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Creating Terrific Equity Compensation Plans: Beware of the Pitfalls

Monday, Jun. 16
 2:00pm - 3:45pm

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2.00 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

In today’s business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization’s bottom line and your management team’s personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans - this session will help you understand the issues and get it right the first time.

Objectives

  • Understanding the intricacies of designing an effective equity compensation plan, and the complexity of GAAP accounting for equity compensation plans

Highlights

    • Why most equity compensation plans fail?
    • Complexity of GAAP accounting for equity compensation plans
    • Tax implications of equity compensation plans
    • Who and how an equity compensation plan should be administered?
    • Compliance issues to consider
    • Recommendations to design a better equity compensation plan

Designed For

CEOs, Corporate Financial Leaders, Corporate Financial Managers, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in the complexities of equity compensation plans.

Prerequisites

At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/login. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

Don Minges, The Knowledge Institute

Don is a fractional CFO who has worked in diverse industries at various development stages. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has been able to raise equity for several growing firms and has invested equity capital into promising businesses. He has served on the Board of Directors for many firms. He graduated with highest honors from the Fuqua School of Business at Duke.

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Non-Member Price $109.00

Member Price $79.00