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16 February 2024
How We Tackle the Challenges of Managing Complex Employee Stock Plans
Sheila Matias holds certifications including CEP, GRP, CCP, and CBP, and is the current President...
5 minute read
AI Is Everywhere. Trust Isn’t. Artificial intelligence has rapidly become part of everyday business. Finance professionals can summarize reports with ChatGPT, analyze spreadsheets with Microsoft Copilot, or ask Claude and Gemini complex business questions in seconds.
Artificial intelligence has quickly become part of everyday work. Finance professionals are using ChatGPT to summarize reports, Microsoft Copilot to analyze spreadsheets, Claude to organize complex information, and Gemini to accelerate research and content creation.
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Sheila Matias holds certifications including CEP, GRP, CCP, and CBP, and is the
I’ve had the opportunity to work a lot with companies working on their equity
Equity compensation programs are complex and implementing them is a huge
Introduction While ESG (Environmental, Social, and Governance) targets and
Private equity (PE) firms face specific challenges with financial reporting and
End of the year processes are a mandatory part of administering any employee
Equity management software (often called a Stock Plan System) is a specialized
An employee stock purchase plan (ESPP) is a program that allows employees to
Maximizing Sustainable Growth: OneStream ESG, CPM, and EPM Maximizing
Corporate performance management (CPM) refers to the methodologies, processes,
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9 February 2024
Five Critical Lessons I’ve Learned in Equity Compensation Plan Management
I’ve had the opportunity to work a lot with companies working on their equity compensation plans...
4 minute read
2 February 2024
How We Crafted a Winning Communication Strategy for Employee Equity Programs
Equity compensation programs are complex and implementing them is a huge undertaking. There’s...
4 minute read
15 December 2023
California’s Bold Step Towards Sustainability: SB 253 & SB 261
Introduction
While ESG (Environmental, Social, and Governance) targets and reporting have been the...
8 minute read
4 December 2023
OneStream and Private Equity: Perfect Together
Private equity (PE) firms face specific challenges with financial reporting and data analysis,...
2 minute read
1 December 2023
Year-End Processes for Equity Compensation Reporting
End of the year processes are a mandatory part of administering any employee stock plan.
If you...
4 minute read
21 November 2023
The Best Equity Management Software
Equity management software (often called a Stock Plan System) is a specialized tool that companies...
4 minute read
20 November 2023
Designing an Effective Employee Stock Purchase Plan for Your Mid-Sized Company
An employee stock purchase plan (ESPP) is a program that allows employees to purchase company stock...
5 minute read
27 October 2023
What Features You Should Consider for Your CPM Platform
Maximizing Sustainable Growth: OneStream ESG, CPM, and EPM
Maximizing performance across an...
4 minute read
20 October 2023
Corporate Performance Management: Why CPM is Critical to Running Your Business
Corporate performance management (CPM) refers to the methodologies, processes, and systems the...
5 minute read
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