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Wilson Sonsini Goodrich & Rosati's
College for Clients Series

Employee Equity Fundamentals

A Two-Part Seminar on Sound Stock Administration Practices

To help our clients' stock administrators, in-house counsel, controllers, human resources personnel and any others involved in stock plan administration understand and manage their employee equity programs, we are hosting a two part seminar that will provide practical tips and materials on sound stock plan administration practices and equity compensation issues. This program will provide a broader scope of the issues involved in employee equity. The first session will cover an overview of the fundamentals of equity compensation and the second session will provide a more detailed discussion of the legal issues involved in stock administration and compliance.

Session One topics to be discussed include:

  • How various equity compensation instruments work (i.e. restricted stock v. a stock option)
  • Tax and accounting issues including Section 83(b) elections and Section 409A
  • How to avoid accounting problems

Session Two topics to be discussed include:

  • State and federal securities law compliance: Blue sky laws, Rule 701 and foreign options
  • Recommended practical processes for issuing and transferring stock

Wilson Sonsini Goodrich & Rosati Presenters

Scott McCall
Partner

David S. Thomas
Partner

Joan Moses
Corporate Senior Paralegal





This seminar is part of Wilson Sonsini Goodrich & Rosati's College for Clients series, designed to help our clients address and manage some of the fundamental legal issues facing them today. Throughout the year, we will host multiple programs with topics pertinent to our venture-backed and small to mid-size public clients. Each session will include effective information and guidance on fundamental legal practices in such fields as Employment Law, Licensing & IP Management, Marketing Law Fundamentals, Year-End Quarterly Reporting, and Public Company Reporting Policies.




Employee Equity Fundamentals Session One

Thursday, September 9, 2010
Available by videoconference in our offices nationwide

Registration/Breakfast - 8:30 a.m. - 9:00 a.m. PDT
Program - 9:00 a.m. – 11:00 a.m. PDT

Wilson Sonsini Goodrich & Rosati
650 Page Mill Road, Courtyard 2B
Palo Alto, CA 94304

Click here to register



Employee Equity Fundamentals Session Two

Thursday, September 23, 2010
Available by videoconference in our offices nationwide

Registration/Breakfast - 8:30 a.m. - 9:00 a.m. PDT
Program - 9:00 a.m. - 11:00 a.m. PDT

Wilson Sonsini Goodrich & Rosati
650 Page Mill Road, Courtyard 2B
Palo Alto, CA 94304

Click here to register



Program available by videoconference in our offices nationwide:

Austin
Registration/Refreshments - 10:30 a.m.. - 11:00 a.m. CDT
Program - 11:00 a.m. - 1:00 p.m. CDT
900 South Capital of Texas Highway
Las Cimas IV, Fifth Floor
Austin, Texas

New York
Registration/Lunch - 11:30 a.m. - 12:00 p.m. EDT
Program - 12:00 p.m. - 2:00 p.m. EDT
1301 Avenue of the Americas, 40th floor
New York, New York

San Diego
Registration/Breakfast - 8:30 a.m. - 9:00 a.m. PDT
Program - 9:00 a.m. - 11:00 a.m. PDT
12235 El Camino Real, Suite 200
San Diego, California

San Francisco
Registration/Breakfast - 8:30 a.m. - 9:00 a.m. PDT
Program - 9:00 a.m. - 11:00 a.m. PDT
One Market Street
Spear Tower, Suite 3300
San Francisco, California

Seattle
Registration/Breakfast - 8:30 a.m. - 9:00 a.m. PDT
Program - 9:00 a.m. - 11:00 a.m. PDT
701 Fifth Avenue, Suite 5100
Seattle, Washington

Washington, D.C.
Registration/Lunch - 11:30 a.m. - 12:00 p.m. EDT
Program - 12:00 p.m. - 2:00 p.m. EDT
1700 K Street, NW, Fifth Floor
Washington, D.C.




WSGR
re:source
Information. Experience. Relationships.

WSGR re:source is the forum through which clients, at all stages of growth, gain access to the full spectrum of information, experience, and relationships that Wilson Sonsini Goodrich & Rosati provides. Our regular networking and education programs range from updates and analysis on principal legal matters to interactive seminars on complex issues and transactions. It is through these regular seminars and programs that our clients have an opportunity to learn new strategies for dealing with legal issues and to network with other companies, gaining both technical and practical expertise.