# Learning Lab: Preparing to Issue Equity Sept. 16, 2025

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**59:03**

## Introduction to the Learning Lab

### Meet the Host: Bree Viamore

### Understanding Cap Tables and Equity Issuance

### Foundational Elements of Equity Issuance

### User Permissions and Access Levels

### Signatories and Their Importance

### Equity Incentive Plans Explained

### Templates for Equity Awards

### Creating Custom Vesting Schedules

### Drafting New Securities

### Legal Considerations for Rescinding Options

### Drafting Restricted Stock Awards

### Stakeholder Information and Compliance

### State Exemptions and Compliance

### Managing Equity Ledgers

### Drafting Option Grants

### Creating Board Consents

### Drafting and Issuing Securities

### Best Practices for Employee to Consultant Transition

### Changing Award Types and Legal Considerations

### Managing ISO Annual Limits

### Understanding ISO and NSO Exercise Process

### Resources for Understanding Equity Terms

### Feedback on Training and Resources

### Adapting to New Skills and Knowledge