Employee Stock Purchase Plan Essentials
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Register
- Non-member - $1,395
- Member - $795
Skills and Knowledge You Need for a Successful ESPP
Build the foundation you need to successfully administer an employee stock purchase plan. No stone is left unturned as you learn the essential ins-and-outs of qualified ESPPs from experts in the field, including:
- Operational characteristics of ESPPs
- Related tax and accounting principles
- Best practices for handling enrollments and purchases
- Operational characteristics of ESPPs
- Participant education
- Reporting
Ideal Development Opportunity For
- Those new to equity compensation
- Experienced professionals wanting to refresh and strengthen their skills
- Professionals implementing a new ESPP plan
Course Features
- Six expert-led modules
- On-demand to fit your schedule
- Quizzes to test your skills and apply your knowledge
- Certificate awarded upon completion
Enrollment Fee
- Members: $745
- Non-Members: $1,395
PLEASE NOTE: Non-members will need to create an NASPP.com account to register. Click the "Log In" button in the upper right corner and follow the on-screen instructions to establish your account.
All registrations are non-refundable.
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Contains 5 Component(s), Includes Credits
Learn about the characteristics and structure of ESPPs.
Learn about the characteristics and structure of ESPPs, including the following topics:
- Types of plans/structures
- Common plan features
- Offering periods
- Purchase periods
- Shares to purchase/limits
- Contribution handling
- Calculation of discount
Length: 60 minutes
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Contains 6 Component(s), Includes Credits
Gain an understanding of how ESPPs are taxed and the impact they have on your company's profitability.
Gain an understanding of how ESPPs are taxed and the impact they have on your company's profitability. Topics include:
- Applicable tax law
- Income recognition
- Tax and income reporting
- Valuation of ESPPs
Length: 45 minutes
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Contains 6 Component(s), Includes Credits
Explore the processes and procedures necessary to effectively manage an ESPP.
Explore the processes and procedures necessary to effectively manage an ESPP. Topics include:
- Recordkeeping systems and framework
- Handling Enrollment
- Ongoing contribution management/changes/withdrawals
- Monitoring plan limits (shares, contributions, value of shares purchased)
- Purchase processing
- Quarterly and annual reporting
- Event related reporting
- Core reconciliations
Length: 60 minutes
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Contains 5 Component(s), Includes Credits
Learn how to build a participant education program for your ESPP.
Learn how to build a participant education program for your ESPP. Topics include:
- Communication as a driver of participation in ESPP
- Typical types and timing of communications
- Determining ideal formats for communication
- Craft a communication strategy
- Education best practices
- Handling common questions
- Measuring success
- Considerations for global ESPPs
Length: 60 minutes
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Contains 5 Component(s), Includes Credits
Use what you’ve learned to work through a series of real scenarios that will test your knowledge and help put the pieces together.
ESPP administration has many moving parts. Use what you’ve learned to work through a series of real scenarios that will test your knowledge and help put the pieces together. Come away from this session with greater confidence to administer an ESPP.
Length: 30 minutes
