Learning Center

Always Audit-Ready: Equity Reporting Practices That Pay Off

Always Audit-Ready: Equity Reporting Practices That Pay Off

Includes a Live Web Event on 08/12/2026 at 1:30 PM (EDT)

Audit season doesn't have to be a scramble. For equity plan teams, the difference between a smooth audit and a stressful one comes down to what happens the rest of the year. From day-to-day data management to multi-system reconciliation and SOX controls, the habits and processes you build now determine how prepared you are when the auditors arrive. Leave with practical frameworks for strengthening data integrity, standardizing reporting across periods, and managing the audit process with confidence.

Key questions this webinar will answer:

  • What day-to-day data management practices set equity teams up for a clean, stress-free audit?
  • How can equity administrators maintain reporting consistency across periods and multiple systems?
  • What should equity teams know about working effectively with external auditors and managing audit requests?
  • How do SOX controls, exception handling, and change management protect data integrity over time? 
  • What are the most common equity reporting pitfalls and how can teams prevent them?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

Donna Bell

Donna Bell

Senior Director of Account Services

Certent Equity Management

Justin James

Justin James

Director of Strategic Alliances & Partnerships

Certent Equity Management

All attendees are required to register in advance. 

  • NASPP Members: Current NASPP members can attend at no cost.
  • Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

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Presentation
08/12/2026 at 1:30 PM (EDT)  |  60 minutes  |  Attendance Required
08/12/2026 at 1:30 PM (EDT)  |  60 minutes  |  Attendance Required
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CEP Continuing Education Credit
Live and Archive Viewing: 1.25 CEP credits and certificate available
Live and Archive Viewing: 1.25 CEP credits and certificate available 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.