| Events and Webinars
SOS will be presenting at many industry events in addition to our monthly online webinars.
Please check our website for updates on our upcoming appearances.
For more information on any of our webcasts or appearances, please e-mail us.
Upcoming SOS Educational Webinars
Revised IRS Regulations for Section 6039 and Section 423: You've Got Questions, We've Got Answers
January 27, 2010
Click here to register.
Description
The revised regulations for IRC Sections 423 and 6039 have been finalized - do you understand their impact on your plans and practices? What steps do you need to take? If you have a 423-qualified ESPP or you grant ISOs, you won't want to miss this critical, timely session!
Have the requirements for Section 6039 statements changed for this year-end? Is the IRS requiring the new 3921 and 3922 forms to participants in January of 2010? Are substitute forms allowed? The transaction triggering the reporting of ESPP has changed - how does this impact your processes? Do you have to send statements to participants exempt from US taxation? Which changes will be required for next year?
What about submitting data to the IRS? How will the process work and how will you get the data out of your system and to the IRS?
What about the "clarifications" that were proposed to the $25,000 ESPP limit that no longer let you "carryforward" unused portions of the limit from previous years? If you have a look-back feature, what steps must you take to ensure that your enrollment date is still the purchase date?
What about foreign employees and employees under 18? Will you be able to exclude them from 423-qualified ESPP plans?
Join our expert panelists as they discuss these issues and other hot topics stemming from the final IRS regulations on Section 6039 and Section 423.
Speakers:
Future Appearances
Coming Soon
Past Webinars
Tackle Your Proxy with Moxie: Updates & Pointers for Your 2010 Proxy Disclosures on Executive Pay
December 17, 2009
Materials
Recording
Speakers:
Sweet Smell of Stock Plan IT Success: Secrets to Hitting a Home Run with Your Next Stock Plan IT Project
October 29, 2009
Recording
Speakers:
Taking the Pain Out of Year-end: Top Five Mistakes to Avoid + Top Five Automation Secrets
September 17, 2009
Materials
Recording
Speakers:
The Time Has Come for ESPP
August 26, 2009
Materials
Recording
Speakers:
There's No Accounting for Modifications: Modification Accounting Explained
July 15, 2009
Materials
Recording
Speakers:
Caution! Dangerous Merge Ahead: M&A Must-knows for Stock Plans
June 24, 2009
Materials
Recording
Speakers:
Work Smarter Not Harder: Building Your Stock Plan Group
May 21, 2009
Materials
Recording
Speakers:
The China/India Syndrome
April 22, 2009
Materials
Recording
Speakers:
Show Me the Money: Ways to Save in Equity Comp!
March 25, 2009
Materials
Speakers:
IFRS 2 - Beyond Theory: Practical Tips for Your Real-life Challenges
February 25, 2009
Materials
Webinar Recording
Speakers:
Potential Proxy Pitfalls & Perils (for Stock Plans)...And How to Avoid Them
January 30, 2009
Materials
Webinar Recording
Webinar Questions & Answers
Speakers:
- Jennifer Namazi, CEP, Stock & Option Solutions, Inc.
- Mark Borges, Compensia, Inc.
Option Exchanges: The Good, The Bad, and the Ugly
December 17, 2008
Speakers:
A Good Year ... End: Practices and Procedures to Help You Thrive
November 19, 2008
Speakers:
- Marianne Snook, CEP, Stock & Option Solutions, Inc.
- Danyle Anderson, CEP, NASPP
- Paula Woodman, Charles Schwab Corporate Services
Internal Affairs: Help Them Help you (Explain your Job, Get Better Results)
October 15, 2008
Speakers:
- Jennifer Namazi, CEP, Stock & Option Solutions, Inc.
- Christine Zwerling, CEP, Consultant
- Lydia Terrill, CEP, Chordiant Software
Taxing Matters: Proposed 6039 & 423 ESPP Changes
September 17, 2008
Speakers:
- Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
- Elizabeth Drigotas, Deloitte Tax LLP
Perfecting Performance Plans
August 20, 2008
Speakers:
- Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
- Maria Acevedo, BNY Mellon Shareowner Services
Past Appearances
17th Annual NASPP Conference 2009
How to Implement Responsible Option Exchange Programs AND Effectively Administering an Option Exchange Program
November 9th - 12th, 2009
Steve Gaylord, Stock & Option Solutions, Inc.
Thomas Welk, Cooley, Godward, Kronish, LLP
Patrick McGurn, Riskmetrics Group, Inc.
Takis Makridis, Equity Methods
Ruth Mauro, CEP, UBS Corporate Employee Financial Services
Global Equity Organization Conference 2009
June 10th - 12th, 2009
Paris, France
Nightmare on M&A Street
Tracy De Swiet, CEP, Stock & Option Solutions, Inc.
Barb Wallace, Oracle Corporation
Colin Bernier, Ernst & Young
SVC NASPP All-Day Conference 2009
June 18th, 2009
Santa Clara, CA
Refining Restricted Stock Units: Tackling the Trickier Traps
Mike Hom, CEP, Stock & Option Solutions, Inc.
Alison Wright-Dew, CEP, Howard Rice
Carrie Kovac, CEP, CPA, Symantec Corp.
E*TRADE Corporate Services Directions 2009
May 12th - 15th, 2009
Hollywood, CA
Winds of Exchange: Realities of Repricing and Other Exchange Programs
May 13th, 2009
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Terry Adamson, CEP, Radford Consulting
Wendy Jennings, CEP, Riverbed Technologies
Jim Vincent, CEP, E*TRADE Corporate Services
Big Trouble in Little China (and India)
May 14th, 2009
Veena Bhatia, CEP, Stock & Option Solutions, Inc.
