The Advisors' Blog

We’ve posted the transcript for our last webcast “Pre-IPO Through IPO: Compensation Strategies for a Smooth Transition.” During this program, Morgan Lewis’s Timothy Durbin, Alpine Rewards’ Lauren Mullen, Cooley’s Ali Murata, Pearl Meyer’s Aalap Shah, and Latham’s Maj Vaseghi shared practical guidance on key compensation considerations from the pre-IPO phase through the offering and into the first chapter of public company life. They are superhuman and managed to cover all of these topics — with a lot of detail! – in 90 minutes, in addition to addressing some commonly asked questions.

1. Assessing Existing Arrangements and IPO Impact
2. Designing and Adopting New Equity Plans and ESPPs; Share Pool Strategy
3. Managing “Cheap Stock” Issues; 409A Valuations
4. Designing and Communicating Special IPO Awards
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

 

If you are working on an IPO, contemplating one or are recently public, do yourself a favor and read this transcript or listen to the replay. This program covered so many traps for the unwary! Members of this site can access the transcript of this program for free – and for the lawyers out there, you can also get on-demand CLE credit for watching the replay. If you are not a member of CompensationStandards.com, email info@ccrcorp.com to sign up today and get access to the replay and full transcript.

– Meredith Ervine