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Employee Share Incentives - Common Issues for Private Companies

Level
Intermediate: Requires some prior subject knowledge
CPD
3 hours
Group bookings
email us to discuss discounts for 5+ delegates
Employee Share Incentives - Common Issues for Private Companies

Session

13 Mar 2025

9:30 AM ‐ 12:30 PM

With a SmartPlan £243

With a Season Ticket £270

Standard price £360

All prices exclude VAT

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

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Employee Share Incentives - Common Issues for Private Companies