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Whether we like it or not, much of stock plan management involves documents of one form or another. From one-page employee communication emails to massive process and procedure documents to award agreements and memos documenting modifications, we use MS Word nearly as much as we do Excel. At SOS we review and update hundreds of these documents every year and see many of the same inefficiencies and issues over and over again.

Further we recently learned that some stock plan professionals were unaware that you can use MS Word to blast personalized emails to your participants for quick and effective (and inexpensive!) custom communications such as grant notifications, grant expiration notices, transaction confirmations and more!

This session is designed to help you learn a few of the tips and tricks in MS Word that the SOS team has come to know (and love) over their many years in equity compensation. Using tools like Mail Merge or Compare in Word can make your job easier and your documents more professional.  Have you ever wondered if there was any way to keep your paragraphs from splitting apart with only the first line of the paragraph at the bottom of one page while the other lines are on a second page?  How about creating an easily updated Table of Contents?   Need to create a table and keep the headings at the top of each new page? 

Join our expert panel for an overview of using mail merge and other helpful functions in Word to assist you with these challenges. 

Functions covered will include:

  • Paper and email mail merging
  • Watermarks
  • Word Counts
  • Styles
  • Keeping lines together
  • Keeping paragraphs together, etc.
  • Header rows with Tables
  • Table of Contents
  • Compare


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SOS Educational Webcast:

Getting the Last Word:
Mastering Mail Merge (and other Word functions)

(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.)

Tuesday, November 18, 2014
11:00 AM Pacific
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“So much of our day is spent just keeping up with the demands of our day-to-day activities that we tend to push aside the tools that can make our life easier.  We have found that while so many of our clients are proficient in Excel, they are struggling with Word, locked in their old ways and afraid to test new functions and tools.  Let us show you some of the ways we use Word to incorporate into our offerings and make you Word proficient.”

-Julie Kenia, CEP
Stock & Option Solutions