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Sally Fivecoat, CEP

KLA-Tencor Corporation
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Kathryn Randall, CEP

Stock & Option Solutions, Inc.
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Carol Rose-Guerin

Stock & Option Solutions, Inc.






Thu, Oct 26, 2017 11:00 AM PDT

SOS Educational Webcast: Basic Training: A Day in the Life of a Stock Admin

We’re scratching the surface on stock administration (and what is all included in this multi-faceted role) in this “back to basics” session. We’ll dive into how to enroll in an ESPP, the definition of a stock option, what a restricted stock award is, and more.  The reports you’ll need to run, taxes you’ll have to pay, and what should be on your checklist will all be detailed in this educational webcast.

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

So Quotable: "Stock administration is relevant to finance as it touches so many areas, from payroll tax withholding to common stock outstanding to valuation of granted equity.  We are very excited to share our knowledge of the basics with you to further your understanding of this field that is so important to employees."-Carol Rose-Guerin, Stock & Option Solutions

Speaker Bios: 


Sally Fivecoat, CEP, KLA-Tencor Corporation
Sally Fivecoat has worked in Equity administration since 1999 and earned her CEP in 2002. She has held equity management positions at Merix Corporation, Electro Scientific Industries, TriQuint Semiconductor (now Qorvo) and KLA-Tencor.

Kathryn Randall, CEP, Stock & Option Solutions, Inc. 

Kathryn started her career in stock administration 20 years ago and has worked with a wide variety of small and midsized companies. She has extensive knowledge in all aspects of stock administration, from IPO preparation to ASC 718, from employee communication to data integrity in software systems. Kathryn earned her CEP designation in 2002 and currently works with Stock & Option Solutions.

Carol Rose-Guerin, Stock & Option Solutions, Inc.
Carol Rose-Guerin has been in the field of equity compensation for 20 years. She has worked at public and privately held companies; most recently at Arista Networks, Inc. during their Initial Public Offering prior to joining Stock & Option Solutions in February 2016. She earned her CEP designation through Santa Clara University and is an active member of the Silicon Valley Chapter of the National Association of Stock Plan Professionals (NASPP). Carol has presented various equity compensation topics for E*TRADE’s annual conference and at both the local and national levels at NASPP meetings and annual conferences.

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