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Our online Stock Plan Fundamentals course will provide you with a thorough understanding of administrative best practices, as well as bring you up to date on all the latest regulatory, accounting and taxation requirements.
The first webcast in the series is an introduction to equity compensation plan administration, including general roles and responsibilities, an overview of corporate law and the industry regulators. The introduction is followed by a discussion of U.S. securities regulations governing equity compensation, including share registration and Section 16 requirements.
The second session in the series presents an overview of the U.S. tax rules and regulations as they apply to equity compensation. The webcast includes a discussion of taxation issues for incentive stock options, non-qualified stock options, restricted stock awards/units and employee stock purchase plans.
The third webcast focuses on the accounting treatment of equity compensation, including ASC 718, option valuation, earnings per share and other accounting topics that any new equity plan administrator should be familiar with.
The fourth webcast in the series will focus directly on administrative matters related to restricted stock arrangements. Topics include: grant practices, plan reserve management, employee education, inter-departmental communications, and vesting/release considerations.
Webcast 5: Plan Administration (Stock Options)
The fifth presentation in the series will focus directly on administrative matters related to stock options. Topics include: grant practices, exercise methods and procedures, employee education and inter-departmental communications and forfeiture/ cancellation considerations.
2.00 hours of continuing education for CEPs
Webcast 6: Plan Administration (ESPPs)
Employee stock purchase plans are a unique form of equity compensation; administrative procedures and practices for these programs differ from other equity arrangements. The final webcast in our program focuses on how to administer an ESPP, particularly Section 423 plans.
How we present the fundamentals:
With the complex standards governing stock plans--plus ongoing changes in accounting, taxation and required public disclosure--this webcast series is a must. Over the course of six webcasts, you will build critical expertise in the following:
Overview of stock plan concepts, terminology and functional interactions
Characteristics, requirements and tax treatment of non-qualified awards, incentive stock options, restricted stock and employee stock purchase plans
Accounting treatment of stock compensation, including an introduction to option valuation
Securities law considerations, including registration requirements and Section 16 reporting
Best practices for accurate and efficient stock plan administration
The online Stock Plan Fundamentals course adheres to the CEP exam curriculum and course quizzes are aligned with CEP testing standards, making this webcast series an excellent preparatory program for CEP Level 1 exam candidates.
Member registration: $945
Non-member registration: $1695
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