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Denver: April 2019 Meeting

April 04, 2019

11:00 am to 2:00 pm


Event Contact

John Barringer
720-354-3858

Location

Prologis
1800 Wazee St Suite 500
Denver CO 80202
 
Valuation + Allocation + Modification = Trepidation?

Speaker Information

Matt Gabrielson
Senior Consultant, Financial Reporting Services
 
Matt is a senior 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. Matt graduated from Northern Arizona University with an undergraduate degree in finance and a certificate in investments.
 
Radostin Kanev
Manager, Financial Reporting Services
 
As a manager at Equity Methods, Radostin Kanev handles the intricacies of many of the firm’s most complicated financial reporting processes. Radostin is known for his ability to analyze a problem’s multiple dimensions and identify optimal solutions, especially in time-sensitive client engagements. His attention to detail and responsiveness are highly valued by clients and peers alike. From prior experience in the financial consulting industry, Radostin acquired technical and conceptual modeling skills which he applies in the course of serving clients at Equity Methods.
 
Radostin hails from Bulgaria, has studied in Spain, and enjoys traveling to different countries. Through extensive international experience, he has learned to adapt quickly to new environments and communicate successfully with stakeholders from diverse backgrounds. Radostin holds a BS in finance from the WP Carey School of Business at Arizona State University. He has also earned business certificates in international business as well as in small business and entrepreneurship.
 
Andrew L. Schwartz, CPA, CEP
Senior Manager

Andrew has more than 18 years of experience with the administration and taxation of equity compensation.

For the past 14 years, Andrew has managed the Executive Services team, responsible for all Rule 144/Section 16 equity sales and 10b5-1 plans for the employee plan and investment plan business. In addition, he serves as a lead advisor on tax and regulatory issues to Computershare’s U.S. Plan Managers business, as well as the equity compensation industry.  He is a frequent speaker at industry events and on webinars.

Andrew earned an M.B.A. in Taxation from the Stern School of Business at New York University, and a B.A. from the University of California at Davis.  He is a Certified Public Accountant, Certified Equity Professional, and holds FINRA series 7, 24, 27, and 63 securities licenses. In 2017 he received a ten-year service award from the NASPP.
 

Event Details

Making Sense of ESPP Accounting  

Presented by Equity Methods & Computershare

ESPP’s are a great way to encourage employee ownership, but can be tricky to account for, particularly when the plan has certain design features. These back-to-back sessions will cover the basics of accounting and financial reporting for ESPPs, including data needs, expense recognition, and earnings per share. We will also cover more complex issues of fair value, changes to contributions, and rollovers vs. resets.


Our Host
Prologis
1800 Wazee St Suite 500
Denver Colorado

RSVP via return e-mail



More Information

The Chapter meeting format includes two sessions; one before lunch, beginning at 11:00 am, one after lunch, beginning at  12:15 pm. Each session is one hour long and affords the attendee one hour of CEP Continuing Education credit. You may attend one or both sessions. The second session is followed by unstructred networking. See you there!

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June 11, 2019

Denver: June 2019 Meeting

June 11, 2019 11:00 AM - 2:00 PM

Offices of PwC - Downtown Denver
1900 16th St Mall #1600
Denver CO 80202

Financial Wellness in the Workplace & Trends in Equity Compensation

 

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.

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