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:
- One webcast per week for six 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.
Click here to test your system before the course begins.
Build or Enhance Your Stock Plan Knowledge
With the complex standards governing stock plans--plus ongoing changes in accounting, taxation, global issues and required public disclosure--this webcast series is a must. Over the course of six webcasts, you will build critical expertise in the following:
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 and accounting for tax effects
Securities law considerations, including registration requirements and Section 16 reporting
A basic understanding of potential considerations for global stock plans
Best practices for accurate and efficient stock plan administration
Member Registration: $945
Nonmember Registration: $1695
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."
Certified Equity Professionals
CEPs can earn 12 hours of continuing education credits for attendance at the live sessions and replays of session recordings that they did not attend live. Attendees must keep their own records of their attendance, including the specific sessions they attended, so they can report this information to the CEP Institute when required.
Continuing Professional Education (CPE)
Certified public accountants can earn a maximum of 14.4 CPE credits for attendance at the live sessions. Replays of session recordings are not eligible for CPE. You must answer all in-session polling questions to receive full credit and credit awarded will be based on your actual time in the session. Arriving late, leaving early, or failing to answer all polling questions will result in a reduction in credit earned. The instructional method is group internet-based and the program level is basic—this program is designed for individuals new to the topic or those with limited experience. There are no pre-requisites or required advance preparation. The ?fields of study included in the program are Accounting, Business Law, Specialized Knowledge, and Taxes. Please contact firstname.lastname@example.org with any comments and concerns about the course.
The NASPP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
(Certified Compensation Professional® (CCP®), Certified Benefits Professional® (CBP), Global Remuneration Professional (GRP®), Certified Executive Compensation Professional (CECP)®, Certified Sales Compensation Professional (CSCP)®)
Professionals with one or more WorldatWork designations (CCP, CBP, GRP, CECP, CSCP) can earn a maximum of 3 recertification credits for the live and on-demand sessions of this program. Attendees must participate in the in-session polls and test your skills quizzes, and are responsible for reporting their attendance via the WorldatWork Recertification Application.