Building an Equity Statement


Access this on-demand presentation to learn the building blocks to developing a solid equity statement.



Building a comprehensive equity statement is a crucial piece to submitting high-quality interactive data filings to the SEC. Access this on-demand presentation to hear Certent’s VP. Compliance Services, Evan Condran, CPA, Senior SEC Quality & Audit Manager, Raymond Ong, CPA, and Director of Education and Product Enablement, Sean Sandoval, as they discuss the building blocks to developing a solid equity statement.

The presentation will explore:

  • Overview of Stockholder’s Equity in the US GAAP taxonomy (values vs. shares, Additional Paid In Capital elements, Noncontrolling interest items, Parenthetical items)
  • Equity Components Axis (Understanding Axis and Member relationships)
  • Common one-way element concepts (e.g., Dividends, Treasury Stock)
  • Stockholder’s Equity elements vs Cash Flow elements

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“My favorite thing about working with Certent is just the people. They’re passionate about what they do and I love that. I’ve found a group that I can identify with that really takes ownership of the knowing the numbers, knowing their subject matter and that is important to me. ”

- Monica B.,

Resources Global Professionals

“Now that we have implemented Certent, we have a much more efficient process to update tables in the document immediately and can utilize multi user performance. For someone considering Certent, the customer service level is what sets them apart. ”

- Elliott B.,

LifePoint Health

“Prior to using Certent, I only had experience reviewing XBRL. Without much of a learning curve, I am now doing the XBRL tagging myself. The customer service at Certent is also exceptional. I am very happy to have chosen Certent for our filing needs. I would definitely recommend Certent. ”

- Bobby R.,

Southwest Bancorp, Inc.

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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