Creating Terrific Equity Compensation Plans: Beware of the Pitfalls

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Instructor

Don
Minges

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Don Minges

Bio

Don Minges is a fractional CFO who worked in diverse industries at various stages of development. He has experience 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 also invested equity capital into promising businesses. He has served on the Board of Directors of many firms. Mr. Minges graduated with highest honors from the Fuqua School of Business at Duke.

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.

Learning Objectives

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

Major Topics

- 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

CPE Credits Available

2 CPE

2: Accounting

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Accounting

Advanced Preparation

None

Intended Audience

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.

Provider

ACPEN