Shows
Stock 'N RollDesigning Global Broad-Based Equity Plans: Insights from Deloitte’s ExpertsIn this episode of Stock 'N Roll, we sat down in Deloitte’s London office with Lucy Hovland and Anita Grant—two seasoned leaders from Deloitte’s Equity and Incentives practice—to unpack the intricacies of designing global broad-based equity plans.As equity compensation continues to evolve, especially in the post-IPO tech and fintech landscape, companies are thinking bigger—and broader—about how to include more employees across jurisdictions in share plans. But what does it actually take to get this right? "Disclaimer: The information provided in this podcast is for general informational purposes only and should no...2025-07-291h 04Stock 'N RollBridging US and European Equity Compensation: Insights from Carine SchneiderIn this episode we're thrilled to have Carine Schneider joining us.Carine as one of the most experienced professionals in the equity compensation domain world wide – and her US view of things is something that we are ready to dive into. Carine will share insights on the cross-border challenges companies face when expanding internationally, the emerging trends in private market liquidity – also with a US vs Europe view.Whether you're a European company looking to crack the US market, an American firm navigating European regulations, or just trying to understand where equity compensation is he...2025-07-1650 minStock 'N RollExplore the Perceived Value Gap in Equity Compensation with Stephan HostettlerWhat Is Your Equity Really Worth? Why do recipients see a different value than you give? In this episode, we will dive into the challenge of how people perceive their equity.In the latest episode of our podcast series Stock 'N Roll, we had the pleasure of hosting Dr. Stephan Hostettler, the founder and managing partner of HCM International, an independent advisory firm he established in 2002.In the world of executive and employee compensation, there's a fundamental disconnect that many companies struggle with: the gap between what equity compensation is actually worth and what recipients...2025-05-2842 minStock 'N RollCross-Border Compliance: Managing IPO Share Custody with Michael SterchiIn the latest episode of our podcast series Stock 'N Roll, we had the pleasure of hosting Michael Sterchi, a seasoned expert with over 25 years in equity-based compensation consulting.This episode covers how companies need to restructure their equity compensation planning an IPO, implement professional plan administration, and navigate the maze of compliance requirements that come with public markets. Whether you're preparing for an IPO or just curious about equity transformation, this conversation offers expert guidance on turning private shares into public market success.For more informationCheck our website: https://www.o...2025-05-1629 minStock 'N RollPost-IPO Incentive Programs: Key Considerations for Success with Dirk BesseIn this episode, we return to Berlin with Dirk Besse, a seasoned lawyer from Morrison & Foerster to explore the complexities of redesigning incentive programs for companies undergoing an IPO. Building on our previous discussion about pre-IPO considerations, we dive into the critical aspects of transitioning employee compensation structures when a company goes public, including timing considerations, stakeholder management, and retention strategies for key talent. Dirk shares insights on the fundamental differences between public and private company incentive designs, highlighting the increased regulatory constraints and the importance of flexibility in program development. For more inf...2025-04-3032 minStock 'N RollFrom Private to Public: Mastering the IPO Listing Process for Growing Companies with Sarah SuterIn this episode, we're happy to welcome Sarah Suter from the Swiss Stock Exchange (SIX). As an analyst and relationship manager guiding companies through one of their most transformative journeys, Sarah brings invaluable expertise on the IPO process.Sarah will walk us through the compelling reasons companies choose to list on public exchanges, the critical preparation steps that maximize success, and the ongoing responsibilities that come with public company status. She'll also share insights on how IPOs can affect equity compensation strategies and talent retention – topics at the heart of what we explore on S...2025-04-1133 min
