Calendar of Upcoming Events for the CHICAGO Chapter

Prior Events

Date and Time:1/13/2015 7:30 - 9:15 AM
Event:Chapter Meeting
Topic:Who Doesn't Love a Discount? Accounting Discounts for Holding Restrictions
Location:Perkins Coie, 131 South Dearborn St., Suite 1700, Conf. Room 17-B, Chicago. Check-in list at Security Desk; please bring photo ID.
Contact:Susan J. Daley
Contact Phone:(312) 324-8645

Presented by:
Terry Adamson and Daniel Coleman of Aon Hewitt

Who Doesn’t Love a Discount? Accounting Discounts for Holding Restrictions
Some things just don’t get any better than this… could your company be eligible for a discount for what you are already doing?  Sound too good to be true?  Come explore the new role that holding periods play with respect to stock compensation.  Where executives are required to hold company stock post vesting, the company could be eligible to reduce the fair value expense by up to 40%.  And, as an extra bonus, such provisions can also fast track your plan to a favorable recommendation on the new ISS Equity Plan Scorecard. 

This panel takes a serious look at the next big thing in equity compensation, complete with:

  • Analysis regarding the prevalence of existing holding restrictions
  • How that matches up to typical executive holding behavior on long shares, and
  • Why these stock plan experts believe the future looks bright for these plan provisions. 

You’ll leave this session with a whole new perspective on holding periods, what you need to do to take advantage of what you may already be eligible for, and, where you don’t currently have holding periods in place, what the future path may be for you.

More Information:
Continuing Education Credits: 1 CEP (Various)