Adapt to your changing environment

Equity compensation is a constantly evolving industry, and keeping up with the latest changes can be a challenge. At Solium, we’re dedicated to providing the newest solution developments in response to regulatory changes. But we don’t just stop at the development of our technology. Through our education and training programs, we ensure you understand how to effectively use the features in our software, and we give you access to a broad range of industry-related professional development opportunities. Whether you need to brush up on product features, administration, financial reporting, or year end and taxation, we can meet your learning needs.

Enjoy enhanced learning opportunities

Enrich your professional development with our annual client conference and established certification program. Synergy, our annual client conference, gives you the opportunity to learn, share and connect with other industry professionals. Get the inside scoop on our software and hear the latest equity compensation trends from the experts.

Discover dynamic training opportunities

Our training opportunities are designed with convenience in mind. Through the Solium Resource Centre, you can access a range of live and on-demand webinars to enhance your knowledge of our solutions and their features, or arrange customized one-on-one sessions with a Solium Training Specialist via web conference or onsite at your office. And each time we release an update to our software, we hold a complimentary online walk-through to introduce you to new features and ensure you know how to use them to your best advantage.

Solium Resource Centre (SRC)

The SRC is an education portal that grants easy access to all of our online resources geared towards plan administrators, sponsors or partners. Once registered, you’ll have the ability to:

  • Access free and on-demand guides and recorded industry sessions
  • Sign up for webinar training sessions, specific to your product and learning needs
  • Enroll in an upcoming session series of the Shareworks Certification Program

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Shareworks Certification Program



Discover the Shareworks Certification Program

Deepen your Shareworks knowledge, gain professional recognition and give added peace of mind to your employer – all through the Shareworks Certification Program. Our program begins with the Associate designation, described below. In the future, we will offer Professional and Expert designations, as well as a standalone module on Expensing, which focuses on financial reporting management.

Become a Certified Shareworks Associate

Our Associate-level certification sets the foundation of the program, providing instruction on a number of basic Shareworks competencies. You will benefit from eight weekly instructor-led webcasts, the opportunity to ask questions and receive feedback on the progress of your learning. The curriculum culminates in an exam with both multiple choice and practical components. Upon passing the exam, you will have earned the designation Certified Shareworks Associate.

At a minimum, you will know how to do the following:

  • Navigate the various tabs and menus in Shareworks
  • Manage different types of share and cash-based plans, such as stock options, restricted stock awards and units, and employee share purchase plans
  • Establish share pools to track plan reserves available for grant
  • Update employee and grant records
  • Manage and use employee groups
  • Manage administrator message notifications
  • Add status events to manage the effect of terminations and leaves on outstanding awards and holdings
  • Attach grant agreement templates and documents to specific grants for participants to review and accept
  • Create and manage trading blackouts
  • Generate a variety of predefined reports in different formats
  • Find the reports you need easily and quickly for many real-world scenarios
  • Build and schedule Ad Hoc (custom) reports of different types
  • Track insider status on employee records and understand impact to Shareworks features such as blackouts and reports
  • Use Shareworks to best advantage by understanding the breadth and depth of features and functions at your fingertips

What people are saying

“Since taking the Associate program, I have a much better knowledge of the language and concepts of Shareworks. I would highly recommend this program.”

Karen Maurage, Encana

“Taking the Associate program was something that required my participation, focus and time, but I do believe it was very beneficial in gaining insight into the workings of the application. I would recommend it to anyone who is considering it.”

Susan Kicey, Core Laboratories

“The knowledge I gained from this course outweighed the time and effort required and has helped me in my day-to-day work. I look forward to participating in upcoming levels.”

Terri Reid, Canadian Natural Resources

“I not only gained a broader knowledge of equity compensation, it also helped me better navigate Shareworks and perform my job more effectively and efficiently.”

Tanya Dawkins, Circor International

View a list of Certified Shareworks Associates.

Benefit from valuable course materials

To assist in your learning, Solium will provide the following:

  • Associate Study Guide A set of reading materials required to succeed in the exam
  • Shareworks Online Learning Site A practice site that contains fictitious company data that you can use to perform exercises to complement your learning
  • Independent weekly exercises A series of exercises assigned for each class, allowing you to practice classroom concepts. Weekly feedback is provided to those on the instructor-led track.
  • Weekly instructor-led webcasts A series of interactive webcasts that covers course concepts and provides a forum where you can ask questions, practice exercises and connect with other program participants (available only to those on the instructor-led track)

To find out more about the Shareworks Certification Program and sign up to receive future study course dates, please email us at