Stock & Option Solutions
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  • About Stock & Option Solutions

    226 views 11 months ago
    Since our founding in 1999, Stock & Option Solutions (SOS) has focused on one thing: making equity compensation programs easier to manage. We work with companies large and small, public and private, in every industry and across the United States. As a human capital firm, we service our Clients leveraging the best minds in the equity comp world, and promise lasting and measurable results. When you work with us, the stock plan issues you face are transformed into stock plan certainty. Show less
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    • SOS Talks Modification Accounting Problems & Solutions - Duration: 6 minutes, 43 seconds.

      • 7 years ago
      • 1,786 views
      Elizabeth Dodge of Stock & Option Solutions gives an overview of the variety of issues and challenges that modification accounting presents for existing equity software, and discusses the programs ...
    • RSU Tax Estimator - Duration: 8 minutes, 28 seconds.

      • 6 years ago
      • 685 views
      The SOS RSU Tax Estimator allows you to prepare estimates at the employee level for the taxes due upon release.
    • Stock Plan Participant Portal Demo - Duration: 7 minutes, 2 seconds.

      • 5 years ago
      • 530 views
      The SOS Stock Plan Participant Portal allows your employee to view tax documents (including forms 3921 & 3922), confirmations, and other equity compensation-related data all through a secure websit...
    • SOS Stock Plan Outsourcing - Duration: 2 minutes, 1 second.

      • 1 year ago
      • 452 views
      If stock administration is a part-time need for your company, then outsourcing some or all of your administration makes a lot of sense. You get full-time stock plan expertise without the full-time ...
    • Managing Mergers and Acquisitions for Global Equity Plans - Duration: 3 minutes, 23 seconds.

      • 7 years ago
      • 338 views
      A discussion of our upcoming ShareComp 2010 presentation on mergers and acquisitions, including the topics covered and the format of the presentation. Veena Bhatia, Elizabeth Dodge, Marianne Snook...
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    • SOS Stock Plan Management Outsourcing Q&A - Duration: 3 minutes, 41 seconds.

      • 7 years ago
      • 254 views
      Laura Reis and Elizabeth Dodge of Stock & Option Solutions discuss SOS' "TEAM Outsourcing" for equity compensation programs, focusing on how the SOS approach differs from traditional outsourcing. ...
    • SOS RSU Planning Summary Demo - Duration: 10 minutes.

      • 6 years ago
      • 233 views
      The restricted stock unit (RSU) planning summary is a custom application developed by Stock & Option Solutions. It allows the stock plan management team to view future RSU vesting information, inc...
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    • About Stock & Option Solutions - Duration: 36 seconds.

      • 11 months ago
      • 226 views
      Since our founding in 1999, Stock & Option Solutions (SOS) has focused on one thing: making equity compensation programs easier to manage. We work with companies large and small, public and priva...
    • Automate Stock Plan Communications with SOS Email Xpress - Duration: 9 minutes, 58 seconds.

      • 7 years ago
      • 213 views
      Email Xpress is Stock & Option Solutions' latest technology offering for stock plan administration professionals. It allows companies to seamlessly pull critical employee data from their equity pl...
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    • Barbara Baksa is interviewed about the 2009 NASPP Conference - Duration: 2 minutes, 10 seconds.

      • 7 years ago
      • 211 views
      Elizabeth Dodge talks with Barbara Baksa, Executive Director, NASPP, about the 2009 NASPP Conference. It was another great show, and we were glad to get her perspective, as well as learn more abou...
    • Emily Cervino is interviewed about Equity Comp horror stories and the CEPi - Duration: 2 minutes, 10 seconds.

      • 7 years ago
      • 194 views
      Justin Docter speaks with Emily Cervino, Director, Certified Equity Professional Institute, about her wildly popular session at the NASPP 2009 Conference, "Night of the Living Dead: Equity Compensa...
    • Excel Tips and Tricks: End of Quarter Date Function - Duration: 2 minutes, 41 seconds.

      • 1 year ago
      • 158 views
      Excel Tips and Tricks: End of Quarter Date Function
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