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Carta Learning Lab: Corporate Governance

 

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When:  May 28, 2025 from 10:00 to 11:00 (PT)
Associated with  Carta Open Forum

 

Join us for an in-depth session at the Carta Learning Lab: Corporate Governance, where we’ll explore essential tools and best practices for managing your company’s equity and board operations. This hands-on workshop is designed for founders, finance professionals, legal teams, and anyone involved in corporate governance.

During this session, you’ll gain practical knowledge and guidance on:

  • 409A valuations and fair market value (FMV) management
  • Key tax considerations, including 83(b) elections and Form 3921
  • Equity plan settings and compliance reminders
  • Streamlining board operations with workflows and reporting tools

Led by Carta's Customer Engagement team, this Learning Lab will provide real-world examples, actionable insights, and live walkthroughs to help you stay compliant and aligned with best practices as your company grows.

Whether you're building your board processes or managing complex cap table decisions, this session will give you the tools to lead with clarity and confidence.

Reserve your spot today and take the next step in mastering corporate governance with Carta.

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

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