Employee Stock Ownership Programs

About the Program

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

  • Accountants
  • Attorneys
  • Bankers
  • Management consultants
  • Financial advisers
  • 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:
    • Reduce taxation
    • Enhance cash flow
    • Recruit key talent
    • Motivate performance
    • Reduce turnover
    • Provide liquidity to owners
  • Ideas about strategically using employee ownership to facilitate mergers, acquisitions and tax and estate planning

Instructors

Lynn DuBois, Partner, Sheppard Mullin

Anthony Mathews, Beyster Institute

Martin Staubus, Beyster Institute

Details

Sep 25, 2009
Rescheduled: Dec 4, 2009

$395*

*Includes tuition, course materials, campus parking, breakfast and lunch.
Ask us about discounts for multiple registrations from one company.

This course is approved for 7.25 hours of MCLE credit for California attorneys and 8 hours of CPE credit for accountants nationwide.

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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.

Presented by the Center for Executive Development and the Beyster Institute at the Rady School of Management.

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