Survey Says: 10 Dos & Don'ts of Stock Plan Administration

Highlights from the NASPP/Deloitte Consulting 2017 Stock Plan Administration Survey

Wednesday, November 8, 2017

4:00 – 5:30 pm, eastern time [archive and transcript to follow]

Webcast Materials

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Leveraging data from the NASPP/Deloitte Consulting 2017 Stock Plan Administration Survey and real-world case studies, this webcast will offer timely insight on key trends in administration and communication for stock plans, stock ownership programs, and insider trading compliance, as well as the latest data on ESPPs. The NASPP and Deloitte Consulting survey is the industry's most comprehensive survey on stock plan administration practices, covering stock plan administration, employee stock purchase plans, insider trading compliance, ownership guidelines and nonemployee directors.

Featured panelists:

  • Barbara Baksa, CEP, NASPP
  • Susan Miller, CEP, Lockheed Martin Corporation
  • Joseph Rapanotti, Deloitte Consulting
  • Sara Spengler, CEP, Fitbit

Among other topics, this program will include:

  • Staffing of stock plan administration teams and use of outsourcing;
  • Common practices for distribution of grant agreements and collection of grant acceptances;
  • How companies track domestically mobile employees;
  • Prevalence of ESPPs and common plan features;
  • The latest practices for insider trading compliance programs, Rule 10b5-1 plans, and stock ownership guidelines.

Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

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Cost: There is no charge for this program if you are a member of the NASPP for 2017. If you do not have a 2017 NASPP membership, renew today or try a no-risk trial to access the webcast for only the cost of membership (starting at $695). The webcast cost for non-members is $975.

Registration: Advanced registration is not required for NASPP members. Non-members can email or call (925) 685-9271 to register for the program.

If you can’t access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive will be posted immediately following the conclusion of the live program and a text transcript will be posted within two weeks.