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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/20/2026 at 1:30 PM (EDT)
Discover 10 key complexity triggers for financial reporting of equity awards —from modifications to international operations—and how to stay compliant.
Financial reporting for equity awards comes with hidden complexity that can catch even seasoned practitioners off guard. Walk through 10 common triggers—including modifications, international reporting, acquisition bifurcation, and unique award designs. Learn what makes each area challenging, what to watch for, and how companies are navigating them. You'll leave with a sharper eye for where financial reporting goes wrong and what it takes to stay accurate and compliant.
Key questions this webinar will answer:
- Which equity award design features create the most financial reporting complexity, and why?
- How do delayed accounting grant dates affect ASC 718 expense recognition, disclosures, and volatility?
- When does ASC 718 modification accounting apply, and what are the biggest reporting pitfalls to watch for?
- How do corporate transactions and international operations complicate stock-based compensation reporting?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Allyson Graham
Senior Manager, Accounting
EQT Corporation
$i++ ?>Boxian Kolb
Managing Director, Financial Reporting
Equity Methods
$i++ ?>Matthew Gabrielson
Associate Director, Financial Reporting
Equity Methods
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 04/22/2026 at 1:30 PM (EDT)
Managing equity compensation for a mobile workforce requires navigating income tax rules across 41 states and DC. Learn how to handle income allocation, withholding, traveler compliance, and local taxes while reducing risk as employees cross state lines.
Managing equity compensation for a mobile workforce means navigating complex income tax and withholding rules across dozens of states—each with its own distinct regulatory environment. As employees work remotely, travel for business, and relocate to new states, organizations face growing complexity around equity income allocation, state and local withholding, reciprocity, de minimis thresholds, and conflicting state rules. Get clarity on where risk is highest and learn practical strategies to help your organization stay compliant.
Key questions this webinar will answer:
- When does state income tax withholding apply to equity compensation for nonresident and mobile employees?
- How do state rules for taxing stock options and other equity awards differ from federal treatment?
- How should equity income be allocated when employees work, travel, or relocate across state lines?
- What impact do reciprocity agreements, de minimis thresholds, and local taxes have on withholding obligations?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Mindy Mayo
Tax Managing Director
KPMG LLP
$i++ ?>Geetika Prasad
Director, Stock Admin & Accounting
Tanium
$i++ ?>Marlene Zobayan
Partner
Rutlen Associates LLP
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 03/25/2026 at 1:30 PM (EDT)
Learn how stock plan leaders build resilient equity teams through smarter hiring, internal development, and technology-driven efficiency.
As experienced equity professionals become harder to find, stock plan leaders are rethinking how they build and sustain high-performing equity teams. With limited talent supply and turnover creating operational risk, a proactive approach to talent management is essential. Discover actionable frameworks for strategic hiring, internal development, and smart technology adoption.
Key questions this webinar will answer:
- What workforce trends are reshaping equity compensation teams, and how are they impacting the business?
- What proven strategies can organizations use to recruit, upskill, and retain equity administration talent?
- How can process automation and technology strengthen team capacity while reducing hiring pressures?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Michael Mauro
Sr. Manager, Professional Services
Insightsoftware
$i++ ?>Dina Thiessen
Sr. Director, Managed Services
Insightsoftware
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
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Contains 4 Component(s), Includes Credits
See how your equity tax withholding practices compare with leading companies in an increasingly complex global environment.
Benchmark your U.S. and international tax withholding practices for equity plan transactions against leading companies. Drawing on insights from the 2025 Equity Administration Survey from the NASPP and Deloitte Tax LLP, we’ll examine practical approaches to tax rate determination, equity valuation, mobile employee compliance, and tax administration. We’ll also look at complex jurisdictions such as China and India, so you can strengthen compliance and reduce risk.
Key questions this webinar will answer:
- What are the most common methods of funding tax withholding obligations?
- How do companies manage compliance with the next-day deposit requirement in the United States?
- Do companies accommodate requests for additional tax withholding?
- How do companies determine tax liability for mobile employees?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Barbara Baksa
Executive Director
NASPP
$i++ ?>Sean Trotman
Partner
Deloitte Tax LLP
$i++ ?>Wendy Spears
Director, Global Equity Operations
Adobe
$i++ ?>David Nguyen
Principal, Stock Compliance
Amazon
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Stay ahead of 2026 global tax and legal changes with a review of key regulatory updates, reporting and compliance requirements, and enforcement trends impacting global stock plan administration.
Get up to date on recent and upcoming global regulatory developments for 2026, including evolving tax reporting obligations and increased enforcement activity, and what they mean for your company’s stock plans. Learn how these changes may affect your day-to-day equity administration and gain practical, actionable tips to help you stay compliant and reduce risk worldwide.
Key questions this webinar will answer:
- What 2026 global tax and legal changes impact equity compensation?
- How are reporting, withholding, and enforcement rules changing worldwide?
- Which countries present the highest compliance risk for stock plans today?
- What updates are needed to plan documents and equity administration processes?
- How can companies stay compliant and reduce global equity risk?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Aimee Bell
Partner
Baker McKenzie
$i++ ?>Brian Wydajewski
Partner
Baker McKenzie
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Learn about recent SEC enforcement, Section 16(b) litigation trends, Form 4 and Form 5 reporting pitfalls, and best practices for Item 405 disclosures.
