Webinar approx. 60 min. (1 Hr. CLE) No Separate PowerPoint
Year-end can be a stressful and hectic time both for law firms and their privately-held clients. As you know, too much time is wasted insuring that the stock and option numbers are 100% accurate prior to reporting the equity numbers in a company’s year-end financial statements.  They may be needed prior to the company’s annual audit, in preparation for a stockholder’s meeting, or to reconcile the capitalization table. 

But too often, valuable time is wasted trying to reconcile the stockholder numbers tracked by the law firm, the stock option grants tracked by the company, and the related documents that have been passed back and forth during the year.  We’ve listened to CFOs, auditors, paralegals and attorneys who work with privately-held companies and prepared a list of 10 practice tips so you can reduce the confusion before it starts and help your clients save time, increase accuracy and reduce costs.

We will share these important practice tips in the following areas:

●     Stock and Option Administration: Learn which documents and procedures are critical to validate your stockholder issuances and option grants.
●     Financial Reporting and Cap Tables: Gain greater clarity on which numbers your clients need for their year-end reporting and how your work relates to their upcoming audit.
●     Equity Compliance: Identify 5 critical items that will improve your client’s annual compliance and avoid exposure in this area.

Gary D. Levine, Chief Executive Officer, Corporate Focus
Gary Levine is the CEO and Founder of Corporate Focus which he started in 1995 following the sale of the international software company Pilot Software, Inc. where he was its General Counsel. Before Pilot, Mr. Levine was a corporate and securities attorney at Hutchins & Wheeler in Boston, MA and specialized in private equity and venture capital work.

Gary graduated from the Boston College Law School and the MIT Sloan School of Management with a concentration in Finance. He received his B.S. from Duke University. He has authored numerous articles, is a frequent speaker on equity reporting, capitalization management, and corporate governance, and contributes to the Corporate Focus Insight Blog.