The first webcast in this three part series focuses on the due diligence process—the precautionary process of evaluating the financial and legal information of a company before making a prospective business decision. The more you know about and understand the due diligence process, the more you can play an active part in it, such as helping to identify compliance weaknesses the target company might have with respect to their equity plans, e.g., global stock plan compliance. These issues could ultimately be potential deal breakers or key negotiating items.

The second webcast focuses on the legal and accounting considerations any stock plan professional involved in an M&A transaction should be familiar with. The legal segment will provide an overview of the various types of corporate transactions and the treatment of equity under these scenarios. In addition, you will learn about the global tax, regulatory and labor law issues to watch out for pre- and post merger. This webcast will wrap-up with a review of the accounting for equity awards exchanged in a business combination and a review of IRC Code Section 280G on golden parachute payments.

The final webcast in this series concentrates on plan administration essentials related to a business combination, with a focus on database consolidation considerations and best practices for successful integration. Other topics covered during this session include, avoiding common administrative pitfalls, employee communication strategies and tips and best practices for a successful transaction as it relates to all aspects of the deal.