AGENDA

Day 1
2019-05-21
Day 2
2019-05-22
Rodrigue Gallery
Day 3
2019-05-23
Rodrigue Gallery
07:00 - 07:30
Registration/Information

Registration Opens

LOCATION: Grand Foyer C
07:30 - 08:30
Breakfast – Pre-Conference

More information coming soon

08:00 - 17:30
1-1 Consulting
LOCATION: Edgewood AB
08:30 - 12:00
Pre-Conference Bootcamp : Administration – Session #1
8:30–8:45

Introductions and Agenda

8:45–9:50

Certent EM Basic Concepts and Navigation. Features an overview of Plan Setup, Securities and Vesting Schedules

9:50-10:00

BREAK

10:00–10:30

Look up Tables and Tax Item Lists

10:30–11:30

Import Functionality

11:30–12:00

Participant Additions and Maintenance
 

LOCATION: Grand Ballroom D
08:30 - 12:00
Pre-Conference Bootcamp : Accounting – Session #1
8:30–8:45

Introductions and Agenda

8:45–9:20

Reporting Basics, Common Admin Reports, Batch and Interactive Reporting

9:20-11:00

Security Transactions & Cap Table

10:10-10:20

BREAK

10:20–11:00

Performance Grants: Performance Awards/Units, Performance NQ

11:00–12:00

Accounting Setup: Plan Setup, Tax Entity, Fiscal Periods, Forfeiture Rate
 

LOCATION: Grand Ballroom E
09:50 - 10:00
Break
LOCATION: Grand Foyer C
12:00 - 13:00
Lunch – Provided by Certent
LOCATION: Grand Foyer C
13:00 - 16:00
Pre-Conference Bootcamp : Administration – Session #2
1:00–2:15

Grants, Vesting Schedules and Exercises for Options and Restricted Stock

2:15–2:30

ISO/NQ Splits

2:30-2:40

BREAK

2:40–3:15

Reporting Basics, Common Admin Reports, Batch and Interactive Reporting

3:15–3:30

Participant Portal Demo

3:30–3:45

Document Library & Online Grant Agreements

3:45–4:00

Notification Center

4:00

WRAP UP
 

LOCATION: Grand Ballroom D
13:00 - 16:00
Pre-Conference Bootcamp : Accounting – Session #2
1:00–2:10

Accounting Inputs: Fair Value Inputs (Expected Term, Volatility, Dividends, Risk-Free Interest Rate), Performance, Overrides

2:10–3:20

Accounting Reports: Fair Value Details, Expense Accrual,Disclosure, DTA, Common Equivalents, Proxy Reports

3:20-3:30

BREAK

3:30–4:00

Questions and review activities

4:00

WRAP UP
 

LOCATION: Grand Ballroom E
15:00 - 15:15
Break
LOCATION: Grand Foyer C
17:30 - 19:30
Welcome Reception

More information coming soon.

LOCATION: Grand Ballroom AB
07:00 - 17:00
Registration/Information

Registration Opens

LOCATION: Grand Foyer C
07:30 - 08:30
Breakfast – Exhibit Hall Opening

More information coming soon

LOCATION: Grand Ballroom AB
08:30 - 09:15
Keynote – Certent /Michael Boese, CEO

More information coming soon.

LOCATION: Grand Ballroom C
09:15 - 10:00
Keynote – TBD

More information coming soon.

LOCATION: Grand Ballroom C
10:00 - 10:30
Break

More information coming soon.

LOCATION: Grand Ballroom AB
10:30 - 11:45
Product Session: Managing DEU’s
  • Tackles Certent Users most frequent questions surrounding setup & calculation of DEU’s in Certent
LOCATION: Grand Chenier
10:30 - 11:45
Product Session: ESPP Plan Design & Administration
  • How to get a seat at the table for plan design
  • Structure your ESPP program for efficient administration
  • Increase participant appeal and participation
LOCATION: Grand Ballroom D
10:30 - 11:45
Product Session: Liability Accounting
  • Review of when liability accounting treatment is required or advisable
  • Recap of Non-Employee Expense Regulations 2018-07 vs. 505-50 and how it impacts your company’s financials
  • Covers how to process in Certent
LOCATION: Grand Ballroom E
10:30 - 11:45
Product Session: Privates: CapTable Setup & Analytics
  • The basics of getting your CapTable setup in Certent
  • Interactive session walks users through how to run effective security transaction scenario analysis
LOCATION: Grand Couteau
10:30 - 16:30
1-1 Consulting

More information coming soon.

LOCATION: Edgewood AB
11:45 - 12:45
Lunch
LOCATION: Grand Ballroom AB
12:45 - 14:00
Hot Topic Session: TBD

More information coming soon.

