Workshops
Monday, May 19 Tuesday, May 20 Wednesday, May 21

General Session:
Thinking Big About Equity Compensation

General Session:
Big Ideas, Big Strategies, Big Solutions

Session One
10:30 a.m. - Noon
Session One
10:30 a.m. - Noon
Session One
9:00 a.m. - 10:15 a.m.

Compensation Committee Best Practices

Auditing Your Equity Edge Database

Current Developments in International Tax Law

Current Developments in International Labor Law

Employees Sans Frontierés: Planning Ideas for Share Plans Under a Tax-Equalization Policy

Getting the Most Out of
Equity Edge 5

Everything You Need to Know About Equity Edge Reports

Preparing Your Administrative Practices for Option Expensing

Increasing Your Efficiency with Online Communications

How to Handle International Plans with Equity Edge

Quantifying Risk Exposure in your Global Stock Plan

Keeping Your Department Efficient and Cutting Costs

Inside the Minds of Your Participants
1 | 2

Shareholder Approval of Equity Plans: The Changing Landscape

Redesigning Your Global Stock Plan for Expensing

Inside Tips & Tricks from Outsourcing Professionals

Timing is Everything: A How-To Guide to OptionsLink Administration

Year-End Tax Reporting with Equity Edge and OptionsLink
Session Two
1:30 p.m. - 3:00 p.m.
Session Two
1:30 p.m. - 3:00 p.m.
Session Two
10:30 a.m. - Noon

Best Practices for Internal Controls

Best Practices for Educating Employees About Stock Plans

Current Developments in International Tax Law

Customizing Your Reports with Crystal Reports

Dos & Don'ts of Exporting Your ESPP Around the World

Everything You Need to Know About Equity Edge Reports

Defining and Promoting Your Value as a Stock Plan Administrator

End-to-End Enhancements for End-to-End Solutions

Getting Ready for Equity Edge 5 (What You Need to Know Before You Install)

Global Stock Options in an Electronic World: Complying with Data Privacy and Other Legal Obligations Related to Online Stock Plan Processes

Negotiating Underwater Options

Help! My Financial Statements Look Like Greek to Me!

Section 16 Reporting with Equity Edge and OptionsLink

Who Should Own Stock and How Should They Own It

Increasing Your Efficiency with Online Communications

Treatment of Options After Death and Divorce

Year-End Financial Reporting with Equity Edge

Nuts & Bolts of Global Stock Plan Administration
Session Three
3:30 p.m. - 5:00 p.m.
Session Three
3:30 p.m. - 5:00 p.m.
 

Best Practices for Employee Stock Purchase Plans

Best Practices for Insider Reporting


Defining and Promoting Your Value as a Stock Plan Administrator

Calculating EPS with the Equity Edge WOO Reports


Focus on Europe: The Basics of Option Taxation in the U.K., France, and Germany

Completing Your Purchase Successfully


Restricted Stock and Other Equity Alternatives

Focus on Asia: The Basics of Offering a Stock Plan in Asian Countries


The Power-User Approach to Creating Reports

Getting the Most Out of Equity Edge 5


Implementing a Stock Plan Solution: When is Outsourcing Right for You?

Negotiating Underwater Options