Calendar of Upcoming Events for the ORANGE COUNTY Chapter

Prior Events

Date and Time:4/29/2015 11:30-1:00
Event:Orange County Chapter Meeting
Topic:A Look at LTI and ESPP Design Practices Among California Companies
Location:First American, 1 First American Way, Santa Ana, CA 92707
Contact:Christina Howell
Contact Phone:562-787-0772

A Look at LTI and ESPP Design Practices Among California Companies


Tara Tays, Senior Manager, Compensation Strategies, Deloitte Consulting LLP, will be presenting a Look at Long-Term Incentive (LTI) and Employee Stock Purchase Plan (ESPP) Design Practices Among California Companies.


Getting the right equity program in place can be crucial for companies to motivate, retain and attract employees. This presentation is designed to help companies understand the trends behind the granting of equity grants, including stock options\stock appreciation rights, restricted stock\units, and performance shares, as well ESPP. Program highlights include:

·         Levels of participation

·         Types of vehicles granted

·         Number of vehicles utilized

·         Length and type of vesting period of equity awards

                                      ·         For performance based awards this will include the performance metrics utilized

·         Valuation methodologies

·         Termination provisions (e.g., retirement, change in control, death, and disability)

·         Burn rate and overhang levels

·         ESPP

 The audience will be exposed to the survey results from Deloitte Consulting LLP and the National Association of Stock Plan Professionals’ most recent Domestic Stock Plan Design survey and Domestic Stock Plan Administration survey.  Additionally, the presentation will cover the difference between grant design practices among California companies and nationally.


Tara specializes in designing competitive compensation programs (e.g., short- and long-term incentive plans, retention plans, deferred compensation) for both publicly-traded and privately-held companies, as well as designing employment, change-in-control, and severance agreements.  She interfaces with both Boards of Directors and Management on technical issues (e.g., tax, accounting, and securities regulations) related to executive and director compensation and corporate governance issues. She is the lead consultant responsible for the long-term incentive plan design and stock plan administration surveys co-sponsored by Deloitte Consulting and the National Association of Stock Plan Professionals.



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