Jon Doyle, DLA Piper US LLP
Rafael Aguirre-Sacasa Sr.
Jim Sullivan, CEP, E*TRADE Corporate Services
Strictly Restricted: Polishing Your Practices
May 14th, 2009
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Emily Cervino, CEP, Certified Equity Professional Institute
Carrie Kovac, CEP Symantec Corporation
Bill Warshawer, E*TRADE Corporate Services
NCEO/Beyster Institute 2009 Employee Ownership Conference
April 22nd - 24th, 2009
Portland, OR
The Reprice is Right!
April 23rd, 2009
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Danielle Benderly, Partner, Perkins Coie
Houston NASPP: Option Exchanges: The Good, the Bad & the Ugly
April 23rd, 2009
Bobbi Miller, CEP, Stock & Option Solutions, Inc.
Anthony Eppert, Winstead PC
June Davenport, Solium Capital
Seattle NASPP: Exchange is in the Air!
April 22nd, 2009
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Sue Morgany, Partner, Perkins Coie
FreeSMARTs: Everything you wanted to know about Net Exercise, but were afraid to ask
March 24th, 2009
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
San Diego NASPP
February 19th, 2009
Nothin but Net - Exercise
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Barbara Baksa, CEP, NASPP
NASPP Webcast
January 29th, 2009
The Dark Side of Option Exchanges
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Wendy Davis, Cooley Godward Kronish LLP
Brett Harsen, Radford Surveys + Consulting
Certified Equity Professional Symposium
December 2nd, 2008
New Solutions for Global Mobile Employees
Veena Bhatia, CEP, Stock & Option Solutions, Inc.
Valerie Diamond, Baker McKenzie
Jennifer Kirk, Baker McKenzie
Joanne Wendler, THQ
Nothin but Net - Exercise
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Barbara Baksa, CEP, NASPP
Phoenix NASPP
December 3rd, 2008
Nothin but Net - Exercise
Elizabeth Dodge, CEP, Stock & Option Solutions, Inc.
Danyle Anderson, CEP, NASPP
Art Meyers, Seyfarth Shaw LLP
Bucky Swift, Snell & Wilmer LLP
NASPP 2008 Annual Conference
New Orleans, LA
October 21–24, 2008
Under Oath: Can You Defend Your Equity Administration Practices?
Lee Dewey, BDO Seidman LLP
Jennifer L Namazi, CEP, Stock & Option Solutions, Inc.
Jahan P Raissi, Shartsis Friese LLP
Get Your Geek On: A Primer for Non-Techies on Technology and Project Management
Elizabeth C Dodge, CEP, Stock & Option Solutions, Inc.
John Hammond, CEP, Transcentive
Rachel Murillo, CEP, NASPP
Jim Vincent, CEP, E-TRADE Corporate Services
E*TRADE Directions 2008
Montreal, Canada
May 13–16, 2008
Executing a Flawless Purchase in Global Markets
NCEO/Beyster Institute Joint Annual Conference 2008
Chicago, IL
April 2-4, 2008
Section 409A Issues
Global Equity Organization 2008 Annual Conference
San Francisco, CA
April 9-11, 2008
Executing a Flawless Purchase in Global Markets
Fourth Annual CEP Symposium
Santa Clara, CA
December 10, 2007
Under Oath: Can You Defend Your Equity Administrative Practices?
Global Equity Organization 2007 Annual Conference
London, UK
June 27-29, 2007
International Mergers & Acquisitions: 10 Tips in 60 Minutes
Case Study: From Vision to Reality - SPARTA - A New Stock Plan Administration & Reporting Tool Application.
NASPP Silicon Valley All-Day Conference
Santa Clara, CA
June 27, 2007
International Consideration for Equity Plan Compliance & Administration.
2007 Computershare Annual Conference
San Francisco, CA
June 10-13, 2007
Financial Reporting
What's New in Equity Compensation
NCEO CEP Institute Exam Prep Course
May 14 & 16, 2007
Administrative Contracts and Tax Considerations
State and Federal Securities Laws and Accounting Considerations
E*TRADE Financial Directions 2007 Annual Conference
San Antonio, TX
May 6-9, 2007
Leveraging Equity Edge to Help You Construct Financial Audit Trails
NASPP Los Angeles Chapter
Los Angeles, CA
March 22, 2007
International Considerations for Equity Compensation Plan Compliance & Administration
NCEO/Beyster Institute Joint Annual Conference 2007
San Diego, CA
March 21, 2007
Uses of Restricted Stock
NASPP Connecticut Chapter
February 8, 2007
Restatements: Impact on Corporate and Stock Administration
NASPP 14th Annual Conference
Las Vegas, NV
October 10-13, 2006
Anatomy of a Stock Administration Web Site
Top Technology Trends
Third Annual CEP Symposium
Who is Managing Your Company's Equity Plan?
Santa Clara, CA
September 13, 2006
Ready, Set, Go! Managing an RFP to Ensure You Get What You Need
NASPP San Diego Chapter Meeting
Restricted Stock Units and Awards from the Administrative Trenches: Tricks, Traps and How to Avoid Them
June 8, 2006
San Diego, CA
NCEO/Beyster Institute Joint Annual Conference 2006
Minneapolis, MN
April 26-28, 2006
Equity Compensation Design Issues under FAS 123(R)
NASPP San Fernando Valley Chapter Meeting
Speak Easy Communications in a Challenging Environment
Los Angeles, CA
February 23, 2006
|