Equip yourself to comply with all the latest Section 16 requirements and procedures in 2026. Alan Dye, the undisputed authority on Section 16, will cover recent SEC enforcement actions and offer practical tips on refining your Section 16 compliance procedures.
Plus, get answers to questions on your specific challenges. Submit your questions in advance to alan.dye@hoganlovells.com.
Among other topics, this program will answer key questions such as:
- What key Section 16 developments do you need to be aware of?
- What is the plaintiffs' Section 16(b) bar doing that I should know about?
- What are the answers to the most common questions about Section 16 reporting?
- What should you keep in mind for your upcoming Form 5 filings and Item 405 disclosures?
$i++ ?>Alan Dye
Partner
Hogan Lovells
$i++ ?>Barbara Baksa
Executive Director
NASPP
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $599. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
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Contains 4 Component(s), Includes Credits
Stay current on hot topics, including regulatory changes, proxy advisor updates, and emerging trends reshaping equity compensation in 2026—with real-time insights on what matters most to you.
Get essential updates on the most important developments shaping equity compensation in 2026 and beyond. We'll cover stock option grant timing disclosures, emerging litigation, new rulemaking, and key proxy advisor updates from Glass Lewis and ISS. We'll also explore how AI talent wars are reshaping compensation strategies, award design considerations amid market volatility, and what these changes mean for your programs. Your input will drive the direction of additional bonus topics!
Key questions this webinar will answer:
- How are Delaware courts and new state laws reshaping executive compensation and governance?
- What do recent proxy advisor and SEC developments mean for your pay design and disclosures?
- How should companies balance performance vs. time-based awards amid market uncertainty and evolving tax limits?
- What emerging pressures—from AI talent wars to clawbacks and new accounting guidance—will impact your executive pay programs?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Mark Borges
Principal
Compensia
$i++ ?>Jessica Lange
Member
Bodman PLC
$i++ ?>Takis Makridis
CEO
Equity Methods
$i++ ?>Jeff Taylor
Vice President, Chief SEC Counsel and Secretary
American Water Works Company, Inc.
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Get ESPP accounting right—value plans, record expenses, manage modifications, and assess EPS impact.
ESPP accounting can be a minefield—plan designs, modifications, and platform gaps make accurate reporting a challenge. Get the insights and best practices you need to get it right—from valuing ESPPs and recognizing expenses to handling plan changes and understanding EPS and DTA impacts. Leave with the clarity and confidence to ensure your reporting is precise, compliant, and audit ready.
Key questions this webinar will answer:
- What are the different types of Employee Stock Purchase Plans (ESPPs)?
- How do you determine the fair value of an ESPP?
- How should ESPP expense be calculated and recognized over time?
- How do you properly account for ESPP modifications and changes to plan terms?
- What is the Earning Per Share (EPS) and Deferred Tax Asset (DTA) implications of ESPPs?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Dolly Murjani
Product Owner
Insightsoftware
$i++ ?>Devin McCreary
Lead Consultant Equity Accounting
CompIntelligence
$i++ ?>Cody James
Senior Manager Global Equity
SoFi
$i++ ?>Michael Esposito
Director, Equity Services
Aon
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
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Contains 4 Component(s), Includes Credits
Navigate complex year-end tax reporting for equity compensation with the latest U.S. guidance to meet strict deadlines and ensure full compliance.
As year-end rapidly approaches, the intricate rules and unforgiving deadlines of equity compensation tax reporting leave little room for error. Get up to speed on the latest U.S. tax reporting guidance and learn practical strategies to ensure compliance, avoid costly mistakes, and close the year with confidence.
Key questions this webinar will answer:
- What should be reported on Form W-2 for stock plan transactions?
- When is it appropriate to use Form 1099?
- What are the deadlines for reporting income and taxes withheld for 2025?
- What is required for Section 6039 reporting?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Barbara Baksa
Executive Director
NASPP
$i++ ?>Tommy Swindle
Director of Content and Communities
NASPP
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Discover key trends from the 2025 Equity Administration Survey by NASPP & Deloitte—covering staffing, AI, tax compliance, education, and global practices.
Are your equity administration practices keeping pace with today’s standards? Gain valuable benchmarks and actionable takeaways from the 2025 Equity Administration Survey from the NASPP and Deloitte Tax LLP. Get insights across critical areas including staffing and recordkeeping, the use of AI, tax compliance (including mobile employees), participant education, insider trading policies, and global practices. See where your company stands—and discover strategies to stay ahead of the curve.
Key questions this webinar will answer:
- How do companies manage equity programs, how are equity teams staffed, and are team members working remotely or in the office?
- What types of tasks are companies using AI for—participant education, process automation, data analysis, or not at all?
- What guidelines typically govern program eligibility, grant sizes, and grant approval and acceptance?
- What financing methods do companies offer to employees to help them cover the tax withholding due on their equity awards?
- How do companies educate employees about equity awards?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
$i++ ?>Barbara Baksa
Executive Director
NASPP
$i++ ?>Ryan Trent
Sr. Manager Equity Compensation
S&P Global
$i++ ?>Sean Trotman
Partner
Deloitte Tax LLP
$i++ ?>Mitchell Young
Equity Plan Specialist
Twilio
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information