With the arrival of a new administration in Washington D.C., 2017 has emerged as a year of much intrigue and uncertainty for equity compensation professionals of all kinds. With the go-live of ASU 2016-09 and major changes in performance granting trends, financial reporting and tax departments are likely to experience considerable changes in the upcoming year. How can P&L volatility be managed in a world with no APIC pool? Compensation and HR professionals will also need to showcase nimbleness in 2017, as proxy season winds down and minds 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 cash and the ever-growing ESPP phenomena, and Dodd-Frank demands such as ongoing CEO pay ratio development and whether pay vs. performance rules will ever materialize. We will also touch on how the new administration may change equity compensation, including Dodd-Frank rulemaking. Join the chapter, and Nathan O'Conner of Equity Methods, as we explore the latest news and best practices on these issues of current interest to equity compensation, financial reporting, and stock plan professionals.
Nathan O’Connor, Managing Director
Nathan O’Connor 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.
Continuing Education Credits:
1.5 CEP (Various)