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Calendar of Upcoming Events for the CAROLINAS Chapter

Prior Events

Date and Time:8/23/2017 11:30 am - 1:00 pm
Event:NASPP Carolinas Chapter Meeting - August 23, 2017
Topic:What’s New in Stock Compensation in 2017
Location:Charlotte - Premier, Inc., 13034 Ballantyne Corporate Place, Charlotte, NC 28277 Raleigh - Red Hat, 100 East Davie Street, Raleigh NC 27601
Contact:Robin Bernstein
Description:

The executive compensation landscape is growing in turbulence. Meeting the needs of shareholders, delivering value to retain and motivate executives, and sorting out the implications of the new administration’s arrival in Washington D.C. are all keeping HR and executive comp professionals on their toes this year. With the 2018 proxy season fast approaching for many companies, we are able to turn toward assessing future risks such as the changes in ISS’s assessment of pay-for-performance, new award designs such as hybrids, cash and the ever-growing ESPP phenomena, and Dodd-Frank demands such as ongoing CEO pay ratio development. 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 Danny Hunninghake 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 stock plan professionals.

Bios

Danny Hunninghake - Manager, Financial Reporting Services

Daniel is a Manager within Equity Methods’ Financial Reporting practice, where he helps many large publicly-traded clients solve their most difficult equity compensation problems. He leverages expertise in both technical accounting and risk management to drive new client implementations and process improvements for some of the group's most complex engagements, and is known throughout the practice for knowledge sharing and project management. A key member of an internal steering committee dedicated to championing internal controls, he takes pride in training and mentoring up-and-coming staff to deepen their technical expertise and client service acumen. He holds Bachelor and Master of Accountancy degrees from Arizona State University and is a licensed CPA in the state of Arizona.

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.

More Information:
Continuing Education Credits: 1 CEP (Accounting)
Date and Time:9/19/2017 4:00 pm - 5:30 pm
Event:NASPP Carolinas Chapter Meeting and Social - September 19, 2017
Topic:TBD
Location:Charlotte and Raleigh/Durham
Contact:Robin Bernstein
Description:

Please join fellow NASPP Carolinas Chapter members for a mixture of education and socializing. To enable effective networking, the meetings will be held separately in Charlotte and the Raleigh/Durham areas.  More details to follow.

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