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August 21, 2017 through July 21, 2018

Showing 3 events.

Aug 17
  • 11am - 12pm PDT

    Posted by Shawna

    SOS Educational Webcast: RSU Base Camp – Your Staging Area for the Climb Ahead

    What do carabiners, chalk, and #optoutside hashtags have to do with Restricted Stock Units? Well, close to nothing, but we're going to try anyway! SOS is taking you back to the basics with this presentation designed to help those who might be new to the Equity field, those who interact with stock administrators, or those who just need to get a refresher on these popular equity vehicles.

    RSUs are among the most widely used types of grants right now, and knowing what is involved, who is affected, and what to plan for can help you conquer many of the mountains in your day-to-day equity climbs, all from the comfort of your office or cubicle.

    (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.)

    Speakers: Carrie Kovac, CEP, E*TRADE Financial Services and Tim McCleskey, CEP, Stock & Option Solutions


  • 3pm - 6pm PDT

    Posted by Shawna

    SOS Aspirations Fling with Fidelity

    Aspirations Fling with Fidelity-Register Now

    Registration Fee: Issuers only-$40

    Date: August 31, 2017

    Time: 3:00pm-6:00pm

    Location: 100 California Street, STE 1200 San Francisco, California 94111

    Public Transit Map: Public map with transit stops nearby can be found here.

    Parking lot recommendations:

    101 California Street Garage

    101 California St, San Francisco, CA 94111

    Phone: (415) 956-1060

    Two Embarcadero Center - Lot #75

    2 Embarcadero Center, San Francisco, CA 94111

    (415) 227-0114

    Available continuing education credits:

    Certified Public Accountants (CPA) are entitled to earn up to 2 hours of continuing education credits. (Field of Study: Business Management & Organization, Program Level: Basic- No preparation needed, Instruction-Method: Group-Live)

    Certified Equity Professionals (CEP) are entitled to earn up to 1.75 hours of continuing education credit.

    Session I:

    Priming to Be Public? Pitfalls to Avoid and Steps to Take for Pre-IPO Stock Plans

    The transition from a private to a public company is felt profoundly in the stock administration department. From Audit, to Regulators, to brokers, there is a whole new agenda for stock plan professionals. This panel of seasoned experts will address key issues pre-IPO companies need to be aware of to make the path to public as painless as possible.

    Session II:

    Planning Ahead: ESPP Considerations Pre-IPO

    ESPPs are a popular way for public companies to offer equity on a broad basis... but for a private company, these plans may be mysterious and confusing. A Radford study shows 78% of Technology and Life Sciences IPOs since 2014 filed an ESPP along with their prospectus, so demystifying ESPP is an important exercise for aspiring public companies. This panel addresses the prevalence and design of ESPPs launched with IPO, as well a general industry overview of today's ESPP landscape.


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