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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

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.

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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