Calendar of Upcoming Events for the SAN DIEGO Chapter

Prior Events

Date and Time:2/19/2015 11:30 AM – 1:30 PM
Event:Chapter Meeting
Topic:Understanding the Complexities in Proxy and Disclosure Reporting
Location:Qualcomm Inc. Building QRC, 5665 Morehouse Drive, San Diego, CA 92121
Contact:San Diego NASPP
Contact Phone:(858) 863-6412

Sometimes filing your 10-K and proxy can seem daunting and overwhelming as there are a multitude of nuanced requirements.  How do you know if you’re doing it right and what is the industry doing?  This session aims to delve in depth on proxy and disclosure topics such as disclosing the ‘value’ of awards – with a focus on alternative conceptions of value, such as “fair value,” “intrinsic value,” “realized value,” and “realizable value.”  We will also tackle the intricacies of reporting on performance awards and awards affected by corporate actions. Finally, we will discuss considerations in compiling the data needed to meet the far-reaching information requirements.

Megan Arthur
Megan Arthur is a senior associate at Cooley LLP in the Compensation & Benefits practice group and a member of the Cooley Business department. Megan specializes in the areas of executive compensation, equity compensation and employee benefits. Her experience includes assisting public companies with their compensation-related disclosure in SEC filings, advising companies through all compensation aspects of the initial public offering process and advising on shareholder relations issues that arise in connection with compensation matters.  Megan also regularly counsels companies in designing and implementing stock option exchange programs, assisting with parachute payment analysis and other benefits-related issues arising in mergers and acquisitions.
Raenelle James, CPA
Raenelle James is a Manager in the Financial Reporting practice at Equity Methods, where she oversees engagement teams handling customized, outsourced equity compensation accounting for a portfolio of Fortune 100 companies and other large, publicly traded clients. Raenelle has crafted bespoke solutions and managed projects covering a wide spectrum of client needs, including M&A transactions, international recharge programs, push down accounting automation, IFRS reporting, APIC pool and deferred tax tracking, performance and market awards, and management report development for complex entity structures. 

More Information:
Continuing Education Credits: 1 CEP (Securities Law)
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