Business interest in employee stock plans and equity compensation has never been higher. The phenomenal success of companies using those tools — from fast-growing start-ups to Google, Southwest Airlines and SAIC — has business leaders everywhere asking questions. “Should I be using equity incentives to attract talent and encourage growth? How about an ESOP — what can it do for me?”
Today, professional business advisers who cannot provide sound, well-informed guidance in this field are at risk of losing clients to those who can. This course will provide a comprehensive foundation in the field of equity compensation and employee stock ownership.
Who Should Attend
Wealth management specialists
Anyone who advises business owners and managers
You Will Learn
How common employee stock programs work
Advantages and disadvantages of each type of employee stock program
How employee stock programs can be used wisely to:
Enhance cash flow
Recruit key talent
Provide liquidity to owners
Ideas about strategically using employee ownership to facilitate mergers, acquisitions and tax and estate planning
Lynn DuBois, Partner, Sheppard Mullin
Anthony Mathews, Beyster Institute
Martin Staubus, Beyster Institute
Course to be offered at a future date
This is an intermediate-level group-live course. Basic business advising experience is the only prerequisite.
The Rady School of Management Center for Executive Development at UC San Diego 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.