| Stock Option Administration for Private Companies |
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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Price |
| Online Classroom |
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| Classroom Course |
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| Online Anytime |
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$295 |
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| Fundamentals of Stock Plan Administration |
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, Solium Transcentive 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
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Availability |
Price |
| Online Classroom |
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$495 |
| Classroom Course |
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$595 |
| Online Anytime |
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$395 |
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| Express Options: Product Training |
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 - 1:00PM & 2:00PM - 4:30 PM ET
CPE Credits: 6 (Classroom), 4 (Online Classroom), None (Online Anytime)
Course Level: Basic with no prerequisites
Advanced Preparation Required: None
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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| Format |
Availability |
Price |
| Online Classroom |
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$495 |
| Classroom Course |
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$595 |
| Online Anytime |
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$395 |
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| Express Options: Financial Reporting |
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 FAS 123R Valuation Records and Supporting Reports
- Generating and Understanding Express Options Compensation Cost Reports
- Overview of the Treasury Stock Method
- Generating and Understanding Express Options SFAS 128 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
Advanced Preparation Required: None
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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Availability |
Price |
| Online Classroom |
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$595 |
| Classroom Course |
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$950 |
| Online Anytime |
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| Express Options Report Writing Using Crystal Reports |
Solium Transcentive 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
Advanced Preparation Required: None
Fees for classroom courses include hotel accommodations.
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| Format |
Availability |
Price |
| Online Classroom |
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$495 |
| Classroom Course |
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$550 |
| Online Anytime |
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| Advanced Express Options Workshop: Importing/Exporting |
'Advanced Express Options Workshops' are an in-depth review of a specific feature of the Express Options application. The topics for each of these workshops have been specifically selected based upon direct user feedback from past class attendees on topics they feel warrant more time and need more specific scenarios covered.
The Importing/Exporting Workshop covers the import and exporting capabilities of Express Options in great detail. Do you handle imports into and export from the Express Options application? Learn how to set up the import files in Microsoft Excel (and other editor programs) with the correct system specifications and formatting. Attending this workshop will allow you to better understand the procedures involved with importing and exporting data quickly and accurately. The following topics will be covered:
- Recommended Pre-Import Procedures
- What can be imported and/or exported
- Learn the import file type and specific layouts
- Understanding import logs
- Exporting data
- And more...
Class Times (Online class): 1:00 PM - 3:00 PM ET
CPE Credits: 2 (Online Classroom)
Course Level: Course Level: Intermediate with prior Express Options product training
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Availability |
Price |
| Online Classroom |
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$250 |
| Classroom Course |
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| Online Anytime |
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| Advanced Express Options Workshop: Auditing |
'Advanced Express Options Workshops' are an in-depth review of a specific feature of the Express Options application. The topics for each of these workshops have been specifically selected based upon direct user feedback from past class attendees on topics they feel warrant more time and need more specific scenarios covered.
The Auditing Workshop will help you understand how to utilize the Express Options application when preparing for an audit! Has your equity compensation plan come under scrutiny during an audit? Do you want to make sure you are prepared if such an audit occurs? The Express Options application added extensive audit reporting with its v9.00 release in 2008. Attending this workshop will allow you to better understand what and how the system audits user activity and the tools available to report on data entry, updates and deletions. The following topics will be covered:
- How to enable auditing and the impact
- Understanding what data is audited and what triggers a data audit
- Hear about the common events that would make auditing an asset to your company
- Reviewing Audit Reports
- Reviewing Audit Extracts
- And more...
Class Times (Online class): 1:00 PM - 3:00 PM ET
CPE Credits: 2 (Online Classroom)
Course Level: Course Level: Intermediate with prior Express Options product training
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Availability |
Price |
| Online Classroom |
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$250 |
| Classroom Course |
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| Online Anytime |
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| Advanced Express Options Workshop: Year-End & Taxation |
'Advanced Express Options Workshops' are an in-depth review of a specific feature of the Express Options application. The topics for each of these workshops have been specifically selected based upon direct user feedback from past class attendees on topics they feel warrant more time and need more specific scenarios covered.
The Year-End & Taxation Workshop will help you prepare and plan for the year-end administration tasks required by your plan(s) and required within Express Options. Do you send your employees statements for I.R.C 6039a compliance? Do you want to send your employees year-end taxes due and grant expiration reminders? Do you know how to quickly check your employee's tax allocations and year-to-date tax values in Express Options? Attending this workshop will allow you to better understand how the system helps you to complete year-end checklists and what Express Options expects users to complete at year-end. The following topics will be covered:
- Understanding the Express Options Withholding Year Concept
- Understanding Year-to-Date Totals and Resetting Them
- Creating, Allocating and Reporting on Tax Codes
- Understanding the 'Year-End Overview Report'
- Reviewing year-end ISO Reporting for 6039a
- The application of the Social Security Tax Cap and US Federal Supplemental Wage Limit
- And more...
