EMPLOYEE STOCK PURCHASE PLAN ESSENTIALS
Exclusive Opportunity for WorldatWork Members
Skills and Knowledge You Need for a Successful ESPP
Build the foundation you need to successfully administer an employee stock purchase plan. No stone is left unturned as you learn the essential ins-and-outs of qualified ESPPs from experts in the field, including:
Earn Continuing Education Credit
CCPs, CBPs, GRPs, CECPs and CSCPs may earn 1.25 recertification credits for attending the on-demand program
CEPs may earn 5 hours of qualifying credit
Enrollment Fee
WorldatWork Members: $1,000 ($1,395)
COUPON CODE: WAW-ESPP
PLEASE NOTE: You will need to create an NASPP.com account to register. From the registration page, click "Log In to Register" and follow the on-screen instructions to establish your account. Once logged in, continue your registration and enter the coupon code during checkout.
All registrations are non-refundable
5 expert-led
modules
On-demand to
fit your schedule
Quizzes to test
your skills and apply
your knowledge
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Discussion community to
collaborate with peers
Certificate and Transcript
awarded upon completion
Learning Modules (All modules 1 hour)
Types of plans/structures
Common plan features
Offering periods
Purchase periods
Shares to purchase/limits
Contribution handling
Calculation of discount
1 hour of continuing education for CEPs.
1.2 hours of continuing education credit for CPAs (live program only).
Applicable tax law
Income recognition
Tax and income reporting
Valuation of ESPPs
1 hour of continuing education for CEPs.
1.2 hours of continuing education credit for CPAs (live program only).
Recordkeeping systems and framework
Handling Enrollment
Ongoing contribution management/changes/withdrawals
Monitoring plan limits (shares, contributions, value of shares purchased)
Purchase processing
Quarterly and annual reporting
Event related reporting
Core reconciliations
1 hour of continuing education for CEPs.
1.2 hours of continuing education credit for CPAs (live program only).
Communication as a driver of participation in ESPP
Typical types and timing of communications
Determining ideal formats for communication
Craft a communication strategy
Education best practices
Handling common questions
Measure success
Considerations for global ESPPs
1 hour of continuing education for CEPs.
1.2 hours of continuing education credit for CPAs (live program only).
ESPP administration has many moving parts. Use what you’ve learned to work through a series of real scenarios that will test your knowledge and help put the pieces together. Come away from this session with greater confidence to administer an ESPP.
1 hour of continuing education for CEPs.
1.2 hours of continuing education credit for CPAs (live program only).
Certified Compensation Professional® (CCP®), Certified Benefits Professional® (CBP), Global Remuneration Professional (GRP®), Certified Executive Compensation Professional (CECP)®, Certified Sales Compensation Professional (CSCP)®
Professionals with one or more WorldatWork designations (CCP, CBP, GRP, CECP, CSCP) can earn recertification credits for the on-demand sessions of this program
Maximum Credit: 1.25 recertification credits (0.25 per session)
Additional Requirements: Attendees must participate in the in-session polls, test your skills quizzes, and are responsible for reporting their attendance via the WorldatWork Recertification Application.
Certified Equity Professionals (CEPs) can earn continuing education credits for attendance at the live sessions and replays of session recordings that they did not attend live.
Maximum Credit: 5 hours (1 hour per session)
Additional Requirements: Attendees must keep their own records of their attendance, including the specific sessions they attended, so they can report this information to the CEP Institute when required.
Certified public accountants can earn continuing professional education (CPE) for attendance at the live sessions. Replays of session recordings are not eligible for CPE.
Maximum Credit: 6 CPE credits (1.2 credits per session)
Additional Requirements: You must answer all in-session polling questions to receive full credit and credit awarded will be based on your actual time in the session. Failing to answer all polling questions will result in a reduction in credit earned.
Instructional Method: Group Internet Based
Program Level: Basic—this program is designed for individuals new to the topic or those with limited experience.
Pre-Requisites: None
Required Advance Preparation: None
Fields of Study Included in Program: Accounting, Business Law, Specialized Knowledge, and Taxes
Additional Information
The NASPP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Email naspp@naspp.com to cancel your registration. All registrations are non-refundable and non-transferrable.
Please contact naspp@naspp.com with any comments and concerns about the course.
All registrations are non-refundable.
Disclaimer: The National Association of Stock Plan Professionals and WorldatWork are not affiliated.
The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over three decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across nearly 20 affiliated chapters.