Stock Plan Administration Boot Camp

Pre-Conference Program

Members Save $100 through September 21

September 25, 2018 | 8 AM - 4 PM

Stock Plan Administration Boot Camp

26th Annual NASPP Conference & Exhibition Pre-Conference Program

Are you looking for a quick and effective way to power up your equity compensation knowledge? Our Stock Plan Administration Boot Camp covers all the basics from the ground up.

Designed specifically for those needing a comprehensive understanding of the essential concepts, terms, rules, and best practices in stock plan administration, this boot camp assembles leading experts who will cover the fundamentals in accounting, tax, and securities laws for equity awards. These industry veterans will also provide a full lifecycle overview for various equity types and their administration, including options, restricted stock and units, and employee stock purchase plans. 

This program is ideal for anyone new to stock compensation or needing a refresher. It’s also great preparation for the CEP Level I exam.

What to Expect: Program Highlights

You can expect to emerge from the Stock Plan Administration Boot Camp having built applied skills and knowledge in:

  • Key stock plan concepts, terminology, and functional interactions
  • Characteristics and requirements for tax treatment of qualified and nonqualified options, restricted stock and unit awards and employee stock purchase plans
  • Accounting treatment for the various award types, including an introduction to deferred tax assets and earnings per share
  • Securities law considerations, including registration requirements and Section 16 reporting
  • Best practices for efficient and accurate administration for your company’s equity awards


  8:00 AM – 8:15 AM

Accounting for Equity Compensation
Speaker: Elizabeth Dodge, CEP, Plan Management Solutions
  8:15 AM – 9:30 AM

Taxation for Equity Compensation
Speaker: Kevin Hassan, PWC

  9:30 AM – 10:30 AM

  10:30 AM – 10:45 AM

Securities Law Considerations for Equity Compensation
Speaker: Mike Stevens, Alston & Byrd

  10:45 PM – 12:00 PM

  12:00 PM – 1:15 PM
Panel of speakers for afternoon sessions:
Marsha Tepper, Morgan Stanley
Patricia Brown, Solium
Arlene Schapira, Maxim Integrated Products


Life Cycle of Equity Awards
  1:15 PM – 1:30 PM

Options Arrangements
  1:30 PM – 2:15 PM

Restricted Stock Arrangements
  2:15 PM – 3:00 PM

  3:00 PM – 3:15 PM

Employee Stock Purchase Plans
  3:15 PM – 4:00 PM

Who Should Attend

This is an introductory or refresher program. Attendees do not need any background in stock administration to attend and be successful in the program. New and recent stock plan professionals, as well as experienced professionals seeking to expand their knowledge, will benefit from this program, including:

  • Anyone who is newly responsible for managing or reporting for equity compensation plans;
  • CPAs seeking continuing education credits and a broader understanding of the various components of equity administration;
  • Service providers, including client relationship managers, customer service representatives, consultants, marketers; as well as those involved in software business requirements, development, and testing, who seek to understand all aspects of stock plan administration.

Pre-Conference Sponsor

Registration and Pricing

Members: $995 (Save $100 off full rate of $1,095 through 9/21)

Non-members: $1,795

Easily add the Stock Plan Administration Boot Camp to your 26th Annual NASPP Conference registration on the "ADD-ONS' page during checkout.

Download an order form to register by mail, fax, or email.

Cancellation Policy

All registrations are non-refundable.

Conference Hotel and Travel

The Conference will be hosted at the Marriott Marquis San Diego Marina hotel. Reserve your room online or call (877) 622-3056. Be sure to mention the NASPP Conference for the best rate.

Note: The NASPP is not affiliated with any travel agencies and has not engaged any agencies to manage hotel reservations or other travel arrangements for the Conference. We encourage attendees to make their reservations directly with the hotel.

Continuing Education

Attendees of the Stock Plan Administration Boot Camp can earn CPE credits and continuing education credits for CEP purposes. There is a $100 administrative charge for CPE credits; CEP credits are offered at no additional cost. This course does not offer CLE credit

More Information


Please contact us at (925) 685-9271 or via email.


About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

©NASPP 2018, All Rights Reserved.