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Expert Tips for Equity Processing

Expert Tips for Equity Processing

Do you have all the answers you need about the intricacies of equity processing? Learn more about the complexities of managing RSU releases, capturing PSU performance metrics effectively, and executing ESPP purchases. Plus get the expert guidance you need to ensure full compliance with Section 6039 requirements.

Key questions this webinar will answer:

  • What are the best practices for tracking PSU performance metrics?
  • What is needed to ensure a smooth RSU release?
  • How do I manage an ESPP?
  • What are the mechanics of preparing a 6039 filing?

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.

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Presentation
Recorded 08/16/2023  |  75 minutes
Recorded 08/16/2023  |  75 minutes
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CEP Continuing Education Credit
1.25 CEP credits  |  Certificate available
1.25 CEP credits  |  Certificate available This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.