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Houston: August 2018 Luncheon

August 29, 2018

12:00pm - 1:00pm

Event Contact

Kevin Roberts


Hunton Andrews Kurth
600 Travis St, Suite 4200
Houston, TX 77002
For more information and to register please go to:

Speaker Information

Nathan O’Connor
Managing Director
Equity Methods
Nathan O’Connor is a Managing Director at Equity Methods, a consultancy in Scottsdale, Arizona 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 financial management 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 and the advisory board of the Certified Equity Professionals Institute at Santa Clara University.
Matt Gabrielson
Senior Consultant
Equity Methods
Matt Gabrielson 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. Matt supports ongoing reporting, develops internal processes to drive efficiency and risk management, and leads new client implementations. Matt uses his SAS programming expertise to tackle complex client reporting issues including assumed awards, award modifications, international tax recharges and difficult ESPP plans. In addition, he is involved with internal training and mentoring programs, as well as thought leadership publications. Matt graduated from Northern Arizona University with an undergraduate degree in finance and a certificate in investments.

Event Details

What’s New in Equity Compensation in 2018?

Big developments have transpired in equity compensation in 2018. The Tax Cuts and Jobs Act, which became law on December 22, 2017, introduced sweeping changes to deferred taxes and other areas of equity award accounting and design.  Companies with after-tax performance metrics have had important decisions to make, and all companies have been dealing with adapting to the revisions to 162(m).  Other hot topics in the executive compensation landscape have been major shifts in ISS’s pay-for-performance quantitative model, an increase in interest in pay equity and board diversity, and ongoing evolutions in plan design. Join Nathan O’Connor and Matt Gabrielson from Equity Methods as they provide updates on these and other topics, touching on:
  • Current executive compensation design trends
  • Performance metric-setting in light of tax reform and unfolding best practices 
  • Revisions to 162(m) deductibility and an update on industry’s interpretation of the changes
  • CEO pay ratio results from the 2018 proxy season
  • ISS’s new financial performance assessment (FPA)
  • Pay equity issues

Related Events

October 15, 2019

Houston NASPP Chapter Luncheon

October 15, 2019 12:00 - 1:00pm

Hunton Andrews Kurth
600 Travis Street, Suite 4200
Houston, TX 77002

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