The ESOP Primer: From Plan Design, Policy, to Valuations

​Brought to you by Qapita, MissionBridge, and WongPartnership - join us for a complete ESOP Primer as our equity experts dive into the various elements to implement a successful Employee Stock Option Programme. Whether you're looking to improve your plan or not sure where to start - this workshop is for founders and decision makers to understand crucial aspects to launch their ESOP. Clear your burning questions over dinner and a chat with our experts after!

​Segment 1: ESOP Management - Jax Liu

• ​Lifecycle: Pool > Plan > Grant > Vest > Exercise > Liquidity

• ​Best Practices powered by Qapita cap table platform

• ​Equity Compensation as part of Total Rewards Strategy

• ​Employee Engagement & ESOP Trends in SEA

​

​Segment 2: ESOP policy - Kyle Lee

• ​Issuance of share options vs shares, RSUs, etc

• ​Why founders typically choose options at the early stage

• ​Expectations of investors for allocation of ESOP pool

• ​Commercial terms and structure before setting up ESOP

• ​Eligibility, Vesting, and Liquidity events

​

​Segment 3: ESOP valuation - Ritika Khetawat

• ​ESOP Pricing Basics & what impacts Fair Valuation

• ​Common Stock vs. Preferred Stock

• ​Valuation requirements in the US vs. SEA

• ​Accounting implications & tax impact for employees

​

​Event Flow:

​6:30pm: Registration

​7:00 pm: Workshop Kickoff & Introduction

​7:10 – 8:10pm: Session content - 3 segments

​8:10pm – 9:30pm: Dinner and Networking