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Webinars

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 Upcoming

  • Vesting
    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.
  • Reporting
    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

  • Getting Your Seat at the Table
    Women Leading in Equity: Getting Your Seat at the Table

    July 21, 2021, 1:30 PM

    Hear from stock plan professionals who successfully established a voice in their company’s equity program design and decision-making process and elevated their careers as a result. They will offer tips for your own success, as well as mistakes to avoid along the way.
  • Help Employees to Make Smarter Equity Award Decisions
    Help Employees to Make Smarter Equity Award Decisions

    May 19, 2021, 1:30 PM

    Learn what motivates employees to act and empower them to make informed financial decisions with their equity awards.
  • Top ESPP Design Hacks
    Top ESPP Design Hacks

    March 17, 2021, 1:30 PM

    Become a master of ESPP design with our clever hacks, tips, tricks, and cheats. We’ve got all the details on ESPP features you may not understand or even know about.
  • Determining if the Latest Trend is Right for Your Equity Plan
    Determining if the Latest Trend is Right for Your Equity Plan

    February 17, 2021, 1:00 PM

    How do you know if the latest new design for equity plans is worth implementing or just a flash in the pan? Get guidance and a decision-making framework that will help you evaluate the pros and cons of the latest innovations for your company.
  • What's Next for Equity Compensation in 2021
    What's Next for Equity Compensation in 2021

    January 20, 2021, 1:00 PM

    2021 promises new trends, emerging flashpoints, and inevitable curveballs in the administration, design, and legislation of equity compensation. Curious what impact the 2021 election, the ongoing COVID-19 pandemic, and anticipated SEC regulations will have?
  • Rethinking Next Year’s Equity Awards
    Rethinking Next Year’s Equity Awards

    December 09, 2020, 1:00 PM

    2020 has been a game-changer for equity compensation. With no clear end in sight for the COVID-19 pandemic and the uncertainty it has brought to the global economy, it’s time to rethink how you grant equity. In this webinar, we’ll explore key strategies to consider for next year’s annual equity awards.
  • The Three Ts of State Mobility
    The Three Ts of State Mobility

    May 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 Variables
    Virus, Volatility and Variables

    April 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 & Accounting Issues
    Complex Legal and Accounting Issues

    April 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.
  • 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.
  • 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.
  • 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.

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