Preparing for Your 2021 Annual Equity Grant

On-Demand Webcast
Recorded on December 10, 2020

Shortly after year-end, the race is on for the financial reporting, stock plan services, and compensation teams charged with preparing the organization’s annual equity grant. Each year, we update our annual grant checklist of end-to-end considerations to help financial reporting leaders steer clear of surprises and make sure this pivotal event plays out seamlessly.

By popular demand, this webcast will focus on the most important parts of the checklist. Hear about the key details requiring alignment among HR, stock plan services, and compensation. Discover what to watch for in sizing new award terms, handling awards that are vesting, and gauging the impact of these changes on your accounting processes. We’ll also look at loading new awards into the administration system — including how to address features that don’t fit.

Along the way, we’ll highlight common problems and questions to ask within the project team.

This webcast qualifies CPAs and Certified Equity Professionals for 1.0 hour of CPE.

CPE Credits: 1.0 (available to live webcast attendees)
Field of Study: Specialized Knowledge
Program Level: Overview
Additional CPE details