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When

Tuesday, March 12, 2019 from 9:00 AM to 2:00 PM PDT
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Where

The City Club 
155 Sansome Street
San Francisco, CA 94104
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  Meeting Details

Tuesday, March 12, 2019
9:00 am - 2:00 pm 

Topic: 
Equity Compensation Planning: From Start-up to Liquidity 

Speaker(s):
Alison Wright, Partner, Hanson Bridgett
Landon Loveall, CFP, KB Advisors
Meredith Johnson, CPA/CFP, Tax Director, BPM


Thank You to Our Meeting Sponsor:

   
 


Program Descriptions:
Session 1 - Decision-Maker’s Guide to Equity Compensation
Alison Wright, Partner, Hanson Bridgett
This session will review the different types of equity compensation awards and will discuss when to use what type of award and why.  We will also discuss issues related to capitalization tables and 409A valuations.

Session 2 - Don't Die of Dysentary! Navigating the Stock Option Trail from Grant to Exit
Landon Loveall, CFP, KB Advisors
Since 1849, people from all over have sought wealth in San Francisco. Now, instead of gold, they search for unicorns and end up with stock options. Together, we will explore how to plan around stock options with uncertain, future exit opportunities and look at examples of how you can gain liquidity before an IPO or acquisition. Our discussion will cover in-depth the tradeoffs and risk/return calculations of pre-IPO liquidity.

Session 3 - Planning for Liquidity: Thinking Beyond the IPO
Meredith Johnson, CPA/CFP, Tax Director, BPM
Start-up companies may experience a variety of liquidity opportunities, from share buybacks to IPOs. Using case studies, we’ll discuss some of the most common transactions that occur, and how your client can plan for different scenarios.

Speakers' Bios:
Alison Wright, Partner, Hanson Bridgett

   
 

 

 

 


Alison Wright is the Chair of the Employee Benefits Group at Hanson Bridgett LLP and works primarily in their San Francisco office.  Alison specializes in employee benefits and executive compensation and has been working in this area exclusively for more than 20 years.  Alison was named one of the Top Women Lawyers in California by the Daily Journal in 2018.

Landon Loveall, CFP, KB Advisors

 

 

 

 

 

Landon Loveall is a certified financial planner and partner with KB Financial Advisors, a fee-only firm focused on busy professionals. Since 2014, Landon has worked with tech employees, who are trying to maximize their stock options. He regularly writes on the KB Financial Advisors blog about the unique scenarios presented by employee stock options. When not working with clients in California, you can find Landon, his wife Melissa, and their three children kayaking down the Duck River near their hometown of Columbia, TN.

Meredith Johnson, CPA/CFP, Tax Director, BPM
 

 

 

 

Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning, equity-based compensation, and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing
complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy.

Meeting Agenda:
9:00 am - Registration
9:15 am - Chapter Announcements and Sponsor Spotlight
9:30 am -10:30 am - Presenter, Alison Wright
10:30 am - 10:45 am - Break
10:45 am -11:45 am - Presenter, Landon Loveall
11:45 am - Break, Lunch set up
12:00 pm - 1:00 pm - Presenter, Meredith Johnson & Lunch
1:15 pm  - 2:00 pm - Q & A Panel Discussion
2:00 pm - Close

Members Non-Members

Early Bird Registration
(Ends March 8, 2019)

$95 $115
Regular Registration (After March 8, 2019) $115 $135

 

 




You may still register online after March 8, 2019, however, you will be charged the Regular Registration price; online registration closes at midnight, March 10, 2019.

*This topic is currently under review by the CFP Board for 4.0 hours of CE credit.