Executive Compensation Planning for Pre-IPO Companies: Considerations for Employee Benefits and Corporate Counsel
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE webinar will provide employee benefits and corporate attorneys with an in-depth analysis of the challenges and planning considerations for executive compensation for a pre-IPO company. The panel will discuss long-term incentive plan design, shareholder considerations, IPO equity awards, change-in-control, severance, board compensation, and other key executive compensation considerations for pre-IPO companies.
Outline
- Compensation-related issues for pre-IPO companies
- Designing the executive comp plan and director comp program
- Shareholder issues, change-in-control, severance, and other considerations
- Valuation and tax issues
- Best practices for employee benefits and corporate counsel
Benefits
The panel will discuss these and other key issues:
- What are the compensation-related issues for pre-IPO companies? How do they differ from post-IPOs?
- What are the challenges of designing long-term incentive plans?
- What shareholder issues arise, and how can they be avoided?
- What are the challenges of IPO equity awards, change-in-control, and severance?
Faculty
Dylan Hernandez
Director | Compensation & Benefits
Alvarez & Marsal
Mr. Hernandez, a Director with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues... | Read More
Mr. Hernandez, a Director with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues with a specialty in executive compensation. He assists with the review, design, benchmarking, and implementation of both non-equity and equity-based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation. Mr. Hernandez helps companies tackle how to effectively and efficiently pay and incentivize their employees. He focuses on restructuring compensation, which means developing both retention and incentive based for both public and private companies, as well as mergers and acquisitions for healthy companies. Mr. Hernandez received a bachelor’s degree in Finance from the Cox School of Business at Southern Methodist University. He is a Certified Executive Compensation Professional (CECP) through the WorldatWork organization.
Close
Katie Lei
Senior Associate | Compensation & Benefits
Alvarez & Marsal
Ms. Lei, a Senior Associate with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues... | Read More
Ms. Lei, a Senior Associate with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues with a specialty in executive compensation. She assists with the review, design, benchmarking, and implementation of both non-equity and equity-based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation. Ms. Lei helps companies tackle how to effectively and efficiently pay and incentivize their employees. She focuses on restructuring compensation, which means developing both retention and incentive based for both public and private companies, as well as mergers and acquisitions for healthy companies. Ms. Lei received a bachelor’s degree in Finance from the Cox School of Business at Southern Methodist University.
Close
Vance Yudell
Senior Director
Alvarez & Marsal
Mr. Yudell, a Senior Director with Alvarez & Marsal, advises clients on a variety of compensation and benefit... | Read More
Mr. Yudell, a Senior Director with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues with a specialty in executive compensation. He assists with the review, design, benchmarking, and implementation of both non-equity and equity-based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation issues related to stock options, restricted stock, non-qualified retirement plans and deferred compensation. Mr. Yudell’s expertise includes designing compensation programs for each phase of a company’s lifecycle, including initial public offerings, steady-state, restructuring, and mergers & acquisitions. He implements strategies, including helping companies tackle how to effectively and efficiently pay and incentivize their employees. Mr. Yudell received a bachelor’s degree in Finance from the Cox School of Business and bachelor’s degree in Economics from the Dedmon School of Humanities and Sciences at Southern Methodist University. He is a Certified Executive Compensation Professional (CECP) through the WorldatWork organization and a member of the Turnaround Management Association (TMA).
Close