Hi Cheryl!
I would say that the frequency you check for stakeholder changes may be dependent on the size of your employee base and how frequently changes may be occurring. However, enabling auto-updates will make it so that the frequency may be even less!
I'd also recommend auto-creation as it will streamline the equity award drafting and issuing process for you down the line.
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Brianne Villamor
Customer Enablement Manager
Carta
Santa Cruz, CA
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Original Message:
Sent: 05-16-2025 08:59
From: Cheryl Edwards
Subject: Managing Stakeholders Learning Lab Resources
Thanks for sharing the recording!
How frequently should we check for stakeholder changes if we've integrated our HRIS? And should we have auto-creation turned on by default?
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Cheryl Edwards
Original Message:
Sent: 05-15-2025 13:29
From: Brent Devey
Subject: Managing Stakeholders Learning Lab Resources
Thanks to everyone who attended today's Managing Stakeholders Learning Lab!
If you missed the event or want to revisit the content, the session recording is available below. You can also download the presentation deck and use this thread to ask questions to our presenter, @Brianne Villamor.
Resources:
Feel free to post any questions, thoughts, or takeaways below to continue the conversation!
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Brent Devey
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