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A changing environment requires dynamic training
Staying up on the latest changes in the world of equity compensation is the greatest challenge for today's industry professionals. Computershare's experts will keep you up to speed with training on the newest solution developments in response to regulatory changes plus insights into compliance demands and the share plan environment. Classroom and online courses range from beginner to advanced combining speaker presentations with group discussions and interactive training.
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Index of Classes
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| Stock Option Administration for Private Companies |
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Are you a pre-IPO company wanting to learn the basics of stock option administration? This online class is designed to quickly provide stock option administrators of private companies with the knowledge required for efficient administration. This seminar addresses various types of stock options, tax implications, and financial reporting.
Private company plan administrators who need to better understand their company's stock option program will gain a great deal in a short amount of time.
CPE Credit: None.
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| Fundamentals of Stock Plan Administration |
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Administering a stock option plan is a diverse job that requires firsthand knowledge of various related disciplines. To handle the many complex matters that a stock option administrator encounters, a working knowledge of the types of equity awards, stock plan provisions, SEC regulations and IRS tax codes is required. To help professionals acquire this knowledge quickly and easily, Computershare offers a basic Stock Option Administration Seminar. This seminar is geared toward the novice administrator who would like to become familiar with the stock plan administration process and the many facets of stock option record keeping, from both a practical and legal viewpoint. The seminar takes you through the entire life cycle of a stock option, from granting to exercising, and finally to termination.
Class Time (Classroom):
9:00 AM - 4:00 PM ET
Class Times (Online class):
Day 1: 1:00 PM - 4:00 PM ET
Day 2: 1:00 PM - 4:00 PM ET
CPE Credits: 6 (Classroom), 5 (Online Classroom), None (Online Anytime)
Fees for classroom courses do not include hotel or travel accommodations.
Course Level: Basic with no prerequisites
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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| Express Options: Product Training |
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This training class is designed to instruct users who are interested in receiving an overview of Express Options. The class covers a range of topics, from the effective management and communication of stock plans to reconciling plan history. Participants will learn to set up vesting, granting, and termination schedules, as well as how to establish broker and associated fee structures and price entry parameters.
Tips includes setting up tax rates and determining tax deductions obtained by tracking disqualifying dispositions. Other features includes system navigation, optionee maintenance, and an introduction to reporting. Procedures for exercising options will be covered, including scenarios from simple cash exercises and same-day sales to restricted stock award lapses.
Class Time (Classroom): 9:30 AM - 4:30 PM ET
Class Times (Online class): 11:00 AM - 4:30 PM ET
CPE Credits: 6 (Classroom), 4 (Online Classroom), None (Online Anytime)
Course Level: Basic with no prerequisites
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
Classroom attendees are responsible for their own travel and lodging arrangements and fees.
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| Express Options for Private Companies |
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Simply the quickest, most efficient way to get yourself up-to-speed with Computershare's Express Options. This web-based product education course delivers an overview of stock option administration using Express Options. This comprehensive two-hour session provides private company administrators with the skills they will need to efficiently manage their company's stock option plan in Express Options.
CPE Credit: None
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| Express Options: Financial Reporting |
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Your company's financial reports are among the most important tools for making business decisions. Would you like to master the skills necessary for successful and accurate financial reporting for your company?
In this practical workshop learn how to run the FAS 123R Valuations and Expensing reports as well as the EPS Dilutions, APIC, Proxy, and Disclosure reports. Uncover techniques leading to better organization and reconciliation for your company's needs while you learn the advanced functionality of your Express Options system. This class includes the following topics:
- Concepts of Compensation Cost Accounting
- Overview of Fair Value Models and Required Assumptions
- Creating Express Options FAS123 Valuation Records and Supporting Reports
- Generating and Understanding Express Options Compensation Cost Reports
- Overview of the Treasury Stock Method
- Generating and Understanding Express Options SFAS128 EPS Dilution Reports
- Proxy Reports
- APIC Reconciliation Report
- And More
Class Time (Classroom): 2 Days - 9:30 AM - 4:30 PM ET
Class Time (Online Class): 2 Days - 1:00 PM - 4:30 PM ET
CPE Credits: 6 (Classroom), 6 (Online Classroom)
Course Level: Intermediate with prior Express Options product training
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
Fees for classroom courses do not include hotel or travel accommodations.
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| Express Options Report Writing Using Crystal Reports |
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Computershare offers report writing for Express Options using Crystal Reports, the leading database report writer published by Business Objects (f/k/a Crystal Decisions, Seagate Software). While Express Options comes fully-integrated with menu-driven reports for all your stock administration needs, Crystal Reports gives you the ability to edit existing reports or to create new reports that reflect your company's information needs and graphic style.
