SOS Educational Webcast: Déjà vu All Over Again: Stock Plan Issues That Come Up Over and Over

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11am - 12pm PDT Thursday, June 21 2018
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Submitted by:
Shawna on May 30, 2018


As experienced Stock Administration Managers, we have noticed that certain issues seem to pop up time and again, causing headaches wherever we go. Different companies manage their trading windows, release dates, documentation and other processes in a variety of ways, some of which can be quite creative. We will present a sampling of these issues, noting the problem and the reason that it is important. We'll give some examples of our experiences, and we'll discuss the best ways to handle these problem issues.

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)


Laura Reis, CEP, Cylance, Inc. 

Sarah Roberts, CEP, Stock & Option Solutions, Inc.



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