Stock Plan Administration Platform

Online Administration Training Classes

2010 Q4 (Click Here for 2011 Q1 Classes)


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 Recordings Addenda
11/16/2010 Karl    
11/23/2010 Brooke    
11/30/2010 Tom    
12/7/2010 Karl    
12/14/2010 Brooke    
12/21/2010 Melissa    
12/28/2010 Karl    




Class Schedule (All times Pacific)

Module
Time
 Description

INTRODUCTION
9:00 - 9:10
  

FOUNDATION
9:10 - 10:10
 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

-- BREAK --
10:10 - 10:25
  

PEOPLE
10:25 - 10:55
 Adding Participants to the System including Uploading Participants, Selecting brokers, Section 16 and Officer Designations, and User Accounts (including password resets)

AWARDS
10:55 - 11:45
 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

-- BREAK --
11:45 - 12:00
  

FEATURES
12:00 - 12:30
 Advanced Features that make EASi so much more than a Stock Plan Admin tool, this module includes features such as the Documentation Library and Notification Center, the Report Builder, and the interaction with Customer Support via the Customer Support Center.

TAXATION
12:30 - 1:05
 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.

WRAP-UP
1:05 - 1:15