Know Your Equity

https://vimeo.com/730409907

Know Your Equity

Whether you are at a startup or a large company, employee equity is an important part of your compensation. In this course we demystify the terms, types of equity, tax implications, and more to help you understand the value of your equity compensation.

Curriculum

  • 01 Know Your Equity!

    An introduction to the basic terms and concepts of employee equity.

  • 02 Restricted Stock Awards (RSAs)

    Learn why RSAs are used at more established private companies and understand the basics of equity valuation and how taxes on equity compensation work.

  • 03 Stock Options: ISO and NSO

    Understand the difference between stock options and the associated tax implications.

  • 04 Restricted Stock Units & Negotiating for Your Equity

    Understand the type of equity the larger public companies use to retain employees.

  • 05 Calculating the Value of Your Stock Options

    We walk you through our excel template for estimating your equity value.

  • 06 Funding Your Equity Purchase and Closing Thoughts

    Learn about the many nuances of employee compensation and understand the choices you can make along the way to maximize the cash you take home.

Meet Your Instructor

  • Tommy Moreno

    Cofounder & CEO, Pareto Labs
    Strategic Planning, Disney

    Prior to Pareto Labs, Tommy was an Operating Partner at Colony Capital, a global private equity firm. He helped turnaround a hotel technology company and acquire Miramax Film from Disney. Before that, he was an executive in the Strategic Planning group at The Walt Disney Company. Tommy started his career as an officer in the U.S. Air Force. He holds a B.S. from the United States Air Force Academy and an MBA from Harvard Business School.

  • Nic Barnhart

    Cofounder & CPO, Pareto Labs
    Finance/Analytics, ZipRecruiter

    Nic Barnhart is a cofounder and Chief Product Officer at Pareto Labs. Prior to that he was in finance and analytics at ZipRecruiter and head of operations at a health tech startup acquired by Aetna. Earlier in his career, Nic started a business to teach kids basic finance concepts and founded a nonprofit organization to fund efforts to combat human trafficking. He earned a B.S. from the United States Air Force Academy and an MBA from The Wharton School at the University of Pennsylvania.