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The Stock Administration Book
October 2005. 209 pp. (8.5" x 11"), softcover. $50 for NCEO members; $75 for nonmembers.
Many stock plan administrators have wished they had a book to guide them through the practical ins and outs of their job as they learned it and to serve as a reference later. There has been no such book—until now. Written by Amy Yamashiro, a Certified Equity Professional who began as an in-house stock administrator and now provides consulting services in stock plan administration, The Stock Administration Book is a detailed guide that covers everything from the administrator’s role in the company to checklists and step-by-step instructions on handling important tasks. A wealth of templates (included in electronic form on this book's accompanying CD) provides administrators with a head start on tackling the many tasks they face, and an encyclopedic glossary—a "glossapedia"—defines and discusses a multitude of terms and issues that administrators and other stock professionals encounter.
(Note: This book covers stock options, stock purchase plans, and the like, not retirement plans such as ESOPs.)
"Finally, an equity compensation resource that addresses the real-world scenarios a stock administrator faces. From sample forms to straightforward checklists, this book focuses on the administrator’s perspective by offering useful tools and tips developed from practical experience."
- Pam Van Gordon, CEP, Stock & Option Solutions
"The Stock Administration Book is an essential desk reference for any new stock plan professional. The templates provided make it simple to drop in company specific information and quickly build comprehensive processes and procedures, removing the headache from this process! The 'Glossapedia' will be referenced again and again as a quick insight into the essentials of stock administration. This book, paired with enrollment in the CEP program, will help build the next generation of stock plan professionals."
- Emily Cervino, Director, Program Development and Curriculum, Certified Equity Professional Institute, Santa Clara University
Contents
User's Guide
Chapter 1: The Big Picture
Chapter 2: Numbers and Formulas
Chapter 3: Plan & Activity Details
Chapter 4: Section 16
Chapter 5: Contacts & Meetings
Chapter 6: Regular Updates
Chapter 7: Glossapedia
Bibliography
Excerpts
For a PDF with a detailed table of contents and several excerpts from the book, click here. (133K; Adobe Acrobat Reader required).
How to Order
- Use our online order form for secure, instant ordering.
- Or phone the NCEO (510-208-1300) with your credit card in hand.
- Or, if you already have an order form, fax or mail it with your payment (credit card information or check).
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Copyright © 2005 by The National Center for Employee Ownership (NCEO) (phone 510/208-1300; email nceo@nceo.org; WWW http://www.nceo.org/).
All rights reserved.
