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Session #3:
Equity Compensation and Stock Options - Grant/Exercise Considerations/Tax Reporting/Termination Events

Date: Tuesday, February, 17 2026 03:00 PM

CE Eligible

Duration: 150 minutes

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Session 3 continues looking at stock options turning our attention to strategies at grant and exercise with examples to illustrate a number of considerations. There will also be a discussion of tax reporting considerations before turning our attention to termination events. Topics in this area will include the impact of various life events on equity awards as well as job events including termination of employment, retirement and change of control.