关于我们
Equity Plan Solutions (EPS) offers a variety of stock plan consultative services, in three main areas: plan administration, Stock Plan Accounting, and Special Projects. We offer plan administration on numerous platforms, including Equity Edge Online, Solium Shareworks, Solium CapMX, and Carta. Our Accounting for Stock Plans is led by Elizabeth Dodge, a 20-year veteran of accounting for equity compensation, and the founder of Equity Plan Solutions. She became a Certified Equity Professional in 1999 and co-authors the chapter on accounting in The Stock Option Book. She also serves on the Executive Advisory Committee of the National Association of Stock Plan Professionals (NASPP), was honored with the NASPP Individual Achievement award in 2012 and the 10-year Service Award in 2017. EPS offers assistance with a variety of different Equity Compensation projects, such as vendor searches, system implementations, process and procedure documentation, process review and recommendations, conversions, option exchanges, reprices, mergers, spin-offs, and stock splits. Our goal is to streamline and simplify processes wherever possible to reduce the risk of error and improve the end result. We pride ourselves in our willingness to work with our clients to understand fully what they need and the best solution for each client. We also pride ourselves on being “a different kind of consulting firm” since we aim to demystify, simplify, and train our clients so that someday, when the internal bandwidth is available, they will be able to manage their own stock plans in the most efficient way possible.
- 网站
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https://www.equityplansolutions.net
Equity Plan Solutions, LLC的外部链接
- 所属行业
- 会计
- 规模
- 11-50 人
- 总部
- Redwood City,California
- 类型
- 自有
- 创立
- 2016
- 领域
- Accounting for Equity Compensation、Diluted EPS for equity compensation、Equity Edge Online和Stock Plan Administration
地点
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主要
1495 Virginia Ave
US,California,Redwood City,94061
Equity Plan Solutions, LLC员工
动态
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Equity Plan Solutions had a great time sponsoring Happy Hour at Nola's with Stock & Option Solutions after the Morgan Stanley Regional Fall Forum Thrive Series event last week in Menlo Park! #MorganStanley #EquityPlanSolutions #ThriveRegionalFallForumSeries
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Come join us next Thursday, September 12 in Mountain View!
How many of my local equity peeps am I going to see next Thursday, September 12 in Mountain View at the NASPP SV Chapter Networking Event? This is ANOTHER one of my favorite equity events! Only $10 for NASPP members and $20 for non-members. So much fun! Come out and mingle! #equitycomp #networking #stockplans https://lnkd.in/gkNK8FDC
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I hope to see so many of you at this not-to-be-missed event! #stockplans #equitycomp #networking
Gear up for GEO's 14th Annual NorCal Forum in just three short weeks! ?? As we look back at last year's incredible event, we're filled with the excitement for what’s in store this year. With unforgettable sessions, networking opportunities, and keynote brilliance, this is one event you won’t want to miss. ?? Gold-Medal Insights: Learn from top industry leaders and gain cutting-edge knowledge. ?? Dynamic Networking: Connect with peers and industry experts in a lively, engaging atmosphere. ??Inspiring Keynote: Be motivated by an exceptional speaker who will elevate your perspective. ?? Friendly Competition: Join in the fun at our happy hour and see if you can claim the top spot! Let’s aim for a gold-medal performance at this year’s Forum! ??View the agenda – https://loom.ly/Jv5tGa4 ??Register – https://loom.ly/N6DFIms #GEONorCalForum #shareplans #equitycompensation GEO's NorCal Chapter Tara Hagen, CPA, FGE, MBA, Timothy Gow, Nadine Franczyk, MBA, FGE, Carrie Kovac, Brian Kirkpatrick, CEP, Taylor Slayton, Cory M Anderson, Jeff Bauman, Madeline Van Hoorickx
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We are delighted to welcome Joe Steitz with his extensive industry expertise to our EPS Team! Great to have you with us, Joe!! #EquityPlanSolutions #PublicCompanyAdministrationServices
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We're excited to share that Elizabeth Dodge, CEP will be speaking at the #NASPP Conference in San Francisco this October! Register now and make sure to join her and Stacy Romain-Bishop, CEP, Boxian Kolb, CPA and Mike Palermo, CEP at their session, "Ins and Outs of Performance Award Financial Reporting" https://lnkd.in/deSXpGiq
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We would like to welcome Wendy Woronowicz to Equity Plan Solutions! Welcome aboard, Wendy!! #PrivateAdministrativeServices #EquityPlanSolutions
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Only one week away! Hope you'll join Elizabeth Dodge in her upcoming Session at the NASPP webinar, "10K & 10-Q Filings Common Issues and Best Practices," on July 17, 2024. She'll be providing fresh insights on the common issues that persist in 10-Ks and 10-Qs across industries and answer your questions. To learn more and register >> https://lnkd.in/djH_82yt #equitycompensation #compensationandbenefits #executivecompensation #10Kfilings #10Qfilings #10k10qFilingBestPractices