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GEO will be conducting site maintenance on Friday, 23 October, between 1:00pm and 4:00pm EDT. During this time, the site may be intermittently unavailable.

Registered attendees, access GEOvirtual2020 here!

Tuesday, 29 September 2020
08:00-08:50 PDT
11:00-11:50 EDT
16:00-16:50 BST
17:00-17:50 CEST
23:00-23:50 HKT
01:00-01:50 AEST +1
Breakout Series V
Finance, Tax & Accounting
Also suitable for Private Companies

Session Encore
with Live Speaker Q&A
Tuesday, 06 October 2020
17:00-17:50 PDT
20:00-20:50 EDT
01:00-01:50 BST +1
02:00-02:50 CEST +1
08:00-08:50 HKT +1
11:00-11:50 AEDT +1

5.3 Reconcile This! Best Practices to Reconcile Equity with Payroll, Corporate Tax, and More

Performing reconciliations to ensure that your equity data ties to your corporate systems is a critical, and often burdensome process. Valuable time is spent downloading and comparing data from various source systems, and the effort to identify and resolve variances can be overwhelming. This session focuses on best practices to follow to confirm that your equity platform reconciles with payroll, corporate tax, and other areas. From spreadsheet-based reconciliation approaches to more advanced and automated platform examples, learn from the panelists how they manage their reconciliation processes. Specific focus will be dedicated to the significant challenge of confirming that the appropriate tax withholding and reportable income amounts are submitted to the appropriate tax authorities, especially within foreign jurisdictions. Expect to learn how the future of APIs may change the reconciliation landscape and control environment and walk through advanced tool examples that can significantly streamline the reconciliation process. These time saving tips will allow you to be more focused on resolving the reconciling items versus manually building the reconciliations from scratch each time.
 
Emma Domingo, Zillow Group (US)
Matthew McKittrick, Moss Adams (US)
Scott Pratt, Amazon (US)
 
CPE Credit: 1.0
Field of Study: Taxes
Level: II, III