1. Ask, Share, Learn Within the Largest Community of Corporate Finance ProfessionalsLeveraging Technology to Optimize Equity Compensation Accounting, Reporting & Disclosures Matt Abram, CEP, Director of Sales Engineering, EASi Don Gillotti, CEP, ECU, SVP of Sales, EASi

2. Welcome to Proformative Proformative is the largest and fastest growing online resource for senior level corporate finance, treasury, and accounting professionals. A resource where corporate finance and related professionals excel in their careers through: Uniquely valuable, online Peer Network Direct subject-matter-expert advice Valuable Features and ResourcesAll of it completely noise-free Check it out at www.proformative.com 3. Ask, Share, Learn Within the Largest Community of Corporate Finance ProfessionalsLeveraging Technology to Optimize Equity Compensation Accounting, Reporting & Disclosures Matt Abram, CEP, Director of Sales Engineering, EASi Don Gillotti, CEP, ECU, SVP of Sales, EASi 4. Business Model Advantage OTHERS PURPOSE TECHNOLOGY BROKERSPARTNERS GROWTHGreat Technology Company Single, Integrated Platform Neutral Choice Certified Integrations Neutral Choice Cultivate Robust Ecosystem Focus on OrganicService or Brokerage Company Multiple or Legacy Platforms Conflicted Locked-In Conflicted Locked-In Focus on Inorganic Focus on Transaction Fees 5. More Than 800 Companies in 70 Countries 6. The EASi Platform Advantages 15 award types supportedExtensive forecasting and modeling capability Broker choice with pre-integrated connectors Flexibility Robust FunctionalityComplete SEC, FASB, and IFRS calculations and reportingQuickly retrieve data with filtering, sorting and ad hoc reportingEasily connect to other business applications such as payroll Automated report delivery for a faster close Streamlined ProcessesAutomated participant communications and transactionsCloud-based for faster deployment and zero maintenance 7. The EASi Platform ExtrasAccountingTaxParticipantsEASi Administration Platform ConnectorsReporting 8. Administration Platform and Participant Portal EASi Administration Platform Participants15 award types Full audit trail Grant modificationsMobility management Ease of data import Administrative alerts Online grant delivery and acknowledgementConnection to your choice of brokerSupport for end-toend exercise and settlement processFlexibly share payment methodsParticipant email communications 9. Accounting, Tax, ReportingAccounting Valuation market price and risk-free rate Expense calculations Journal entries EPS/dilution AccountingTax Reporting DTA/DTB APIC pool Jurisdictional tax allocation Mobility management Disclosures Proxy reporting Modeling and forecasting toolsTaxReporting 10. EASi Extras ECHO Forecasting and modeling tool daily or weekly refresh cycles.EASiRate Delivers withholding rates for each tax jurisdiction on monthly, quarterly, or annual basis.Peer Group Volatility Calculates weighted average volatility for up to 12 peer companies.3,4,5 Filer Integrated solution for filing forms 3, 4, and 5.Extras 11. Connectors Automated two-way integration with payroll/HRIS. Synchronizes tax and employee demographic information to manage translation and transfer.Pre-integrated, certified connections with leading brokers Single or multiple brokers Support for end-to-end exercise and settlement process Connectors 12. How We Make You SuccessfulImplementation ServiceSupportEducation Customer Relationship 13. Implementation Timeframe: 12-14 weeksProject managementWeekly meetings and status reportsImplementation manager and data specialistFormal sign-offs at milestonesData migration Automation to migrate data from current solutionData and financial reconciliationData reconciliation and financial reconciliation EASi identifies and fixes data conversion issues Data migrationYou sign off on the reconciliationUnlimited, free, web-based trainingEducation and training12-14 weeksProject kick-off 14. Professional Services Consultative support for accounting and tax issues Support for corporate actions IPO consulting Specialized business needs 15. Education Unlimited, free, web-based training One-on-one training from financial reporting expert included with implementation Customized online and onsite training EASi University and Customer Community Annual User Summit 16. Customer Relationship Adding new participants Reviewing new EASi or partner solutions Considering HRIS or broker integrations Developing training and education plans for your company Questions on renewals Collaborating on best practices Engaging in industry and EASi forums and events 17. Support Expert Consultants More than 50% of EASi staff have or are pursuing CEPU.S.-Based Support 12 hours x 5 days Phone and email Extensive online help materialOnline Case Management Daily triage Regular email updates Regular software updates to resolve issues 18. Please join us at www.proformative.com to ask any additional questions you may have and to continue this conversation with your peers and the experts you heard from today. If you have questions about CPE Credit, please send an email to cpe@proformative.com 19. Sponsor