Training & Resources

At our training center, our goal is to help clients become experts in the functionality available within CapMx®. Whether you're looking for a quick overview or an in-depth exposure to all functionality, we have a course to fit your needs.

Our CapMx training courses outline simple, intuitive methods for managing your company's equity. From the tracking of common and preferred stock issuances to the administration of your company's stock option plan and expensing under FAS 123R, our expert trainers guide you in updating CapMx to ensure accuracy of data for up-to-date reporting.

Check out our FAS 123R white paper and related Q&A:

FAS 123R: Ready, Set, Go! (PDF)

FAS 123R: Q & A (PDF)

Our curriculum includes the following courses:

  • CapMx Fundamentals: System Basics
  • CapMx Fundamentals: Options
  • CapMx Fundamentals: Stock, Warrants, CPNs
  • CapMx - Expensing under FAS 123R
  • CapMx - Repricing: An Introduction
  • CapMx Electronic Delivery and Participant View: An Introduction

 

Download complete list of included topics for each course (PDF)

Our Customers

Our clients include accounting, finance and HR executives, as well as attorneys and consultants representing hundreds of privately held companies. Learn how we can help you.