ShifterB2b Saas: Slik skalerer du til Europa og USA!I denne spesialepisoden av Shifters podcast tar vi deg med til scenen på Shifter Live 20. mars, der temaet var «Hvordan skalere B2B SaaS internasjonalt». I panelet satt tre gründere som har stått i stormen og kommet ut med verdifulle erfaringer:– Sindre Haaland, CEO og gründer i SalesScreen– Christoffer Herheim, gründer og CEO i Optio Incentives– Patrik Berglund, gründer og CEO i Xeneta, samt dagens ordstyrerDe deler ærlig og konkret hva som trigget deres ekspansjon, hvilke strategier som funket – og ikke – og hvordan de har tenkt rundt distrib...2025-04-0256 minStock 'N RollDesigning Equity Programs for Pre-IPO Growth Companies with Dirk BesseThis episode tackles the fascinating world of pre-IPO equity programs and the infamous "pina colada threat" - when your key talent cashes out post-IPO and heads straight to retirement.We're joined by special guest Dirk Besse, a seasoned lawyer from Morrison & Foerster, who shares invaluable insights on designing equity incentives that balance employee motivation with long-term company growth, particularly in Germany and across Europe.Whether you're a founder preparing for an exit, an executive designing retention strategies, or an employee navigating your own equity package, this episode offers practical wisdom for the entire pre-IPO journey. 2025-03-3129 minStock 'N RollUnlocking the Potential of Norwegian Tax-Favored Options with Sverre HvedingEquity compensation is a powerful tool for attracting and retaining talent, but structuring it effectively—especially in startups—comes with challenges. In this episode, we sat down with tax law expert Sverre Hveding to break down Norway’s tax-favored options program and its recent updates. Sverre, a specialist in Norwegian and International tax law, advises clients on corporate transactions, group reorganizations, and cross-border investments, with extensive experience across industries such as finance, real estate, and private equity.With new eligibility criteria set to take effect in March 2025, more startups can now benefit from deferred taxation and cap...2025-03-191h 05Stock 'N RollDecoding IFRS2 and Navigating the challenges of valuation models with Christian HyldigIn this episode we have Christian Hyldig with us—an expert in compensation and benefits, financial reporting, and long-term incentive plans. As a Director at AON and a seasoned professional with experience at Morgan Stanley, Christian brings a wealth of knowledge on IFRS 2 and its impact on equity compensation. In this episode, we unravel the complexities of IFRS 2, exploring how companies account for share-based payments and the challenges of valuation models like Black-Scholes and Monte Carlo. Whether you're a finance professional or an equity plan administrator, this discussion will equip you with the insights needed to navigate the...2025-03-0452 minStock 'N RollEquity Incentives in Sweden: Regulations, Tax Strategies & ESG Trends with Stefan SundellIn this episode, we explore the complexities of equity incentives in Sweden—a market with unique regulatory requirements and evolving compensation trends. Our guest for this episode is Stefan Sundell, an industry expert with decades of experience in structuring global equity programs. Together, we’ll unpack companies' challenges when implementing incentive plans in Sweden, from navigating shareholder approval rules to optimizing tax efficiency. We’ll also explore the growing influence of ESG targets and discuss how multinational companies can adapt their plans for Swedish employees.Whether you're a startup, a multinational, or simply curious about the Swe...2025-02-1849 minStock 'N RollNavigating Pay Transparency with Petri SallinenIn this episode, we’re joined by Petri Sallinen, a seasoned leader in Total Rewards and Equal Pay, with extensive experience in both global organizations and consultancy. Together, we explore the transformative impact of pay transparency, from its role in shaping organizational culture to its implications for equity compensation and share plans across regions. Petri shares his insights on why transparency is poised to become one of the most significant shifts in our careers and what businesses need to know to stay ahead. Tune in for a conversation packed with actionable strategies and thought-provoking ideas!For more in...2025-02-0333 minStock 'N RollIntroducing Stock 'N RollWelcome to Stock 'N Roll—your backstage pass to the world of equity compensation! The host Christoffer Herheim, CEO of Optio Incentives, is thrilled to take through this exciting journey. At Stock 'N Roll, we unravel the complexities of equity compensation, from stock options to employee incentives, making sense of the challenges and exploring best practices that shape this fascinating industry. But don’t worry—it’s not all numbers and jargon. We keep things lively, approachable, and, yes, even fun! Why did we create this podcast? After years of helping companies manage over 1,000 equity programs a...2025-01-1600 minStock 'N RollGlobal Share Plans with Chris FallonEmployee share plans are effective tools for fostering alignment and engagement within organizations, but managing them across multiple jurisdictions presents unique challenges. From navigating tax regulations and cultural perceptions of equity to addressing administrative complexity, implementing these plans requires strategic planning and adaptability.This podcast explores insights shared by Chris Fallon, Legal Director at Tapestry Compliance, highlighting key trends such as broader employee participation, the rise of purchase-and-match models, and the preference for simplicity and transparency. It also delves into tax complexities, regional regulatory variations, and balancing global consistency with local customization.By prioritizing stakeholder...2025-01-1634 min
