A clear, well-structured cap table builds investor confidence—and boosts your chances of securing funding. Learn what investors look for and how equity distribution, anti-dilution provisions, and governance structures influence their decisions. Discover how to present a compelling picture and avoid missteps that raise red flags.

Key questions this webinar will answer:

• What aspects of a cap table raise red flags for investors?
• What information does your cap table need to include for equity awards?
• Is your equity distribution between founder and employees sending the right message?
• How can you avoid common cap table mistakes and maintain investor trust? 

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

Registration

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.

Non-members 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.

Financial reporting for equity compensation can feel like a moving target. Even the best processes can run into snags—from unexpected retirement eligibility and tricky performance estimates to unique terminations that trigger modification accounting. Join this candid panel to hear how real-world challenges became best practices you can use.

Key questions this webinar will answer:

• What are some real-world examples of financial reporting practices that help you prepare for the unexpected?
• What financial reporting traps do you need to watch out for?
• What tips and tricks can you easily take advantage of to streamline your financial reporting processes?

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

Registration

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.

Non-members 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.

Effectively managing equity plans takes the right strategic and technology partners to drive efficiency, spark innovation, and deliver long-term impact. Learn how to evaluate your current operations, avoid stagnation, and position your team for future growth. Discover how to build a forward-looking equity program to meet today’s demands and tomorrow’s opportunities.

Key questions this webinar will answer:

• Is there more assistance you could be leveraging from your equity plan partners?
• What should you look for in a partner to help you get to the next level? 
• Can you look to your providers to share best practices?

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

Registration

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.

Non-members 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.

Relative TSR remains the predominant performance metric in long-term incentive plans—but does it still align with your company’s goals? This session examines the pros and cons, emerging best practices, and current market trends.

We’ll dive into critical topics like payout curve design, peer group selection, accounting implications, investor expectations, and participant communication—grounded in real-world experience. Gain practical insights to help you determine whether relative TSR still deserves the top spot in your LTI strategy.

Key questions this webinar will answer:

• What are the key design features to ensure your TSR awards are effective?
• How should you handle changes in your TSR peer group?
• What are the proxy advisor concerns and accounting complexities you need to be aware of?
• When does it make sense to explore alternatives to TSR?

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

Registration

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.

Non-members 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.

In today's dynamic workforce, equity compensation takes center stage in employers' total rewards programs. Gain an in-depth understanding of current trends in equity compensation, how they can enhance your company's total rewards program, and how to evaluate the most suitable options for your company's specific goals. Discover how these trends are shaping the future of equity compensation and how you can leverage insights to attract, retain, and motivate talent.

Key questions this webinar will answer:

• How can you leverage equity compensation as a strategic tool for attracting, retaining and motivating talent in today's competitive marketplace?        
• How can you assess which equity compensation program design alternatives are most suitable for your company's specific goals?
• How can emerging design alternatives, such as employee choice or automatic exercise, enhance your equity program? 
•  What are recent trends in ESPP design and usage? How can ESPPs complement 401(k) plans?

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

Registration

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.

Non-members 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.

Understand the taxation of private company equity awards in the United States and around the globe. Get guidance on building your compliance checklist and tips for leveraging your service providers to help you stay on track. Explore the complexities of multinational equity programs so you can make informed and effective choices for your plan.

Key questions this webinar will answer:

• What are common tax scenarios that arise in private companies?
• What are the key tax considerations to be aware of each stage of the private company lifecycle?
• How does equity award taxation differ outside of the United States? How should private companies approach tax compliance for mobile employees?

A recording of this program will be available shortly after the conclusion of the live program.

Registration

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.

Non-members 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.

Executive transactions face heightened scrutiny from regulators and investors. Ensure your strategy meets evolving expectations, while maintaining corporate governance standards and strengthening shareholder confidence. Benchmark your insider compliance practices against your peers and discover how leading organizations balance transparency, compliance, and flexibility in executive transaction management.

Key questions this webinar will answer:

• What resources do companies provide to executives to help them understand their equity awards?
• What procedures do companies have in place for preclearance and trading windows?
• How do companies manage Form 4 and 144 filings? 
• What are companies’ policies around the use of 10b5-1 plans and how has usage of these plans shifted in response to the SEC’s new rule? 

Registration

All attendees are required to register for this program;

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

Non-members 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. 

Learn how to increase your equity team’s productivity by streamlining the operation of your stock plan.

In the current economic landscape, many companies are in a balancing act of carefully tightening budgets while ensuring they are strategically positioned for future growth. Equity compensation plans can add substantial value during this time by helping to motivate, reward, and retain your best employees.

Ensure you have the right equity plan management processes and tools for your organization’s size and goals as you navigate uncertain times.

Registration

All attendees are required to register in advance. 

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

Non-members 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. 

The SEC’s EDGAR Next platform will significantly change how you access EDGAR to submit filings for Section 16 insiders. Get ready for the rollout of multifactor authorizations and authorized account administrators and users. Go beyond the technical requirements to understand the practical considerations essential for a smooth transition to the new platform for you and your company’s insiders.

Key questions this webinar will answer:

• What will EDGAR Next change (and what won’t be changing)?
• What conversations do you need to have with your insiders? Will they need login.gov accounts?
• What are the various roles that can be assigned to filer accounts and who should each role be assigned to?
• How should you approach collaborating with the other companies that your insiders file Section 16 reports for? What is an API? Will you need a technical administrator?

Registration
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 $595.  

Join or renew your membership to receive complimentary access to this program and all member benefits.

Networking within your organization is an effective way to advance your career. But it can feel intimidating if you aren’t outgoing by nature. Uncover strategies to help you foster productive relationships throughout every level of your organization that set you up for professional success in your current role and beyond. Part of the NASPP Women Leading in Equity leadership development program.

Registration

This program is free for both members and nonmembers. All participants are required to register to view the program. 

Non-members 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.

About Women Leading in Equity

This webinar is part of the NASPP Women Leading in Equity leadership development program, sponsored by Morgan Stanley at Work. This program is a leadership development program developed to support women's advancement, empower career growth, and celebrate the first-hand stories of successful women leaders in our profession. '

The program combines one-to-one mentorship with leadership development through three virtual seminars and is designed to offer effective and actionable approaches to help women build skills and stand out as leaders, resolve common obstacles, and establish and leverage supportive relationships across career stages.

Disclaimer: Sponsored by Morgan Stanley. National Association Stock Plan Professionals (NASPP) and Morgan Stanley are not affiliated companies. Morgan Stanley is not responsible for information presented by third parties or contained on any third-party web site. The opinions expressed by the third parties are solely their own and do not necessarily reflect those of Morgan Stanley. Morgan Stanley makes no representation as to the accuracy or completeness of the information from sources outside of Morgan Stanley. © 2024 Morgan Stanley. All rights reserved. CRC 3734538 (08/2024)