IPO prep. M&A integration. Board requests. Restructuring. At established companies, equity teams are being pulled deeper into strategic work — but fragmented systems, manual processes, and tight reporting cycles keep them stuck firefighting.

We'll go beyond "How do we modernize?" to the harder questions: Which trade-offs are holding you back? What flexibility does your equity team need to move forward? Using data from the 2026 Equity Management Outlook, we'll look at where friction shows up, how finance leaders are working through these challenges, and what readiness looks like for the high-stakes moments ahead.

Key questions this webinar will answer:

• Which infrastructure decisions made sense a few years ago but now keep your team from working at the strategic level the business expects?
• How are established companies weighing the cost of keeping legacy systems against investing in the flexibility their teams need?
• Where does friction in equity management surface during IPOs, M&A and other high-stakes events?
• Based on how equity teams operate today, what does readiness for 2027 actually require?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Year-end tax reporting for equity compensation leaves little room for error. The rules are intricate. The deadlines are unforgiving. Get up to speed on the latest U.S. tax reporting guidance. You'll walk away with practical strategies to report accurately, stay on top of every deadline, and close the year with confidence.

Key questions this webinar will answer:

• What should be reported on Form W-2 for stock plan transactions?
• When is it appropriate to use Form 1099?
• What are the deadlines for reporting income and taxes withheld for 2026?
• What is required for Section 6039 reporting?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Retirement is no longer a fixed event — and how your equity awards treat retirement-eligible employees shapes their decisions, their financial outcomes, and their sense of fairness. As long-term incentives make up a larger share of total compensation, retirement provisions have become a design choice you can't afford to get wrong. You'll leave knowing how to build practices that balance your recruitment and retention goals with cost management — while supporting employees as they transition out of the workforce.

Key questions this webinar will answer:

• Why and how do companies pay out equity awards to retirees?
• Does retirement treatment vary by employee rank, award type, or employee location?
• What requirements must retirees fulfill to receive award payouts, such as minimum notice periods, continued service requirements, and noncompetes? 
• How do companies administer FICA payments on RSUs for employees who are eligible to retire? 

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

How does your ESPP compare to peer companies? Get the latest benchmarks from the 2026 ESPP Survey from the NASPP and Deloitte Tax—covering trends in economic and tax benefits, participation constraints, employee education, plan management, and global practices.

Key questions this webinar will answer:

• What are the latest trends in ESPP plan benefits, including discounts, contribution and purchase limits, lookback provisions, and offering period lengths?
• What eligibility criteria, purchase limitations, and holding requirements commonly restrict ESPP participation?
• How are administrative practices, policies, and procedures for ESPPs evolving? 
• What approaches are companies using to educate employees about their ESPPs?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Executive compensation is evolving faster than many compensation committee agendas. You’ll get a direct look at emerging issues reshaping expectations but often left out of committee discussions, including AI‑enabled performance measurement, non-financial metric incentives, new disclosure trends, global talent and mobility pressures, and evolving views on pay equity and structure. We’ll discuss how compensation committees and HR leaders can prioritize what matters, adjust plan design and governance, and build a forward‑looking agenda. You’ll walk away with a practical list of questions your committee should be asking now.

Key questions this webinar will answer:

• What emerging executive compensation issues should compensation committees be prioritizing now?
  
• How are AI, pay equity, and non-financial metrics changing equity plan design and performance measurement?
• Are your equity compensation programs prepared for evolving disclosure, governance, and global mobility expectations? 
• What questions and action items should compensation committees bring into their next planning discussion?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Fast-growing private companies are competing for scarce talent—and a strong total rewards strategy is what drives attraction, retention, and performance. Get a structured, data-driven approach to designing and scaling equity programs that align with business objectives, market realities, and employee expectations, plus proven frameworks and cross-issuer insights for building clarity, consistency, and impact across compensation and benefits.

Key questions this webinar will answer:

• How can high-growth private companies design a total rewards framework that scales with the business
• How can cross-issuer data inform pay band design, compensation ratios and market competitiveness?
  
