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Los Angeles: April 17th Lunch Mtg. with Equity Methods on ESPP Design

April 17, 2019


Event Contact

Joanne Wendler
Pulling the Correct Levers on your ESPP: Insights on Design, Valuation and Accounting with Josh Schaeffer and Nick Faris of Equity Methods

Speaker Information

Josh Schaeffer is a director and practice leader for Equity Methods’ valuation practice. Josh brings deep academic and practical experience in economics, finance, and statistics to a range of challenges including valuation and compensation.

Josh works closely with finance executives across a broad range of public and private firms. He leads teams in valuing instruments and designing models for a wide array of derivative securities pertaining to compensation agreements, private companies, partnerships, earnouts, and guarantees. He also helps companies assess their median employee compensation for purposes of their CEO pay ratio calculation and assists companies with assessing pay equity among other compensation issues.

Prior to joining Equity Methods, Josh worked with Deloitte Financial Advisory Services and Cornerstone Research.  In these roles, he focused on valuations and statistical analyses of businesses and investments for financial reporting, tax, consulting, litigation, and arbitration purposes.

Josh holds a BA in economics and math from the University of Rochester and a PhD and MBA in finance from the University of Chicago Booth School of Business, and aspires to visit every Major League Baseball Ballpark.

Event Details

Please RSVP to

Pulling the Right Levers on your ESPP:  Insights on Design, Valuation and Accounting.
Presented by Josh Schaeffer, PhD, Director, Equity Methods, and Nick Faris, Senior Consultant, Equity Methods, hosted by UBS.

As a popular employee retention and ownership plan, ESPPs offer almost limitless customization to companies looking to implement or improve upon their current offering.  Equity Methods' Josh Schaeffer and NIck Faris will demystify common potential features of ESPPs and discuss the practical implications of each within a plan.

By going over the up-front and downstream valuation and accounting implications of ESPPs, attendees will understand the leverage available to their companies, such as extended offering periods, resets and rollovers, along with the impact of such levers.  Additionally, administrators will gain insight into the workings of different plans, helping them educate participants in a valuable way.  Further, the presenters will highlight strategic concerns along with market data examples to help attendees consider optimizations to their current plans.


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