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.

Enrollment Fee

• Members:  $150
• Non-Members:  $300

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.