Stock Plan Fundamentals
-
Register
- Non-member - $1,800
- Member - $900
Build a Foundation for Equity Compensation Success
Develop core stock plan administration competencies and fuel your professional growth. From taxation and the latest securities law considerations to best practices for various award types and Section 16 reporting requirements, build the foundation you need to be successful in equity compensation.
Ideal Development Opportunity For
- Those new to equity compensation
- Experienced professionals wanting to refresh and strengthen their skills
- Those preparing for the CEP Level 1 exam
- Those wanting to learn about equity compensation at public companies (Looking to learn about equity compensation at private companies? Click here)
Learning Objectives
Key questions this course will answer:
- What are the features and characteristics of the most common types of equity arrangements offered by public companies?
- What practices are necessary to ensure that equity plans comply with U.S. securities laws?
- How much taxable income do participants recognize for the equity arrangements typically offered by public companies and what are the employer’s withholding and reporting obligations with respect to that income?
- How do companies determine and record the effect of equity arrangements on their profitability?
- What policies and procedures are necessary to manage equity programs?
- How does compliance for equity programs offered globally differ from U.S. compliance? What additional laws apply to equity programs outside the United States?
Course Features
- Six expert-led modules
- On-demand to fit your schedule
- Supplemental materials to further dive into topics
- Quizzes to test your skills and apply your knowledge
- Certificate awarded upon completion
Enrollment Fee
- Members: $900
- Non-Members: $1,800
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.
-
Contains 5 Component(s), Includes Credits
Get an introduction to equity compensation plan administration, the types and characteristics of equity vehicles, and an overview of corporate law. Learn about the U.S. securities regulations governing equity compensation, including share registration and Section 16 requirements.
Get an introduction to equity compensation plan administration, the types and characteristics of equity vehicles, and an overview of corporate law. Learn about the U.S. securities regulations governing equity compensation, including share registration and Section 16 requirements.
Barbara Baksa
Executive Director
NASPP
Mike Stevens
Partner
Alston & Bird
-
Contains 10 Component(s), Includes Credits
Understand U.S. tax rules and regulations as they apply to equity compensation, including taxation of restricted stock units, non-qualified stock options, incentive stock options, and employee stock purchase plans.
Understand U.S. tax rules and regulations as they apply to equity compensation, including taxation of restricted stock units, non-qualified stock options, incentive stock options, and employee stock purchase plans.
Barbara Baksa
Executive Director
NASPP
Christine Zwerling
Head of Stock Administration
Asana
-
Contains 5 Component(s), Includes Credits
Learn about the accounting treatment of equity compensation, including ASC 718, option valuation, expense recognition, and other accounting topics equity comp administrators need to understand.
Learn about the accounting treatment of equity compensation, including ASC 718, option valuation, expense recognition, and other accounting topics equity comp administrators need to understand.
-
Contains 5 Component(s), Includes Credits
Grasp administrative matters related to restricted stock unit awards and stock options including grant practices, plan reserve management, transaction processing, and interdepartmental communications.
Grasp administrative matters related to restricted stock unit awards and stock options including grant practices, plan reserve management, transaction processing, and interdepartmental communications.
-
Contains 6 Component(s), Includes Credits
Uncover the uniqueness of employee stock purchase plans. Explore administrative procedures and practices for these programs particularly Section 423 plans.
Uncover the uniqueness of employee stock purchase plans. Explore administrative procedures and practices for these programs particularly Section 423 plans.
-
Contains 5 Component(s), Includes Credits
Reveal common issues with issuing equity globally including securities laws, tax, data privacy, and mobility considerations.
Reveal common issues with issuing equity globally including securities laws, tax, data privacy, and mobility considerations.
