Equity Methods

Stock compensation forecasting is about more than providing raw numbers: The focus has shifted to making data understandable to stakeholders by using rich storytelling visuals. Join us for our webcast on Wednesday, September 18 as Matt Gabrielson and Taylor Jensen discuss how to optimize your forecasting and visualization processes. Register here: https://lnkd.in/gMzu_46T    We’ll cover:  ✅The key inputs and assumptions critical to each type of forecast  ✅Tips to handle recurring and ad hoc forecast drivers like annual grants and plan design changes  ✅Drivers of variance when performing both forecast-to-actual and actual-to-actual flux analyses  ✅How to present results meaningfully with data visualization and executive dashboards  ✅Ensuring cohesion across all areas impacted by equity compensation and across multiple economic scenarios #EquityMethodsWebcastSeries #CPE #EquityCompensation #Forecasting

Attracting and retaining quality talent is difficult in this evolving market, which is why a best-in-class compensation strategy is so important. Join Takis Makridis and David Outlaw on Wednesday, August 28 as they discuss the cross-functional topic of cost and dilution efficiency in PSU design. Register here: https://lnkd.in/gbfnSqbH Topics include: ✅Thinking about equity efficiency from different angles like accounting expense and governance ✅Ways to fine-tune rTSR and other market awards for cost efficiency ✅Opportunities and risks with financial performance conditions ✅Unique ways to combine market and performance conditions ✅Best practices to optimize award designs in light of disclosure and proxy advisor guidelines ✅Novel award structures that deliver upside for outperformance without locking in upfront costs ✅Share pool management strategies to maximize flexibility amid constrained budgets #EquityMethodsWebcastSeries #CPE #rTSR #ExecutiveCompensation #EquityCompensation

The world of rTSR awards is complex and full of different design alternatives. Join Raenelle James and Josh Schaeffer, PhD on Tuesday, June 25 as they walk through the essentials of rTSR awards, show you why they're used, and explore the design, valuation, and accounting principles behind them. Register here: https://lnkd.in/dhN_YqZf     Topics include:   ✅ Common rTSR design variations and why they’re used   ✅ How and why Monte Carlo simulation is used to value these metrics   ✅ Downstream accounting implications and challenges    ✅ Common surprises, implementation issues, and concerns   ✅ How HR, legal, stock administration, and accounting can collaborate effectively     #EquityMethodsWebcastSeries #CPE #rTSR #ExecutiveCompensation #EquityCompensation   

Considerable time and effort go into creating long-term incentive plans, yet modifications happen every day. Join Daniel Hunninghake, CPA and Brad Hayes on Wednesday, May 8 as they connect theory with real-world modification practices. Register here: https://lnkd.in/gY7n6gKk This discussion will include: ✅ Reconciling the textbook definition of a modification with real-world cases ✅ Reviewing the economic theory and accounting principles behind ASC 718 ✅ Unpacking different types of modifications and their unique treatments ✅ Showing why special care is required when valuing modified awards ✅ Explaining how to best manage modifications in stock administration and accounting systems ✅ Clarifying the footnote and proxy disclosure requirements for various modifications ✅…and much more! #EquityCompensation #AwardModifications #ExecutiveCompensation #EquityMethodsWebcastSeries

It’s that time of year! Join us Thursday, March 7 for our 12th annual State of the Union webcast. Takis Makridis and David Outlaw will preview the key themes and issues that are likely to define 2024 for the executive and equity compensation world. Register at https://lnkd.in/gf9-ViST. This year’s highlights include: ✅Recent and upcoming SEC and FASB rule-making   ✅What to expect now that the clawback rule is live and enforcement events are starting  ✅Macroeconomic updates and their impact on equity compensation   ✅Controversy related to ESG in compensation  ✅Best practices to adopt for the upcoming proxy season  ✅Share pool management strategies in a volatile or uncertain market  ✅…and much more! #EquityCompensation #ExecutiveCompensation #EquityMethodsWebcastSeries

Market players are asking for more detailed reporting and disclosure, and the FASB and SEC are listening. What does this mean for stock compensation? Join Takis Makridis and Boxian Kolb, CPA for a webcast on Thursday, February 8 as they discuss how companies can adapt their internal and external reporting and disclosure processes to a more detailed landscape. Register here: https://lnkd.in/g8TAbgGG Topics include: ✅ FASB and SEC trends toward disclosure granularity ✅ Investor and market pressures that highlight stock-based compensation expense and dilution ✅ Key accounting standard updates on segment reporting and income statement disaggregation ✅ Analytics companies can run internally to better understand the changes in stock compensation amounts ✅ How visualization can enhance communication with the C-suite ✅ How SEC rules focused on opportunism up the ante on controls and reporting ✅ ...and more!  #EquityMethodsWebcastSeries #CPE #Proxy #ExecutiveCompensation #EquityCompensation #10K #Disclosure

Getting ready for year-end and proxy season? Unpack the ins and outs of stock compensation disclosure with Equity Methods! Join Daniel Hunninghake, CPA and Brad Hayes on Wednesday, December 13 for a practical breakdown of these disclosures across the proxy, 10-K, 10-Q, and 8-K. Register here: https://lnkd.in/g4-jkngK   Topics include: ✅ Key FASB and SEC guidance on stock compensation disclosures ✅ How best-in-class companies deliver compliance and avoid fire drills ✅ Specific pitfalls for complex performance-based awards  ✅ When and how to disclose equity award modifications  ✅ Noteworthy granting decisions that merit 8-K disclosure  ✅ …and more! 

A new year for pay vs. performance disclosure comes with new challenges. Join Takis Makridis, David Outlaw, and Bryce Bergman for a live webcast this Thursday, November 9 as they break down the SEC’s recent C&DIs and comment letters. Register now at https://lnkd.in/gV6HiVk9     Topics include:  ✅ Adjusting disclosures for the new treatment of retirement-eligible awards ✅ Treatment of performance metrics in the PvP calculations ✅ Balancing simplicity and GAAP compliance in option valuation ✅ Disclosure of performance metric progress in light of competitive harm considerations ✅ Comment letter implications for your year-two disclosure  ✅ …and more! 

If you're attending this year's Compensation Committee Forum tomorrow at the Nasdaq Entrepreneurial Center, be sure to say hello to Therese Sebastian. Her panel session will discuss the critical issue of promoting fairness in compensation while incentivizing exceptional results. Thanks to Equilar and Nasdaq for inviting us to participate in this program for public company board members, HR and senior-level compensation executives, and general counsel. #ExecutiveCompensation #Compensation #CCF #EquityMethods #Equilar #Nasdaq