Administration & FAS 123(r) Support for Public & Private Stock Plans :Administration & FAS 123(r) Support for Public & Private Stock Plans equity|central


Slide 2:The Future is Built-In equity|central allows you: To customize the application to fit your processes and objectives Create ad hoc reporting with minimal effort Assign users based on need and role Interface with any broker Move seamlessly through the full corporate life-cycle


Slide 3:User Defined Fields 3 Company level 20 Participant level 10 Grant level Assign meaningful names Available for use in every screen and report


Slide 4:You design the data screens. They work the way you need them to!


Slide 5:You can build screens and reports from an almost limitless number of fields. Filter, sort and group result sets.


Slide 6:Data Entry Enter data directly into the system or import your information using simple spreadsheets.


Slide 7:Full Withholding Tax Support Mobility tracking with our exclusive Attach/Apply/Withhold model Tax limits, Supplemental tax, Social Insurance withholding, much more.


Slide 8:Select from a broad range of pre-defined administration reports. Or use them as templates for your own reporting needs.


Slide 9:Build your own reports with our exclusive View Table function. No need to learn complex report writing tools or pay hundreds of dollars for a custom report.


Slide 10:Assign as many users as you need. No per-user fees Role-level security for each user. Access is over the web. Security is built-in!


Slide 11:Vest templates have almost unlimited capabilities


Slide 12:Full support for: Incentive Stock Options Non-Qualified Stock Options Restricted Stock Awards Restricted Stock Units Performance Stock Awards Performance Stock Units Cash Settled SARs Stock Settled SARs Employee Stock Purchase Plans


Slide 13:Full performance support Define your performance criteria Measure interim achievement Accelerate vesting or enhance award


Slide 14:equity|central is strictly broker neutral. It can integrate with any Broker-Dealer that accepts file exchanges. If we don’t have the formats, we build them for FREE!


Slide 15:Full support for FAS 123(R) & IFRS.2 Black-Scholes calculator Full reporting capabilities Mark-to-market Grant and tranche level support


Slide 16:Accounting at the Grant or Tranche Level Built-in Black-Scholes calculator or import your own values


Slide 17:Extensive financial reporting with full ad hoc reporting and Excel download support


Slide 18:We tell you how every field is derived so you have the answers for your auditors before they ask the question.


Slide 19:Full support for private companies Cap table with what-if capabilities Early exercise support Peer group valuation


Slide 20:Full support for private companies Cap Table has: Support for instruments administered by Equity Central Full support for any funding instruments You define the parameters of each instrument


Slide 21:Historical and future reporting Summary at any level Natural and accelerated vesting What-if and actual in same database


For more information on this and other central solutions, visit us on the web at www.missionmpower.com :For more information on this and other central solutions, visit us on the web at www.missionmpower.com equity|central


Full Participant Access with Direct Brokerage, On-line Grant Agreements, Tax Elections, and Enrollments :Full Participant Access with Direct Brokerage, On-line Grant Agreements, Tax Elections, and Enrollments wealth|central wealth central


Slide 24:wealth|central gives you ultimate control over your plans Gives small brokers the power of the majors Holds your broker accountable Offer broker choice Gives small plans the power of the majors


Slide 25:Administration changes are immediately reflected in Wealth Central. No need for overnight file exchanges equity|central wealth|central


Slide 26:Summary page with everything your participant needs to know in one place


Slide 27:Customized announcements from you to your participants


Slide 28:Self-service grant administration Grant acceptance Tax Election Deferral


Slide 29:Portfolio details with: Grant level summary Tranche level detail Grant documentation Grant acceptance Market valuation Tax election


Slide 30:What-if modeling Select grants and amount Override taxes and price View results


Slide 31:Route orders to the broker Real-time link to broker (via FIX or STN protocol)


Slide 32:Review and adjust orders


Slide 33:Explore historical exercises


Slide 34:Maintain a complete library for participants


Slide 35:E-mail notifications to participants Participants select: Which notifications they wish to receive Where they wish to receive them


For more information on this and other central solutions, visit us on the web at www.missionmpower.com :For more information on this and other central solutions, visit us on the web at www.missionmpower.com wealth|central wealth central


End-to-End Support For All Your Plan Needs Including Staffing, Reconciliation, Best Practices, Training, Infrastructure, etc. :solutions|central End-to-End Support For All Your Plan Needs Including Staffing, Reconciliation, Best Practices, Training, Infrastructure, etc. solutions central


Slide 38:Mission Mpower offers a full range of plan services through our Professional Services division Temporary staffing support Plan effectiveness analysis Financial reporting Plan outsourcing reconciliation automation Data reconciliation and reporting on your existing platform Staff training and business support


Proven Results :Proven Results For a leading chip maker Processed the full implementation of their option repricing Performed a variance analysis for expense adjustments on forfeiture application and cancellation of instruments Provided definition where the accounting package did not provide the expected result Suggested workarounds and methods that could be applied to correct exceptions


