Meeting Details - WEBINAR

Tuesday, August 10, 2021
3:00 pm - 4:30 pm
 

Title:

Trends in Startups & Equity Compensation

Speaker(s):
Russell Kroeger, CFP®, EA, Partner, Financial Planner
Upstart Wealth Management

Steven R. Press, CPA, CFE, Owner
Steven R. Press, CPA, PC

Thank You to Our Meeting Strategic Partner!

Program Description:
Stay ahead of the curve on trends in startups / equity compensation with two best-in-class practitioners. Steven and Russell will walk through a case study that follows an actual client preparing for a liquidity event a few years out, entertaining a surprise Tender Offer, through the Direct Listing and into the post-exit liquidation strategy. Attendees will get a deep dive into the key strategies and considerations for decisions the client can make across time, and how those decisions influence the rest of their financial picture. If you have clients, or come across prospects, at startups with ISO, NSO, or RSU complexity this session is a MUST!

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.  
*Zoom login information will be sent the day before the meeting.   

Speaker(s):
Russell Kroeger, CFP®, EA, Partner, Financial Planner, Upstart Wealth Management
Russell works exclusively with folks in the startup community and has helped clients navigate over $750m in exits. His client experience integrates a unique mastery of tax, equity compensation, and financial life planning. Beyond work with clients, Russelll offers equity comp presentations to startups and has written a handful of essays simplifying equity complexity for founders and employees accumulating more than 25,000 reads.

Steven R. Press, CPA, CFE, Owner, Steven R. Press, CPA, PC
As a CPA and tax advisor, Steven works with employees and founders of high growth companies to develop tax efficient strategies for maximizing the value of their equity compensation and achieving their goals. Steven enjoys being a proactive advisor for his clients, helping to solve complex problems with value add solutions. 

Agenda:
3:00 - 3:30 pm - Networking via Breakout Rooms, Chapter Announcements & Strategic Partner Acknowledgements 
3:30 – 4:25 pm – Presentations by Russell & Steven
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes