the Star of the Show

Email, snail mail, and webinars are all great ways to communicate about your equity plan, but the use of video has created new and interesting ways to capture participants’ attention. The use of videos, including testimonials and “explainer” types, can help you get your message across to your employees in a quick, attention grabbing format. Read on for 4 key elements to creating an impactful video.

Discover Your Equity Plan “Buyer Personas”

In marketing, understanding your buyer is key – and the same can be said for stock plan management. Understanding your participants (your “buyers”) will help you to engage them and communicate in a more effective way. Developing buyer personas for your participant pool can help you segment your audience and target your messaging accordingly. As we say in marketing-the more targeted the message, the better it works.

A Beginner’s Guide to Acing the CEP Exam

Are you new to the world of equity compensation or are you an experienced practitioner ready to achieve your Certified Equity Professional designation? While the 5 hour test can seem daunting and sifting through the endless questions about taxation, accounting and regulations can feel intimidating, read this blog for a few tricks that will put you on the track to acing the exam.