Excel Essentials for Equity Comp

Excel Essentials for Equity Compensation

February 19, 2020, 1:00 PM




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As an equity comp professional, do you find yourself asking, “Isn’t there an easier way?”  Turns out, there is! Learn stock-plan-specific Microsoft Excel shortcuts using essential functions and formulas to streamline processes, reduce errors, and save you time and headaches. Experts will demonstrate:

  • “Sumifs” with multiple criteria
  • Using “iferror”
  • How to use Index/Match and Xlookup
  • Other topics including numbering transactions/vesting tranches, pasting columns, and more

Presenters  

  • Elizabeth Dodge, CEP, Principal, Equity Plan Solutions
  • Elizabeth Stoudt, CEP, Partner, Infinite Equity

Continuing Education

This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.