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Live Webcast Replay

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 - 11:00am to 12:45pm CDT
Wed, May 29, 2024 - 01:00pm to 02:45pm CDT
Sat, Jun 01, 2024 - 03:00pm to 04:45pm CDT
Wed, Jun 12, 2024 - 09:00am to 10:45am CDT
Tue, Jun 25, 2024 - 06:00pm to 07:45pm CDT
Fri, Jul 12, 2024 - 01:00pm to 02:45pm CDT
Sat, Jul 27, 2024 - 03:00pm to 04:45pm CDT
Fri, Aug 02, 2024 - 09:00am to 10:45am CDT
Tue, Aug 20, 2024 - 11:00am to 12:45pm CDT
Tue, Sep 17, 2024 - 01:00pm to 02:45pm CDT
Mon, Sep 30, 2024 - 03:00pm to 04:45pm CDT
Thu, Oct 17, 2024 - 09:00am to 10:45am CDT
Thu, Oct 31, 2024 - 11:00am to 12:45pm CDT
Fri, Nov 01, 2024 - 01:00pm to 02:45pm CDT
Mon, Nov 18, 2024 - 03:00pm to 04:45pm CST
Fri, Dec 06, 2024 - 09:00am to 10:45am CST
Thu, Dec 12, 2024 - 06:00pm to 07:45pm CST
Sat, Dec 21, 2024 - 01:00pm to 02:45pm CST
Thu, Jan 02, 2025 - 03:00pm to 04:45pm CST
Thu, Jan 23, 2025 - 09:00am to 10:45am CST
Sat, Feb 08, 2025 - 11:00am to 12:45pm CST
Thu, Feb 27, 2025 - 01:00pm to 02:45pm CST
Thu, Mar 13, 2025 - 03:00pm to 04:45pm CDT
Wed, Mar 26, 2025 - 09:00am to 10:45am CDT
Thu, Apr 03, 2025 - 11:00am to 12:45pm CDT
Fri, Apr 18, 2025 - 01:00pm to 02:45pm CDT
Thu, May 15, 2025 - 06:00pm to 07:45pm CDT
Sat, Jun 07, 2025 - 11:00am to 12:45pm CDT
Mon, Jun 16, 2025 - 01:00pm to 02:45pm CDT
Mon, Jun 23, 2025 - 03:00pm to 04:45pm CDT
Fri, May 29, 2026 - 09:00am to 10:45am CDT

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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