Negotiating Equity Comp At Hire & Protecting It In Job Termination

myStockOptions.com

This webinar will present the best ways to evaluate and negotiate equity compensation in job offers and promotions, and how to protect it in job termination. Topics covered will include the impact of AI on layoffs and hiring, and what that means for negotiating and protecting equity compensation. Whether for clients or yourself, learn how to get the best deal to maximize and preserve wealth in company shares, stock options, and restricted stock/RSUs.

The expert panel of webinar presenters will feature a financial advisor, an employment attorney, and an executive recruiter, all leading practitioners who have extensive experience with these situations. They will bring actionable takeaways and insights on negotiating equity comp in a job offer, how to safeguard grants when leaving a job, and big mistakes to avoid, along with real-world case studies and a live Q&A chat. Their expertise applies to employees and executives at all types of companies, whether startups, recently public companies, or long-time public corporations.

TOPICS COVERED

• Biggest pitfalls to avoid when leaving a job with outstanding stock grants
• Key features to focus on in a job offer that includes equity comp
• What is negotiable, including when and how to approach negotiation
• How to analyze and evaluate an offer, including competing offers
• Crucial documents and legal terms to review
• Tax rules you must know to prevent big mistakes by clients
• Negotiable features of annual grants or off-cycle grants, such as at promotion
• Best time to negotiate severance and key provisions
• Differences between private and public company equity comp offers
• Role for financial, legal, and tax advisors in evaluating offers and in negotiations
• Negotiating outstanding equity grants as retirement approaches
• The impact of AI on layoffs and hiring, and what that means for negotiating and protecting equity compensation
• Case studies
• Live Q&A chat with the panelists

PANELISTS

• AJ Ayers (CFP®, EA, CEP), Co-Founder, Brooklyn FI
• Arthur Meyers (JD), Founder and Attorney, Meyers Law Firm PLLC
• Clark Waterfall, Managing Director, Boston Search Group
• moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions, and a Forbes.com contributor

More Information, How to Register