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Webinars

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Upcoming

Modifying Vesting Schedules for Leaves of Absence
August 21, 2024, 10:30 AM - 11:45 AM

Whether you’re already pausing vesting for leaves or wondering if it's the right choice for your organization, gain valuable insights into the challenges and considerations faced when tolling vesting.
Lifecycle Management and Reporting of Private Company Equity
September 18, 2024, 10:30 AM - 11:45 AM

Discover the complexities of managing equity plans for private companies. Without a transfer agent and broker, private company admins handle even more internal reporting than public companies. Get pro record keeping tips and learn more about the connection between your equity plan and your cap table.

On-Demand

10-K & 10-Q Filings: Common Issues and Best Practices
July 17, 2024, 10:30 AM - 11:45 AM

Discover the common issues that persist in 10-Ks and 10-Qs across various industries. These issues often arise from unclear standards, widespread misunderstandings, adopting other companies’ disclosures, and unclear reference materials.
Global Payroll: Taxation and Reporting Challenges
June 26, 2024, 10:30 AM - 11:45 AM

Learn how to solve the challenges faced by global payroll teams in relation to equity compensation reporting and taxation.
Private Companies: Understanding and Managing Tender Offers
June 13, 2024, 10:30 AM - 11:45 AM

Explore the complexities of tender offers from an equity admin and HR perspective. Learn to effectively communicate essential information including the motivations behind their initiation and the strategic benefits to employees.
Solutions Showcase: Cap Tables
May 22, 2024, 10:30 AM - 12:00 PM

Take advantage of this unique opportunity to experience 12 best-in-class cap table solution demos to ensure you’re making the best choice for your specific needs, budget, and growth stage.
The Truth about Modifications - Equity Awards & ASC 718
April 17, 2024, 10:30 AM - 11:30 AM

Understand the ins and outs of modifications and review real life examples and their downstream effects.
Women Leading in Equity: Networking Skills for Introverts
April 04, 2024, 10:15 AM - 11:00 AM

From working with internal colleagues to attending industry events, you’ll explore opportunities and tactics to help you not only grow your network, but also help you be more effective at work and advance your professional growth.
Empowering ERGs: Equity Compensation and Financial Wellness
March 20, 2024, 10:30 AM - 11:45 AM

Learn how to roll out financial wellness and equity compensation education programs tailored to ERG members.
ESPP Mastery: Crafting Success Through Strategic Design
March 07, 2024, 10:30 AM - 11:45 AM

Join us as we delve into strategic ESPP design, exploring design levers, employee and company benefits, and communication strategies.
Women Leading in Equity: Working with Your Board and C-Suite
February 01, 2024, 10:15 AM - 11:00 AM

Get key strategies to support your board and C-suite as they navigate equity compensation decisions.
T+1 Settlement:  Are You Ready?
February 21, 2024, 10:30 AM - 11:45 AM

With May 28, 2024, fast approaching, the industry is preparing for T+1 settlement for public companies. Are you ready?
2024 Section 16 Developments with Alan Dye
January 24, 2024, 10:30 AM - 12:30 PM

Equip yourself to comply with all the latest Section 16 requirements and procedures in 2024 with Alan Dye, the undisputed authority on Section 16.
2024 Regulatory Rundown: Everything You Need to Know
January 17, 2024, 10:30 AM - 11:45 AM

How will recent developments relating to clawbacks, PvP disclosures, repurchases, expense reporting, noncompetes—and more—affect your equity plans?
2023 Tax Reporting Best Practices for Equity Awards
December 06, 2023, 10:30 AM - 12:30 PM

Get the latest guidance on U.S. tax reporting for equity compensation to ensure your company’s compliance.
Empowering Employees Through Extraordinary Communications
November 15, 2023, 1:30 PM - 2:45 PM

Gain insightful tips on communication technologies that will revolutionize how we communicate with employees.
Services With a Flair: Meeting the Needs of Your Executives
November 09, 2023, 10:30 AM - 11:45 AM

Get best practices for how stock plan teams can deliver operational excellence to their executives, including a review of critical updates to 10b5-1 plans, Rule 144, and Section 16 filings.