Equity Methods will be discussing ways outstanding organizations are unlocking greater value in stock compensation accounting – beyond just getting by with basic compliance. These ideas are from a survey Equity Methods conducted in 2015, aimed at understanding novel practices implemented across a universe of 245 companies. Key conclusions include best-in-class forecasting and budgeting, bringing greater science and precision to award design, pushing expense down to detailed cost center or business unit levels to support management accounting, and recharging equity abroad. The presentation will include a summary of the key conclusions drawn from the survey and subsequent analysis.
Valuation Services Practice Leader
Nathan O’Connor is Managing Director and Valuation Services Practice Leader at Equity Methods. He was also recently Adjunct Lecturer in Finance in the Eller College of Management at the University of Arizona. In his role at Equity Methods, Nathan oversees client delivery, operations, and R&D in support of client engagements for more than 200 public companies, including more than 20 of the Fortune 100, in 33 states around the United States. Nathan also works closely with the Financial Reporting Group at Equity Methods and assists in formulating the firm’s policy positions on technical topics related to equity compensation and complex securities valuation. He has authored or co-authored many of Equity Methods’ white papers and industry practice alerts. Nathan is a nationally recognized speaker at industry events and frequently leads instructional webinars on industry best practices and recent trends in equity compensation valuation. He has directly consulted to senior executives at several Fortune 50 companies and more than 100 public companies of all sizes on the compliance requirements of ASC Topic 718. Nathan is an active member of Financial Executives International, and he previously served on the boards of the Las Vegas and Phoenix Chapters of the NASPP.
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.
Continuing Education Credits:
1 CEP (Accounting)