Modern Approaches for Equity to Payroll Reconciliations

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Start time:
May 1, 2024 11:00 AM PT
Duration:
45 minutes
Location:
Online
Contact:
Ivana Hermida, Moss Adams, 858-627-5510
Cost to attend:
Complimentary

Navigating data transfer between stock-based compensation equity programs and payroll can be challenging. Manual data entry and outdated processes not only consume valuable employee time, but your business also runs the risk of reporting inaccurate data, leading to compliance risks, a dissatisfied workforce, and hefty regulatory fines.

As your company grows, so will the volume of vesting and exercising stock and options. Having an automated system that performs reconciliations with accuracy and timeliness is critical. This webcast covers:

  • Challenges when there are gaps in reconciliation controls

  • Benefits of reconciliation processes and reporting

  • Common reconciliation tools and approaches, including spreadsheets, automation scripts, and custom applications

Register

Speakers

Matthew McKittrick, CEP, Partner, Moss Adams

Matt has over 30 years of consulting experience providing a wide range of business process automation and data analytics solutions to help his clients address regulatory and compliance challenges. For 19 years, Matt has been dedicated to solving complex employee stock-based compensation operational, accounting, and tax challenges. He is a certified equity professional and has deep experience working with the major equity broker, human resources information systems (HRIS), and payroll platforms. Matt leads a diverse team of equity and human resources (HR) focused business analysts, software development professionals and data scientists to help companies assess and streamline their equity and HR business processes and reporting functions. Over the last seven years, Matt has also spearheaded the utilization of advanced data visualization tools in the stock-based compensation industry.

Joleen Lawson, CEP, Senior Consultant, Moss Adams

Joleen is a senior consultant, specializing in equity management automation. With her background in industrial engineering, Joleen applies her process-improvement skills and certified equity professional (CEP) knowledge to helping clients streamline their equity compensation processes. She works with clients across a variety of industries, including technology, health care, and finance, to design and implement technology-based solutions that align with their business goals and objectives. Joleen received a BE in industrial and systems engineering from the University of Washington, Seattle.

Registration Form

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