The Program

Extensive program materials lay a foundation of the basic principles and concepts of performance-based awards and then build on that foundation to introduce increasingly more complex regulatory and administrative nuances, exceptions, and varying interpretations. Seasoned professionals present the materials, answer your questions and network along with the group. Attendees will attain the knowledge necessary to better analyze their own performance-based award programs and determine how their plans fit into current standards and regulations.

What We Cover:

• Characteristics and requirements of performance plans.
• Promising practices, tips and tools to design an effective performance-based plan such as appropriate performance metrics, length of the plan and common performance goals.
• Special tax law considerations, including tax withholding and reporting challenges unique to performance-based awards, how to maximize tax deductions under Section 162(m), and Section 409A considerations.
• Accounting treatment of performance plans, including valuation and earnings per share. Measurement of expense, attribution, and treatment of forfeitures. How to minimize the earnings impact under 123R and disclosure obligations.
• Best practices for accurate and efficient performance plan administration, including how to design effective communication programs so that participants understand what you want to them to achieve.
• Complexities related to global plans and solutions to these hurdles.

Who Should Attend

Both new and seasoned stock plan professionals can benefit from this program, including:

• Stock plan administrators and managers
• Anyone responsible for equity compensation plans and their accounting
• CEP candidates and CEPs seeking continuing education credits
• Service providers including client relationship managers, customer service representatives, consultants, and those involved in software business requirements, development and testing

Key Seminar Benefits

In addition to substantive and practical instruction, program attendees will receive:

• Comprehensive program materials.
• Opportunities to network with fellow attendees, share experiences and learn how other companies handle common problems.

About the NASPP

The National Association of Stock Plan Professionals is the premier professional association for individuals involved – directly or indirectly – in the design, implementation and administration of equity compensation plans and stock purchase plans. Our approximately 6,000 members are stock plan administrators, in-house securities and tax attorneys, accountants, HR professionals and compensation and benefits professionals as well as outside counsel, compensation consultants, software providers, brokers, third-party administrators, communications professionals and web-based services professionals.  Join the NASPP today or renew your membership.

Companies of any size—whether public or private, US-based or not—that are considering implementing a stock plan or that already have one in place are encouraged to explore the benefits of membership in the NASPP. Read our Eleven Good Reasons to join the NASPP today!