Webinar: Plan Design – Part Two

Content Team May 20, 2021 mins read

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Global Shares’ Content Team comprises a dynamic and talented team of writers and experienced professionals who strive to deliver useful equity insights and simplify complex equity information, all with the aim of helping you to better understand equity management.

Webinar: Plan Design – Part Two

What goes into making a great employee share plan? Is it the type of equity you choose, knowing how to connect it to your company’s strategy, or is it having a clear exit plan?

In this webinar, ‘Equity 101: Plan Design’ we’ll give you our experience on what goes into making an effective and engaging employee share plan. Hosted by John Bagdonas – Global Shares SVP Business Development, and Jon Burg, Partner at Infinite Equity, they explore the key things you need to know when designing your next plan, including how to:

  • Develop your plan in terms of philosophy, design & execution
  • Choose the right equity vehicles for employee stock plans
  • Plan your future exit strategy from the design phase, and why it’s so critical
  • Timing, liquidity & taxation – what you need to know
  • Administrate your plan for smooth execution

From how to match your plan to your company’s overall philosophy and purpose, to choosing the right equity vehicles for your stock plans, knowing about taxation issues, and how to plan a future exit strategy right from the beginning, you’ll learn the core elements of what goes into a great equity compensation plan.

Whether you’re a private firm, planning to IPO, or are an already publicly listed business, we hope to crystalise some of the key thinking around modern plan design and give you takeaways you can apply in your role straight away.

This is Part Two in a series of webinars in partnership with Infinite Equity. You can find Part One: An Introduction to Employee Share plans at this link.

To view the webinar, please register below.


Please Note: This publication contains general information only and Global Shares is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. The Global Shares Academy is not a substitute for professional advice and should not be used as such. Global Shares does not assume any liability for reliance on the information provided herein.

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