Author: WPAdmin

Summary:

Is this your first time involved in the proxy filing?  At a new company where stock manages the annual shareholder meeting?  Clueless regarding where to start and who to talk to for D&O questionnaire information?  If the answer to any of these questions is yes, this session is for you.  We will discuss the process from a beginner’s perspective starting with the D&O questionnaires through the proxy filing and finally on to the annual shareholder meeting.  We will talk about the stakeholders involved in each part of the process and what information they provide, including the role of outside service providers.

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Summary:

Most Stock Plan Professionals are forced to utilize different tools to accomplish our goals, no matter how great a stock plan system we have. Many Stock Plan Professionals already have MS Excel in their bag of tricks, but what other tools should they add? MS Access should be on the top of your list. Adding a basic database application, MS Access, to your tool belt may seem daunting, but there are some basic things that you can do without significant effort.

In this educational webcast you will learn from our SOS Access experts about some of the more common uses of Access. Join our panelists and learn some of the basics of MS Access from getting started with a blank database, linking to external data, creating queries, and exporting to Excel for further analysis or deliver to other departments.

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Summary:

There’s a lot to consider. Grant Acceptance. Elections. Broker Accounts. Retirement Eligibility. Tax set-ups. Performance Goals. International. Terminations. Mobility. Deferrals. Etc. Etc. Etc. Etc. Release prep is like herding cats. Quiet the chaos. Step towards the light, and our panelists, and accept your Release Prep Checklists. You will experience a sense of order, inner peace and clarity that only the most organized Stock Plan Professionals can achieve.

This webcast will demonstrate how to use checklists along with your equity plan software’s Pending Lapse reports to conquer the complexity and slow the moving parts.  And if your company is granting restricted stock units with acceleration or continued vesting available at retirement, this webcast will also show how essential a strong checklist can be in managing the expense, tax and 409A implications.

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Summary:

The talk has begun and management has given you the heads up that a spin-off in your company is on the horizon. You realize your equity instructions are missing a section describing how to run a spin cycle and you are unsure how much detergent to add, if you need to set the timer or which buttons to push. Will your blues remain blue or will they become gray?

This webcast will provide an understanding of how a spin-off can impact equity awards and how the decisions made by management can result in complicated and burdensome administration as well as extensive participant communication. Our panel will share some of the pain points they recently encountered, providing you with the knowledge to help you ask the right questions and hopeful avoid fading.

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Summary:

Brands from Nike to Facebook have claimed a space in the consciousness of individuals around the globe; so, why can’t you? Now more than ever, professionals are expected to be known for something in our industry. No longer is it enough to merely do a great job. The age of social media has increased connectivity and visibility in a way that has changed how we do business for good. Professionals seeking advancement in their careers are now required to demonstrate their expertise and manage their reputation in the office and online.
Our experts will share with you the importance of building a professional brand, how to identify and cultivate your personal brand, steps to develop your brand mantra, tips for creating an online presence, and how to build your professional network.

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Summary:

Forgetting steps in processes or failing to run needed reports at quarter end? Are your processes and procedures documented or are you working solely from memory? Documenting your processes and procedures allows you to have a “cheat sheet” so you never have to worry about memory loss or even taking a vacation.
This webcast will provide an overview of why you should be documenting all your processes, what you should be documenting and who is the audience for your documentation. Our panel will share some tips on getting started with your documentation and where to keep it once you have completed it.

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Summary:

Getting ahead of your year-end prep early this year will be the best holiday gift you could give yourself (yes, we know it’s still summer!). Gearing up for the myriad tasks associated with closing out the current year and preparing for the New Year can be daunting and time consuming. Our experts will share with you how to create a to-do list and the importance of checking it twice by reviewing the deliverables from last year, crafting employee communications, and more. Learn how to prep early and you may even have time to ring in the New Year and sip some of that cold champagne.

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Summary:

Year-end is a hectic season for any stock administrator and 6039 compliance reporting is likely just one more thing to juggle on your long list of things to do. Let our team of 6039 experts walk you through how to make 6039 reporting a slam dunk. In this webcast our all-star team will provide a play-by-play of the 6039 requirements and regulations, penalties for not playing, and how our unrivaled SOS solutions can tackle every aspect of 6039 reporting from auditing your data to mailing and filing your participant statements.

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Summary:

Everyday administration is hard enough but are there other “taxing” events on your plate? Employees divorcing? Seeing a spike in employee deaths? What documents do you need to ensure that the transactions are processed properly and how do these events affect taxation? As employee populations age, these transactions pop up more and more often. Don’t be caught unprepared! Our expert panel will share tips on the proper taxation of equity transactions related to estates and non-employee former spouses (NEFS).

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(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

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Summary:

Tired of formatting payroll files? Dread sending out individual confirmations? Need a special customized statement for a specific population that your equity system doesn’t produce? Join SOS’s Sorrell Johnson and Srinivas Kalakoti for a demo on how SOS’ tech tools can simplify your life!

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