SOS Aspirations Fling with Fidelity

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3pm - 6pm PDT Thursday, August 31 2017
100 California Street, STE 1200 San Francisco, California 94111
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Submitted by:
Shawna on Jul 18, 2017

Aspirations Fling with Fidelity-Register Now

Registration Fee: Issuers only-$40

Date: August 31, 2017

Time: 3:00pm-6:00pm

Location: 100 California Street, STE 1200 San Francisco, California 94111

Public Transit Map: Public map with transit stops nearby can be found here.

Parking lot recommendations:

101 California Street Garage

101 California St, San Francisco, CA 94111

Phone: (415) 956-1060

Two Embarcadero Center - Lot #75

2 Embarcadero Center, San Francisco, CA 94111

(415) 227-0114

Available continuing education credits:

Certified Public Accountants (CPA) are entitled to earn up to 2 hours of continuing education credits. (Field of Study: Business Management & Organization, Program Level: Basic- No preparation needed, Instruction-Method: Group-Live)

Certified Equity Professionals (CEP) are entitled to earn up to 1.75 hours of continuing education credit.

Session I:

Priming to Be Public? Pitfalls to Avoid and Steps to Take for Pre-IPO Stock Plans

The transition from a private to a public company is felt profoundly in the stock administration department. From Audit, to Regulators, to brokers, there is a whole new agenda for stock plan professionals. This panel of seasoned experts will address key issues pre-IPO companies need to be aware of to make the path to public as painless as possible.

Session II:

Planning Ahead: ESPP Considerations Pre-IPO

ESPPs are a popular way for public companies to offer equity on a broad basis... but for a private company, these plans may be mysterious and confusing. A Radford study shows 78% of Technology and Life Sciences IPOs since 2014 filed an ESPP along with their prospectus, so demystifying ESPP is an important exercise for aspiring public companies. This panel addresses the prevalence and design of ESPPs launched with IPO, as well a general industry overview of today's ESPP landscape.



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