Stock Plan Administration Platform
Online Training Classes
2011 Q3
Q2
Schedule Q4 Schedule
Click on the Date below to Register for any (all) Module(s) that day. You are welcome to attend any Module on any day, but you must register separately for any day on which you would like to attend one Module or more.
Please note that by clicking on a link below, you will be taken
to a different web site where Registration information is kept.
The first Session begins at 9:00 AM Pacific on the specified day.
Registrations are limited and you will not
be able to access the training unless you are pre-registered.
|
Date |
Instructor |
Session |
Recordings |
|
Melissa |
Platform Overview |
|
|
|
Nicole |
Accounting and Financial Reporting |
|
|
|
Melissa |
Participant Transactions &
Reporting |
|
|
|
Karl |
Platform Overview |
|
|
|
Roger |
Accounting and
Financial Reporting |
|
|
|
Karl |
Participant
Transactions & Reporting |
|
|
|
Brooke |
Platform Overview |
|
|
|
Nicole |
Accounting and
Financial Reporting |
|
|
|
Brooke |
Participant
Transactions & Reporting |
|
|
|
Melissa |
Platform Overview |
|
|
|
Danielle |
Accounting and
Financial Reporting |
|
|
|
Melissa |
Participant
Transactions & Reporting |
|
|
|
Karl |
Platform Overview |
|
|
|
Roger |
Accounting and
Financial Reporting |
|
|
|
Karl |
Participant
Transactions & Reporting |
|
|
|
Brooke |
Platform Overview |
|
|
|
Nicole |
Accounting and
Financial Reporting |
|
|
|
Brooke |
Participant
Transactions & Reporting |
|
|
|
Melissa |
Platform Overview |
|
|
|
Roger |
Accounting and
Financial Reporting |
|
|
|
Melissa |
Participant
Transactions & Reporting |
|
|
|
Karl |
Platform Overview |
|
|
|
Nicole |
Accounting and
Financial Reporting |
|
|
|
Karl |
Participant
Transactions & Reporting |
|
|
|
Brooke |
Platform Overview |
|
|
|
Roger |
Accounting and
Financial Reporting |
|
|
|
Brooke |
Participant
Transactions & Reporting |
|
|
|
Melissa |
Platform Overview |
|
|
|
Nicole |
Accounting and
Financial Reporting |
|
|
|
Melissa |
Participant
Transactions & Reporting |
|
Class Schedule (All times Pacific):
Platform Overview (Tuesdays)
|
Module |
Time |
Description |
|
9:00 - 9:10 |
|
|
9:10 - 10:20 |
The very basics of the
EASi system including topics such as Basic Navigation, the Configuration of
the Company Info page, setup of Company Securities and Stock Plans, the
purpose and methodology of the Lookup Tables and an introduction to the
basics of Taxation |
|
10:20 - 10:40 |
|
|
10:40 - 11:30 |
Advanced Features that
make EASi so much more than a Stock Plan Admin tool, this module includes
features such as the Documentation Library and |
|
11:30 - 11:45 |
|
Accounting and Financial Reporting (Wednesdays)
|
Module |
Time |
Description |
|
9:00 - 9:10 |
|
|
9:10 - 10:20 |
FAS 123R Setup |
|
10:20 - 10:40 |
|
|
10:40 - 11:30 |
Performance
Awards |
|
11:30 - 11:45 |
|
Participant Transactions and Reporting (Thursdays)
|
Module |
Time |
Description |
|
9:00 - 9:10 |
|
|
PEOPLE |
9:10 - 9:40 |
Adding
Participants to the System including Uploading Participants, Selecting
brokers, Section 16 and Officer Designations, and User Accounts (including
password resets) |
|
9:40 - 10:00 |
|
|
10:00 - 10:50 |
Everything
about all supported award types in the EASi system including option-based
awards (ISO, NQSO, CSAR, SSAR), Warrants, Restricted-based Awards (RSA, RSU,
PSA, PSU, RSP, CRSU, CPRSU), and all of the associated tax events (Option
Exercise, Restricted-based Tax Event, etc.). Also include in this module are
Performance cycle parameters, Purchase Window management and Admin Report
Running |
|
10:50 - 11:10 |
|
|
11:10 - 11:30 |
A deep dive
into how EASi calculates taxes on the various taxable events, including both
when a Broker is involved and when it is a stand-alone. |
|
11:30 - 11:45 |
|