2020 Online Stock Plan Fundamentals: 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 accounting 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 and unit awards and stock options. Topics include: grant practices, plan reserve management, exercise methods and procedures, vesting/release considerations, as well as employee education and inter-departmental communications.

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 fifth webcast in our program focuses on how to administer an ESPP, particularly Section 423 plans.

2.00 hours of continuing education for CEPs

The final webcast of the course will introduce issues that companies may encounter when offering equity globally, including securities laws, tax, accounting, data privacy and mobility considerations.

2.00 hours of continuing education for CEPs