Proven Results :Proven Results For a video service company Validated company’s Expense Allocation Recognition reporting as it relates to: RSUs. Options. Performance Shares Prior and current forfeiture rates Reconciled all exceptions and explained all differences Reconciled calculation of the numbers on Purchase Expense Allocation Report for ESPP with comparison to latest company 10K filed expense numbers. For a major internet advertising broker Converted accounting platform from APB25 to FAS123(r) Created valuations on all grants Created forecast records for all grants based on calculated assumptions


Proven Results :Proven Results For a global property manager Analyzed the expense allocation models used for all compensation instruments Modeled expense allocation for impact of various assumption changes Recommended optimal model Determined best path to correct the variance to allow for ongoing, sustainable reporting. Analyzed database for exceptions and offer corrective action solutions to adjust differences. Provided analysis of Disqualifying Disposition For a robot maker reporting Provided backup documentation to support external audit.


Why We’re Different :Why We’re Different Vendor neutrality -- we work with all vendors and all software to arrive at the best possible solution for you. Our value proposition offers you the finest solutions at the lowest cost. No software to buy or long-term contracts to sign. Total solutions from design to reporting. Experienced consultants that are fully trained in stock plans and financial reporting. Solutions that support your plan-specific objectives.


For more information on this and other central solutions, visit us on the web at www.missionmpower.com :For more information on this and other central solutions, visit us on the web at www.missionmpower.com solutions|central solutions central


Participant Elections Customized to Any Event :ballot|central Participant Elections Customized to Any Event ballot central


Built in not added on :Built in not added on The most secure, flexible and affordable election solution available High Security Scalable for any number of participants. Save time, money, effort, and paper Multiple Mode Ballot Online, paper, and hybrid elections Vote of Confidence Eight years of online election experience Web-Based and Fully Hosted Flexible, Integrated, and Feature Rich


Slide 46:Use for: Options Repricing Captive Broker Change Outsourcing Agency Change Participant Satisfaction Surveys Much More


Slide 47:Each election is customized for your needs


Slide 48:View results at the individual level


Slide 49:Or by real-time spreadsheet download


Benefits :Benefits For the Sponsor Easy SetupJust a spreadsheet is all you need to load the system Real-Time ReportingView results online or download to spreadsheets Grant or Plan level election support On-Line Document RepositoryUpload plan documents, graphics, etc. for easy participant access. You save printing and mailing costs Question ManagementAllows sponsor to manage participant questions yielding timely response For the Participant Secure e-mail or ID & password access to the election site 24x7 website availability E-mail & Printable election receipts upon completion Paper Elections available for those lacking an e-mail address E-mail reminders that the election period is closing On-Line Documentation Repository for all-important information Easy Ask Feature enables participants to ask questions over a secure e-mail link


For more information on this and other central solutions, visit us on the web at www.missionmpower.com :For more information on this and other central solutions, visit us on the web at www.missionmpower.com ballot|central ballot central


Easy E-mailing of Plan Activity, Transaction, Purchase, and 6039 Statements :Easy E-mailing of Plan Activity, Transaction, Purchase, and 6039 Statements e-mail|central e-mail central


Slide 53:Still sending out paper notices and statements? Use e-mail instead Save time, paper, and money!


Slide 54:Any statement or notice you can send by mail, you can now send by e-mail Directly from your administration system 6039 Statements New Grant Notices, Grant Exercise Notices, Restricted Stock Vestings, ESPP Purchase Notices, etc.


For more information on this and other central solutions, visit us on the web at www.missionmpower.com :For more information on this and other central solutions, visit us on the web at www.missionmpower.com e-mail|central e-mail central


Automated, Quick, Accurate, and Low Cost Data Integrity Validation :data|central Automated, Quick, Accurate, and Low Cost Data Integrity Validation data central


Slide 57:Even the best recordkeeping and administration can result in inconsistencies in critical data  Find issues before they become problems Get the facts now and avoid problems later


Slide 58:data|central provides you a complete listing of the anomalies within your Equity Compensation database. We provide the expertise to ensure you understand the risks of these exceptions and, the help you need to resolve them.


Slide 59:data|central makes ensuring the accuracy of your data a snap!


Step 1- Automatically Review Data :Step 1- Automatically Review Data Expense allocation, grant dates, exercise dates, vesting schedules, term dates, cancelation dates, fair market value and over 175 other data exception checks


Step 2 – Guidance on Correction :Step 2 – Guidance on Correction We are equity compensation experts. We provide a materiality ranking of each issue discovered and a roadmap for correction. Know WHAT to do and HOW to do it!


Step 3 – We make the fixes :Step 3 – We make the fixes We know you are busy. We can provide a team of professionals to augment your administrative staff and get the project completed in a timely manner.


Slide 63:Periodically repeating the validation ensures your data are always accurate


For more information on this and other central solutions, visit us on the web at www.missionmpower.com :For more information on this and other central solutions, visit us on the web at www.missionmpower.com data|central data central