Candor

Make the most out of stock based compensation

[Candor @teamcandor]

\\\How to manage RSU pay as a tech employee- read below

https://t.co/DuW4d6z2TN

[Candor @teamcandor]

🔒 At Candor, SOC 2 Type II compliance means independent auditors continuously verify our security controls work as promised. Your sensitive stock compensation data stays protected with enterprise-grade encryption—in transit and at rest.

Because when it comes to compliance, consistency isn't optional.

How do you ensure your equity partners meet the highest security standards?

#GeneralCounsel #DataSecurity #SOC2Compliance #EquityCompensation #RiskManagement #FintechRetry

[Candor @teamcandor]

Still filing 10b5-1 plans with carbon paper?

We're launching a commercial that shows the uncomfortable truth: while the rest of finance has gone digital, many firms are still processing 10b5-1 plans like it's 1955. Paper forms, manual reviews, endless back-and-forth—no wonder only executives get access.

This antiquated approach creates a two-tier system where your junior employees are excluded from the same trading tools available to leadership. Meanwhile, your legal and finance teams waste hundreds of hours on administrative busywork.

Modern problems need modern solutions. Candor's platform automates 10b5-1 administration, making these plans accessible to every employee while freeing your team from paper-pushing.

Why should trading plan access depend on how much paperwork someone can generate?

#10b5-1Plans #TotalRewards #EquityCompensation #DigitalTransformation #EmployeeBenefits #Fintech #HRLeadership

[Candor @teamcandor]

A striking 63% of employees don't understand how to optimize the tax treatment of their stock-based compensation.

This represents a massive gap in your total rewards strategy—one that directly impacts both employee financial outcomes and program ROI.

When employees can't maximize the value of their equity grants, your carefully designed compensation packages lose their intended impact. The result? Reduced retention power, diminished motivation, and compensation dollars that fail to drive the behaviors your organization needs to succeed.

What steps is your organization taking to ensure employees can fully realize the value of their equity compensation?

The best total rewards programs don't just offer value—they help employees capture it.

#TotalRewards #EmployeeCompensation #StockCompensation #EmployeeEducation #RetentionStrategy #HRStrategy #TalentManagement

[Candor @teamcandor]

Still filing 10b5-1 plans with carbon paper?

We're launching a commercial that shows the uncomfortable truth: while the rest of finance has gone digital, many firms are still processing 10b5-1 plans like it's 1955. Paper forms, manual reviews, endless back-and-forth—no wonder only executives get access.

This antiquated approach creates a two-tier system where your junior employees are excluded from the same trading tools available to leadership. Meanwhile, your legal and finance teams waste hundreds of hours on administrative busywork.

Modern problems need modern solutions. Candor's platform automates 10b5-1 administration, making these plans accessible to every employee while freeing your team from paper-pushing.

Why should trading plan access depend on how much paperwork someone can generate?

#10b5-1Plans #TotalRewards #EquityCompensation #DigitalTransformation #EmployeeBenefits #Fintech #HRLeadership

[Candor @teamcandor]

Are your stock compensation costs spiraling beyond strategic intent?

Recent Mercer data reveals that 67% of global listed companies above $10 billion market cap allocate approximately 2% of revenue to stock-based compensation—with technology companies pushing above 4%. This isn't just a compensation trend; it's a fundamental shift in how businesses structure their most significant expense after payroll.

For General Counsels, this represents both opportunity and complexity.

When stock compensation becomes a material percentage of revenue, it demands the same strategic oversight as any major capital allocation decision. The legal framework supporting these programs must evolve from compliance-focused to strategically integrated, ensuring equity plans drive business outcomes rather than simply meeting regulatory requirements.

How are you ensuring your equity compensation strategy aligns with both legal compliance and business performance?

The most successful companies treat stock compensation as strategic capital, not just employee benefits.

#StockCompensation #GeneralCounsel #CorporateLaw #EquityCompensation #ExecutiveCompensation #CorporateGovernance #Fintech

[Candor @teamcandor]

Investing in the next generation of finance leaders.

We had the privilege of supporting an event at LinkedIn with HerEquity for young women interested in finance careers, sharing insights about fintech, equity compensation, and building meaningful products that solve real problems.

These conversations matter. When we create pathways for diverse talent to enter finance and technology, we strengthen our entire industry. The future of fintech depends on perspectives that reflect the people we serve.

Grateful to contribute to their journey and excited to see where their careers take them.

How is your organization supporting the next generation of finance professionals?

#WomenInFinance #Fintech #DiversityAndInclusion #CommunityInvestment #NextGeneration #FinanceCareers #Mentorship

[Candor @teamcandor]

🧮 What's the real cost of manual equity workflows for your legal team?

While finance teams measure equity programs in dollars and dilution, legal teams measure them in late nights, missed deadlines, and compliance anxiety. The most successful GCs have stopped treating equity administration as a necessary evil and started treating it as a competitive advantage.

When your platform handles 10b5-1 plan management, automates SEC filing workflows, and streamlines RSU tax settlements, your legal team shifts from firefighting to strategic planning. That's the difference between being reactive and being ready.