A highlight of Crystal Reports and an invaluable part of this hands-on training session is the ability to create, format, move, or delete fields while in preview mode. Other popular topics include creating and saving custom reports for standard use as well as incorporating your company's corporate graphics into your Transcentive reports. Learn the basic features, report design, and valuable tips for creating effective reports and techniques for the best use of formulas.
Class Time: 9:00 AM - 4:00 PM ET
Class Time: (Online Class) 2 Days - 1:00 PM - 4:30 PM ET
CPE Credits: 6 (Classroom), 5 (Online Classroom)
Course Level: Intermediate with prior Express Options product training
Fees for classroom courses include hotel accommodations.
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| Introduction to Express Stock Purchase |
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This training class is designed to instruct users who are interested in receiving an overview of Express Stock Purchase. The class covers a range of topics, from the effective management and communication of stock plans to reconciling plan history. Participants will learn to set up offering periods, enrollments, contributions, and stock share purchases, as well as how to establish various system parameters.
Other features include system navigation, optionee maintenance, and an introduction to reporting. Procedures for processing disposition of purchased shares will be covered, including scenarios from simple stock sales to alternative methods of share dispositions.
Class Time (Classroom): 9:00 AM - 4:00 PM ET
Class Times (Online class): 11:00 AM - 4:00 PM ET
CPE Credits: None (Classroom), None (Online Classroom), None (Online Anytime)
Course Level: Basic with no prerequisites
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
Fees for classroom courses include hotel accommodations.
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| Introduction to Express Share Tracking |
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Do you need a better understanding of the Express Share Tracking module for the Express Options application? This automated webinar provides the building blocks you will need to get started and get organized with this equity management solution.
Using this online class, you will learn to:
- Create a Capitalization Table to maintain Common Stock, Prefered Stock, Warrants and Stock Options
- Perform equity management functions such as issuance, exercise/conversion, disposition, reclassification and repurchase
- Generate stock certificate records and update the corporate stock ledger following stock issuance, stock option exercises, conversions, and other transactions
- Print stock certificates
- Keep a record of a certificate's history, origin, cancellation and the status of the certificate's shares
- Understand the coordination of data between Express Options and Share Tracking
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| Introduction to Section 16 and e-Forms |
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This class covers the material needed to successfully navigate through the eForms web-based product offering. It is designed for those who work in the Office of the Corporate Secretary and those involved with SEC Forms 3, 4, and 5 for directors and officers. The class covers general navigation, setting up a corporation and maintaining insiders, as well as entering transactions (acquisitions and dispositions) for SEC Forms 3, 4, and 5. The class includes a walk-through of assembling a Form including transactions, footnotes, Power of Attorney requirements; then uploading the form to EDGAR system.
This class also include an overview of Section 16(a) requirements and terminology.
Class Time (Online class): 1:00 PM - 5:00 PM ET
CPE Credits: 3 (Online Classroom)
Course Level: Basic with no prerequisites
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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| Transcentive Web Platform: Product Training (SA) |
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Note: This course listing is only applicable to users of the Transcentive Web Platform that self-administer their own plans within the system. It is designed for those where the Computershare Plan Managers team is not doing the administration tasks on your behalf.
Having a basic understanding of the features found in the Transcentive Web Platform will go a long way in making your day-to-day administration much easier. Having an overview of the Transcentive Web Platform’s basic stock plan functionalities will get you started in the right direction. Attendance of this session is strongly recommended for all new users!
In this session you will learn how to navigate through the Web Platform itself and review in-depth some of the basic functions that will get you started with plan administration with the Transcentive Web Platform. The functionality that can be covered in this class includes:
- Establishing your System Parameters
- Setting up Stock Classes, Plans and Plan Types
- Establishing Your Vesting/Exercisability Schedules
- Setting Up Termination Schedule and Applying Those Schedules
- Maintaining your Participant Records
- Setting up and assigning Groups Managing Grant and Cancellation Records
- Establishing your Tax Codes and Tax Code Allocations
- Processing Exercise and Restricted Stock Award Transactions
- Managing YTD Totals and Caps
- Importing and Exporting
- Overview of Standard Reports (excluding financial reports)
- Using the 'Adhoc' Reporting Capabilities
and More…
Note: This session is delivered in a different manner compared to other sessions. It is scheduled upon request and usually delivered on a one-on-one basis between your company and a Computershare consultant. This allows you to customize the topics (from above) that you would like to cover and an hourly rate applies. As a result, this session is typically not scheduled for pre-defined dates. If there are no class dates listed in the menu below, contact an Education Specialist to make the needed arrangements. (education@transcentive.com or 888-339-4267 ext. 330)
Class Time (Online Class) and Price: Contact an Education Specialist for more details.
CPE Credits: Up to 6 (Online Classroom)
Course Level: Basic with no prerequisites
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 Transcentive Web Platform: Product Training (CPM) |
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Note: This course listing is only applicable to users where the Computershare Plan Management team is administering your company’s plans within the system.
