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Excel Essentials for Equity Compensation

Excel Essentials for Equity Compensation

Save Time and Effort with Key Functions, Formulas, and Tips

Excel skills are an essential part of any stock plan professional’s core toolkit. Strong Excel abilities can make nearly every aspect of your daily job easier, from roll forwards to Transfer Agent reconciliations and D&O questionnaires. Whether you’re a novice or a strong user, brush up or grow your skills by learning new functions and formulas, useful shortcuts, and best practices for any and all Excel users. Course modules will cover index/match, improved vlookup, sumifs, Iferror, and more.


Ideal Development Opportunity For

  • Equity pros seeking stock-plan specific Microsoft Excel tips and shortcuts.
  • Excel users of all levels wanting to add skills to their toolkit.
  • Those wanting to gain knowledge on data parsing and validation.

  • NASPP Members: $150
  • Nonmembers: $300 (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.