• 63. What you need to know about ESOPs

  • Dec 5 2024
  • Length: 43 mins
  • Podcast

63. What you need to know about ESOPs

  • Summary

  • In this episode we discuss: What you need to know about ESOPs. We are joined by John Fraser, Financial Director for PEAK.

    Love The Operations Room? Please support us by rating and reviewing it here.

    We chat about the following with John Fraser:

    1. How can companies effectively educate employees to ensure the success of their ESOPs?
    2. What steps should organizations take to navigate the complexities of share options and stakeholder involvement?
    3. How can companies balance basic implementation steps with long-term implications when designing share schemes?
    4. At what point should companies transition from spreadsheets to dedicated tools for managing share data?
    5. What are the best practices for communicating compensation strategies and leveraging resources like the Index Ventures report?

    References
    • https://linkedin.com/in/john-fraser-a1bb8876

    Biography

    John Fraser brings a wealth of experience with over 20 years in finance and accounting. He spent 4 years specializing in VAT with HMRC and 10 years in the oil and gas industry, working with a NYSE-listed company in diverse roles spanning statutory reporting, management accounting, FP&A, internal audit, and controllership. For the past 6 years, he has been a key contributor at Peak, leveraging his expertise to drive financial excellence.

    To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

    Summary

    19:52 Introduction to ESOP and Its Evolution

    21:17 Navigating the Initial Steps of ESOP Implementation

    24:05 The Importance of Employee Education and Communication

    26:07 Challenges in Seeking External Support for ESOP

    26:58 Strategic Considerations for Future-Proofing ESOPs

    29:00 International Considerations and Cross-Border Challenges

    32:21 Choosing the Right Share Management Tools

    40:12 Final Thoughts and Key Takeaways

    Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about 63. What you need to know about ESOPs

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.