The Long-Term Incentives Toolkit
The Long-Term Incentives Toolkit for pre-IPO companies is designed to help pre-public companies to develop sound and effective long-term incentive (stock/equity) strategies and plans to attract, retain and motivate its workforce, while staying aligned with the organization's compensation philosophy and strategy.
Tools and templates included with the toolkit will help the users with helpful guides to the development and implementation of these plans and programs, including guidance on the allocation and maintenance of your company's LTI (stock/equity) program.
Availability: 2nd quarter 2010
Pricing: $1,500.00
Includes: a high-quality binder with instructional materials; on-line access to a wide variety of tools, templates, and sample plans (Word, PDF, Excel and PowerPoint files) to help the user through the development process, as well as special resources available only to toolkit users.
More information: use the contact form on the website to seek more information. In the fall, demo of of the toolkit's contents will be available.
Jennifer Cashio, CEP, lead author, StrategicPay® Series Long-Term Incentives Toolkit for Pre-IPO Companies
Jennifer Cashio, CEP, is a seasoned stock administrator specializing in stock option plan design, executive compensation programs and administration of the broad-based stock option plans and programs for domestic and international employees. She has significant experience in managing stock option programs for private companies and in publicly-traded organizations, including the design and administration of all forms of equity compensation and the administration of employee stock purchase plans. Mrs. Cashio has managed the stock administration program at E*TRADE FINANCIAL Corporation and was one of the original employees in the Outsourcing department of the Corporate Services Group. Prior to working for E*TRADE FINANCIAL Corporation, she was an equity compensation specialist and paralegal at DLA Piper Gray Cary. Currently she is working for a Silicon Valley technology company, is secretary of the NASPP Sacramento Chapter and has been involved in the Certified Equity Institute (CEPI). She maintains the Certified Equity Professional designation (CEP) from the Leavey School of Business at Santa Clara University. She holds a Bachelor of Science degree from Santa Clara University.
Karen Crandall, CCP - author, StrategicPay® Series Long-term Incentives Toolkit
Karen Crandall is a seasoned compensation leader specializing in long-term incentive design, executive compensation and broad-based compensation plans and programs. She has significant experience in managing executive and broad-based compensation programs, especially in publicly-traded organizations, including the design and administration of long-term incentive programs, non-qualified executive retirement programs, perquisites and cash compensation programs. Ms. Crandall has held management roles at Cellular One, AT&T Wireless, and Washington Mutual Corporation. She maintains the Certified Compensation Professional (CCP) designation from WorldatWork and is pursuing her Certified Equity Professional (CEP) designation from Santa Clara University. She holds a Master of Arts Degree in Industrial and Organizational Psychology from California State University, San Francisco.
