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Calendar of Upcoming Events for the SALT LAKE CITY Chapter

Prior Events

Date and Time:6/29/2017 Noon
Event:Salt Lake City June 2017 Chapter Meeting
Topic:Day 2 considerations of adopting the new stock compensation amendments
Location:Holland & Hart Offices (Downtown Salt Lake) 222 South Main St. Suite, 2200 Salt Lake City, Utah 84101
Contact:Mike McComas
Contact Phone:801-835-8549
Contact Email:Michael.Mccomas@etrade.com
Description:

This session will look at lessons learned as companies adopt the new accounting amendments, and explore "Day Two" considerations under the new regime. Ken will touch on key topics, including comparing FASB vs. IRS rules for tax withholding on equity net settlements; treatment of forfeiture estimates in an acquisition and in award modifications; new NYSE guidance on shareholder approval requirements for plan modifications to allow withholding at maximum rate; potential implications of new windfall/shortfall rules on non-GAAP earnings measures; and much more.

Bio:

Ken Stoler

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

More Information:https://saltlakenaspp.wufoo.com/forms/salt-lake-naspp-june-2017-meeting/