October 17, 2018 Tim Nguyen


We’re scratching the surface on stock administration (and what is all included in this multi-faceted role) in this “back to basics” session. We’ll dive into the difference between Incentive & Non-Qualified stock options, awards and how they work, form filings, and more. The documents employees need for their taxes, qualified versus non-qualified transactions, and what should be on your checklist will all be detailed in this educational webcast.

Webcast Materials


(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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