The Advisors' Blog

Tune in at 2:00 pm Eastern tomorrow — Wednesday, December 3rd — for our webcast “Equity Award Approvals: From Governance to Disclosure” to hear Jeff Joyce of Pay Governance and Sheri Adler and David Kaplan of Troutman Pepper Locke discuss common foot faults for equity award approvals and share best practices to help you dot your i’s and cross your t’s when awarding equity in 2026. Among other topics, this program will cover:

– Not Your Kindergartener’s Math: Share Counting

– Planning Ahead: Award Design

– Approval Formalities:

– Who Approves?

– What Gets Approved?

– Grant Timing, Sizing and Disclosure

– Documenting and Communicating Awards

Members of this site can attend this critical webcast at no charge. If you’re not yet a member, you can sign up by contacting our team at info@ccrcorp.com or at 800-737-1271. Our “100-Day Promise” guarantees that during the first 100 days as an activated member, you may cancel for any reason and receive a full refund. The webcast cost for non-members is $595.

We will apply for CLE credit in all applicable states (with the exception of SC and NE which require advance notice) for this 60-minute webcast. You must submit your state and license number prior to or during the program using this form. Attendees must participate in the live webcast and fully complete all the CLE credit survey links during the program. You will receive a CLE certificate from our CLE provider when your state issues approval; typically within 30 days of the webcast. All credits are pending state approval.

This program will also be eligible for on-demand CLE credit when the archive is posted, typically within 48 hours of the original air date. Instructions on how to qualify for on-demand CLE credit will be posted on the archive page.

Liz Dunshee