| 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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$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, 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
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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$495 |
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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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$495 |
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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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$595 |
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$950 |
| Online Anytime |
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| Express Options Report Writing Using Crystal Reports |
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
Advanced Preparation Required: None
Fees for classroom courses include hotel accommodations.
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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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$250 |
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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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$250 |
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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 Auditing 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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$250 |
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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): 11:00 AM - 1:00PM & 2:00PM - 4:00 PM ET
CPE Credits: None (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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$495 |
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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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$250 |
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$250 |
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| Transcentive Web Platform: Product Training (SA) |
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
Advanced Preparation Required: None
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| Transcentive Web Platform Financial Reporting Series: Valuations (Part 1) |
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.
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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$495 |
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| Transcentive Web Platform Financial Reporting Series: Expensing (Part 2) |
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, 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.
Advanced Preparation Required: None
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 Disclosure Reporting (Part 3) |
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 Disclosure 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 Disclosure including 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.
Advanced Preparation Required: None
Online class registration deadline: 3:00 PM ET, 48 hours before the course date.
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Questions? 888 340 4267
