Updates with Stock Connections


 TO with MG and JR

Recently, I was honored to be nominated for the NAWBO-CA Women Business Owner of the Year award for 2012 by the Silicon Valley chapter.

Here is part of the nomination application: "since 2006 Theresa has been involved in managing and tracking shareholder equity for funded start-ups, private and public companies. Theresa focuses on her clients' big picture strategies while ensuring that tactical matters are addressed. She delivers value by identifying the issues and needs in a timely and practical way. Theresa also provides the confidence that due diligence and fiduciary responsibilities have been met.

In addition to Theresa's skills as a stock administrator, her other areas of expertise are from SEC/IRS/FASB/SOX Compliance to Mergers and Acquisitions. During the down economy Theresa took the attitude that "quitting was not an option". By being proactive and weighing her choices she took the initiative to do whatever it takes to keep her business going. She organized her team more effectively to help achieve her company's goals, monitored the impact of each goal and continually motivated her team members. The results, translated into keeping her business in operation and her team working while the economy was adjusting.

Theresa's leadership has inspired many women by being a "sounding board". She has become a master at listening to others and providing sound advice for women business owners who just want to be heard. The benefit of Theresa's advice and listening skills has sent many women away with a solution to their dilemma or a new business idea". 

 I was thrilled to be recognized. 


Do you know how to maximize a business introduction? 

If not, I'd like to invite you to attend the

NAWBO-Silicon Valley dinner event on Tuesday, June 19. 


The topic is "Personable Business™ Introductions"

presented by Kristy Rogers, KristyRogersConnects.

 6/19 NAWBO Event

Presentation sponsored by Stock Connections, Inc.

There's an art to getting to know someone quickly when you meet face-to-face. 

This event will show you how to do it right!

Tuesday, June 19, 2012   
5:30 p.m. - 8:30 p.m.
Quadrus Conference Center
2400 Sand Hill Road
Menlo Park, CA 94025

The event will also celebrate the installation of the new 2012-2013 Board of Directors and presentation of a few special awards. 

For information and to register, visit www.nawbo-sv.org.

I hope you will be able to join us.



Crowd Funding...

also known as Crowd Financing, Equity Crowd Funding or Hyper Funding is tied to the JOBS Act signed into law on April 5, 2012.  The US Securities and Exchange Commission has approximately 270 days from the enactment date to determine the specific rules and methods to ensure that funding actually takes place.

Crowd Funding will allow people to pool their money and other resources, usually via the internet, to support the efforts of other people and organizations.  The funds can be used for a number of purposes - disaster relief, political campaigns, funding a startup company or other small business or creating free software.

I've just returned from vacation and plan to become an expert in this area.  If you are interested in more information, please send your questions to info@StockConnectionsInc.com.



Recommended Reading:  Joel Salatin's  Folk's, This Ain't Normal, a very readable, eye-opening book regarding the food we eat, the water we drink and many other topics.  Following Animated Book Wormsome of his suggestions will go a long way toward solving some of the major issues our country is facing.  It is available through Amazon.com








Theresa Oatman CEP

Stock Connections, Inc.

SEC Compliance & Compensation Admin

Direct:  (408) 410-4346



Program Director of NAWBO-Silicon Valley