- 1. Ask, Share, Learn Within the Largest Community of Corporate
Finance ProfessionalsLeveraging Technology to Optimize Equity
Compensation Accounting, Reporting & Disclosures Matt Abram,
CEP, Director of Sales Engineering, EASi Don Gillotti, CEP, ECU,
SVP of Sales, EASi
2. Welcome to Proformative Proformative is the largest and
fastest growing online resource for senior level corporate finance,
treasury, and accounting professionals. A resource where corporate
finance and related professionals excel in their careers through:
Uniquely valuable, online Peer Network Direct subject-matter-expert
advice Valuable Features and ResourcesAll of it completely
noise-free Check it out at www.proformative.com 3. Ask, Share,
Learn Within the Largest Community of Corporate Finance
ProfessionalsLeveraging Technology to Optimize Equity Compensation
Accounting, Reporting & Disclosures Matt Abram, CEP, Director
of Sales Engineering, EASi Don Gillotti, CEP, ECU, SVP of Sales,
EASi 4. Business Model Advantage OTHERS PURPOSE TECHNOLOGY
BROKERSPARTNERS GROWTHGreat Technology Company Single, Integrated
Platform Neutral Choice Certified Integrations Neutral Choice
Cultivate Robust Ecosystem Focus on OrganicService or Brokerage
Company Multiple or Legacy Platforms Conflicted Locked-In
Conflicted Locked-In Focus on Inorganic Focus on Transaction Fees
5. More Than 800 Companies in 70 Countries 6. The EASi Platform
Advantages 15 award types supportedExtensive forecasting and
modeling capability Broker choice with pre-integrated connectors
Flexibility Robust FunctionalityComplete SEC, FASB, and IFRS
calculations and reportingQuickly retrieve data with filtering,
sorting and ad hoc reportingEasily connect to other business
applications such as payroll Automated report delivery for a faster
close Streamlined ProcessesAutomated participant communications and
transactionsCloud-based for faster deployment and zero maintenance
7. The EASi Platform ExtrasAccountingTaxParticipantsEASi
Administration Platform ConnectorsReporting 8. Administration
Platform and Participant Portal EASi Administration Platform
Participants15 award types Full audit trail Grant
modificationsMobility management Ease of data import Administrative
alerts Online grant delivery and acknowledgementConnection to your
choice of brokerSupport for end-toend exercise and settlement
processFlexibly share payment methodsParticipant email
communications 9. Accounting, Tax, ReportingAccounting Valuation
market price and risk-free rate Expense calculations Journal
entries EPS/dilution AccountingTax Reporting DTA/DTB APIC pool
Jurisdictional tax allocation Mobility management Disclosures Proxy
reporting Modeling and forecasting toolsTaxReporting 10. EASi
Extras ECHO Forecasting and modeling tool daily or weekly refresh
cycles.EASiRate Delivers withholding rates for each tax
jurisdiction on monthly, quarterly, or annual basis.Peer Group
Volatility Calculates weighted average volatility for up to 12 peer
companies.3,4,5 Filer Integrated solution for filing forms 3, 4,
and 5.Extras 11. Connectors Automated two-way integration with
payroll/HRIS. Synchronizes tax and employee demographic information
to manage translation and transfer.Pre-integrated, certified
connections with leading brokers Single or multiple brokers Support
for end-to-end exercise and settlement process Connectors 12. How
We Make You SuccessfulImplementation ServiceSupportEducation
Customer Relationship 13. Implementation Timeframe: 12-14
weeksProject managementWeekly meetings and status
reportsImplementation manager and data specialistFormal sign-offs
at milestonesData migration Automation to migrate data from current
solutionData and financial reconciliationData reconciliation and
financial reconciliation EASi identifies and fixes data conversion
issues Data migrationYou sign off on the reconciliationUnlimited,
free, web-based trainingEducation and training12-14 weeksProject
kick-off 14. Professional Services Consultative support for
accounting and tax issues Support for corporate actions IPO
consulting Specialized business needs 15. Education Unlimited,
free, web-based training One-on-one training from financial
reporting expert included with implementation Customized online and
onsite training EASi University and Customer Community Annual User
Summit 16. Customer Relationship Adding new participants Reviewing
new EASi or partner solutions Considering HRIS or broker
integrations Developing training and education plans for your
company Questions on renewals Collaborating on best practices
Engaging in industry and EASi forums and events 17. Support Expert
Consultants More than 50% of EASi staff have or are pursuing
CEPU.S.-Based Support 12 hours x 5 days Phone and email Extensive
online help materialOnline Case Management Daily triage Regular
email updates Regular software updates to resolve issues 18. Please
join us at www.proformative.com to ask any additional questions you
may have and to continue this conversation with your peers and the
experts you heard from today. If you have questions about CPE
Credit, please send an email to [email protected] 19.
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