Stock Options for Startups - Innovate New Albany
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Stock Options for Startups

June 14, 2023 @ 11:30 am - 1:00 pm

| TIGER Talk

8000 Walton Parkway Suite 200
New Albany, OH 43054 United States

WED 6/14/23, 11:30 am – 1:00 pm

IN-PERSON at Innovate New Albany, 8000 Walton Pkwy, Suite 200, New Albany, OH 43054

Be ready to interact with our presenters and your fellow participants.

Please arrive at 11:30 am. Enjoy lunch. Mingle. Make new friends.

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Thinking about offering equity in your startup to founders, consultants, or employees?

Michelle Murcia and Arthi Rathi will walk you through how to do it right, right from the start.

From founder’s stock to restricted stock to stock options, Equity-Based Compensation can be a mystery. In this TIGER Talk, Michelle and Arthi will cover the differences and help you navigate the rules to help you with strategies that work great for startups!

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Michelle Murcia is the Founder+CEO of Book+Street, a scrappy startup that works with startups to help them navigate the numbers. Michelle has served as a C-level consultant to early-stage start-up companies since 2013 providing strategic financial services as their contract Chief Financial Officer.

Throughout her career, Michelle has designed, implemented and administered multiple equity-based compensation programs, including ISO qualified and non-qualified stock option programs, stock appreciation rights, restricted stock, and phantom stock plans. In 2003, she received the designation Certified Equity Professional (CEP), a recognized certification in the subject of equity-based compensation, from Santa Clara University. Michelle is a Certified Public Accountant (Ohio), earned a BS in Business Administration with an emphasis in Service Sector Management from California State University, San Marcos, and an MBA from The Ohio State University.

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Arthi Rathi is a CFO at Book+Street, working with startup businesses in Ohio and the Midwest. A CPA by background, Arthi climbed the ladder in Big 4 consulting and at a Fortune 25 company and has over 15 years of financial, operational and management experience. She is a strategic problem solver delivering financial value through a deep understanding of business and collaboration.

Arthi enjoys helping clients weave their stories through numbers to help business partners craft new ventures, grow businesses and showcase their value. Through her work, she has gained advanced skills in technical accounting, revenue recognition, deal modeling, and strategic finance. She loves working with startups because it allows her to solve problems creatively by rolling up her sleeves, diving into data and learning through cross-functional teamwork.

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Like all TIGER 🐯 Events, this one is FREE.

Timeline:

11:30 am – Lunch / Socializing

11:50 am – Introduce yourself to all fellow participants (give us “your best 15 seconds”)

12:05 pm – Hand-off to Michelle & Arthi

1:00 pm – Wrap / More Socializing

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Details

Date:
June 14, 2023
Time:
11:30 am - 1:00 pm
Event Category:

Venue

Innovate New Albany
8000 Walton Parkway Suite 200
New Albany, OH 43054 United States
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