Live Sessions Begin July 28
Stock Plan
Fundamentals
The practical equity compensation course built for stock plan professionals, HR generalists, and anyone who needs to truly understand how equity programs work at public companies.
Course Begins April 2 | Enroll Today!
Early Bird Ends June 26
Build Your Expertise in Equity Compensation
Equity compensation is very complex and many people learn it on the job, filling in gaps as they go. Stock Plan Fundamentals changes that.
Over six expert-led live modules, you'll build a complete, practical understanding of how public company equity programs actually work—from tax treatment and securities law to plan administration, accounting, and global compliance. You'll walk away ready to handle real situations with confidence and make big strides in your career.
Is This Course Right for You?
Whether you're just getting started or rounding out your knowledge, Stock Plan Fundamentals gives you the grounding to handle real equity situations with confidence.
This course is the ideal development opportunity for:
Those New
to Equity
Compensation
HR Generalists
Now Managing
Equity
Programs
Experienced Admins
Refreshing Their
Knowledge
Professionals Transitioning
into Equity Comp
Roles
Support Staff
Who Interact
with
Equity Plans
Managing equity at a private company? Check out our private company course.
What You'll Walk Away Knowing
Each session is built around what equity professionals actually encounter on the job—not just theory, but practical knowledge you can apply from day one.
How the Course Works
Six weekly live sessions, each two hours, give you real-time access to equity experts—ask questions as they come up, not after the fact. Every session is recorded, so a busy week doesn't mean falling behind. Supporting materials give you references you'll actually return to after the course ends, and short knowledge checks after each module help make sure it sticks.
Live Virtual Sessions
Six expert-led sessions with real-time Q&A. Ask questions in the moment—not after
the fact.
On-Demand Recordings
Every session is recorded. Missed a week? Need to revisit a concept? Watch on your schedule.
Supplemental Materials
Supporting resources for each topic—references you'll actually use after the course ends.
Knowledge
Checks
Checks
Interactive quizzes after each module reinforce what you've learned and build lasting confidence.
LEARNING MODULES
Course Schedule
All sessions run 1:00-3:00 PM (Eastern) / 10:00 AM-12:00 PM (Pacific) on Tuesdays
| July 28 |
Intro to Equity Compensation & Securities Law The equity landscape, key award types, and the securities law framework governing public company plans. |
| Aug. 4 |
Taxation of Equity Compensation When and how equity is taxed, withholding obligations, and reporting requirements for administrators. |
| Aug. 11 |
Accounting for Equity Compensation ASC 718, option valuation, expense recognition, and what every administrator needs to understand about the numbers. |
| Aug. 18 |
Plan Administration: Stock Options & Restricted Stock Practical administration of stock options, restricted stock, and RSUs—from grant to settlement. |
| Aug. 25 |
Plan Administration: Employee Stock Purchase Plans ESPP structures, enrollment cycles, purchase mechanics, and common administration challenges. |
| Sept. 1 |
Introduction to Global Equity Administration Key compliance differences across jurisdictions and what's required when your equity program crosses borders. |
Sessions are 2 hours each. All registered participants receive access to recordings.
Enrollment Pricing
Choose your rate below. NASPP members save $900—and early enrollment saves you an additional $150.
Note for Non-Members: You'll need a free NASPP.com account to complete registration. From the enrollment page, click "Log In to Register" and follow the prompts to create your account before checkout.
Live sessions begin July 28, 2026
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: 12 hours (2 hours 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: 14.4 CPE credits (2.4 credits per session)
Additional Requirements: Each session will include three polls per CPE credit available (a total of seven polls per session). You must answer all seven polls to receive full credit for the session. Credit awarded will be based on your actual time in the session. Arriving late, leaving early, or 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.
Required Advance Preparation and Pre-requisites: None
Fields of Study Included in Program: Accounting, Business Law, Specialized Knowledge, and Taxes
Additional Information
The National Association of Stock Plan Professionals (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.