WEBINAR
Thursday, March 5, 2026
2:00pm to 3:40pm ET, 11:00am to 12:40pm PT
Watch live or on demand
2.0 CE credits for CFP, CPE (live only), EA (live only), CPWA/CIMA, CEP/ECA

Registrations by Feb. 27 get a special early-bird discount ($164) off the regular price of $189.

OVERVIEW
This webinar will present the best ways to evaluate and negotiate equity compensation in job offers and promotions, and how to protect it in job termination. Topics covered will include the impact of AI on layoffs and hiring, and what that means for negotiating and protecting equity compensation. Whether for clients or yourself, learn how to get the best deal to maximize and preserve wealth in company shares, stock options, and restricted stock/RSUs.

The expert panel of webinar presenters will feature a financial advisor, an employment attorney, and an executive recruiter, all leading practitioners who have extensive experience with these situations. They will bring actionable takeaways and insights on negotiating equity comp in a job offer, how to safeguard grants when leaving a job, and big mistakes to avoid, along with real-world case studies and a live Q&A chat. Their expertise applies to employees and executives at all types of companies, whether startups, recently public companies, or long-time public corporations.

TOPICS COVERED
● Biggest pitfalls to avoid when leaving a job with outstanding stock grants
● Key features to focus on in a job offer that includes equity comp
● What is negotiable, including when and how to approach negotiation
● How to analyze and evaluate an offer, including competing offers
● Crucial documents and legal terms to review
● Tax rules you must know to prevent big mistakes by clients
● Negotiable features of annual grants or off-cycle grants, such as at promotion
● Best time to negotiate severance and key provisions
● Differences between private and public company equity comp offers
● Role for financial, legal, and tax advisors in evaluating offers and in negotiations
● Negotiating outstanding equity grants as retirement approaches
● The impact of AI on layoffs and hiring, and what that means for negotiating and protecting equity compensation
● Case studies
● Live Q&A chat with the panelists

PANELISTS
● AJ Ayers (CFP®, EA, CEP), Co-Founder, Brooklyn FI
● Arthur Meyers (JD), Founder and Attorney, Meyers Law Firm PLLC
● Clark Waterfall, Managing Director, Boston Search Group
● moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions, and a Forbes.com contributor

Detailed introductions to the panelists are below.

"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA

CAN'T MAKE THE LIVE WEBINAR? NO PROBLEM!
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the presentation slide deck. Therefore, even if you can't attend the live webinar, please still register, as you will receive a link to the recording and presentation.

CE CREDITS
The live webinar will offer 2.0 CE credits for
● Certified Financial Planners (CFP)
● CPE for CPAs
● Enrolled Agents (EA)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEP)
● Equity Compensation Associates (ECA)

CFAs may self-determine and self-report 1.5 CE credits.

The webinar recording will offer CE credits only for CFP, CPWA/CIMA, CEP/ECA, and CFA.

CPE Program level: Intermediate
CPE Prerequisite: Knowledge of stock compensation basics
CPE Advanced Prep: None
CPE Delivery Method: Group Internet-Based (webinar)
CPE Field Of Study: Personnel/Human Resources – Nontechnical

myStockOptions.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

NASAA does not endorse any particular provider of IAR CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Questions? For further information, including administrative policies such as complaints and refunds, please contact the myStockOptions team at webinars@mystockoptions.com or 617-734-1979

Details About the Webinar

Thursday, March 5, 2026 · 2:00 p.m. Eastern Time (US & Canada) (GMT -5:00)
Cost: $164.00
 Add to calendar

About the Speakers

1755710834-f852c62ca4fd034f AJ Ayers, CFP®, EA, CEP
Co-Founder, Brooklyn FI

Ally Jane (AJ) Ayers is a Co-Founder of Brooklyn Fi, a financial planning firm specializing in tech professionals and creatives. She's a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and a Certified Equity Professional known for making complex financial concepts accessible.

Through her expertise in equity compensation and tax planning, she has helped numerous clients transform IPO windfalls into paths to financial independence. AJ is also a financial writer, speaker, and co-host of The Liquidity Event podcast and author of the Substack newsletter Money Changes Everything.

1709073900-bb04247022a47673 Arthur Meyers, JD
Founder and Attorney, Meyers Law Firm PLLC

Art Meyers is an attorney and the founder of Meyers Law Firm PLLC. He focuses on the corporate, employment, tax and securities law aspects of executive employment, severance and change in control agreements as well on equity compensation and retirement plan matters. He brings decades of large law firm partner experience to an approachable small law firm setting. Art provides understandable, cost-effective, and bespoke solutions to complex executive compensation matters. Art acts as US counsel for many of London’s top law firms and their international clients to “Americanize” global share schemes. He authors the US Chapter of the Legal 500 Employee Incentives Comparative Guide. Art is an advisory board member of myStockOptions.com and an advisory committee member of the Southeastern Chapter of the Society for Corporate Governance. Art is recognized by The Best Lawyers in America, Chambers USA and Legal 500. He graduated from The University of Michigan Law School. Art’s speaking engagements include conferences for the Certified Equity Professional Institute, Charles Schwab, Computershare, Equilar, E*TRADE, Fidelity, Financial Executives International, the Global Equity Organization, Morgan Stanley, NASPP, and the Society for Corporate Governance.

1771365739-5c6fa016a8b3ba7b Clark Waterfall
Managing Director, Boston Search Group

Clark’s career in talent and team performance began in 1989 with an “Organizational Behavior” course in business school. For 30 years, he has focused on assessing executives and enhancing performance, specializing in privately held, middle-market, private equity-sponsored businesses. Clark attended Tufts University and received his MBA from Babson College. After early work at Citicorp, he co-founded BSG and Talent Sequencing, where he has led innovation for over 25 years. Forbes has selected Clark’s firm as one of the Best Recruiters, Executive Search. Hunt Scanlon has ranked his firm in its PE Recruiting Power 75.

1713225401-6af41f342700d7f0 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex tax and legal concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law.

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Register now for an early-bird discount! Regular price of $189 applies after February 27.
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