Webinars
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2020 Tax Reporting EssentialsNovember 18, 2020, 1:00 PM
How-to's for today's U.S. tax reporting requirements for all forms of equity compensation. -
Top Trends: Plan Administration, ESPPs, Ownership Guidelines, and Insider Trading ComplianceOctober 21, 2020, 11:00 AM
The survey covers administration and communication for stock plans, stock ownership programs, insider trading compliance, and ESPPs. -
Revisiting Your Equity Plans in the Wake of COVID-19June 17, 2020, 1:00 PM
How can companies rebuild value in their equity plans and incentivize employees in the wake of immense losses of value in company stock and potentially significant changes to their organization? -
The Three Ts of State MobilityMay 20, 2020, 1:00 PM
Do you fully understand US state tax regulations for domestic mobility to avoid non-compliance nightmares? Experts cover the three Ts of state mobility—transfers, telecommuters, and travelers—as they apply to residency, equity taxation, mitigating double taxation, and more. -
Virus, Volatility and VariablesApril 22, 2020, 1:00 PM
As the market continues to be volatile as a result of COVID-19, companies are facing challenges with incentive awards that have lost their incentive, a changing workforce with furloughed employees and employees on leaves of absence, and underwater stock options. -
Complex Legal and Accounting IssuesApril 15, 2020, 1:00 PM
Explore tricky areas in accounting and legal practices where issuers spend a disproportionate amount of time. Topics include Form S-8, accounting on a gross vs. net method, non-compete provisions, inducement grants, complex ESPP accounting, pay equity, net exercise/net withholding and cash-settled awards. -
COVID-19: Impact on Equity and Incentive CompensationMarch 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 GuideMarch 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 CompensationFebruary 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 CompensationJanuary 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!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 DesignOctober 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. -
2019 Hot Topics in Equity CompensationJanuary 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 GotchasJune 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 FlavorMay 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 ProApril 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 ProgramMarch 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 FingertipsFebruary 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 2018-68October 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 WellnessJune 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.