2017 Online Stock Plan Fundamentals

Why this education is critical:

Our online Stock Plan Fundamentals course 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.

How we present the fundamentals:

  • Two webcast sessions per week for three weeks will illustrate stock plan concepts, accounting, tax and best practices as they fit into the current regulatory landscape.
  • Extensive online materials provide in-depth coverage of course topics.
  • Quizzes to test your understanding of the information introduced and help you apply your new knowledge to your own stock plans.
Need to miss a live webcast? No worries. All webcasts are archived and available online after the live presentation. You may begin the course and view webcasts at any time.
 

Build or Enhance Your Stock Plan Knowledge

With the complex standards governing stock plans--plus ongoing changes in accounting, taxation and required public disclosure--this webcast series is a must. Over the course of six webcasts, you will build critical expertise in the following:

  • Overview of stock plan concepts, terminology and functional interactions

  • Characteristics, requirements and tax treatment of non-qualified awards, incentive stock options, restricted stock and employee stock purchase plans

  • Accounting treatment of stock compensation, including an introduction to option valuation

  • Securities law considerations, including registration requirements and Section 16 reporting

  • Best practices for accurate and efficient stock plan administration

Ideal Prep for the CEP Exam

The online Stock Plan Fundamentals course adheres to the CEP exam curriculum and course quizzes are aligned with CEP testing standards, making this webcast series an excellent preparatory program for CEP Level 1 exam candidates.

 
Praise for the course from past participants:
"I love the structure of the Fundamentals series. The lifecycle slides are perfect for bringing the concepts discussed to life."
"Excellent material coverage and you can tell the speakers are very knowledgeable about the subjects."
"Excellent material and presentation. I am new to Stock Plan Administration, and this course helped to bridge gaps I had with the technical knowledge and practical knowledge. Thank you!"
"I have been so impressed with the broadcasts and the materials. Definitely worth my money and time."

 

Registration

$250 Discount for NASPP members if registered by 3/31/2017 Member tuition: $695 ($945 after March 31) Non-member tuition: $1695
Class Schedule

The first webcast in the series is an introduction to equity compensation plan administration, including general roles and responsibilities, an overview of corporate law and the industry regulators. The introduction is followed by a discussion of U.S. securities regulations governing equity compensation, including share registration and Section 16 requirements.

2.00 hours of continuing education for CEPs

The second session in the series presents an overview of the U.S. tax rules and regulations as they apply to equity compensation. The webcast includes a discussion of taxation issues for incentive stock options, non-qualified stock options, restricted stock awards/units and employee stock purchase plans.

2.00 hours of continuing education for CEPs

The third webcast focuses on the accounting treatment of equity compensation, including ASC 718, option valuation, earnings per share and other topics that any new equity plan administrator should be familiar with.

2.00 hours of continuing education for CEPs

The fourth webcast in the series will focus directly on administrative matters related to restricted stock arrangements. Topics include: grant practices, plan reserve management, employee education, inter-departmental communications, and vesting/release considerations.

2.00 hours of continuing education for CEPs

The fifth presentation in the series will focus directly on administrative matters related to stock options. Topics include: grant practices, exercise methods and procedures, employee education and inter-departmental communications and forfeiture/ cancellation considerations.

2.00 hours of continuing education for CEPs

Employee stock purchase plans are a unique form of equity compensation; administrative procedures and practices for these programs differ from other equity arrangements. The final webcast in our program focuses on how to administer an ESPP, particularly Section 423 plans.

2.00 hours of continuing education for CEPs