The complex, intersecting standards governing stock plans--plus ongoing changes in accounting, taxation, global concerns and required public disclosure--make it critical that anyone involved in plan administration develop a solid, working knowledge in each of these areas, as well as best practices for effective plan management. Designed for professionals new to the field, Online Stock Plan Fundamentals will provide you with a thorough understanding of administrative best practices, as well as bring you up to date on all the latest regulatory, accounting and taxation requirements.

Understanding the complexities of financial reporting for stock compensation is crucial to ensure that your company discloses complete and accurate data in compliance with tax, accounting and securities regulations. This program will help you become knowledgeable in all aspects of stock plan accounting, including the mechanics of ASC 718, calculating basic and diluted earnings per share and accounting for tax effects. Sample financials will be presented, to provide a practical demonstration of where the numbers calculated flow into the financial statements.

Mobile employees present unique challenges when it comes to administration and taxation of equity awards.  From tracking where the employee is at grant, vest, and payout to what the rules are from state-to-state and country-to-country, this course will provide the essential details in an intensive two-webcast format.

As restricted stock awards increasingly become the equity vehicle of choice and stock options fall out of favor, equity compensation professionals are experiencing a shift in the industry that requires new skills, knowledge and training.

Enroll today to learn the essentials to successful management of restricted stock plans, including key design, regulatory and administrative considerations. NASPP University’s online program provides the nuts-and-bolts guidance you need in just two webcasts.

This unique program will take an in-depth look at tax reporting and withholding for stock compensation. Leading practitioners will examine challenges and solutions for today’s most pervasive issues, including IRS deposit requirements, reporting on Forms W-2 and 1099-MISC, FICA taxes, acceleration of vesting upon retirement, domestic and global mobility, state and local taxes, Section 6039 reporting, and many other complex topics. Veteran stock plan administrators will also offer tips for dealing with special situations, such as divorce, death, former employees, changes in employment status, and excess withholding requests.

Say-on-Pay and heightened shareholder scrutiny have influenced executive compensation in numerous ways—probably none more than the design of long-term incentive programs—and particularly the use of performance-based equity. Companies have even been required to attach performance conditions to existing service-based awards to ensure passage of their Say-on-Pay proposals. Design, administration and reporting for performance awards raise new concerns for companies and administrators. Communication with award recipients and investors can be challenging and complex. This course will provide a “nuts and bolts” study of performance awards, giving attendees the tools and understanding needed to account for, administer and report on these challenging new awards.

Employee Stock Purchase Plans (ESPPs) are making a comeback! This course will develop the skills you need to oversee these complex and increasingly popular programs. Section 423 qualified ESPPs are a win-win, providing a highly valued, tax preferred benefit to employees with no cash outflow and minimal expense for employers. But the particular structure of ESPPs results in many administrative challenges. This course will explain the regulatory and accounting framework and the day-to-day procedures critical to successfully implement and manage an ESPP.

The upsurge in granting of restricted stock and restricted stock unit awards continues, yet many companies struggle with issues such as administering tax withholding, acceleration of vesting upon retirement and managing dividends and dividend equivalents.  This program will go beyond the basics with industry experts discussing the challenges and presenting best practices for the more technical aspects of restricted stock and restricted stock unit plans.