Learning Lab recap: Corporate Governance -- May 13, 2026

Thank you to everyone who joined today's Corporate Governance Learning Lab with @Brianne Villamor, Customer Enablement Manager at Carta! The recording is embedded below, and the slide deck is attached.

Recap highlights:

Corporate governance defined -- Governance is the system of rules, roles, and processes that guide how your company is directed and controlled. Carta implements it through automated compliance, board management tools, and shareholder transparency features.

Company settings and board roles -- Learn how to add board members as directors or observers, manage signatories for securities transactions, and set up company contacts with proper authorization.

Cap table access controls -- Carta offers four access levels for investors: restricted, basic, advanced, and full detail. Understanding when to use each level keeps your cap table secure and transparent.

Board consents -- Create and manage board consents using Carta's built-in templates. Approved consents are automatically filed in your documents section.

409A valuations -- Request new valuations, add fair market values, handle material events, and get board approval -- all within Carta. Includes HMRC filing support for UK companies.

Form 3921 compliance -- Carta helps you track and manage Form 3921 filing requirements directly from the platform.

83B elections for early exercises -- Carta sends reminders to employees who exercise options early and are eligible to file an 83B. Administrators can filter pending exercises to see who qualifies.

Practice in a demo account:

URL: https://app.certification.carta.team/corporations/18536/summary/
Username: admin@servicehub17960.com
Password: carta00!

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