Learning Center

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 09/22/2026 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:

Complete
Failed
Available
Locked
Week 2 Study Group Meeting
09/22/2026 at 3:00 PM (EDT)  |  60 minutes
09/22/2026 at 3:00 PM (EDT)  |  60 minutes
Week 2 Expert Led Q&A Session
09/24/2026 at 3:00 PM (EDT)  |  60 minutes  |  Attendance Required
09/24/2026 at 3:00 PM (EDT)  |  60 minutes  |  Attendance Required
Survey
2 Questions
Michelle Tomasetti

Michelle Tomasetti

Partner

Infinite Equity

Tommy Swindle

Tommy Swindle

Director of Content and Communities

NASPP