Year End Reporting

Best Practices for Accurate and Efficient Year-End Reporting

December 12, 2024, 10:30 AM - 11:45 AM




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Tackling year-end equity reporting can be daunting, especially when balancing administrative and financial reporting requirements. Discover how to streamline the process and achieve accuracy and timeliness by utilizing best practices in data management, compliance, and reporting. Gain practical tools and insights to confidently navigate the complexities of year-end equity reporting and set yourself up for a seamless transition into Q1 filings. 

Key questions this webinar will answer: 

  • What are the key differences between administrative and financial reporting requirements? 
  • How can you reduce errors and save time by improving year-end reporting processes? 

  • What are best practices for data management and compliance? 

Continuing Education

This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

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