Calling all Accounting, Tax, and SEC/Financial Reporting professionals! This is one session you do not want to miss. No NASPP membership is required--open to all. Stock Plan Admins, please invite your colleagues from other departments who would benefit from this topic.
The Accounting, Data Management, and Tax specialists discuss issues, best practices, and pitfalls for equity compensation from their perspectives. During this session, PwC practitioners Ken Stoler (SEC/Accounting), Matthew McKittrick (Data Management), and Kari Piehl (Tax) will discuss the SEC staff's current focus areas for stock compensation, transitional data issues (IPO, Acquisition/Merger, or New Equity Vendor), missing tax deductions, and tax tracking issues. This session will further examine best practices in accounting, managing and tracking for equity compensation, recent regulatory hot topics and highlight the latest pitfalls encountered by issuers during the most recent audit busy season. This would be a great session for you to invite individuals from other departments, such as Accounting, SEC/Financial Reporting, and Tax.
As a partner in PwC’s Human Resource Services practice, I lead our HR Accounting Advisory group. My team and I work with companies on various aspects of employee compensation arrangements, including financial reporting, tax, process, and design. I’ve worked extensively with public and private companies of all sizes and in all industries on compensation-related issues associated with acquisitions and divestitures, spin-off's and carve-outs, going-public transactions, restructurings and severance arrangements. I speak often on employee compensation issues, have authored many publications on the topic, and am often quoted in various media articles.
Prior to assuming this role, I spent four years in PwC's national office, and earlier in my career spent two years as an inspector with the PCAOB and seven years as an audit manager with Deloitte, including in Deloitte's national office. I received my bachelor's degree from Emory University in Georgia, and am a Certified Public Accountant licensed in California, Georgia, New Jersey, and New York. Specialties: Accounting, tax, process and design for stock compensation, deferred compensation, pensions and other postretirement benefits, severance arrangements, restructurings