Most Stock Plan Professionals are forced to utilize different tools to accomplish our goals, no matter how great a stock plan system we have. Many Stock Plan Professionals already have MS Excel in their bag of tricks, but what other tools should they add? MS Access should be on the top of your list. Adding a basic database application, MS Access, to your tool belt may seem daunting, but there are some basic things that you can do without significant effort.
In this educational webcast you will learn from our SOS Access experts about some of the more common uses of Access. Join our panelists and learn some of the basics of MS Access from getting started with a blank database, linking to external data, creating queries, and exporting to Excel for further analysis or deliver to other departments.
In previous webcasts we have reviewed Excel and ways to help reduce risk and automate some recurring processes, but Excel is not the only data-focused application in the MS Office suite. MS Access also provides a very robust data structure and many of the same functions available in Excel and many more. We have found that many stock plan administrators shy away from MS Access because they feel it is too complex. In this webcast, we will share some of the basic features of MS Access to attempt to demystify peoples apprehension, and we will review additional ways to solve your everyday problems.
Stock & Option Solutions
SOS Educational Webcast
Adding Access to your Stock Plan Professional Quiver
(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.)
How SOS Can Help
- General Assistance
- Automating ongoing spreadsheet processes-simple or complex
- Data Audits
- Data Exchange
- Payroll Xpress
- DTA Balance Proof Application
- Disclosure reporting
- Peer company volatility
- Accounting for ESPP
- Modification accounting
- Participant Communications
- Email Xpress
- Custom reporting mail merging
- Custom statements
- Future vesting reports / planning summaries