Join us for this PayTech Women California Chapter LinkUp!

Equity Decoded:
Navigating Stock Options for Employees and Founders

Join Angela Summa, Audney DePaulo, Matt Dubois and Steve Pinado for an eye-opening discussion that demystifies the world of stock options with insights from top-tier experts: a career startup professional, an SVP private wealth advisor, a 3-time startup CEO and a multi-company CEO turned venture capital partner.

Whether you know nothing about stock options and want to learn more, an employee evaluating an offer or a founder structuring equity, this session is for you.

In this session, you’ll discover:

• The key differences between stock option types: ISOs, NSOs, RSUs and more
• Why stock options are both a risk and a powerful wealth-building tool
• How to evaluate equity offers when trading a lower salary for potential upside
• Best practices to structure fair and protective option plans for employees and founders alike

Whether you're scaling a startup, thinking of joining one or advising someone who is, this webinar will help you make more strategic equity decisions. Don't miss it!

Why You Should Attend:

• Help employees and business owners under stock options better
• Learn about PayTech Women Membership benefits

Speakers:

Angela Summa
Corporate Business Development
PayTech Women 

Angela brings decades of business development expertise in both technology and payments.

With a deep understanding of hyper growth tech startups including her time in the early years at GoDaddy, Web.com and Chargezoom, she has also been involved with the Payments Industry as a leader of strategic partnerships at Heartland - a Global Payments company. Angela built on her tenure with Constellation Payments and Jonas Software.

She is now focusing her time to help organizations educate and empower the women in their organizations, consulting various startups and enjoying her passion of photography.

Audney DePaulo
Senior Vice President of Private Wealth Advisor
Morgan Stanley

Audney DePaulo has spent the majority of his career working with ultra-high net work families, foundations and endowments to offer advice on multiple aspects of their financial well-being. Today, he focuses on creating customers strategies for a select number of families across the United States in the areas of asset allocation, estate planning service for multiple generations, liability management and the psychological effects of significant wealth on family dynamics.

Audney brings more than two decades of experiences to his role, having recently joined Morgan Stanley after spending 20 years at Merrill Lynch. He holds two bachelor’s degees from the University of Arizona and an M.B.A. in finance from the University of Southern California.

To better understand the unique needs of ultra high net worth clients, Audney has earned the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning. 

Matt Dubois
Founder & CEO
Chargezoom

Matt Dubois discovered his passion for disruptive technology while in college where he wrote his first app. In less than a year the software was sold to SPX (NYSE: SPX). Matt dropped out of school and began his entrepreneurial journey. He has been featured in dozens of publications, including: Inc., Forbes, TechCrunch, Entrepreneur, PYMNTS, Digital Transactions Magazine and the Orange County Business Journal.

In the years after college Matt founded Cloud 9, an accounting application provider and hosting company, it was acquired by HostPapa, a global leader in webhosting. He also founded voiceovers.com as a part-time side project, built it to 45,000 members across the globe and sold it within 18 months to Tiny Capital (TSXV: TINY).

With three successful exits under his belt, he is now on his fourth and most ambitious venture; Chargezoom, an open payments network driven by AI.

Steve Pinado
CEO
NMI

Steve Pinado is an experienced Chief Executive with a demonstrated history of working in financial technology and integrated payments.

He has extensive experience in organizational and team leadership, strategy development and execution, sales and marketing, M&A, Software as a Service (SaaS) and corporate development.