The Annual Equity Grant: A Checklist of Key Considerations

Back by popular demand and refreshed for December 2020

The annual equity grant represents a major challenge for any organization, and one in which many different functions play a role. There is a flurry of activity among compensation teams, stock services functions, accounting departments, and the compensation committee. Some responsibilities are contained within one function while others are shared by several. It’s a situation in which critical details can easily be overlooked or mishandled.

This checklist of key considerations can help accounting professionals navigate the complexities of annual grant season, facilitate cooperation between functions, and provide a backstop for those easy-to-miss details.