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Creating Terrific Equity Compensation Plans: Beware of the Pitfalls


Total Credits: 2 including 2 Accounting - Technical

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Categories:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Faculty:
Don Minges, MBA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

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.

Basic Course Information

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

Major Subjects
    • 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

Course Materials

Faculty

Don Minges, MBA's Profile

Don Minges, MBA Related Seminars and Products


Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising 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.


Dates

Mon, May 20, 2024 - 12:00pm to 01:45pm EDT
Wed, May 29, 2024 - 02:00pm to 03:45pm EDT
Sat, Jun 01, 2024 - 04:00pm to 05:45pm EDT
Wed, Jun 12, 2024 - 10:00am to 11:45am EDT
Tue, Jun 25, 2024 - 07:00pm to 08:45pm EDT
Fri, Jul 12, 2024 - 02:00pm to 03:45pm EDT
Sat, Jul 27, 2024 - 04:00pm to 05:45pm EDT
Fri, Aug 02, 2024 - 10:00am to 11:45am EDT
Tue, Aug 20, 2024 - 12:00pm to 01:45pm EDT
Tue, Sep 17, 2024 - 02:00pm to 03:45pm EDT
Mon, Sep 30, 2024 - 04:00pm to 05:45pm EDT
Thu, Oct 17, 2024 - 10:00am to 11:45am EDT
Thu, Oct 31, 2024 - 12:00pm to 01:45pm EDT
Fri, Nov 01, 2024 - 02:00pm to 03:45pm EDT
Mon, Nov 18, 2024 - 04:00pm to 05:45pm EST
Fri, Dec 06, 2024 - 10:00am to 11:45am EST
Thu, Dec 12, 2024 - 07:00pm to 08:45pm EST
Sat, Dec 21, 2024 - 02:00pm to 03:45pm EST
Thu, Jan 02, 2025 - 04:00pm to 05:45pm EST
Thu, Jan 23, 2025 - 10:00am to 11:45am EST
Sat, Feb 08, 2025 - 12:00pm to 01:45pm EST
Thu, Feb 27, 2025 - 02:00pm to 03:45pm EST
Thu, Mar 13, 2025 - 04:00pm to 05:45pm EDT
Wed, Mar 26, 2025 - 10:00am to 11:45am EDT
Thu, Apr 03, 2025 - 12:00pm to 01:45pm EDT
Fri, Apr 18, 2025 - 02:00pm to 03:45pm EDT
Thu, May 15, 2025 - 07:00pm to 08:45pm EDT
Sat, Jun 07, 2025 - 12:00pm to 01:45pm EDT
Mon, Jun 16, 2025 - 02:00pm to 03:45pm EDT
Mon, Jun 23, 2025 - 04:00pm to 05:45pm EDT
Fri, May 29, 2026 - 10:00am to 11:45am EDT

Additional Info

Basic Course Information

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
Advanced Preparation None
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.
Original Recording Date 03/2024
Course Developer Executive Education, Inc.
Date Added to Catalog 03/01/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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