Calendar of Upcoming Events for the OHIO Chapter

Prior Events

Date and Time:9/13/2016 11:00 a.m. – 12:15 p.m.
Event:Ohio NASPP Chapter Meeting
Topic:2016 State of the Union in Equity Compensation
Location:Thompson Hine LLP 3900 Key Center 127 Public Square Cleveland, Ohio 44114
Contact:Nathan Holmes
Contact Phone:937-443-6820

2016 has not been a dull year for the equity compensation industry.

Executive compensation continues to evolve. Compensation committees are demanding new, more analytically rich insights to help them balance shareholder and recipient goals. Award designs are diversifying, creating new planning and execution risks. And the proxy is becoming a more quantitative document as companies prepare to implement new Dodd-Frank rule-making.

Meanwhile, financial reporting is evolving too. Plan designs continue to gain variety and complexity. International reporting is heating up, with all eyes on recharging, mobility, and tightened IFRS statutory requirements. Above all, finance is advancing toward insight beyond compliance, with improved management reporting that enables better business decisions.

Join Amit Tekwani and Nathan O’Connor from Equity Methods to get a jump on these issues.  We'll discuss:

·         What you need to know about the SEC’s flurry of Dodd-Frank rule-making

·         FASB’s revisions to ASC 718 have been issued – learn about the main changes to your world

·         Summary of results from the Equity Methods ASU 2016-09 survey

·         Design trends, including hybrid awards and post-vest holding periods

·         What to do about total shareholder return (TSR) awards

·         Recharging, direct tracing, and mobility complications in stock compensation reporting

Get a handle on the most pressing share-based payment issues before us in 2016.

More Information:
Continuing Education Credits: 1.25 CEP ()
Date and Time:9/15/2016 8:00 – 9:30 AM (registration and breakfast 8:00 –
Event:Ohio Chapter Meeting
Topic:Global Equity Compliance 2.0 – Taking it to the Next Level with Barbara Klementz of Baker McKenzie
Location:Cincinnati, OH Thompson Hine LLP 312 Walnut Street 14th Floor Cincinnati, OH 45202-4089
Contact:Nathan Holmes
Contact Phone:937-443-6820

Global Equity Compliance 2.0 – Taking it to the Next Level with Barbara Klementz of Baker McKenzie

Presentation Description:  If you feel that you have a good handle on global compliance issues, let’s take it up a notch!  In this presentation, Barbara Klementz of Baker McKenzie will cover a number of complex issues that can cause headaches for even the most sophisticated stock plan professionals:

  • Treatment of awards held by employees on a leave of absence and the merits of a global leave of absence policy
  • Favorable retirement provisions (based on age or age + service)
  • Tying equity awards to non-complete/non-solicitation/confidentiality covenants
  • Clawback provisions
  • The rise of Total Rewards Statements and inclusion of equity awards in TSRs
  • Special tax issues for awards held by terminated employees
  • Electronic acceptance - myths and facts

RSVP:  Email Nathan Holmes at  to confirm your attendance.  Feel free to bring colleagues who might be interested in joining NASPP. Membership is not required to attend the meeting.

More Information:
Continuing Education Credits: 1 CEP ()