Members of a stock plan admin team problem-solving transaction processes

Expert Tips for Equity Processing

August 16, 2023, 10:30 AM - 11:45 AM

Webinar Recordings & Related Materials are Exclusive to Members

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Do you have all the answers you need about the intricacies of equity processing? Learn more about the complexities of managing RSU releases, capturing PSU performance metrics effectively, and executing ESPP purchases. Plus get the expert guidance you need to ensure full compliance with Section 6039 requirements.

Key questions this webinar will answer:

  • What are the best practices for tracking PSU performance metrics?
  • What is needed to ensure a smooth RSU release?
  • How do I manage an ESPP?
  • What are the mechanics of preparing a 6039 filing?

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.

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