2016 State of the Union in Equity Compensation
2016 is off to a busy start for equity compensation.
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 David Outlaw 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
- Design trends, including hybrid awards and post-vest holding periods
- New approaches toward goal setting
- What to do about total shareholder return (TSR) awards
- Employee stock purchase plans (ESPPs)
- 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.
Amit Tekwani, Managing Director, Financial Reporting Services Practice Leader
Amit Tekwani directs the financial reporting practice at Equity Methods. He has served as a consultant in both the valuation practice and the financial reporting practice, 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. Prior to joining Equity Methods, Amit held finance and accounting positions that provided additional exposure to process design, controls, and finance theory.
David Outlaw, Manager, Valuation Services
David is a Manager at Equity Methods, specializing in compensation design and modeling, as well as fair value measurement and accounting under ASC 718. Throughout his seven-year tenure at Equity Methods, David has managed many of the practice’s largest and most complex engagements. David plays an integral practice development role within the firm, contributing to R&D initiatives, thought leadership, training and development, and special projects. In particular, David has played an essential role in the practice’s build-out of goal setting models, proxy modeling and messaging, modification design and execution, and merger and spin-out transactions. David is widely known throughout Equity Methods for his ability to get to the heart of client problems, execute rapidly against goals, and communicate ideas clearly. For this reason, David plays a leadership role in numerous internal training and mentoring programs and is also one of Equity Methods’ most prolific authors and presenters. David holds a B.S. in Finance and a B.S. in Economics, both from the Barrett Honors College at Arizona State University.