Tag Archives: corporate governance

Resources for Equity Transactions and Planning: Part 2 – Firmex Deal Room

I’d like to share with our Corporate Focus and Equity Focus users three great resources that I recommend for equity planning, equity transactions, and understanding equity instruments. Our customers have used all of these, and I want to make sure … More

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Entity Life-Cycle Knowledge Management: Size Doesn’t Matter

I recently read an article in Mass High Tech magazine called, “From Know-How to Know-Who.” It posed the question of whether knowledge management (KM) is really about the knowledge that resides in a document or file – or if it’s … More

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When Should You Get A System for Equity Management and Compliance Tracking? Just Ask Your Clients and Staff.

I’m often asked this question by lawyers interested in using Corporate Focus to improve equity management and corporate compliance tracking for their clients: When is the right time to start? Are we too early? Are we too late? Are we … More

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Are Capitalization Tables the New Social Networking Tool for CFOs and Lawyers?

We all know that CFOs and lawyers are not considered the most social bees of the bunch. But we do read the Wall Street Journal quotes that talk about how the CFO or General Counsel is concerned with “what’s in … More

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Proven Strategies for Improving Your Legal Compliance Scorecard?

At a recent Two Step webinar, Craig Newfield, Vice President and General Counsel of Gomez, Inc., and Mark Martines, Executive Vice President and General Counsel of Jenzabar, Inc., presented an excellent framework for improving and assessing legal compliance at venture-backed, … More

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Your SaaS Provider's Infrastructure: Like Your Own Systems … On Steroids

Talking with hundreds of companies over the past year about our stock plan and corporate governance applications, we’ve seen the “tectonic shift” that some analysts have referred to with regard to the acceptance of SaaS applications in the business application market. … More

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IRS Issues Additional (But Limited) Transition Relief Under 409A

On September 10, 2007, the IRS issued Notice 2007-78, which permits taxpayers to bring nonqualified deferred compensation plans into documentary compliance with Section 409A of the Internal Revenue Code and the final regulations issued there under. Since the penalties for … More

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Leading Audit Firm Finds Tech Companies Still Struggling with Accounting for Stock-based Compensation

Are you struggling with the challenges brought on by Financial Accounting Statement 123(R)? If you are, you’re not alone. One of the leading global accounting, tax and business advisory organizations, Grant Thornton LLP, recently reported that some of the implementation issues … More

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