LOCATION: Grand Couteau
12:45 - 14:00
Hot Topic Session: TBD

More information coming soon.

LOCATION: Grand Chenier
12:45 - 14:00
Hot Topic Session: TBD

More information coming soon.

LOCATION: Grand Ballroom E
12:45 - 14:00
Hot Topic Session: Preparing for Your Audit
  • What Accounting firms are looking for when they perform an audit and how you can prepare.
LOCATION: Grand Ballroom D
14:15 - 15:30
Product Session: Tying out Certent Financial Reports
  • Session focuses on financial reporting
  • Identifies which groups of Certent reports are designed to work in conjunction with one another
  • Provides an interactive walk through of tying out sample reports
LOCATION: Oak Alley
14:15 - 15:30
Product Session: How Certent Uses Certent
  • Certent’s own Admin Services team reveals how we utilize the Certent system for Administration and Accounting of our employee’s equity compensation
LOCATION: Grand Chenier
14:15 - 15:30
Product Session: Performance Award #1
  • Overview of the differences between Market Based vs. Performance Based awards.
  • How to set up your performance plan in Certent using the Multiplier and Banking Models
LOCATION: Grand Ballroom D
14:15 - 15:30
Product Session: Privates: Mergers/Acquisitions & Tender Offers
  • Mergers and Acquistions can require quick action: what you need to know to be ready when the time comes
  • Tender offers are increasing in popularity for companies postponing IPOs: Here’s how we can help
LOCATION: Grand Couteau
14:15 - 15:30
Product Session: ESPP Accounting
  • Approach to accounting for your ESPP program in Certent
LOCATION: Grand Ballroom E
15:30 - 16:00
Snack
LOCATION: Grand Ballroom AB
16:00 - 17:15
Hot Topic Session: Monte Carlo Valuation Technique

What is Monte Carlo Valuation, how it works and why/when it is needed?

LOCATION: Grand Ballroom D
16:00 - 17:15
Hot Topic Session: How to Scale your Equity Plan to Retain Talent

Customer panel featuring clients that have grown their Equity Plan with Certent & our partners that can offer support along the way (brokers, etc.)

LOCATION: Grand Chenier
16:00 - 17:15
Hot Topic Session: TBD

More information coming soon.

LOCATION: Grand Couteau
16:00 - 17:15
Hot Topic Session: TBD

More information coming soon.

LOCATION: Grand Ballroom E
18:00 - 22:00
Customer Appreciation Event

Sponsored by TD Ameritrade

LOCATION: MardiGras World (map)
07:00 - 14:00
Registration

Information Table

LOCATION: Grand Foyer C
07:00 - 08:14
Breakfast
LOCATION: Grand Ballroom AB
08:15 - 09:30
Charity Networking Event

Rise Against Hunger

LOCATION: Grand Foyer C
09:45 - 13:46
1-1 Consulting

More information coming soon.

LOCATION: Edgewood AB
09:45 - 11:00
Product Session: Why We Outsource Stock Plan Admininistration
  • Customer panel feauting Admin Services Clients discussing why they chose to outsource Equity Administration to Certent
LOCATION: Grand Ballroom D
09:45 - 11:00
Product Session: The Portal for Private Companies
  • How you can benefit from implementing a participant portal even if you don’t have a broker relationship.
  • Examines key considerations for setup and rollout.
LOCATION: Grand Chenier
09:45 - 11:00
Product Session: Period Closes: or An Approach for Period Lockdown
  • Explores a technique for simulating a period lockdown with the Certent system and describes why the approach is beneficial
LOCATION: Grand Couteau
09:45 - 11:00
Product Session: Expensing for Performance Based Awards
  • Covers accounting for complex performance awards
  • Reviews multiple scenarios along with possible pitfalls
LOCATION: Grand Ballroom E
11:00 - 11:30
Break
LOCATION: Grand Ballroom AB
11:30 - 12:45
Hot Topic Session: Mobility

More information coming soon.

LOCATION: Grand Ballroom D
11:30 - 12:45
Been There Done That
  • Audience Participation is Required
  • Engage the panel of experts on any and all equity admin topics through interactive Q&A
LOCATION: Grand Chenier
11:30 - 12:45
Hot Topic Session: TBD

More information coming soon.

LOCATION: Grand Couteau
11:30 - 12:45
Hot Topic Session: TBD

More information coming soon.

LOCATION: Grand Ballroom E
12:45 - 14:00
Closing – Thank you

In appreciation of your attendance you are invited to join us for our closing reception hosed in the lobby bar area.

LOCATION: Hotel Lobby Bar
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