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.
Daniel is a Senior Manager within Equity Methods’ Financial Reporting practice, where he helps many large publicly-traded clients solve their most difficult equity compensation problems. He leverages expertise in both technical accounting and risk management to drive new client implementations and process improvements for some of the group's most complex engagements, and is known throughout the practice for knowledge sharing and project management. A key member of an internal steering committee dedicated to championing internal controls, he takes pride in training and mentoring up-and-coming staff to deepen their technical expertise and client service acumen. He holds Bachelor and Master of Accountancy degrees from Arizona State University and is a licensed CPA in the state of Arizona.
What’s New in Equity Compensation?
Big developments have transpired in equity compensation in 2018. The Tax Cuts and Jobs Act 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 Daniel Hunninghake from Equity Methods as he provides 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)
- Emerging issues and best practices in performance goal-setting
- Burn rates and trends in broad-based equity granting
- Increased interest in employee stock purchase plans (ESPPs)
Throughout the presentation Nathan and Daniel will also weave in highlights from Equity Methods’ biennial SBC Accounting and Executive Compensation Decision Support Surveys released in Summer 2018.
7:30 - 8:15 AM: Breakfast and networking
8:15 - 9:30 AM: Presentation and Q&A
Dollar General Corporate Headquarters
100 Mission Ridge
Goodlettsville, TN 37072
Note: The meeting will be in the Turner-One building, which is the second white building past Integrity Place building. To learn more about driving directions and to see the Dollar General campus map please download the Event Flyer from NASPP Nashville chapter event page
The meeting is free and open to NASPP members and guest. We encourage you to please invite your colleagues to attend the meeting as our guest.
Please RSVP by emailing: Nashville@naspp.com
Tommy Swindle, CEP
President, NASPP Nashville Chapter