Class Times (Online class): 1:00 PM - 3:00 PM ET
CPE Credits: 2 (Online Classroom)
Course Level: Course Level: Intermediate with prior Express Options product training
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Availability |
Price |
| Online Classroom |
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$250 |
| Classroom Course |
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| Online Anytime |
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 Advanced Express Options Workshop: Performance Awards |
'Advanced Express Options Workshops' are an in-depth review of a specific feature of the Express Options application. The topics for each of these workshops have been specifically selected based upon direct user feedback from past class attendees on topics they feel warrant more time and need more specific scenarios covered.
The Performance Award Workshop will go over all the features added to Express Options to facilitate the administration of the Performance Stock Awards (PSA) and Performance Stock Units (PSU). This class will cover the unique handling for these awards types from both a plan administration and financial reporting point of view. Attending this workshop will allow you to better understand what types of performance awards Express Options can handle and the key processing steps that are required for these grant types to help promote a more successful administration experience. The following topics will be covered:
- Configuring your Plans Parameters for Performance Plans
- How to Issue either Fixed or Variable Performance Awards
- Tracking Service vs. Market Based Awards
- Multiplier Style Payout Records
- The application of estimated probability rates for ASC-718 Reporting
- And more...
Class Times (Online class): 1:00 PM - 3:00 PM ET
CPE Credits: 2 (Online Classroom)
Course Level: Course Level: Intermediate with prior Express Options product training
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Availability |
Price |
| Online Classroom |
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$250 |
| Classroom Course |
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| Online Anytime |
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| Advanced Express Options Workshop: Mobility Taxation |
'Advanced Express Options Workshops' are an in-depth review of a specific feature of the Express Options application. The topics for each of these workshops have been specifically selected based upon direct user feedback from past class attendees on topics they feel warrant more time and need more specific scenarios covered.
The Mobility Taxation Workshop covers the new mobility features introduced in Express Options v13.00. This session will walk-through establishing who is a mobile employee along with tracking their movement over the life of a grant. Attending this workshop will allow you to better understand what types of mobility taxation events can be performed within Express Options and what tools are available to use with a third party provider. The following topics will be covered:
- Establish Mobility Employee Types
- Tracking Assignment Records
- Processing Taxation Events for Mobile Employees at Exercise/Release
- Mobility Taxation Reporting
- Mobility Taxation Import/Exports
- And more...
Class Times (Online class): 1:00 PM - 3:00 PM ET
CPE Credits: 2 (Online Classroom)
Course Level: Course Level: Intermediate with prior Express Options product training
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Availability |
Price |
| Online Classroom |
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$250 |
| Classroom Course |
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| Online Anytime |
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| Express Stock Purchase: Product Training |
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): 1:00PM - 4:30 PM ET
CPE Credits: None (Classroom), 3 (Online Classroom), None (Online Anytime)
Course Level: Basic with no prerequisites
Advanced Preparation Required: None
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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Availability |
Price |
| Online Classroom |
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$495 |
| Classroom Course |
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| Online Anytime |
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| Introduction to Express Share Tracking |
Are you a privately held corporation that needs to track a Capitalization Table for your various stock classes and certificates? Do you need a better understanding of the Express Share Tracking module for the Express Options application? This course provides the building blocks you will need to get started and get organized with this equity management solution.
During this online class, you will learn to:
- Create a Capitalization Table to maintain Common Stock, Preferred Stock, Warrants and Stock Options
- Perform equity management functions such as issuance, exercise/conversion, disposition, reclassification and repurchase
- Generate and audit stock certificate records to update the corporate stock ledger following stock issuance, stock option exercises, conversions, and other transactions
- Keep a record of a certificate's history, origin, cancellation, deletion and the status of the certificate's shares
- Understand the coordination of data between Express Options and Share Tracking
Class Time (Online Classroom): 1:00 PM - 3:00PM ET
CPE Credits: 2 (Online Classroom), None (Online Anytime)
Course Level: Intermediate with prior Express Options product training
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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| Format |
Availability |
Price |
| Online Classroom |
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$250 |
| Classroom Course |
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| Online Anytime |
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$250 |
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Questions? 888 340 4267
