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Excel Essentials for Equity Comp

February 19, 2020

1:30 - 3:00 PM ET

Tips and tricks to improve process efficiency

Event Details

Wednesday, February 19, 2020
1:30 – 3:00 PM, Eastern time [archive to follow]

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As an equity comp professional, do you find yourself asking, “Isn’t there an easier way?”  Turns out, there is! Learn stock-plan-specific Microsoft Excel shortcuts using essential functions and formulas to streamline processes, reduce errors, and save you time and headaches. Experts will demonstrate:

  • “Sumifs” with multiple criteria
  • Using “iferror”
  • How to use Index/Match and Xlookup
  • Other topics including numbering transactions/vesting tranches, pasting columns, and more
  • Elizabeth Dodge, CEP, Principal, Equity Plan Solutions
  • Elizabeth Stoudt, CEP, Partner, Infinite Equity
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.

How to access the webcast: Visit on the day of the program and click the link for the webcast. You will be asked to register by entering your name and email address.  Make sure you are ready! Click here to test your system before the webcast begins.

Cost: There is no charge for this program if you are a member of the NASPP for 2020. Cost for non-members is $975. Join or renew a membership to receive complimentary access to this program and all member benefits through 2020.

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 archive will be posted shortly after the conclusion of the live program and a text transcript will be posted within a few weeks.

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

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