Ebook

Equity Plan Management: Seven Risks of Spreadsheets and Three Routes To Eliminate Them

Equity Plan Management: Seven Risks of Spreadsheets and Three Routes To Eliminate Them

Pages 11 Pages

Spreadsheets remain widely used for equity plan management but pose seven major risks. Data disasters, compliance hazards, administrative errors, and missed reporting deadlines expose companies to costly mistakes and regulatory penalties. Less obvious risks include reduced perceived value for employees who cannot easily view awards, inaccurate trading and settlement from lack of broker integration, and data corruptibility from limited controls. To mitigate these issues, companies can deploy dedicated software, co-source with a partner, or fully outsource management. Certent Equity Management offers all three options, improving efficiency, compliance, and security.

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