Stock Plan Fundamentals
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Register
- Non-member - $1,800
- Member - $900
Build a Strong Foundation in Equity Compensation
Gain the skills and confidence to manage equity compensation programs at public companies. This course provides practical, real-world knowledge across taxation, securities laws, and stock plan administration—so you can support compliance, reduce risk, and contribute more effectively in your role.
Who Should Attend
- Those new to equity compensation
- Experienced professionals looking to refresh their knowledge and strengthen their skills
- Individuals who support or want to transition into equity compensation roles at public companies
What You’ll Learn
By the end of this course, you will be able to:
- Understand the features and real-world application of the most common equity award types
- Apply best practices to help ensure equity plans comply with U.S. securities laws
- Identify taxable income events and navigate employer withholding and reporting obligations
- Understand how equity compensation impacts financial reporting and company profitability
- Implement effective policies and procedures to manage equity programs
- Recognize key differences in global compliance and the additional requirements for equity programs outside the United States
Course Features
- Six expert-led live virtual sessions with opportunities for real-time Q&A
- Recorded sessions so you can revisit key concepts anytime
- Supplemental resources to deepen your understanding of complex topics
- Interactive quizzes to reinforce learning and build confidence
- Certificate awarded upon successful completion
Why Enroll
Whether you're building foundational knowledge or strengthening your expertise, this course equips you with the tools and insights needed to succeed in equity compensation.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/28/2026 at 1:00 PM (EDT)
Gain an introduction to equity compensation plan administration, including the types and key characteristics of various equity vehicles, along with an overview of corporate and securities law.
Gain an introduction to equity compensation plan administration, including the types and key characteristics of various equity vehicles, along with an overview of corporate law. This module also covers U.S. securities regulations governing equity compensation, including share registration requirements and Section 16 compliance.
Barbara Baksa
Executive Director
NASPP
Tommy Swindle
Director of Content and Communities
NASPP
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/04/2026 at 1:00 PM (EDT)
Understand U.S. tax rules and regulations as they apply to equity compensation, including the taxation of restricted stock units, nonqualified stock options, incentive stock options, and employee stock purchase plans.
Understand U.S. tax rules and regulations as they apply to equity compensation, including the taxation of restricted stock units, nonqualified stock options, incentive stock options, and employee stock purchase plans.
Barbara Baksa
Executive Director
NASPP
Christine Zwerling
Head of Stock Administration
Asana
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/11/2026 at 1:00 PM (EDT)
Learn about the accounting treatment of equity compensation, including ASC 718, option valuation, expense recognition, and other accounting topics that equity compensation administrators need to understand.
Learn about the accounting treatment of equity compensation, including ASC 718, option valuation, expense recognition, and other accounting topics that equity compensation administrators need to understand.
Elizabeth Dodge
Director, Equity Management Services
Equity Methods
Tommy Swindle
Director of Content and Communities
NASPP
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/18/2026 at 1:00 PM (EDT)
Grasp administrative matters related to stock options and restricted stock, including grant practices, plan reserve management, transaction processing, and cross-departmental communications.
Grasp administrative matters related to stock options and restricted stock, including grant practices, plan reserve management, transaction processing, and cross-departmental communications.
Susan Garvin
Senior Manager, Global Equity Plan Services
GoPro
Cody James
Senior Manager, Global Equity
SoFi Technologies Inc
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/25/2026 at 1:00 PM (EDT)
Uncover the unique features of employee stock purchase plans. Explore administrative procedures and practices for these programs, particularly Section 423 plans.
Uncover the unique features of employee stock purchase plans. Explore administrative procedures and practices for these programs, particularly Section 423 plans.
Paz Dizon
Head of Stock Plan Services
Jazz Pharmaceuticals, Inc.
Liz Stoudt
Partner
Infinite Equity
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/01/2026 at 1:00 PM (EDT)
Identify common issues associated with issuing equity globally, including securities laws, tax considerations, data privacy, and employee mobility.
Identify common issues associated with issuing equity globally, including securities laws, tax considerations, data privacy, and employee mobility.
Marlene Zobayan
Partner
Rutlen Associates LLP
Denise Glagau
Compensation Attorney and Managing Partner
Baker McKenzie
- NASPP Members: $900
- Nonmembers: $1,800 (Join or renew your membership to receive complimentary access to this program and all member benefits.)
Nonmembers will need a free NASPP.com account to register. If you do not already have an account, click the "Log In" button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.
