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Webinars

  • COVID-19: Impact on Equity and Incentive Compensation
    COVID-19: Impact on Equity and Incentive Compensation

    March 25, 2020, 1:00 PM

    In the face of so much uncertainty and stock market volatility, find out how COVID-19 impacts arrangements such as Compensation Committee governance, performance metrics, modifications to existing and upcoming compensatory arrangements, potential accounting impacts, virtual shareholder meetings, share pool concerns, underwater options, unplanned (im)mobility and international filing challenges.
  • Retirement Eligibility Survival Guide
    Retirement Eligibility Survival Guide

    March 18, 2020, 1:00 PM

    Take a detailed dive into the many challenges facing issuers when it comes to a retirement eligible population. Hear real-life, nitty-gritty examples involving challenges in administration, taxation, financial reporting, and employee engagement, and learn how to avoid potential pitfalls.
  • Excel Essentials for Equity Comp
    Excel Essentials for Equity Compensation

    February 19, 2020, 1:00 PM

    Learn stock-plan-specific Microsoft Excel shortcuts using essential functions and formulas to streamline processes, reduce errors, and save you time and headaches.
  • 2020 Hot Topics for Equity Compensation (including the new 162(m) regs!)
    2020 Hot Topics for Equity Compensation

    January 15, 2020, 1:00 PM

    2020 promises new trends, emerging industry flashpoints, and late-breaking developments in the administration, design, and legislation of equity compensation. From hedging to clawbacks, continuing litigation over directors’ compensation to new responsibilities for the comp committee, there will be changes and challenges guaranteed for the year ahead. The presentation will cover the 129 pages of new regulations released by the IRS in December 2020.
  • 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.