Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
June 16, 2025
Webinar
2 CPE
Instructor
Don Minges
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
View Bio
Instructor
Don
Minges
View Bio
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.
