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Webinars

  • Ready or Not, Here Comes the Annual Audit!
    Ready or Not, Here Comes the Annual Audit!

    November 05, 2019, 1:00 PM

    Expert speakers will present practical tips for global stock plan administrators to utilize when prepping for the annual audit and will review why SOX continues to be important. Gain insight on how to effectively work with internal and external auditors, avoid some pitfalls, and solve for potential challenges.
  • Top Trends in Equity Plan Design
    Top Trends in Equity Plan Design

    October 23, 2019, 1:00 PM

    How competitive are your equity plans? Find out as this webcast examines the results of the NASPP and Deloitte 2019 Domestic Stock Plan Design Survey. Published since 1996, this is the industry’s most comprehensive survey on stock plan design, covering restricted stock and units, performance awards and stock options. The panel highlights the survey results and compares the latest results to past surveys to illustrate growing trends.
  • Hot Topics in Equity Compensation
    2019 Hot Topics in Equity Compensation

    January 16, 2019, 1:00 PM

    The Tax Cuts and Jobs Act, IRS Notice 2018-68, CEO pay ratios and accounting updates are just a few examples of developments affecting equity compensation. Will 2019 bring more upheaval and late-breaking developments in terms of legislation and plan design, accounting, tax, securities, and other legal developments?
  • Ten Global Gotchas
    Ten Global Gotchas

    June 12, 2019, 1:00 PM

    Global developments are consistently impacting employee equity awards for companies with non-US participants. Are you keeping up with these changes and setting yourself up for success? From taxation changes to onerous filing requirements, learn the top ten most common “gotcha” errors and misconceptions that your company may be making right now - and how you can build processes and practices to help avoid these critical missteps.
  • Equity Values of a Different Flavor
    Equity Values of a Different Flavor

    May 22, 2019, 1:00 PM

    Do you find the multiple approaches for valuation of awards across compensation planning, grant guidelines, accounting, and other purposes to be challenging? You’re not alone. The differences in these sensitive valuation approaches can be significant, and lead to confusing and conflicting presentations to your Board, shareholders, and employees. Get a data-driven overview of current techniques and best practices for valuing your awards that will help you determine which may be best for you.
  • Change Service Providers Like a Pro
    Change Service Providers Like a Pro

    April 25, 2019, 1:00 PM

    Best practices for a successful transition to a new stock plan administration recordkeeping provider and solution.
  • Build Your Mobility Tax Compliance Program
    Build Your Mobility Tax Compliance Program

    March 13, 2019, 1:00 PM

    Join industry experts as they guide you through building or expanding your income sourcing program. Both US and global plans will be covered. Discover strategies to best assess risk exposure, secure people resources to define tax policies, and utilize system resources to manage mobile taxation in the face of varying legislation.
  • 5 Equity Plan Numbers to Have at Your Fingertips
    5 Equity Plan Numbers to Have at Your Fingertips

    February 20, 2019, 1:00 PM

    Vital equity plan numbers to keep up to date at all times
  • Navigating Equity Plan and Award Changes After the TCJA and IRS Notice 2018-68
    Navigating Equity Plan and Award Changes After the TCJA and IRS Notice 2018-68

    October 24, 2018, 1:00 PM

    This panel, featuring two IRS executives, including the principal author of IRS Notice 2018-68, will help you navigate the changing landscape for equity plans and award agreements after the Tax Cuts and Jobs Act. The group will focus on the recent guidance in Notice 2018-68, as well as key tax issues, opportunities, and pitfalls when designing or modifying an equity plan or award agreement from government, legal, and accounting perspectives.
  • Equity Compensation and Financial Wellness
    Equity Compensation and Financial Wellness

    June 06, 2018, 1:00 PM

    Get insight into how and why companies are taking a proactive approach to helping their employees save and prepare for retirement and how equity compensation can be incorporated into this objective. Learn how to help your employees maximize their benefits to prepare for their future and improve their overall financial health.
  • Mobility & Equity - The Deep Dive
    Mobility & Equity - The Deep Dive

