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