Calendar of Upcoming Events for the ATLANTA Chapter

Prior Events

Date and Time:8/24/2017 11:30 am to 1:30 pm
Event:NASPP Atlanta Chapter Meeting Sponsored by Equity Methods
Topic:What's New in Equity Compensation in 2017
Location:Offices of Acuity Brands, Inc. 1170 Peachtree Street, NE Suite 2300 Atlanta, GA 30309 Parking Access - Crescent Avenue
Contact:Jill Gilmer

What’s New in Stock Compensation in 2017

Sponsored by Equity Methods

The executive compensation landscape is growing in turbulence. Meeting the needs of shareholders, delivering value to retain and motivate executives, and keeping up with the implications of ongoing developments in Washington D.C. are all keeping HR and executive comp professionals on their toes this year. Proxy season has now passed and minds are able to turn forward toward assessing future risks such as the changes in ISS’s assessment of pay-for-performance, getting started on CEO pay ratio, and new award designs such as hybrids, cash and the ever-growing ESPP phenomena.  In financial reporting and tax departments, the go-live of ASU 2016-09 and major changes in performance granting trends have meant a need to be ready for considerable changes in these areas too. In the midst of all this activity, stock plan professionals can play a key role in supplying information to support decision-making, advising management on best practices, and pointing out risks in current compensation programs. In this presentation, Nathan O’Connor and Amit Tekwani from Equity Methods will share trends and practices in award formation and accounting that EM has seen emerging recently among clients and industry friends. Specific discussion topics will include benefits and methodologies of tax settlement forecasting in light of ASU 2016-09, a discussion of how companies can set accounting-based performance award goals more rigorously, and a brief touch on the Trump Administration’s impact on the equity compensation landscape to date. Join us as we explore the latest news and best practices on these issues of current interest to professionals in executive compensation, stock plans, and financial reporting.

Nathan O’Connor, Managing Director

Nathan is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities. As the first point of contact for prospective clients, Nathan brings over a decade of quantitative consulting experience to bear in collaborating with the Valuation, Reporting, and HR Advisory practices within Equity Methods to ensure that prospective clients’ needs are met. As a liaison between the company and the broader compensation community, he shares best practices at industry events throughout the country and through publishing technical articles. Prior to his current role, Nathan served as the national valuation practice leader at Equity Methods, where he oversaw all client delivery, operations, and R&D in support of more than 400 public and private clients, in addition to directly serving the compensation consultants and senior executives of several Fortune 50 companies. A technician at heart, Nathan is a Certified SAS Base Programmer who has taught core finance topics in the University of Arizona’s MBA program and internal derivatives workshops at Equity Methods. He previously served on the boards of the Las Vegas and Phoenix chapters of NASPP. He currently serves on the Board of the Arizona Chapter of Financial Executives International.

Amit Tekwani, Managing Director and Financial Reporting Practice Leader

Amit Tekwani directs the financial reporting practice at Equity Methods. He has partnered with public and private companies to solve a wide range of valuation and financial reporting problems, having assisted over 150 companies in varying capacities since joining Equity Methods in 2007. Amit is widely regarded throughout the industry for his dexterity in designing, reviewing, optimizing, and managing large and complex equity compensation reporting processes. Specifically, he has led projects involving equity award plans with hundreds of thousands of participants, large M&A activity, performance-based awards, modifications, and restatements. Amit is a superb engagement leader. He is particularly known for his ability to uncover and dissect client needs, and then lead his project teams toward thoughtful solutions. Within Equity Methods, Amit is known for consistently driving process reengineering and insisting on processes being architected with flexibility and risk management in mind. With a background in accounting and analytical finance, Amit possesses deep theoretical expertise that he leverages in helping clients formulate accounting policies and identify gaps in current methodologies.

More Information:
Continuing Education Credits: 1 CEP (Various)
Date and Time:9/20/2017 11:30 - 1:30 pm ET
Event:NASPP Atlanta Chapter Meeting with Presentation by Robert Purser, PwC
Topic:Current State of Affairs - ACA, Dodd-Frank and Global Tax Policies
Location:PwC Atlanta 1075 Peachtree Street, Suite 2600 Atlanta, GA 30309
Contact:Jill Gilmer

Program Overview:  Our new President and a Republican led Congress have a full plate as they seek to fulfill campaign promises. From travel bans to pipelines, climate change policies to border security, Washington, DC is certainly on fire with diverse discussions. A key piece of the Administration's policy objective focuses on tax, finance and corporate governance. Debates around changing or repealing of the Affordable Care Act, "dismantling" Dodd-Frank and reforming the tax code have generated more questions than answers. Listen in as Robert Purser, Partner in PwC’s Human Resource practice discusses the current state of affairs with a view of its impact on compensation.

Among other topics, this program will include:

•             Repeal or revision of the Affordable Care Act and what it might mean for the additional Medicare tax;

•             What we might anticipate from possible corporate and individual tax reform;

•             Potential repeal of Dodd-Frank and how those changes may affect the CEO Pay Ratio and other disclosures;

•             Impact on multinational corporations and their global tax positions.

Speaker Bio:  Robert Purser is a Partner in PwC’s Global Human Resource Solutions practice. He assists clients with compensation matters, including executive and equity based compensation, and benefit programs regarding accounting, reporting and tax compliance. Robert also supports clients with corporate transaction services as it relates to stock-based compensation issues and conversions. Additionally, he helps companies with the design, implementation and internal controls review of HR processes to improve process efficiency and risk mitigation. Prior to joining PwC, Robert served as the Director, Advanced Solutions, for a leading equity compensation solution provider where he supported clients with corporate transactions services, financial reporting solutions, implementation support and custom reporting solutions. Robert has more than 20 years of accounting and finance experience working for both public and private companies. Robert holds a Bachelor of Science degree in Accounting from Georgia State University, and is also a Certified Public Accountant. Robert is a frequent speaker on equity based compensation topics at financial conferences and industry events, including the CFO Forum, CFO Rising, Global Equity Organization (GEO) International, National Association of Stock Plan Professionals (NASPP), National Equity Compensation Forum (NECF) and E*TRADE Directions.

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