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Seattle Chapter NASPP Lunch Meeting - April 19th

April 19, 2018

11:30 a.m. to 1:00 p.m.


Event Contact

Emily Curcio
206-674-3033
emily.curcio@computershare.com

Location

Microsoft - ADVANTA - C
3003 160th Ave SE
Bellevue, WA
 
Executive Compensation and Equity Accounting Trends for 2018

Event Details

Registration: 11:30am - 12:00pm

Presentation: 12:00pm - 1:00pm

Location & Parking:

There are plenty of free surface stalls surrounding Advanta Building C and a free parking garage underneath. Free parking garages are also located next to Buildings A and B (about a two minute walk to Building C). Please plan to arrive a few minutes early to check in at reception with a photo ID and your license plate number.

Presenters:

  • Boxian Kolb, CPA | Senior Consultant | Equity Methods
  • Amit Tekwani | Managing Director | Equity Methods

Description:

As 2018 gets underway, the executive compensation landscape continues to evolve and change in various ways. So far, tax reform has been the big-ticket item, cutting through both financial reporting and executive compensation goal setting. Next up is CEO pay ratio, with a tidal wave of live disclosures right around the corner. Plan for more diversity in award design, with multi-metric performance awards becoming increasingly common. 2018 will also mark the launch of ISS' Financial Performance Assessment (FPA) test, which is their effort to diversify away from only looking at relative total shareholder return.

In the stock compensation financial reporting space, there's a growing emphasis on performing more flexible and precise forecasting, budgeting, and predictive modeling. Finance leaders are asking for more clarity into where numbers will trend and why prior expectations were off. Last but not least, plan for tax accounting to be much more heavily scrutinized now that excess benefits are flowing through earnings.

Join Amit Tekwani and Boxian Kolb of Equity Methods as they share their thoughts on the top executive compensation and equity compensation accounting topics of 2018. The session will draw from Equity Methods' recently compiled biennial surveys devoted to trends in the priorities of executive compensation and corporate accounting departments.

 

Speaker Information

Boxian Kolb, CPA | Senior Consultant | Equity Methods

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 transaction, 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 the 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.

Amit Tekwani | Managing Director | Equity Methods

Amit Tekwani directs the financial reporting practice at Equity Methods. He has served as a consultant in both the valuation practice and the financial reporting practice, having assisted over 150 companies in varying capacities since joining Equity Methods in 2007.

Amit is widely regarded throughout the industry for his dexterity in designing, reviewing, optimizing, and managing large and complex equity compensation reporting processes. Specifically, he has led projects involving equity award plans with hundreds of thousands of participants, large M&A activity, performance-based awards, modifications, and restatements.

Amit is a superb engagement leader. He is particularly known for his ability to uncover and dissect client needs, and then lead his project teams toward thoughtful solutions. Within Equity Methods, Amit is known for consistently driving process reengineering and insisting on processes being architected with flexibility and risk management in mind. With a background in accounting and analytical finance, Amit possesses deep theoretical expertise that he leverages in helping clients formulate accounting policies and identify gaps in current methodologies.

Prior to joining Equity Methods, Amit held finance and accounting positions that provided additional exposure to process design, controls, and finance theory. Amit received his MBA in finance from Thunderbird School of Global Management, and belongs to the Beta Gamma Sigma national honor society. He also holds an MS in accounting from Gujarat University in India.


Fee Structure

Meeting Fees: 

Members:

Lunch will be sponsored for NASPP members by Equity Methods.

Non-Members:

Meeting fee is $25.

Payments can be made via PayPal under account seattle@naspp.com.

We can accept checks at the meeting made payable to "Seattle Chapter of NASPP."

***Thank you to our generous sponsor: Equity Methods***



More Information

CEP Credits:

Certified Equity Professionals (CEPs) may earn credit toward continuing education (CE) by attending this meeting. For more information about the CEP continuing education requirements, please refer to the CEP website.

 

About Us

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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