Communicating Insider Wealth

How to Communicate Public Company Compensation and Stock in Profiles

Once you understand how a public company insider gets paid and owns stock, the next step is taking that information and determining a capacity rating. How do you take all that complexity and convey it in a profile and a rating?

In Communicating Insider Wealth workshop, you learn how to take the information from financial filings, summarize it in a profile and incorporate it into the capacity rating. At the live meeting, listen to a brief introduction to the topic, calculate capacity in a breakout session, and finish with large group discussion.