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Carta Learning Lab: Managing Stakeholders

 

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When:  May 15, 2025 from 12:00 to 13:00 (PT)
Associated with  Carta Open Forum

 

​Join Carta’s equity experts for an interactive, hands-on workshop designed to help you master the art of managing key stakeholders throughout your company’s equity journey. Whether you’re engaging with investors, employees, or board members, this session will equip you with the tools and best practices to build trust, stay transparent, and communicate effectively using Carta’s platform.

​This Learning Lab is built around a live demo environment, so participants can follow along in real time. We’ll walk through common stakeholder management workflows and demonstrate how to use Carta to support seamless communication and accurate equity reporting.

​What we’ll cover:

  • ​How to update stakeholder details and maintain accurate records in Carta

  • ​Best practices for terminating stakeholders and managing status changes

  • ​Identifying and resolving duplicate stakeholder entries

  • ​Tips for ensuring clean, compliant, and audit-ready equity data

  • ​Live Q&A with Carta experts

​What to expect:

  • ​A highly interactive format with guided exercises

  • ​Access to a demo account so you can follow along safely

  • ​Practical tips for using Carta to streamline stakeholder management

​Who should attend:

  • ​Founders and startup leaders managing growing stakeholder groups

  • ​New Carta administrators or team members handling equity communication

  • ​Anyone looking to build stakeholder trust with clear, accurate equity insights

​This session is free and open to Carta customers. Space is limited to maintain a collaborative learning environment. Registration is required.

​We look forward to helping you take the next step in building strong, informed relationships with your company's stakeholders.

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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