Calendar of Upcoming Events for the SALT LAKE CITY Chapter

Prior Events

Date and Time:8/17/2016 noon
Event:Salt Lake City August 2016 Chapter Meeting
Topic:Current Trends in Stock Compensation: What to Expect in 2017
Location:Holland & Hart Offices (Downtown Salt Lake) 222 South Main St. Suite, 2200 Salt Lake City, Utah 84101
Contact:Gustavo Dalanhese
Contact Phone:801-567-6116

2016 has not been a dull year for the equity compensation industry. We now have final guidance from the SEC on the CEO pay ratio disclosure. Soon, we will have final guidance on other areas of Dodd-Frank implementation, such as pay vs. performance.  After a decade, the FASB released ASU 2016-09 in March of this year, revising ASC 718 in some appealing ways. Collectively, these changes have kept stock plan professionals in various departments busy this year.

Join Nathan O’Connor and Daniel Hunninghake of Equity Methods for a discussion of some of these new trends, challenges, and issues to be watching for as 2017 approaches.  They’ll touch on a variety of topics such as:

·         CEO pay ratio: key tips on preparing the disclosure

·         Pay vs. performance disclosure: implementation issues and expected impacts on award design

·         Discounts due to post vest holding restrictions

·         Summary of results from the Equity Methods ASU 2016-09 survey

·         The growth of hybrid awards as a balanced solution to many problems

As a bonus, they’ll provide a few pointers for audience members from private companies along the way too.  Discover what’s on the horizon and how it can affect both finance and compensation professionals in the coming year.



Nathan O’Connor

Managing Director, Valuation Services

Nathan O'Connor is Managing Director and Valuation Services Practice Leader at Equity Methods, an equity compensation valuation and financial reporting consultancy in Scottsdale, Arizona.  In his role as the national valuation practice leader, Nathan oversees all client delivery, operations, and R&D in support of more than 200 public and private companies in 34 states, including 20 of the Fortune 100.  Nathan also works closely with the Financial Reporting Group at Equity Methods and assists with formulating the firm’s policy positions on all technical topics related to equity compensation valuation.  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 and pay ratio analysis.


Daniel Hunninghake

Manager, Financial Reporting Services

Daniel Hunninghake 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.

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