• What does it take to integrate benefits and non-cash rewards into a cohesive total rewards strategy?
• How should companies communicate and revisit total rewards to sustain employee engagement over time
• When does it make sense to offer equity-for-cash tradeoffs, and how do flexible equity choices fit into a total rewards program?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Build a Strong Foundation in Equity Compensation

Gain the skills and confidence to manage equity compensation programs at public companies. This course provides practical, real-world knowledge across taxation, securities laws, and stock plan administration—so you can support compliance, reduce risk, and contribute more effectively in your role.

Who Should Attend

• Those new to equity compensation
• Experienced professionals looking to refresh their knowledge and strengthen their skills
• Individuals who support or want to transition into equity compensation roles at public companies

What You’ll Learn

By the end of this course, you will be able to:

• Understand the features and real-world application of the most common equity award types
• Apply best practices to help ensure equity plans comply with U.S. securities laws
• Identify taxable income events and navigate employer withholding and reporting obligations
• Understand how equity compensation impacts financial reporting and company profitability
• Implement effective policies and procedures to manage equity programs
• Recognize key differences in global compliance and the additional requirements for equity programs outside the United States

Course Features

• Six expert-led on-demand sessions
• Supplemental resources to deepen your understanding of complex topics
• Interactive quizzes to reinforce learning and build confidence
• Certificate awarded upon successful completion

Why Enroll

Whether you're building foundational knowledge or strengthening your expertise, this course equips you with the tools and insights needed to succeed in equity compensation.

• NASPP Members: $900
• Nonmembers: $1,800 (Join or renew your membership to receive the discounted member fee and all member benefits.)

Nonmembers will need a free NASPP.com account to register. If you do not already have an account, click the "Log In" button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Private company equity plans offer real opportunity—but also complexity that isn't always obvious at the outset. Valuation, liquidity, taxes, documentation, and communication challenges can trip up even experienced professionals. 

Learn from our experience. Members of the NASPP's Private Company Editorial Committee share the lessons they wish they had known earlier—from helping employees understand vesting and exercise costs to building job structures that support consistent equity awards and maintaining audit-ready documentation from day one.

Key questions this webinar will answer:

• Why does employee education matter, and what should employees understand about vesting, exercise costs, and termination?
• How does job structure affect the fairness and consistency of equity awards?
• What risks do rules of thumb create for compliance and plan operations?
• Which stakeholders should review equity agreements, and why?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Audit season doesn't have to be a scramble. For equity plan teams, the difference between a smooth audit and a stressful one comes down to what happens the rest of the year. From day-to-day data management to multi-system reconciliation and SOX controls, the habits and processes you build now determine how prepared you are when the auditors arrive. Leave with practical frameworks for strengthening data integrity, standardizing reporting across periods, and managing the audit process with confidence.

Key questions this webinar will answer:

• What day-to-day data management practices set equity teams up for a clean, stress-free audit?
• How can equity administrators maintain reporting consistency across periods and multiple systems?
• What should equity teams know about working effectively with external auditors and managing audit requests?
• How do SOX controls, exception handling, and change management protect data integrity over time? 
• What are the most common equity reporting pitfalls and how can teams prevent them?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

All attendees are required to register in advance. 

• NASPP Members: Current NASPP members can attend at no cost.
• Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

Artificial intelligence isn’t replacing equity compensation professionals—it’s helping them work smarter. From automating reconciliations to improving participant communications, AI tools are transforming how stock plan teams operate. The question is no longer whether to adopt AI, but how to use it responsibly and effectively.

This intensive virtual 10-part program delivers practical, hands-on training you can apply immediately. Learn from industry experts through real issuer case studies and interactive sessions designed specifically for equity compensation professionals.

You’ll walk away with:

• Prompting and AI agent strategies tailored for equity compensation
• Ready-to-use Excel templates and workflow tools
• Real-world use cases for equity administration
• Practical techniques to improve efficiency, accuracy, and communication across your stock plan operations

• Conference Add-On: $199 (If you wish to add AI Week to your new or existing conference registration for the exclusive discounted rate of $199, you may do so by clicking here.)
• NASPP Members: $399
• Nonmembers: $499 (Join or renew your membership to receive the discounted member fee and all member benefits.)

Nonmembers will need a free NASPP.com account to register. If you do not already have an account, click the "Log In" button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.