Five Governance Best Practices for Companies That Want to Go Public

For a private company that wants to go public, putting best governance practices into action will make the IPO process go smoother and will prepare the board of directors for the rules and regulations to come. Read this blog for five governance best practices that will get you started on the right foot.

Part 3 – Tips for Handling the New Revenue Recognition Standard

Part 3 of 3 in our revenue recognition blog series concerns the necessity of starting to take implementation steps now so your company is compliant in the long term. To help get your transition off on the right foot, this post briefly outlines five simple tips and tricks that you and your company can follow as December 2017 draws nearer.

Part 2 – Revenue Recognition Standard: The Timeline

It’s been a long and winding road for the new revenue recognition standard. In post 2 of 3 of our series, we provide a recap of the biggest moments in the revenue recognition update saga since it was first introduced 13 years ago.

Parental Advice That Sticks: Keep It Simple!

I’ve been thinking about those little pearls of wisdom or nuggets of information that hang on, things we learned ages ago that travel with us. One I’ve never forgotten came from good old Dad. I still hear the sound track in my head: “Don’t take wooden nickels” … “Worrying won’t change anything” … “Don’t ever pay full price.” But one piece of parental advice that stuck with me was some variation of the perennial favorite, “Don’t overcomplicate it!”—or “KISS.”

Part 1 – The 5 Ws of the New Revenue Recognition Standard

Whether familiarizing yourself with the updated revenue recognition guidance for the first time or brushing up on the basics in preparation for implementation, part 1 of 3 in this blog series boils down the 5 Ws of rev rec in a simple, concise manner.

What Every Equity Plan Manager Needs to Know About Marketing

Designing and managing equity plans is half the battle – effective communications represents the other half and requires equity plan managers to put on their marketing caps. I know that you already have a ton on your plate, so here is a quick “Marketing 101” that will help you gain awareness for your equity plans.

Public Companies: Your Rev Rec Education Starts Here

Revenue recognition has been one of the hottest topics in the financial reporting and compliance industry for over two years. Now, with 14 months left to implement, a new study shows that 83% of public companies have not started preparing. The time to act is now, and the place to start is here, in this 3-part blog series on the basics of the rev rec standard and tips and tricks for implementation.

Looking Deeper Into the Minds of Participants

When it comes down to it, we grant equity compensation for the benefit of the recipients. We aren’t granting awards for the joy of accounting for them, nor for the fun of taxing them. We want employees to be happy with their awards, and we want the awards to drive motivation, loyalty, and retention. Because inquiring minds want to know, Fidelity Stock Plan Services undertakes an extensive biannual survey to understand the participant side of the story, which can help plan sponsors to be more effective with their offerings. Here are a few of the results.