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Denver: Luncheon Meeting

March 02, 2018

12:00 Noon


Event Contact

John Barringer
denver@naspp.com

Location

Charles Scwab
9800 Schwab Way
Lone Tree, CO
 
Executive Compensation and Equity Accounting Trends for 2018

Event Details

As 2018 gets underway, the executive compensation landscape continues to evolve and change in various ways. So far, tax reform has been the big-ticket item, cutting through both financial reporting and executive compensation goal setting. Next up is CEO pay ratio, with a tidal wave of live disclosures right around the corner.  Plan for more diversity in award design, with multi-metric performance awards becoming increasingly common. 2018 will also mark the launch of ISS’ Financial Performance Assessment (FPA) test, which is their effort to diversify away from only looking at relative total shareholder return.

In the stock compensation financial reporting space, there’s a growing emphasis on performing more flexible and precise forecasting, budgeting, and predictive modeling. Finance leaders are asking for more clarity into where numbers will trend and why prior expectations were off. Last but not least, plan for tax accounting to be much more heavily scrutinized now that excess benefits are flowing through earnings.

Join Takis Makridis, Matt Gabrielson, and Nathan Vega of Equity Methods as they share their thoughts on the top executive compensation and equity compensation accounting topics of 2018. The session will draw from Equity Methods’ recently completed biennial surveys devoted to trends in the priorities of executive compensation and corporate accounting departments.

CEP Continuing Education: 1 hour in Equity Plan Design, Analysis, and Administration

Presenters:

Takis Makridis, CEP
Equity Methods
President and CEO

Takis Makridis is responsible for the strategy, service delivery, and thought leadership efforts at Equity Methods. Leveraging extensive consulting experience, Takis is relentlessly committed to delivering practical, plain-English, high-impact solutions to clients while remaining active in the firm’s research efforts. The 60-plus professionals at Equity Methods assist clients in the valuation, design, and financial reporting of equity compensation awards, as well as the valuation of other complex securities. Equity Methods has served over 500 companies, with a particular focus on large organizations with complex equity compensation programs (having served 30 Fortune 100 companies). Takis also is a contributor to various technical publications and is cited in media such as the New York Times, Corporate Board, Thomson Reuters, Bloomberg BNA, CFO.com, Compliance Week, and Treasury and Risk. Takis is a member of the WP Carey School of Business Dean’s Council. He holds a BS in economics and finance from Arizona State University, an MBA from Oxford University, and is a Certified Equity Professional (CEP).

Matt Gabrielson
Equity Methods
Consultant, Financial Reporting Group

Matt is a consultant within Equity Methods’ financial reporting group, where he works with both public and private companies to help solve their equity compensation problems. In his current role, Matt supports ongoing reporting, helps set up new clients with Equity Methods, develops internal processes to drive efficiency, and contributes to thought leadership initiatives. Matt uses his SAS programming expertise to tackle complex client issues including assumed awards, award modifications, and international tax recharges.

Before joining Equity Methods, Matt held internships with Smith Gardner Slusky Law and Northwestern Mutual. Matt graduated from Northern Arizona University with an undergraduate degree in finance and a certificate in investments.

Nathan Vega
Equity Methods
Consultant, Financial Reporting Group

Nathan is a consultant with Equity Methods’ valuation services group. In his current role, Nathan supports his clients by valuing a wide range of equity compensation instruments under ASC 718. He has experience valuing complex securities such as contingent consideration, convertible debt, and warrants. He also provides private company valuations in accordance with section 409A. Nathan’s programming skills include SAS and @Risk.

Prior to joining Equity Methods, Nathan worked with the alumni relations director at the Eller College of Management to develop and maintain strong alumni relationships with the college. Nathan holds a BS in finance from the Honors College at the University of Arizona, where he was an active member of Delta Sigma Pi and the Financial Management Association.


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