Participate in an insightful session led by an expert panel, unraveling the critical role share plans play in guiding companies through the transition from private to public. Explore the nuances of preparing your company, processes, and employees for the pivotal IPO moment. Gain valuable knowledge on developing a public-company-focused compensation philosophy, strategically using equity along the IPO journey, and selecting plan offerings to engage a transitioning workforce effectively. Learn to navigate common pitfalls, including valuation challenges, share reserve estimation, post-IPO restrictions for executives, and effective program communication. Understand the significance of a lockup agreement and its impact on your equity plan. Equip yourself with essential insights for a seamless IPO transition.

KEY LEARNING POINTS:

  • Developing a public company-focused compensation philosophy
  • Strategically using equity along the IPO journey
  • Navigating common pitfalls and effective communication strategies

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

David Lanka, Bank of America
John Iannici, Bank of America
Donna Hammer, FGE, Lighthouse Equity Development

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Plan type
Country
Breakout series
Location
Germantown 4