Book a time to see Candor in action and get a JBL speaker.

Because the best legal teams run on systems, not spreadsheets 📑

#LegalOps #GeneralCounsel #EquityManagement #SEC #Compliance #LegalTech

[Candor @teamcandor]

Candor is sponsoring the 8th Annual B. Riley TMT Conference next week, where we'll connect with CFOs who know that stock-based compensation reporting can make or break investor confidence.

Institutional investors don't just look at your numbers—they scrutinize the systems behind them. They want to understand dilution impact, tax settlement cost, executive sale timing with precision. The CFOs who command respect are those who can provide immediate, accurate SBC analytics without hesitation.

When your platform delivers bulletproof metrics, investor conversations shift from defense to strategy.

That's the difference between managing compliance and driving growth.

Ready to own your SBC story? We'll see you there.

#SBCReporting #InstitutionalInvestors #CFOStrategy #BRileyTMTConference #EquityMetrics #FinanceOperations

[Candor @teamcandor]

Read the latest guide here: https://t.co/RbHXpHDZxT

[Candor @teamcandor]

CFOs: The wrong stock plan administrator hire can cost millions in compliance failures and audit delays.

With salaries averaging $101,497 and fierce competition for talent, this hiring decision has become critical for public companies. Our new CFO Guide reveals the hidden costs most leaders miss - from platform migration headaches to regulatory penalties that derail equity programs.

This comprehensive guide covers everything from success metrics that matter to interview questions that reveal true expertise. It shows you how to identify candidates who will transform equity administration from a compliance burden into a strategic advantage.

#CFO #StockPlanAdministration #EquityCompensation #Compliance #FinTech #TalentAcquisition #CFOGuide

[Candor @teamcandor]

What happens when you put three equity compensation leaders in one room?

Our CEO Niya Dragova sat down with @Christine Zwerling (Head of Stock Administration at Asana) and Samantha Adams, CEP on the Smart, Driven Women podcast. Hosted by @Rona Jobe, CEO of LVL-Up Strategies, they shared actionable insights from scaling equity programs at high-growth companies.

The conversation reveals three practical strategies that directly impact business results: implementing feedback systems that identify operational gaps before they become costly problems, developing decision-making frameworks that maintain quality under tight deadlines, and building strategic partnerships that reduce implementation time and risk. These aren't theoretical concepts—they're proven methods for delivering reliable equity compensation solutions when companies need them most.

#EquityCompensation #FinTech #Operations #StockCompensation #BusinessStrategy #Leadership #Candor

Listen for specific tools and frameworks you can implement to strengthen your equity compensation operations. - Link to podcast below.

[Candor @teamcandor]

Is this happening to your stock plan participants? (TURN SOUND ON BELOW)

Your junior employees can't get broker attention. When they find advisors, the advice is always: "Sell everything immediately and diversify."

But why grant equity if advisors tell employees to dump it the moment it vests? This backwards approach undermines your entire compensation strategy and wastes your retention investment.

Your people deserve to understand what they own before deciding what to sell.

Candor steps in post-vest to bridge the gap between your equity grants and actual employee outcomes.

What's the point of equity compensation if no one helps employees once it vests?

#TotalRewards #EquityCompensation #RSUs #TalentRetention #HRLeadership

[Candor @teamcandor]

Tech workers holding 80% of their net worth in company stock:

🚨 This is not a retirement plan
🚨 This is not diversification
🚨 This is not "diamond hands"

This is financial Russian roulette with extra steps.

[Candor @teamcandor]

Your RSUs could be worth $200K today and $50K tomorrow.

Stock volatility is the silent killer of tech compensation packages that nobody talks about in salary negotiations.

Are you prepared for your "guaranteed" equity to vanish overnight?
[1/3]

[Candor @teamcandor]

Plot twist: That startup offering you 0.5% equity might be riskier than the Big Tech RSUs you're walking away from.

Stock volatility affects ALL equity compensation. The question isn't IF it will hit you—it's WHEN.

Diversification isn't optional. It's survival.

[2/3]

[Candor @teamcandor]

The information provided herein is for general informational purposes only and is not intended to provide tax, legal, or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security by Candor.

[Candor @teamcandor]

The IRS could ask you to pay taxes on your capital LOSSES if you’re not paying attention to these regulations:
https://t.co/Vp7IKVisyR
#investing #money #personaldevelopment #technology

[Candor @teamcandor]

Ask us anything on Elpha this week . Niya will answer your qs on negotiation, managing your RSU pay, her life philosophy, or how to swim the currents as a female founder. Join Elpha to stop by and ask a question.

https://t.co/O8l2TRiHHc

[Future @future]

Equity compensation has changed the incentives around choosing a job, but the financial infrastructure for employees is nearly nonexistent.

In this guide, @mediumsizecats lays out strategies for managing this wealth, and how companies can evolve to help. https://t.co/ITilXPmqKe

[Candor @teamcandor]

Men still make up 70% of the top Silicon Valley tech companies. This is just one of the injustices these organizations are working to correct:
https://t.co/BfCLynNQUY
#diversity #technology #whatinspiresme