Reporting Equity Compensation in Your Proxy Statement
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Register
- Non-member - $1,200
- Member - $600
Your Key to Successful and Compliant Reporting
From stock plan proposals to the CD&A and other executive pay disclosures, equity compensation is a central component of your proxy statement. Designed for compensation and compliance professionals, this program will help you to better understand the ins and outs of your critical role in the preparation and review of this highly visible public filing, including complete expert guidance on SEC requirements such as the new pay vs. performance disclosure.
Ideal Development Opportunity For
- Those new to proxy statement reporting
- Experienced professionals wanting to improve processes and stay on top of the latest developments
- 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
Prerequisites
Attendees should already have an understanding of the characteristics of stock options, SARs, restricted stock/unit awards, and performance awards, as well as the general procedures necessary to administer these programs. Individuals new to stock compensation may want to complete the NASPP's Stock Plan Fundamentals program before participating in this course.
Enrollment Fee
- Members: $600
- Non-Members: $1,200
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
Walk through the anatomy of a proxy statement.
Walk through the anatomy of a proxy statement. We’ll cover the types of proposals typically found in proxy statements, with a focus on stock plan and Say-on-Pay proposals. This module will also cover equity plan related disclosures, including the item 201(d) and new plan benefits table. Finally, we’ll explain how to determine who is considered a named executive officer and take an in-depth look at the CD&A.
Length: 60 minutes
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Contains 5 Component(s), Includes Credits
Take a deep dive into the tabular executive compensation disclosures, from the Summary Compensation Table and CEO pay ratio to the award-related tables.
Take a deep dive into the tabular executive compensation disclosures, from the Summary Compensation Table and CEO pay ratio to the award-related tables. We’ll also cover disclosure of director compensation, the Beneficial Ownership of Management table, and termination and change-in-control payments. For each disclosure, we’ll explain the elements of the table with a emphasis on how stock compensation is reported, describe any related narrative disclosures, and highlight your role in preparing the disclosure as a compensation professional.
Length: 60 minutes
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Contains 5 Component(s), Includes Credits
We’ll review the components of the Pay vs. Performance disclosure, explaining each element in the table and required or recommended narrative or graphical disclosures.
Focusing exclusively on the SEC’s new Pay vs. Performance disclosure. We’ll review the components of this new disclosure, explaining each element in the table and required or recommended narrative or graphical disclosures. We’ll also explain how to calculate “compensation actually paid” for equity awards and offer practical considerations for including this disclosure in your proxy statement. Our discussion will incorporate updates on any new guidance from the SEC relating to the disclosure.
Length: 60 minutes
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Contains 5 Component(s), Includes Credits
Explore the critical responsibilities you have in preparing and reviewing the disclosures.
Explore the critical responsibilities you have in preparing and reviewing the disclosures. Other topics covered during this session include processes and procedures of preparing the disclosures, tips and best practices for adding value to the process, and suggestions to ensure your board and auditors will sign off on the disclosures.
Length: 60 minutes