EquityPeopleChristoffer V. Herheim - Equity and founder journeysWelcome back! In this episode of the EquityPeople podcast we chat to Christoffer V. Herheim. We cover a lot of different topics such as:🚀 Optio's Growth Journey: From bootstrapped beginnings to a recent funding round in Q1 2024.💼 Company's Evolution: Started as a service firm, now specializes in cap table management for listed and pre-IPO companies.🎯 Market Focus: Solving equity management challenges for listed firms, with a focus on automation and compliance.💡 Unique Selling Proposition: Tailored solutions for managing employee equity in listed companies.📈 Insights for Late-Stage Scale-Ups: Tips on IPO preparation and early equity management syst...2024-04-1253 min
B2B SaaS CEOs78. The problem with stock options for startups - Christoffer V. Herheim (Optio)Christoffer V. Herheim from Optio in B2B SaaS CEOs.We discussed equity compensation, review pages as their strongest lead channel, nr of calls as the #1 important sales step, the problem with taxation on equity incentives, and much more.-Timeline:1:30 - Who is Christoffer?4:00 - Optio's elevator pitch.5:10 - Why he and his co-founders started Optio.7:00 - 5 quick ones10:15 - External question from Josef's co-founder, Hampus Persson at Vaam:"What's one of the worst mistakes you have ever made, connected...2023-12-1133 min
ARRtist on AIR - Meaningful conversations with Software & AI leaders🇬🇧130: ESOP, VSOP, real Shares? - How to use Equity Incentives the right wayWith Christoffer Vikersveen Herheim, CEO & Co-Founder of Optio Incentives
Equity Incentive Systems could be a great instrument ensuring long term motivation, retention and alignment among your employees regarding your goals. Christoffer and Julius are diving deep into the details of setting uf using different kind of incentive systems:
What is an equity incentive in general?
What different types of equity incentive systems are recommended for -Germany and what advantages and disadvantages do the come along with
Who should participate in an incentive system within different company stages
What is an ESOP, VSOP a cliff or synthetic prices?
How...2023-09-0458 min
The SaaSiest Podcast81. Christoffer Vikersveen Herheim, CEO & Co-Founder, Optio - Master your cashflow management to fuel growth !In this episode, we speak with Christoffer Vikersveen Herheim, CEO & Co-Founder, Optio the software that helps businesses incentivize employees, manage equity, stay compliant, and report costs with withing one solution.
We talk with Christoffer about the importance of mastering your cashflow management to fuel growth. Topics that are being addressed in this episode are:
- Cashflow management in the early days as bootstrapped
- How should contracts be structured for maximum effect
- When can you vs should you invoice
- How does your cashflow management today define future investments
...2023-04-0339 min
Aksjekaffe #karriereEpisode 98: Ønskeepisode - OpsjonerHva skal du gjøre om jobben din tilbyr deg en opsjon? Hva innebærer det i praksis? Og hva er egentlig en opsjon? Jeg og Christoffer Herheim, CEO i Optio Incentives, tar en prat om dette i denne episoden.2022-02-1541 min
ShifterHvordan gi de ansatte eierskap i selskapet?Denne episoden fokuserer på hvordan du kan sette opp et system for eierskap i selskapet ditt. Ansatteeierskap er en måte å både tiltrekke seg eller bevare talent på.Avhengig av hva målet ditt er, finnes det ulike metoder og tommelfingerregler du bør kjenne til.Christoffer Herheim, også forrige ukes gjest, deler det du trenger å vite for å lage et incentivprogram for ansatte.Tema:Hva er en aksje og hva er en opsjon?Hvor mye må du skatte av de ulike?Hvilke prinsipper legger du til grunn for å regne ut eierskap du...2022-02-0932 minShifterBootstrappet seg i rakettfart. Fra konsulent- til software-selskapOptio Incentives har doblet omsetningen år for år de siste tre årene. I motsetning til de fleste startups, så er de de lønnsomme og har ikke hentet en eneste investorkrone.Ukens gjest er Christoffer Herheim, medgründer og daglig leder i selskapet Optio Incentives.Tema:*Hvordan startet det?*Hvordan unngå funding?*Hvordan bootstrappe et selskap?*Hva de har lært om produktutvikling*Hva de har lært om ledelse og kultur*Hvordan sikre vekst?*Og hva slags investorer du er på utk...2022-02-0258 min