*Agenda is preliminary. Additional workshops and details will be added.

 

= Laptop is required in workshop
 = Room or location

Monday, May 22



1:00–7:30
Registration Opens




2:00–5:00
1-1 Consulting Sessions




2:153:30
Hot Topics Workshop

ASC 718 - What is happening and what's new?
Stay on top of the latest developments in ASC 718 and hear industry experts discuss the effects of adopting ASU 2016-09 and explore the next wave of accounting updates including changes in modification and non-employee accounting.
1.5 CPE credits in Accounting, 1.25 CEP credit available

Location to be announced




3:30–3:45
Break




3:455:00
Hot Topics Workshops

Hot Topics in Equity Compensation
This quick-moving format will dive into employee selling behavior, participant perceptions, performance awards, and more!
1.5 CPE credits in Accounting, 1.25 CEP credit available

Location to be announced

Core Concepts in Equity Plan Design and Working with Your Comp Committee
Learn key ways to determine what type of plan will be most effective for your organization, hear current marketplace trends, internal considerations and how to collaborate effectively with your compensation committee.
1.5 CPE credits in Accounting, 1.25 CEP credit available

Location to be announced





5:30–7:30
Exhibit Hall/Welcome Reception - Sponsored by StockCross




Tuesday, May 23


7:30 – 8:30
Registration Opens - Breakfast




8:30 – 9:15
Keynote - Certent/Michael Boese CEO




9:15 – 10:00

Keynote - Garrison Wynn
With talents that established him as a Fortune 500 leader and professional stand-up comedian, Garrison Wynn, CSP, fuses comic timing and research to deliver motivational business expertise.
 
For 20 years, he has given keynote presentations to clients (such as American Express, Wells Fargo, Oracle and NASA) at corporate and association events.

He is the author of the Amazon bestseller The Real Truth about Success, the Amazon #1 bestseller The Cowbell Principle, has been a weekly contributor to the Washington Post and featured Forbes and Inc. Magazines. 




10:00 – 10:30
Exhibit Hall Opening - Break




10:30-11:45
1-1 Consulting Sessions

Basics: Company Plan & Participant Set-up
Learn how to navigate Certent's powerful new experience. Get introduced to Company Plan and Participant Set-up as we debut the foundation of our modernized platform.
1.5 CPE Credits in Specialized Knowledge

Location to be announced

Beyond Basics: Advanced Reporting
Accessing Certent reports has never been easier. Leverage Certent's new experience to easily access and tag your favorite reports. Learn how to schedule and customize reports and statements.
1.5 CPE Credits in Computer Science

Location to be announced




11:45-12:45
LUNCH




12:45-2:00
1-1 Consulting Sessions

Basics: Participant, Tax and Award Modification
From modifying  participants and taxes to processing awards, learn how you can streamline navigation for critical day-to-day operations.
1.5 CPE Credits in Computer Science

Location to be announced

Beyond Basics: Advanced Accounting
Dive into the details of performing grant modifications, repricings, award exchanges, and more in our new Equity Management experience.
1.5 CPE Credits in Accounting

Location to be announced




2:15-3:30
1-1 Consulting Sessions
Basics: Intro to Administration Reporting
Accessing Certent reports has never been easier. Learn where to find key reports, how to download reports into Excel,  and run reports in batch mode all within the new experience.
1.5 CPE Credits in Computer Science

Location to be announced

Beyond Basics: Participant Portal Configuration & Reporting
The Participant Portal offers more flexibility that ever before. This session will prepare you to customize your portal to optimize your participant's experience.  A review of participant statements and online grant agreements will also be provided.
1.5 CPE Credits in Computer Science

Location to be announced

Beyond Basics: Making the Most of your Broker Relationship
Join this session to hear a panel of your peers  share strategies for working with a broker to create a world-class participant experience and leverage transactional & workflow best practices.
1.5 CPE Credits in Computer Science

Location to be announced





3:30-4:00
Exhibit Hall/Break




4:00-5:15
Hot Topics Workshop
Market Trends in ESPP Design
Hear the latest in employee stock purchase plans, discover market trends and gain strategies to establish  best practices for managing your ESPP.
1.5 CPE Credits in Specialized Knowledge, 1.25 CEP credit available

Location to be announced

Tying Equity Compensation to Financial Wellness
Discover methods companies are using to tie equity compensation to the Financial Wellness to increase participant enagement and education.
1.5 CPE Credits in Specialized Knowledge, 1.25 CEP credit available

Location to be announced




6:30-10:00
Client Appreciation Event - Off Site




Wednesday, May 24


7:30 – 8:15
Breakfast




8:15 – 9:30
Team Building Event - Stop Hunger Now




9:45-11:00
1-1 Consulting Sessions
Basics: Intro to Accounting Setup
Learn how to configure Certent for accounting success, including provisions for ASC 718. Understand the decisions your team needs to make to yield desired results. Walk through the accounting set-up and review the impact data inputs have on reports.
1.5 CPE Credits in Computer Science

Location to be announced

Beyond Basics: Best Practices for Advanced Administration
You will gain equity administration best practices your team can adopt to ensure your power users take advantage of the most Certent has to offer. See how our new  interface better supports recommended processes and procedures.
1.5 CPE Credits in Specialized Knowledge

Location to be announced




11:00-11:30
Exhibit Hall/Break




11:30-12:45
1-1 Consulting Sessions
Basics: Intro to Accounting Reports
Take the stress out of closing out month, quarter or year end. Learn the steps to close a fiscal period and the corresponding accounting reports.
1.5 CPE Credits in Computer Science

Location to be announced

Beyond Basics: Best Practices for ESPP Management
Establish best practices for ESPP management within Certent. Walk through steps to set up your and maintain your ESPP plan and review recent enhancements to the ESPP platform.
1.5 CPE Credits in Specialized Knowledge

Location to be announced

Beyond Basics: Equity Platform New Product Features, Extras & Roadmap
Learn the top 11 tips for increasing productivity with our powerful new experience. Review products extras you can deploy to get the best value out of Certent. Get a glimpse into the projected roadmap for product enhancements.

Location to be announced




12:45-1:45
Lunch