Equity Plan Guides for Finance, HR and Rewards Professionals

Managing equity and share incentive plans generates complex reporting, compliance, and participant communication obligations across every stage of the plan lifecycle. ShareForce has produced a library of practical guides covering the topics that matter most to finance leaders, reward managers, and HR teams – from IFRS 2 accounting and the operational case for moving off spreadsheets. Each guide is written for practitioners, not generalists. 

Our Latest E-guides

Canadian Mining Equity Plan Readiness Report

This guide is written for CFOs and finance leaders at mid‑to‑large listed companies facing pressure on cost, capital strength, risk…
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A Guide to Share Plan Reporting

Download ShareForce’s finance guide to share plan reporting. Covers six key reporting areas with templates for RemCo, Finance and HR….
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How to Move from Spreadsheets to Equity Plan Management Software

Your Guide to Moving Equity Plans Off Spreadsheets in 90 Days Move off Spreadsheets in 90 days This guide outlines…
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ASC 718 Year-End Checklist

ASC 718 Year-End Checklist This checklist is a year‑end ASC 718 self‑assessment that scores how strong your process is across…
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A Strategic Guide for CFOs

This guide is written for CFOs and finance leaders at mid‑to‑large listed companies facing pressure on cost, capital strength, risk…
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LTIP Guide: Stock Options, RSUs & Performance Shares | ShareForce

A Complete Guide Your Essential Guide to Modern Long-Term Incentive Plans Long-Term Incentive Plans (LTIPs) are no longer just about…
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Total Shareholder Return in Executive Compensation

A Complete Guide Total Shareholder Return in Executive Compensation Total Shareholder Return (TSR), a metric that measures the total growth…
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Optimising Share Plan Administration

For Finance and HR professionals looking to control costs and retain the right staff Optimising Share Plan Administration As a…
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Frequently Asked Questions About Equity Plan Guides

What topics do ShareForce's equity plan guides cover?

ShareForce’s guides cover equity plan administration, IFRS 2 and ASC 718 compliance, LTIP design, share plan reporting, Total Shareholder Return in executive compensation, ASC 718 year-end requirements, and how to migrate equity plans off spreadsheets. Each guide is written for finance, HR, and rewards professionals at mid-to-large companies.

The guides are written for CFOs, finance managers, reward managers, and HR leaders responsible for managing employee equity and share incentive plans. Some guides are specific to listed company contexts (including TSX-listed mining companies) while others apply to both private and publicly listed organisations.

Yes. All ShareForce eGuides are available to download at no cost. They are practical resources designed to help finance and HR teams manage equity plan compliance, reporting, and administration more effectively.

IFRS 2 (Share-based Payment) is the international accounting standard governing how companies recognise and measure share-based compensation expenses. ASC 718 is the US GAAP equivalent, issued by the Financial Accounting Standards Board (FASB). Both standards require companies to recognise the fair value of equity awards as an expense over the vesting period, but they differ in scope, measurement methodology, and disclosure requirements. ShareForce supports compliance with both standards.

Yes. ShareForce’s Canadian Mining Equity Plan Readiness Report addresses equity governance requirements specific to TSX-listed companies, including proxy advisor thresholds, say-on-pay obligations, and dilution reporting. More broadly, ShareForce’s guides on LTIP design and share plan reporting address governance considerations relevant to listed companies in multiple markets.