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Getting ahead of your year-end prep early this year will be the best holiday gift you could give yourself (yes, we know it’s still summer!). Gearing up for the myriad tasks associated with closing out the current year and preparing for the New Year can be daunting and time consuming. Our experts will share with you how to create a to-do list and the importance of checking it twice by reviewing the deliverables from last year, crafting employee communications, and more. Learn how to prep early and you may even have time to ring in the New Year and sip some of that cold champagne.



“During year-end there is such a whirlwind of activity that we can often feel like we are being pulled in six different directions. Start thinking about your processes now and put together a draft checklist that you can update as you get closer to the end of the year. Any preparation you can do ahead of time will help when the whirlwind hits.”
-Madori Playford, CEP, Stock & Option Solutions


Get More Information

SOS Educational Webcast:

The End is Near: Preparing and Checking Your Year-end List (twice!)

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

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Equity Compensation Webcasts

August 25, 2016