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Week 2: Equity Plan Design, Analysis, and Administration (ECA Exam Study Group)

Week 2: Equity Plan Design, Analysis, and Administration (ECA Exam Study Group)

Includes Multiple Live Events. The next is on 03/31/2026 at 3:00 PM (EDT)

The Equity Plan Design, Analysis, and Administration module provides a comprehensive understanding of how equity compensation plans are designed and managed to align employee and company interests. Topics include:

  • Types of equity awards: Stock options, stock appreciation rights (SARs), restricted stock and units (RSUs), performance awards, phantom stock, and employee stock purchase plans (ESPPs).
  • Design considerations: Share allocation, eligibility, vesting conditions, and plan administration.
  • Practical applications: Mechanics of option exercises, tax withholding methods, and performance metric design.
  • Award distinctions: Differences between cash-settled and stock-settled awards.

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Week 2 Study Group Meeting
03/31/2026 at 3:00 PM (EDT)  |  60 minutes  |  Attendance Required
03/31/2026 at 3:00 PM (EDT)  |  60 minutes  |  Attendance Required
Week 2 Expert Led Q&A Session
04/02/2026 at 3:00 PM (EDT)  |  60 minutes  |  Attendance Required
04/02/2026 at 3:00 PM (EDT)  |  60 minutes  |  Attendance Required
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Tommy Swindle

Director of Content and Communities

NASPP