Leadership Development Series - Session 8 with Bob Lindeman "Long-Term Incentives in Privately Held Companies" (Zoom)


Long-Term Incentives in Privately Held Companies: Trends, Best Practices, Myths and More!

Agenda
  1. Trends in Long-Term Incentives - Key shifts over the past 5, 10, and 20 years
  2. Types of Long-Term Incentive Plans - Overview of the most common types of plans (e.g., stock options, phantom stock, restricted stock units, profit-sharing)
  3. Participation and Considerations - Typical participants & considerations for eligibility, Impact on employee motivation
  4. Income and Wealth Potential - Analysis of income and wealth potential associated with different types of plans
  5. Key Design Considerations for New Plans - Aligning incentives with company goals & employee performance, as well as Legal and tax implications
  6. Evaluating Existing Plans - Criteria for evaluating the effectiveness of current plans
  7. Success and Failure of Plans - Best practices for improving plan outcomes

1701194045202.jpgBob Lindeman, Managing Director - The Overture Group
Bob’s consulting experience includes 25 years as a partner at RSM McGladrey, a major international accounting and consulting firm, performing a variety of engagements in such industries as manufacturing, wholesale, distribution, construction, associations, and professional services. He also served in various leadership positions at RSM McGladrey during those years.
 
Bob also has served on and currently serves on several boards of privately held companies and a major not for profit. His public accounting, consulting and board experience provides a unique perspective when working with clients on executive compensation and recruitment matters. His passion for working with clients on talent management matters combined with this experience allows him to build a strong valued added relationship with clients.