Dallas Chapter Private Equity CFO Series: "Understanding and Navigating Compensation Alternatives"

REGISTRATION FOR THIS MEETING IS CLOSED.  FOR EVENT INFORMATION OR REGISTRATION ISSUES, CONTACT ERIC HOLLEMAN AT [email protected].

Click here for registrant list as of 9/23/19 10:00 am

Understanding and Navigating Compensation Alternatives

September 26, 2019 | 4:30-6:30 p.m. | 1 CPE | The Union
The program will explore and provide insight into the various equity compensation alternatives. We will also provide real-world Examples of how certain arrangements are typically used.
Drew Young, Partner, DLA Piper
Rob Myatt, CPA, Partner, Weaver and Tidwell, LLP
Robert Henry, CPA, Partner, Weaver and Tidwell, LLP
 

Learning Objectives

Overview of Equity Compensation Alternatives

  • Types:

    • Restricted Stock

    • RSUs

    • SARs

    • Phantom Stock

    • Options

      • ISOs

      • NSOs

    • Profits Interests

  • For each type, we will cover:

    • Rules

    • Tax implications to Issuer

    • Tax implications to Recipient

  • Real-World Examples of How Certain Arrangements are Typically Used

    • Examples

 

REGISTRATION

Open to FEI Dallas Chapter members, and non-members with executive roles in the Private Equity sector.
Register by Tuesday, September 24, 2019.
 

SCHEDULE

4:30-5:00 p.m. Check-in and Networking
5:00-5:50 p.m. Program and Q&A | 1 CPE
5:50-6:30 p.m. Networking and Hors d’oeuvres
 

LOCATION

The Union
2300 North Field Street, 8th Floor
Dallas, TX 75205
 

STRATEGIC INVESTORS

BMO Harris Bank
DLA Piper
Holmes Murphy
Weaver
 

CPE CREDIT

CPE credit is available online via FEI’s CPE Center to both FEI members and non-members.  You will need to log in to the CPE Center using the same login credentials associated with your event registration.  If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
 
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some state boards may differ on how many minutes constitute a credit hour.  Contact your state board for more information.
 

CANCELLATION

To cancel a reservation, contact Nancy Ehlers at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 
 

CHAPTER CONTACT

Nancy Ehlers
FEI Dallas Chapter Event Support
[email protected] | www.feidallas.org


Speakers

Mr. Robert Henry

Partner
Weaver and Tidwell LLC

Mr. Rob Myatt

Partner
Weaver and Tidwell LLC

Mr. Drew Young

Partner
DLA Piper

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.