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WEBINAR REPLAY

Year-End Tax Reporting: Focus on Plan Participants

From Our Equity Compensation Webinar Track

Have you been looking for a way to network and gain CEP continuing education hours? Why not attend the NCEO's equity compensation Webinars? In response to questions and comments from practitioners all over the U.S., the NCEO has developed these online seminars to focus on equity compensation plan administration—for administrators to ask questions, share ideas, and gain CEP continuing education hours. The Webinars last one hour (1 CEP continuing education unit per hour) and discuss a hot topic.

This replay was recorded on September 17, 2014.

About This Meeting

Following the festivities of the holidays, equity administrators are faced with navigating the gauntlet that is year-end reporting. At the top of the list, you often find planning related to company disclosures, financial and shareholder reporting. In addition to the fiscal year-end requirements, companies must also look to year-end as it relates to equity plans and employee tax reporting. We invite you to join our panel as they discuss areas of focus around employee tax reporting.

Learning Objectives:

This Webinar has already taken place. It is available as a free replay in the members-only area of this site.

Program

Year-End Reporting and Disclosure for Equity Compensation
Janet Bernard, Stock & Option Solutions

Presenters

Dorica de la Fuente

Equity Compensation & Stock Administration Solutions

Dorica has been in the Equity Compensation and Stock Administration field since 1993 working with both public and private companies which have ranged from small, mid-sized to Fortune 500 companies.  She received her Certified Equity Professional designation in 2000 and continues to actively participate with the CEP Institute as a volunteer.

Dorica's extensive experience includes all aspects of equity administration, plan design, equity administration platform setup/upgrade/conversions, M&A's, Spinoffs, restatements, project management, IPOs and more. Dorica has worked with companies with all forms of equity and various different administration platforms and an NASPP and NCEO member.

Tim McCleskey

presenter photologo

Stock & Option Solutions, Inc.

Tim is an Equity Compensation Consultant for Stock and Option Solutions, Inc. (SOS). He has been a part of the People Solutions division for over seven years, providing clients help with various needs from data projects and implementations to day-to-day administrative assistance. Tim's experience in equity compensation over the last 11 years includes working as an outsourcing provider, controlling data changes during several restatements, building and documenting processes, and assistance with vendor transitions. He has been a Certified Equity Professional since 2007, volunteers for the Certified Equity Professional Institute, and has spoken at the NASPP conference.