63. What you need to know about ESOPs

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

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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.

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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

This podcast uses the following third-party services for analysis:

Podcorn - https://podcorn.com/privacy