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Tackling Equity Compensation Issues Related To Mergers & Acquisitions

Surprises can be great, but not when it comes to a business combination! Mergers and acquisitions, no matter how beneficial to a business, have a disruptive effect on employees at all levels, including those employees that are directly tasked with the responsibility of integrating the two companies. Planning for the transition, and understanding what to watch out for during the integration process, can curtail some of these challenges. The NASPP's newest online educational program provides a tactical approach to address the real-world, practical challenges that arise in mergers and acquisitions. Don’t head into your next M&A deal without participating in this eye-opening program.

Why this education is critical:

  • Corporate restructurings are unavoidable, yet many equity compensation professionals are caught off-guard by them—don't let this happen to you.
  • Mistakes can be costly and embarrassing; non-compliance carries both financial and legal consequences and could even prevent the deal from closing.

What we cover:

Two webcasts cover the merger & acquisition essentials related to equity compensation, including:

  • Overview of the various types of corporate transactions and the treatment of equity under these scenarios
  • Due diligence considerations that are critical for stock plans
  • Pre- and post-merger legal considerations with a focus on the non-U.S. obstacles related to both events
  • Plan administration essentials, including database consolidation and employee communication
  • Accounting under FAS 141(R) & FAS 123(R) for equity awards exchanged in a business combination
  • Review of IRC Code Section 280G on golden parachute payments
  • Tips and best practices for a successful transaction from start to finish

Bonus Materials

Two webcasts cover the merger & acquisition essentials related to equity compensation, including:

  • All webcasts are archived and participants have access to them for one full year.
  • Interactive quizzes reinforce learning and test your comprehension of the materials presented.
  • Dedicated online Q&A Discussion Forum allows participants to interact with course instructors long after conclusion of the live webcasts.

Certificate of Completion presented to registrants who complete both sessions and quizzes.

Member Registration:  $495

Non-Member Registration:  $1,095




Tackling Equity Compensation Issues Related To Mergers & Acquisitions

Webcast 1: Legal and Accounting Considerations
The first webcast in this two part series focuses on the legal and accounting considerations any stock plan professional involved in an M&A transaction should be familiar with. The legal segment will provide an overview of the various types of corporate transactions and the treatment of equity under these scenarios. In addition, you will learn about the due diligence considerations that are critical for stock plans and the tax, regulatory and labor law issues to watch out for pre- and post merger. This webcast will wrap-up with a review of the accounting for equity awards exchanged in a business combination and a review of IRC Code Section 280G on golden parachute payments.

Webcast 2: Administrative Considerations
The second webcast in this series concentrates on plan administration essentials related to a business combination, with a focus on database consolidation considerations and best practices for successful integration. Other topics covered during this session include, avoiding common administrative pitfalls, employee communication strategies and tips and best practices for a successful transaction as it relates to all aspects of the deal.