SOS Educational Webcast A Beginner’s Guide to the Proxy and Annual Meeting Process February 26, 2015 Summary: Is this your first time involved in the proxy filing?  At a new company where stock manages the annual shareholder meeting?  Clueless regarding where to start and who to talk to for D&O questionnaire information?  If the answer…

SOS Educational Webcast Adding Access to your Stock Plan Professional Quiver June 23, 2015 Summary: Most Stock Plan Professionals are forced to utilize different tools to accomplish our goals, no matter how great a stock plan system we have. Many Stock Plan Professionals already have MS Excel in their bag of tricks, but what other…

SOS Educational Webcast RSU Release Prep – It’s All About Your Checklist September 1, 2015 Summary: There’s a lot to consider. Grant Acceptance. Elections. Broker Accounts. Retirement Eligibility. Tax set-ups. Performance Goals. International. Terminations. Mobility. Deferrals. Etc. Etc. Etc. Etc. Release prep is like herding cats. Quiet the chaos. Step towards the light, and our…

SOS Educational Webcast The Spin Cycle: Don’t Let Your Transaction Fade February 23, 2016 Summary: The talk has begun and management has given you the heads up that a spin-off in your company is on the horizon. You realize your equity instructions are missing a section describing how to run a spin cycle and you…

SOS Educational Webcast Brand Awareness: Building Your Professional Brand April 26, 2016 Summary: Brands from Nike to Facebook have claimed a space in the consciousness of individuals around the globe; so, why can’t you? Now more than ever, professionals are expected to be known for something in our industry. No longer is it enough to…

SOS Educational Webcast Documenting the Process: Why You Shouldn’t Rely on Memory Alone June 21, 2016 Summary: Forgetting steps in processes or failing to run needed reports at quarter end? Are your processes and procedures documented or are you working solely from memory? Documenting your processes and procedures allows you to have a “cheat sheet”…

SOS Educational Webcast The End is Near: Preparing and Checking Your Year-end List (twice!) August 25, 2016 Summary: Getting ahead of your year-end prep early this year will be the best holiday gift you could give yourself (yes, we know it’s still summer!). Gearing up for the myriad tasks associated with closing out the current…

SOS Solutions Webcast Your 6039 Dream Team October 13, 2016 Summary: Year-end is a hectic season for any stock administrator and 6039 compliance reporting is likely just one more thing to juggle on your long list of things to do. Let our team of 6039 experts walk you through how to make 6039 reporting a…

SOS Educational Webcast Death & Divorce: Don’t Let These “Taxing” Events Take Their Toll On You November 3, 2016 Summary: Everyday administration is hard enough but are there other “taxing” events on your plate? Employees divorcing? Seeing a spike in employee deaths? What documents do you need to ensure that the transactions are processed properly…

SOS Solutions Webcast Savin’ Time with Tech Tools November 29, 2016 Summary: Tired of formatting payroll files? Dread sending out individual confirmations? Need a special customized statement for a specific population that your equity system doesn’t produce? Join SOS’s Sorrell Johnson and Srinivas Kalakoti for a demo on how SOS’ tech tools can simplify your…