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.

Speakers:

Mike Stevens, Partner, Alston & Bird

Kathleen Cleary, CEP, Education Director, NASPP

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.

Speakers:

Wendy Jennings, CEP, Director, Global Stock Operations/M&A Stock & Payroll, Cisco Systems

Alison Wright, Partner, Hanson Bridgett, LLP

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.

Speaker:

Elizabeth Dodge, CEP, Principal, Equity Plan Solutions

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.

Speakers:

Susan Garvin, Senior Manager, Global Equity Plan Services, GoPro

Lydia Terrill, Manager Global Equity Programs, Vocera Communications

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.

Speakers:

Paz Dizon, CEP, Head of Stock Plan Services, Jazz Pharmaceuticals, Inc.

Kathleen Cleary, CEP, Education Director, NASPP

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.

Speakers:

Barbara Klementz, JD, Partner, Global Equity Services, Baker McKenzie

Marlene Zobayan, Partner, Rutlen Associates, LLC