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Equity Compensation for Companies Staying Privately Owned: Plan Design, Liquidity, and Compliance – Santa Clara

March 7, 2017 @ 9:00 am - 4:00 pm EST

For years, the standard thinking has been that companies will want to go public or, much more likely, be sold to an eager buyer, within a few to several years of starting. But more and more companies want to stay private for many years or even indefinitely. But how can these companies get liquidity for their employees and investors and stay private? This meeting will focus on practical solutions, such as redeeming shares, internal markets, secondary markets, and sales to an employee stock ownership plan. It will also explore best practices in plan design, administration, and communications in entrepreneurial companies.

Welcome

  • 9:00 AM Corey Rosen, NCEO, and Dee Crosby, Certified Equity Professional Institute
  • 9:30 AM Figuring Out the Right Goals for Equity and Liquidity Dan Walter, Performensation
  • 10:15 AM Break
  • 10:30 AM Forms of Equity Compensation Steve Fackler, Gibson, Dunn & Crutcher, LLP
  • 11:15 AM Options for Making Equity Liquid Corey Rosen, NCEO
  • 11:45 AM Tax and Legal Issues for Liquidity Options Alison Wright, Hanson Bridgett LLP
  • 12:30 PM Lunch with Guest Speaker Emma Peck, Engine
  • 1:30 PM ESOPs and Liquidity Bryan J. Golden, Private Capital Corporation
  • 2:15 PM Administering an Equity Plan Michael Craig, Computershare
  • 3:00 PM Break
  • 3:15 PM Making It Work: How Much to Share; Who to Share It With; and How to Make Sure They Understand It Panel Discussion
  • 4:00 PM Adjourn

 

Details

Date:
March 7, 2017
Time:
9:00 am - 4:00 pm EST
Website:
http://www.nceo.org/main/meeting.php/id/752/

Venue

Santa Clara University in the Benson Memorial Center
500 El Camino Real
Santa Clara, CA 95053 United States
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