ATTENTION ALL STOCK ADMINISTRATION CONTRACTORS

This is part of the service that is offered by Karen Needham & Associates

My Equity Comp is an equity compensation consulting firm that provides numerous types of services to private and public companies throughout the country (and beyond).  We do database consulting, education, administration (termporary or fully outsourced), and any other service related to equity compensation.  

Our consultants cover for maternity leave, fill-in
during vacations, or help during busy times. 
My Equity Comp is familiar with the leading applications and the
different vendors in the industry (brokers, payroll, transfer agents, etc.) and
can help greatly in reducing administrative burdens.

I am a CEP and CPA and provide project management services in the equity compensation and accounting areas.  My focus is on achieving the best solution for the company in a time effective manner while ensuring all alternatives are properly evaluated and all relevant parties have been consulted.  

Project examples are:

• Option Exchange or Cash-Out


• Assumed Equity in Mergers & Acquisitions


• FAS 123R Assumption Setting & Auditor Discussions


• Accounting for Accelerations & Modifications & Exchanges


• SEC Reporting Disclosure Preparation


• Compensation Table Preparation for Proxy


• Global RSU Program Implementation & Maintenance


• International Compliance Review


• SOX Process Documentation & Controls Review

For more on my experience as well as my contact information, please refer to my website at www.vanveeren.net.

As many of you may know, I not only moderate the ECE, but I actually have a paying job as well.

My firm, Performensation Consulting and Solutions offers assistance with end-to-end solutions for equity compensation programs for companies around the world.

We work with a wide variety of contractors, consultant and system providers to offer our clients with very customized solutions to their needs.  You can find out more at our web site. Visit Performensation

Please feel free to contact me directly through the ECE site or via any of the contact information below.

Thanks

Dan

Dan Walter, CEP
ECE Founder

President and CEO
Performensation Consulting
917-734-4649
dwalter@performensation.com
www.performensation.com
skype: performensation

At Stock & Option Solutions (SOS) our mission is to provide top-tier stock plan management expertise.  We work with all types of companies: big, small, public, and private. Our clients love us because we are scalable to their needs and most importantly their budget.  We assist companies with any and all aspects of their stock plan management and we do this by:

• Providing onsite  temporary and long term stock plan administration services
  
  
  
  • Day to day administration
  
  
  • Project management
  
  
  • Financial reporting expertise
  
  
  
  


• Data & Technology solutions
  
  
  
  • Option Exchanges (Including Tender Offer Election Website)
  
  
  • Custom reporting
  
  
  • Interfaces 
  
  
  • Database conversions & upgrades
  
  
  
  


• Strategic advisory services
  
  
  
  • Redefine stock administration practices
  
  
  • Vendor evaluations
  
  
  • Education services for administration team and employees
  
  
  • International
  
  
  
  

These are just a few of the ways we can help!  You can visit us online at http://www.sos-team.com to learn more about who we are and what we do.  Please feel free to contact us directly at jdocter@sos-team.com or smcdonald@sos-team.com or call Justin at 408-754-4613 and Scott at 408-979-8715.

I am an experienced equity compensation specialist in the Minneapolis/St. Paul area with expertise in the following areas: 

• Stock Plan Administration

• SEC and Section 16 compliance relating to Forms 3, 4 and 5

• Training new employees

• Mergers and Acquisitions

• SEC Reporting Disclosure preparation for 10Ks/10Qs/Proxy Statement

• SOX Process Documentation & Controls Review

• Outside Directors Compensation

• Transcentive, Equity Edge experience

I am available for project work or short-term medical/maternity leaves or longer project work with shorter weeks/days.

Please feel free to contact me at:

1-612-236-5604 (cell only)

barbarabuisman@comcast.net

We are an end-to-end solutions provider in Equity compensation space. Based out of India, we can provide the following services for US / Europe based issuer companies or service providers from off shore:

1. Options Valuation, FAS 123R, IFRS accounting and disclosers services to global companies.


2. We can work with a US based Plan administrator for handling all the back office, data management and reporting processes from off shore. We are pioneers and market leaders in Stock plan administration in India. We use  our proprietory web based platform for rendering these services.


3. We can also work for US companies having operations in India with local adminstration, FBT compliance and employee support services.  

Our professional team consists of CEPs, CPAs and Corporate lawyers. Our USP is - quality service at significantly lower cost.

Please visit us at www.esopdirect.com to know more about us.  

Harshu Ghate

harshu@esopdirect.com

I am a CEP who does stock plan contract work. I am based in Chicago, but have clients from coast to coast. I have worked on the following projects:

Database projects
Software training (Equity Edge)
Stock Plan Administrator training
Mergers and acquisitions
Stock Plan Administrator fill-in via remote access
Employee education presentations
Controls and procedures documentation

I am available to travel for short-term projects, and I also have worked as a subcontractor for other consultants when they have needed an extra person or when they could not travel to a client site that was more conveniently located to me.

I am open to discussing any opportunites or coordinated projects and marketing with other consultants, including ideas to submit applications to be co-panelists at the various conferences we all typically attend. I can be reached at:

rick@greenzapato.com
W: (847) 821-0491
C: (847) 363-3972

I am an independent consultant and CEP located in the Bay Area.  I have over 20 years of experience, including 10 years as a consultant, developing and managing all aspects of equity awards and employee stock purchase plans. 

I specialize in administering stock plans for emerging companies.    My experience includes, but is not limited to:

• Providing temporary stock administration services


• Bringing stock administration function in-house


• Outsourcing stock administration


• Converting databases


• Ensuring stock administration database and files are audit-ready


• Training in-house personnel

Best regards,

Christina Quakenbush, JD, CEP

Email: ChristinaQuakenbush@gmail.com

Cell: 831-419-2648 (Santa Cruz)

Based out of Austin, Texas, I provide nationwide stock equity and incentive plan consulting services.  I have sixteen years of experience in plan administration, brokerage and software user interface design.  Utilizing this expertise, I provide the following services:

1) Customized Compensation/HR/Benefits Applications (IVR, Web)

 - Useful for underwater option programs not involving a broker.

 - Useful for customized "out of the box" plan types.

2) Equity and Bonus Plan Consulting

- Structuring unique incentives, administrative feasibility reviews, documentation of detailed business requirements, creating custom web applications, data mapping and data conversion.

- Brokerage file exchange interfaces and processing rules.

- Brokerage trading interfaces (straight-through trade processing).

3) Electronic Proxy and Shareholder services

- Data cleansing, normalization of data from multiple sources/formats, address updates, automated search/locate functions for lost shareholders.

I have familiarity with both Equity Edge and EOWIN platforms.  By contacting me, I also have access to other consultants who work with me in other areas of the country doing similar work.

Here's a plug for our services too -

The Connor Group (www.connorgp.com) provides accounting expertise for public and start up businesses in the San Francsisco Bay Area who have challenging issues connected to stock options and equity.

Thanks for this great website.  I've found it to be a helpful resource.

Regards,

Fred Huebner

fred@connorgp.com

Are there any new independent or boutique contractors out there?  It has been a while since this thread had an update.

New phone number for Joan Matlack, CEP - 510-304-7438.