Course description
It is a generally held belief that employee participation in share plans is positive for all involved. But what if things do not go quite to plan?
With a focus on private companies, this virtual classroom seminar will examine some of the common pitfalls and issues facing the designers and implementers of employee share plans.
Presenter Karen Speight will discuss the tax, legal, accounting, and practical considerations relating to sourcing and funding shares and share plans, aligning share plans to commercial objectives, determining eligibility, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
It is a generally held belief that employee participation in share plans is positive for all involved.
But what if things do not go quite to plan?
This new virtual classroom seminar will examine some of the common pitfalls and issues facing the designers and implementer of employee share plans.
It focuses on private companies and is aimed at any professional adviser who acts for clients considering implementing share plans, who already have share plans and who have an acquisition strategy that may involve companies with share plans.
This session will also be of interest to company secretaries, benefits managers, and in-house personnel responsible for the implementation or day to day running and management of share plans.
For public companies, please see Employee Share Incentives - Common Pitfalls for Listed Companies.
What You Will Learn
This live and interactive session will cover the following:
- The tax, legal, accounting, and practical considerations relating to:
- Aligning share plans to commercial objectives
- Determining eligibility and participation levels
- Choosing and monitoring performance criteria
- Handling early exercise/vesting
- Sourcing and funding shares and share plans
- Facing the problems of underwater options and failure to vest
- Engaging with stakeholders
- Managing compliance
- Navigating corporate governance
- Addressing business change
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...