    May 23, 2018, 1:00 PM

    The growing definition of mobility, along with increased scrutiny and sophistication of global tax authorities has created unique and complex compliance issues for both employers and individuals. Our panelists will address the tough questions and help you understand equity-related issues associated with payroll transfers, long and short-term assignees and other movers. Additionally, they will present real examples of country-specific differences in treatment for South America, Europe and Asia.
  • The Power of Choice
    The Power of Choice

    April 18, 2018, 1:00 PM

    Equity awards are a great incentive for employees—what if employees could actually choose between different types of awards and even elect cash bonuses? What better way to get employees invested in their equity compensation than allowing them to choose their own awards? This panel of experts will discuss various aspects to consider when offering a choice plan, potential advantages, as well as challenges presented with offering this benefit to employees.
  • Around the World in 90 Minutes
    Around the World in 90 Minutes

    March 13, 2018, 1:00 PM

    Make sure you are keeping up with key international developments!
  • Go LEAN: Applying Process Efficiency Principles to Equity Plans
    Go LEAN: Applying Process Efficiency Principles to Equity Plans

    February 21, 2018, 1:00 PM

    Learn proven tactics gleaned from LEAN and Six Sigma programs to improve your processes. This panel will demonstrate approaches, such as fishbone diagrams and value-stream mapping, that will help you in your day-to-day job and result in direct time and cost savings.
  • Financial Reporting & Accounting Playbook
    Financial Reporting & Accounting Playbook

    January 18, 2018, 1:00 PM

    Win the quarterly review and annual audit game! Our expert panelists will help you create an audit playbook, including tips for gathering valuation assumption support and documenting various decisions and actions, as well as many other proven strategies. Listen as they share lessons learned from ASU 2016-09, and best practice tips on process documentation and internal controls considerations for calculations under ASC 718.
  • Tax Reform: What's the Final Word?
    Tax Reform: What's the Final Word?

    January 17, 2018, 1:00 PM

    After much discussion and multiple versions, a tax reform bill has been signed into law. Individual tax rates, supplemental tax rates and the corporate tax rate have all been affected, as well as alternative minimum tax, the estate tax and Section 162(m). How will these changes affect equity compensation? Tune in to this panel of experts to get up to speed on the new tax laws.
  • Survey Says: 10 Dos & Don'ts of Stock Plan Administration
    Survey Says: 10 Dos & Don'ts of Stock Plan Administration

    November 08, 2017, 1:00 PM

    Leveraging data from the NASPP/Deloitte Consulting 2017 Stock Plan Administration Survey and real-world case studies, this webcast will offer timely insight on key trends in administration and communication for stock plans, stock ownership programs, and insider trading compliance, as well as the latest data on ESPPs. The NASPP and Deloitte Consulting survey is the industry's most comprehensive survey on stock plan administration practices, covering stock plan administration, employee stock purchase plans, insider trading compliance, ownership guidelines and nonemployee directors.
  • Money Talks: Cash Awards
    Money Talks: Cash Awards

    May 17, 2017, 1:00 PM

    Cash and cash-settled equity awards are becoming a popular option, especially in a global equity compensation program. Listen in and learn why companies use cash awards, how the tax and legal issues differ for cash, key accounting considerations, and how your broker or third-party administrator can help manage a cash award program.
  • Be Prepared for T+2
    Be Prepared for T+2

    April 20, 2017, 1:00 PM

    T+2 is coming; make sure you're prepared! Experts will provide a comprehensive vision of how this SEC change will affect issuers and third-party providers alike, including the new settlement timeline, key processes to streamline, and the impact on plan communications, education, and advice.
  • Ask the Experts: Performance Awards
    Ask the Experts: Performance Awards

    February 16, 2017, 1:00 PM

    Submit your challenges with performance awards for this panel of experts to address!