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October 21, 2017 through September 21, 2018

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Oct 17
  • 11am - 12pm PDT

    Posted by Shawna

    SOS Educational Webcast: Basic Training: A Day in the Life of a Stock Admin

    We're scratching the surface on stock administration (and what is all included in this multi-faceted role) in this "back to basics" session. We'll dive into how to enroll in an ESPP, the definition of a stock option, what a restricted stock award is, and more. The reports you'll need to run, taxes you'll have to pay, and what should be on your checklist will all be detailed in this educational webcast.


    -Sally Fivecoat, CEP, KLA-Tencor Corporation

    -Carol Rose-Guerin, Stock & Option Solutions, Inc.

    -Kathryn Randall, CEP, Stock & Option Solutions, Inc. 

    (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.)



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