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SLC NASPP: April 28th Meeting - Accounting for Change

April 28, 2020

11:30 am – 1:00 pm


Event Contact

Michael McComas
(801) 835-8549
michael.mccomas@etrade.com

Location

Health Equity Offices
15 W. Scenic Pointe Drive, Ste 100
Draper, UT 84020
 
Join us for a Lunch & Learn session - Accounting for Change: Common Situations Where Equity Awards Are Modified. (Lunch generously provided by Health Equity)

Speaker Information

Jon W. Burg, FSA, CEP
Jon is a Partner and practice leader at Infinite Equity. Jon has a passion for equity compensation with over 20 years of experience guiding companies from initial idea to full execution with the ability to maximize the value of the programs offered. Jon leverages an extensive actuarial background to apply an added rigor and discipline to the design, valuation, and implementation of employee equity compensation programs. Jon previously held roles leading global equity compensation teams and recently served as the Vice Chairman of the Global Equity Organization’s (GEO) Board of Directors. Jon has a Bachelor of Science in Mathematics and Economics from University of Washington, is a Fellow of the Society of Actuaries, and is a certified equity professional. He is based in San Francisco.

Deidre Salisbury, FSA, CEP
Deidre is a Director at Infinite Equity, specializing in valuation, accounting, and plan design for her clients. Deidre has over nine years of compensation and benefits experience.   Prior to joining Infinite Equity, Deidre held positions at two large consulting firms, most recently focusing on equity compensation solutions and previously retirement plan benefits. Deidre earned a Bachelor of Art in Mathematics/Actuarial Science from the University of Connecticut.  She is a Fellow of the Society of Actuaries and Certified Equity Professional designation. Deidre is based in San Francisco.
 

Event Details

Accounting for Change: Common Situations Where Equity Awards Are Modified
Outstanding equity awards are subject to change or modification for a wide variety of reasons including corporate activity and changing company circumstances and objectives. Mergers & acquisitions and spin-offs occur on a regular basis within today’s business environment, and can have significant impact on equity programs and restructuring. Modifications of equity awards can also take place to adapt to varying individual or company circumstances, requiring special accounting treatment as well. In this session, we’ll cover key accounting considerations for each of these common situations (i.e., M&A, spin-offs, terminations, and underwater stock options) and delve into design considerations of each. Join us to refresh your knowledge on these topics, learn new tips, and be ready for any changes to your equity. 

Lunch generously provided by Health Equity

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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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