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Webinars

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Upcoming

AI and the Future of Equity Plan Administration
January 15, 2025, 10:30 AM - 11:45 AM

Learn how AI could change stock plan administration over the next five years.
2025 Section 16 Developments with Alan Dye
January 29, 2025, 10:30 AM - 12:00 PM

Equip yourself to comply with all the latest Section 16 requirements and procedures in 2025 with Alan Dye, the undisputed authority on Section 16.
Negotiating for What You Want
February 06, 2025, 10:30 AM - 11:15 AM

Learn strategies to improve negotiation skills, handle objections, and communicate persuasively for better outcomes in equity plan management and career growth.

On-Demand

Best Practices for Accurate and Efficient Year-End Reporting
December 12, 2024, 10:30 AM - 11:45 AM

Navigate the complexities of year-end equity reporting and set yourself up for success with your company’s public filings.
Guide to Tax Reporting for Equity Plans
December 04, 2024, 10:30 AM - 12:30 PM

Get the latest guidance on U.S. tax reporting for equity compensation to ensure your company’s compliance
Top Trends from the 2024 Equity Incentives Design Survey
November 20, 2024, 10:30 AM - 11:45 AM

Get key insights on emerging trends in the usage and design of RSUs, performance awards, and stock options by public companies.
Women Leading in Equity: Project Management for Equity Plans
November 07, 2024, 10:30 AM - 11:15 AM

How do you keep equity plan projects on track and on time?
Understanding the Administrative Impact of Retirement Provisions
October 02, 2024, 10:30 AM - 11:45 AM

What are the tax, accounting, and administrative consequences of paying out equity awards to retirees?
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.
Selecting the Right Broker for Your Equity Plan
September 12, 2024, 10:30 AM - 11:45 AM

What criteria are essential to evaluating a broker for your equity plan?
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.
10-K & 10-Q Filings: Common Issues and Best Practices
July 17, 2024, 10:30 AM - 11:45 AM

Discover the common issues that persist in 10-Ks and 10-Qs across various industries. These issues often arise from unclear standards, widespread misunderstandings, adopting other companies’ disclosures, and unclear reference materials.
Global Payroll: Taxation and Reporting Challenges
June 26, 2024, 10:30 AM - 11:45 AM

Learn how to solve the challenges faced by global payroll teams in relation to equity compensation reporting and taxation.
Private Companies: Understanding and Managing Tender Offers
June 13, 2024, 10:30 AM - 11:45 AM

Explore the complexities of tender offers from an equity admin and HR perspective. Learn to effectively communicate essential information including the motivations behind their initiation and the strategic benefits to employees.
Solutions Showcase: Cap Tables
May 22, 2024, 10:30 AM - 12:00 PM

Take advantage of this unique opportunity to experience 12 best-in-class cap table solution demos to ensure you’re making the best choice for your specific needs, budget, and growth stage.
The Truth about Modifications - Equity Awards & ASC 718
April 17, 2024, 10:30 AM - 11:30 AM

Understand the ins and outs of modifications and review real life examples and their downstream effects.
Women Leading in Equity: Networking Skills for Introverts
April 04, 2024, 10:15 AM - 11:00 AM

From working with internal colleagues to attending industry events, you’ll explore opportunities and tactics to help you not only grow your network, but also help you be more effective at work and advance your professional growth.
Empowering ERGs: Equity Compensation and Financial Wellness
March 20, 2024, 10:30 AM - 11:45 AM

Learn how to roll out financial wellness and equity compensation education programs tailored to ERG members.