Corporate Governance Learning Lab: Recording and Resources

Thank you to everyone who joined our Corporate Governance Learning Lab with @Chelsie Green! The recording is embedded below, and the slide deck is attached.

Recap highlights:

• How to add board members (Director vs. Observer) and set up key roles like signatories and company contacts in Company Settings

• How to control what stakeholders can see using cap table access levels (group or individual) and adjust access as your company grows

• How to use the Boardroom and Compliance and Tax tools for board consents, 409A valuations (including material events), and Form 3921 generation and delivery

Practice in a demo account

Demo URL:
https://app.certification.carta.team/corporations/18323/summary/

Login credentials:
Email: admin@servicehub17749.com
Password: carta15!

Questions or follow-ups? Reply to this post and we’ll follow up here.