The Program

Extensive program materials lay a foundation of the basic principles and concepts of restricted stock 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 restricted stock plans and determine how their plans fit into the standards and regulations.

What We Cover:

• Characteristics, requirements, and tax treatment of restricted stock awards, restricted stock units, and restricted stock purchase plans.
• Special tax law considerations, including Section 83(b) elections and Section 409A issues (including deferral elections).
• Critical considerations and best practices for tax withholding.
• Accounting treatment of restricted stock, including valuation and earnings per share.
• Best practices for accurate and efficient restricted stock plan administration.
• Complexities related to global restricted stock plans and solutions to these hurdles.
• Restricted stock performance plan considerations, including an overview of the tax, legal, and accounting requirements all companies need to address.

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.
• Certificate of Completion presented to registrants who complete the course.

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!