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NY/NJ: November 14 Meeting - Equity Methods

November 14, 2018

8:30am - 10:30am ET


Location

UBS
1285 Avenue of the Americas (6th Ave.), 14th Floor
NY, NY 10019
 
What’s New in Equity Compensation? Things to think about as 2019 approaches…

Event Details

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 from Equity Methods as he provides updates on these and other topics, with a look forward to what may transpire in 2019, 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
  *   Increased interest in employee stock purchase plans (ESPPs)
 
Throughout the presentation Nathan will also weave in highlights from Equity Methods’ biennial SBC Accounting and Executive Compensation Decision Support Surveys released in August.
 

Speaker Information

Nathan O’Connor
Nathan 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.

Boxian Kolb
Boxian leads several of the Equity Methods’ largest and most complex financial reporting engagements. She is passionate about her clients, and regarded within and outside the firm as an outstanding project manager who drives traction on lengthy and complicated projects. Throughout the course of her role as a Senior Consultant, Boxian has served clients in a wide array of technical areas such as assumed awards (ASC 805), spin-out transactions, IFRS reporting, forecasting and flux analysis, and emerging issues in equity compensation. Boxian also possesses a deep understanding of market and performance awards, assisting with accounting policy analysis and process design for some of the most intricate programs in existence.
 
Boxian actively contributes to Equity Methods’ research and thought leadership initiatives, having played a key role in formulating the firm’s perspectives on FASB’s Accounting Series Updates 2016-09 and 2014-12. In particular, Boxian has served as one of internal specialists on ASU 2016-09 client readiness assessments and go-live preparation.
 
Boxian is a CPA in the state of Arizona and holds a master’s degree in accountancy from Arizona State University.
 


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