Track: Corporate Finance and Capital Structure

Stock Option Plans: Basics and Best Practices

Tuesday, October 21, 2008
10:30 a.m. - 12:00 p.m.
Room: 511 ABC

Stock option plan administration is increasingly making its way onto the plates of treasury professionals. This session will cover the basics of stock option plans including common terms and concepts and will offer tips on how to effectively educate your plan participants.

Speakers:

• Michele Addington, CTP
  Treasurer
  MedImpact Healthcare Systems, Inc.

• Raul A. Fajardo
  Stock Administration Manager
  Qualcomm Incorporated

Objectives

• Better comprehend the language of stock options
• Understand the mechanics of exercising stock options
• Assess the challenges of stock plan administration faced by both private and public companies

Pre-Requisites

• Basic understanding of stock options
• An interest in stock option plan administration or stock option execution

Take-Aways

• Stock option dictionary
• Stock option exercise examples

CPA Field of Study: FIN