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.
Key:
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