traininggroup

“I gained valuable insight into the exam from the Boot Camp. The webinars were just the right length.”

—Marc Levin, Level 2

Training & Education: Courses

We offer classes year-round in a variety of formats.

Stock Plans Management Training in
Accounting, Administration, Law, and Taxation

SPA 101Stock Plan Admin for Public Companies

THIS AUDIO WEBINAR WILL BE AVAILABLE AGAIN SOON!
IT IS CURRENTLY BEING UPDATED.
This four-hour, eight section course provides an introduction and overview of Stock Option Administration for Public Companies. Students who successfully complete this course will gain a strong base knowledge of Stock Option Plans, Employee Stock Purchase Plans, Administration, Accounting, Securities Law and Reporting.

$199.00
Admin Audio Webinar
SPA 102Stock Plan Admin for Private Companies

This online class provides an introduction and overview of Stock Option Administration for Private Companies. Students who successfully complete this course will gain a strong base knowledge of Securities, Equity Structure, Stock Plans, Taxation, Accounting, Data Maintenance & Reconciliation and Information Technology.

$99.00
Admin Online Class
SPA 110*ASC Topic 718 (FAS123R) - Basic Concepts and TerminologyCPE Units: 2

This online class provides an overview and introduction, emphasizing practical applications in the accounting areas of:
· The Basics of Corporate Accounting: the Financial Statements
· Where does Equity Accounting Fit In and What is It?
· Equity Accounting History
· What is ASC Topic 718 (FAS123R)? How do companies comply with this new rule?
· Similarities and differences with FAS123
· Definitions and terminology in plain English
· Examples of valuation, and When does the company book the charge to earnings?
· A case study of one option granted to one employee

$99.00
Acctg Online Class
SPA 310*+ASC Topic 718 (FAS123R) - Advanced AccountingCPE Units: 2
CEP Units: 2

THIS ONLINE CLASS WILL BE AVAILABLE AGAIN SOON! IT IS CURRENTLY BEING UPDATED.

The Learning Objectives are:

· ASC Topic 718 (SFAS123R) Review of Valuation Models, Expense Allocation
· Application of Intrinsic Value and Fair Value for options, awards, SARs, performance grants
· Application of Regs for Equity Awards vs Liability Awards
· Modifications
· History, Decisions at Adoption, and Audit Preparedness
· Equity Accounting Regulations (outside of ASC 718)
· Financial Reporting Requirements
· Case Study

$99.00
Acctg Online Class
SPA 207*Business Accounting and Reporting for the Equity ProfessionalCPE Units: 4

THIS LIVE WEBINAR WILL BE AVAILABLE AGAIN SOON! IT IS CURRENTLY BEING UPDATED.

This course, held in two-hour increments over two evenings, offers the required knowledge to properly manage an Equity Accounting department, reviewing all aspects of the equity plan as it relates to the corporation, the employees, and the outside shareholders.

$175.00
Acctg Live Webinar
SPA 315*Corporate and Securities LawCPE Units: 2

This online class is an introduction that includes four distinct areas of Equity Law: Corporate Entities, Corporate Governance, the Securities Act of 1933 and the Securities Act of 1934. This course will cover Rule 144, Rule 701, Section 16(a) and (b) overview, 10b5 and 10b5-1 plans, Insider Trading, various Liability Issues, Quarter-end and Year-end.

$99.00
Law Online Class
SPA 305*+TaxationCPE Units: 2
CEP Units: 2

THIS ONLINE CLASS WILL BE AVAILABLE AGAIN SOON!
IT IS CURRENTLY BEING UPDATED. This course provides a basic and advanced review of: New Laws and Applications
· 409A
· ISO regs All Existing Regulations and Applications, Liability Issues
· Section 83 and 83(b)
· 162(m)
· 280G
· DDs and QDs
· Tax-qualified plans, and more A case Study of a public, global corporation with various complexities Advanced topics:
· Mergers
· Non-qualified Plans
· RSAs, SARs, RUs
· Deferred Compensation

$99.00
Tax Online Class
SPA 500*+Equity Compliance and Mgmt CPE Units: 4
CEP Units: 2

This four-hour live webinar offers a Comprehensive Overview of Equity Compensation and Compliance under Laws and Regulations that Govern the Corporation's Equity Plans.

$199.00
Mgmt Live Webinar
SPA 501*+Executive and Mgmt Compliance TrainingCPE Units: 4
CEP Units: 2

This is a four-hour live webinar provides an overview of equity compensation and review of the laws and regulations that apply to the work involved with offering equity awards to a corporation's employee base.

$199.00
Mgmt Live Webinar
SPA 601wEASi - Live

This two-hour live webinar covers: Set-up and Maintenance: Company Information; User Accounts, Security set-up, Lookup Tables, Tax Item List; Securities and Plans: Company Securities, Fair Market Values, Stock Option Plans, Vesting Schedules; Participants; Transactions: Option/SAR Grants, Option Exercises, RS Awards, Taxation; Reporting Basics: List of reports, Running reports, Activity reports, Admin reports; ASC 718 (FAS123R): ASC 718 (FAS123R) Setup, Fiscal Period Setup, Expected Life, Volatility Rate, Forfeiture Percentage, Tax Entity Setup; Financial Reports: Accounting ASC 718 (FAS123R) and Tax (APIC), Accounting Quarterly/Annual, Financial Quarterly/Annual, Financial Proxy

$150.00
EASi Live Webinar
SPA 602wEquity Edge - Live

This two-hour live webinar covers: Set-up and Maintenance: Company Information; User Accounts, Security set-up, Lookup Tables, Tax Item List; Securities and Plans: Company Securities, Fair Market Values, Stock Option Plans, Vesting Schedules; Participants; Transactions: Option/SAR Grants, Option Exercises, RS Awards, Taxation; Reporting Basics: List of reports, Running reports, Activity reports, Admin reports; ASC 718 (FAS123R): ASC 718 (FAS123R) Setup, Fiscal Period Setup, Expected Life, Volatility Rate, Forfeiture Percentage, Tax Entity Setup; Financial Reports: Accounting ASC 718 (FAS123R) and Tax (APIC), Accounting Quarterly/Annual, Financial Quarterly/Annual, Financial Proxy

$150.00
EqEdg Live Webinar
 +  CEP credits available at 1 per hour.
  *  CPE credits available.