- Guide to Foreign Currency Management for Stock Plans, and
- What's New in 2020: The Impact of COVID-19 on Equity Compensation
Guide to Foreign Currency Management for Stock Plans
Offering a stock plan globally means exposure to a variety of foreign currency issues, e.g., volatile exchange rates, difficult exchange control laws, etc., which ultimately impacts your participants’ experience. As such, companies need to decide how to manage these foreign currency exposure issues while also keeping the best interests of their participants in mind. This session will focus on company risk tolerance, administrative and design considerations and more around foreign currency management for global stock programs. Discover the various ways companies are managing this tricky topic so that the outcome is mutually beneficial for the participant and the company.
What’s New in 2020: The Impact of COVID-19 on Equity Compensation
As the new decade gets underway, the Coronavirus outbreak and market volatility have had a profound impact on equity compensation. A large number of new problems have arisen on the plates of stock plans, compensation, and financial reporting professionals: How should new awards be designed? How should outstanding awards that are now underwater or non-performing be addressed? What are the proxy implications of various modifications the company is contemplating? The answers to these questions carry direct implications for SEC reporting, stock plans, and compensation professionals. In this presentation, Equity Methods will provide an overview of the major new issues that have emerged in recent weeks and provide practical guidance on things to look out for as 2020 continues to unfold.
- Robyn Shutak, Equity Advisory Services Practice Leader, Computershare
- Jessica Laddon, Senior Relationship Manager, Computershare
- Nathan O’Connor, Managing Director, Equity Methods
- Alec Katric, Senior Consultant, Equity Methods
Click here to access the program recording.
Robyn A. Shutak, CEP
Equity Advisory Services Practice Leader, Computershare
Robyn Shutak is a practice leader for Computershare’s U.S. Plan Managers business and has more than 15 years of comprehensive experience with employee equity programs. In her current role, Robyn helps increase the company’s brand awareness in the U.S., cultivate new and existing relationships through content development and additional services, and as a subject matter expert, helps support Computershare’s products, events, and initiatives.
Prior to joining Computershare, Robyn worked as a Senior Director at the Global Equity Organization (GEO) where she was instrumental in transforming their membership services, was the Education Director for the National Association of Stock Plan Professionals (NASPP) and has held positions at various corporate issuer companies in the San Diego area.
Robyn is a Certified Equity Professional (CEP). She has served on the Certification Counsel of the CEP Institute and the Curriculum Committee and has been regularly recognized by the CEP Institute with Volunteer Excellence awards. Robyn is a frequent speaker on equity compensation topics and is a co-author of the book, “If I’d Only Known That,” published in 2011 by the NCEO. She served as the Programming Director for the San Diego Chapter of the NASPP for more than seven years.
She holds a BA in English from San Diego State University and a Paralegal Certificate (with honors) from the ABA Paralegal Program at the University of San Diego.
Jessica Laddon, CEP
Senior Relationship Manager, Computershare
Jessica Laddon currently holds the position Assistant Vice President, Senior Relationship Manager at Computershare. She manages clients who use Computershare’s platform for Equity and ESPP programs. Jessica has 20 years of experience designing, implementing and administering equity compensation programs including stock options, restricted stock units, and ESPP with a heavy focus on employee communications and training.
Prior to joining Computershare, Jessica serviced as the Equity Administer at ViaSat, Inc. in Carlsbad, CA. In this role, Jessica implemented ViaSat’s stock administration system and was responsible for all aspects of Via Sat’s equity and programs. Prior to ViaSat, Jessica was the Director of Stock Administration at Science Applications International Corporation (SAIC). During her 15-year tenure, Jessica managed the Stock Department’s in-house administration operations as a privately held employee owned company until 2006 when SAIC went public. She then led the outsourcing of stock administration to a third-party vendor and continued to work through various corporate transactions.
Jessica holds an MBA in finance from the University of San Diego and earned a BA in Economics from University of California San Diego. Jessica became a Certified Equity Professional (CEP) in 2013. She currently serves on the Board of Directors for the NASPP San Diego and GEO Southern CA chapters.
Managing Director, Equity Methods
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.
Senior Consultant, Equity Methods
Alec Katric, CECP, is a Senior Consultant in the Valuation and HR Advisory Services group at Equity Methods and has been with the firm since 2014. As part of the HR Advisory practice, Alec is primarily involved in advising clients on issues related to short- and long-term incentive plan design, effective communication of compensation programs, proxy visualization, CEO pay ratio, and other novel challenges facing compensation teams. As part of the Valuation Services practice, Alec assists clients with the valuation of their long-term incentive awards, which ranges from Monte Carlo simulations of TSR awards to modification valuations of assumed equity awards in a business combination.
Alec regularly contributes to Equity Methods’ research and thought leadership programs, covering award design, data-based approaches to goal-setting, participant communication, and changes in disclosure requirements.
Alec graduated summa cum laude with a Bachelor of Science degree in Finance from Arizona State University’s W.P. Carey School of Business. He holds the Certified Executive Compensation Professional (CECP) designation from WorldatWork and is a SAS Certified Base Programmer.