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Programs & Courses

  • Employee Stock Purchase Plan Essentials
    LIVE SEPT. 6 - OCT 4 | ON DEMAND

    ESPPs pose unique challenges for administration and reporting. If your company offers – or is considering – an ESPP, this program is for you. Spanning accounting and taxation, compliance, participant communications, global issues, and more, you’ll walk away with a fundamental understanding of ESPPs and the know-how needed to navigate their complexities.

  • Stock Plan Fundamentals
    ON DEMAND | OPEN FOR REGISTRATION

    Develop core competencies in stock plan administration essentials. From taxation and the latest securities law considerations to best practices for various award types and Section 16 reporting requirements, build the foundation you need for a successful career.

  • Taxation of Mobile Employees
    ON DEMAND | REGISTRATION OPENS SOON

    With a workforce that is more mobile and remote than ever before, it's essential to have a rock solid approach to how you handle taxation of their equity grants. Learn the who, what, when, where, and how of taxation for equity awards in this modern era of mobility.

  • Financial Reporting for Stock Compensation
    ON DEMAND | REGISTRATION OPENS SOON

    Get a comprehensive tutorial on how to manage financial reporting and disclosures for equity awards to help you avoid costly mistakes. Program topics include navigating ASC 718, valuations, tax accounting, computing earnings per share, and proxy reporting.