Sip N’ Learn – Equity Accounting2019-05-10T17:53:11+00:00


Startup Equity: Preferred
Stock and Equity Awards

Startup Equity: Preferred Stock and Equity Awards

Startups continue to raise funds through the issuance of preferred stock and use equity awards to compensate employees and other parties for their role in the growth of the company. The complexity to do so continues to increase.

Join us on May 16, 2019, to learn about the fundamental principles and challenges around preferred stock and equity compensation from both the employee and employer perspective. Gain insight on the valuation and accounting for stock options and preferred stock, as well as how these impact your business model.

Leave the session with confidence knowing that you will be able to:

  • Identify different types of stock-based compensation awards
  • Recognize differences between employee and non-employee awards
  • Understand how to value and account for equity awards, including common modifications
  • Understand how to account for and classify preferred stock.


6:00 PM – 7:00 PM
Arrival and Program

7:00 PM – 8:00 PM
Q & A and Drinks



Michael has over 20 years of diversified experience helping companies address complex accounting transactions and navigate regulatory changes and reporting requirements. Michael has advised and assisted numerous technology and life science companies on initial public offerings and in resolving technical accounting issues related to areas as business combinations and divestitures, consolidations, complex equity and debt arrangements, revenue recognition, stock compensation, discontinued operations, leases, foreign currency matters, and asset impairments.

Attendees can receive up to 2 CPE credit hours in accounting for their participation.

This program is FREE of charge, but space is limited. Guarantee your spot and register today!

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Cost: FREE

Advanced Preparation: None

Materials Needed: None

CPE Credits: Up to 2 CPE credit hours


Thursday, May 16th
6:00 PM – 8:00 PM

650 California Street
Level 7
San Francisco, CA 94108