Mission Implementation: A Stock Plan Professional’s Guide to Implementing a Provider

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Information about Mission Implementation: A Stock Plan Professional’s Guide to...
Finance

Published on March 10, 2014

Author: scottcmc

Source: slideshare.net

Description

Your mission, should you choose to accept it, is to implement a new stock plan provider within an unrealistically short time frame while keeping your job and maintaining your sanity.

Join our panel of elite covert operations specialists who will guide you through the implementation process, point out booby traps you need to avoid, identities you may need to assume, explosive data issues you may need to defuse, and specialized technical equipment you may need to operate.

As always, should you or any of your team be caught or killed, the Secretary will disavow any knowledge of your actions. Good luck. This tape will self-destruct in five seconds.

Speakers
Julie Mrozek, CEP, Stock & Option Solutions, Inc.
Joe Miceli, Fidelity Stock Plan Services LLC

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