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Employee Equity for Startups: What You Need to Know Before Establishing A Plan

2:15 pm - 3:00 pm

Andrew Schwartz & Greg Baker
VP of Executive Services & Business Unit Owner at Computershare

Andrew has more than 15 years of experience with the administration and taxation of equity compensation. For the past 10 years, Andrew has managed Computershare’s Executive Services team and serves as a lead advisor to Computershare’s U.S. Plan Managers business, as well as the equity compensation industry, on tax and regulatory issues. Andrew earned an M.B.A. in Taxation from the Stern School of Business at New York University. He has been a Certified Public Accountant since 1992, earned the CEP (Certified Equity Professional) designation in 2002, and holds FINRA series 7, 24, and 63 securities licenses.

Greg has more than 15 years of experience in global equity compensation with expertise in the financial reporting requirements that accompany a plan. Earlier in his career, Greg was integral in the creation of Synchbase, a startup founded to help early-stage companies manage their employee equity programs. He grew that business until it was acquired by Computershare in 2016, to help extend Computershare’s equity plan administration offering. Greg earned an MCBA from the Schulich School of Business in Toronto and earned the Certified Equity Professional (CEP) designation from Santa Clara University in 2014.

Course Description:

A business is only as good as the employees recruited to help bring a vision to life. Equity compensation can be a useful tool in attracting and retaining key talent, but where do you begin? Join Greg and Andrew for a course on “Equity Compensation 101” to gain a better understanding of what types of equity compensation are most common and how they work, the taxation and accounting implications that you need to be on top of as well as considerations on how equity compensation can evolve as your company grows.

Attendees will leave this session with a better understanding of how to:

  • Understand industry terminology such as vesting schedules

  • Engage a valuation for private companies (409A)

  • Contemplate taxation consideration such as 83(b)