"Pre-IPO Through IPO: Compensation Strategies for a Smooth Transition"

Wednesday, March 18, 2026

2:00 - 3:30 pm, Eastern [archive and transcript to follow]

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Course Materials:

SEC Chairman Paul Atkins has emphasized his goal of revitalizing the IPO market, but regulatory reform isn't likely to change the reality that an IPO is one of the most consequential moments in a company's life—and one that can dramatically reshape executives' day-to-day experience. As companies prepare to go public, executive compensation arrangements often need significant redesign to ensure leaders are motivated, retained and aligned throughout the transition, while countless related decisions and processes must be carefully coordinated. In this webcast, a panel of experienced advisors will walk through key compensation considerations from the pre-IPO phase through the offering and into the first chapter of public company life, with a focus on practical strategies for designing, implementing and communicating compensation programs and governance frameworks that support a smooth transition. Plus, they'll answer your burning questions. Submit questions to mervine@ccrcorp.com by March 13.

Join our panelists:

Topics that will be discussed include:

  1. Assessing Existing Arrangements and IPO Impact
  2. Designing and Communicating Special IPO Awards
  3. Managing "Cheap Stock" Issues; 409A Valuations
  4. Designing and Adopting New Equity Plans and ESPPs; Share Pool Strategy
  5. Negotiating New Employment Agreements; Change in Control and Severance Terms
  6. Navigating Lockups, Blackout Periods and Post-IPO Selling Mechanics
  7. Establishing the Post-IPO Executive Compensation Program
  8. Building Compensation-Related Policies, Governance and Controls
  9. Communicating with Executives and Employees Through the Transition
  10. Transitioning Director Compensation (time permitting)
  11. Q&A: Answering Questions Submitted in Advance (15 minutes)

Cost: Members of this site can attend this critical webcast at no charge. If you're not yet a member, you can sign up by contacting our team at info@ccrcorp.com or at 800-737-1271. Our "100-Day Promise" guarantees that during the first 100 days as an activated member, you may cancel for any reason and receive a full refund. The webcast cost for non-members is $595.

Continuing Legal Education: We will apply for CLE credit in all applicable states (with the exception of SC and NE who require advance notice) for this one-hour webcast. You must submit your state and license number prior to or during the live program. Attendees must participate in the live webcast and fully complete all the CLE credit survey links during the program. You will receive a CLE certificate from our CLE provider when your state issues approval, typically within 30 days of the webcast. All credits are pending state approval. This program will also be eligible for on-demand CLE credit when the archive is posted, typically within 48 hours of the original air date. Instructions on how to qualify for on-demand CLE credit will be posted on the archive page.

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Here is a list of our supported browsers/versions:

*H.264 video (required for viewing Vimeo videos) is only supported in Firefox for Windows 7 and later. Firefox versions on Windows XP are no longer supported for playback.

*Older versions of Internet Explorer (IE 10, 9, 8, etc) that lack support for the TLS 1.2 protocol and HTML5 cannot be used to play Vimeo videos. As of January 12, 2016, Microsoft has stopped releasing updates to older versions of IE.

You can also visit the Vimeo Help Center.

What you can do if you can't access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive of the webcast will be posted a few hours after the program. A text transcript of the program will be posted on CompensationStandards.com about two weeks after the live webcast.

For more information, contact info@compensationstandards.com or call 925.685.5111.
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