Having an overview of the Transcentive Web Platform’s basic stock plan functionalities will get you started in the right direction. In this session you will learn how to navigate through the Web Platform and review some of the basic functions that will provide the foundation for your use of the system and its reporting capabilities. The functionality that will be covered in this class includes:
- Basic Navigation/Searching
- Maintaining your Participant Records
- Viewing Grant History
- Processing Exercise and Restricted Stock Award Transactions
- Overview of Standard Reports (excluding financial reports)
Class Time (Online class): 1:00 PM - 4:00 PM ET
CPE Credits: 3 (Online Classroom)
Course Level: Basic with no prerequisites
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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| Transcentive Web Platform Financial Reporting Series: Valuations (Part 1) |
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Your company's financial reports are among the most important tools for making business decisions. Would you like to master the skills necessary for successful and accurate financial reporting for your company? Our Financial Reporting Series for the Transcentive Web Platform will get you started in the right direction. In order to thoroughly cover all required material, a 3 part series is being offered. Attendance at all 3 sessions is strongly recommended.
For those enrolling in all 3 webinars, a 30% discount off the total list price of the webinars will be extended. If enrolling for 2 webinars, a 15% discount will be extended. These discounts are only valid upon all enrollments being processed on the same day.
Valuations (Part 1 of 3)
In this practical workshop learn how to run the Expected Life, Stock Price Volatility, Cancellation Rate, Sub-Optimal Exercise Factor, Missing Valuations and Valuation Listing reports. Also, learn how to create FASB Valuation records using available pricing models in the Transcentive Web Platform. A high level overview of accounting and disclosure requirements under FASB S123, S123R and SFAS148 will also be covered. Uncover techniques leading to better organization and reconciliation for your company's needs while you learn the advanced functionality of the Transcentive Web Platform.
Class Time (Online Class): 1:00 PM - 5:00 PM ET
CPE Credits: 4 (Online Classroom)
Course Level: Intermediate with prior Transcentive Web Platform product training.
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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| Transcentive Web Platform Financial Reporting Series: Expensing (Part 2) |
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Your company's financial reports are among the most important tools for making business decisions. Would you like to master the skills necessary for successful and accurate financial reporting for your company? Our Financial Reporting Series for the Transcentive Web Platform will get you started in the right direction. In order to thoroughly cover all required material, a 3 part series is being offered. Attendance at all 3 sessions is strongly recommended.
For those enrolling in all 3 webinars, a 30% discount off the total list price of the webinars will be extended. If enrolling for 2 webinars, a 15% discount will be extended. These discounts are only valid upon all enrollments being processed on the same day.
Expensing (Part 2 of 3)
In this practical workshop learn how to set up and assign forfeiture forecast schedules, as well as run the Compensation Cost Accrual, Forfeiture Detail, Forfeiture Projection Analysis, Disclosure Summary and Valuation Analysis reports. This session also covers the difference between the available allocation methods as well as how valuation records and forfeiture forecast schedules are applied in the Transcentive Web Platform. Uncover techniques leading to better organization and reconciliation for your company's needs while you learn the advanced functionality of the Transcentive Web Platform.
Class Time (Online Class): 1:00 PM - 5:00 PM ET
CPE Credits: 4 (Online Classroom)
Course Level: Intermediate with prior Valuations (1 of 3) completion.
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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| Transcentive Web Platform Financial Reporting Series: EPS Dilutions, APIC and Proxy Reporting (Part 3) |
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Your company's financial reports are among the most important tools for making business decisions. Would you like to master the skills necessary for successful and accurate financial reporting for your company? Our Financial Reporting Series for the Transcentive Web Platform will get you started in the right direction. In order to thoroughly cover all required material, a 3 part series is being offered. Attendance at all 3 sessions is strongly recommended.
For those enrolling in all 3 webinars, a 30% discount off the total list price of the webinars will be extended. If enrolling for 2 webinars, a 15% discount will be extended. These discounts are only valid upon all enrollments being processed on the same day.
EPS Dilutions, APIC and Proxy Reporting (Part 3 of 3)
In this practical workshop learn how to run the various reports available within the Transcentive Web Platform for calculating figures for your dilutive EPS, tracking your Addtional Paid in Capital balance for tax expense purposes and the various reports needed for proper Proxy reporting. Uncover techniques leading to better organization and reconciliation for your company's needs while you learn the advanced functionality of the Transcentive Web Platform.
Class Time (Online Class): 1:00 PM - 5:00 PM ET
CPE Credits: 4 (Online Classroom)
Course Level: Intermediate with prior Expensing (2 of 3) completion.
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Computershare's "Online Classroom" seminars let you sign onto live classes from
your home, office, or anywhere you have Internet access. These cost-effective
sessions are a great time-saver to train new hires or help experienced staff
brush up on the latest in stock option management.
