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Fall Conference
Executive Compensation in Challenging Economic Times
Wednesday, October 7 – Waltham MA
Tuesday, October 27 – Palo Alto, CA
Join DolmatConnell & Partners for one of two half-day conference
on market trends given economic conditions and ongoing scrutiny
on executive compensation. To view invitation please
click here
Financial Executives International(FEI)
2009 Current Financial Reporting Issues (CFRI) Conference
November 16-17, 2009
Marriott Marquis Times Square
New York, New York read more
National Association of Stock Plan Professionals (NASPP) 2009 Annual Conference
November 9-12, 2009
San Francisco, California
read more
NIRI Chapter Meeting – Option Exchanges: Pleasing Participants, Shareholders and Regulators
May 15, Atlanta
Takis Makridis of Equity Methods, Ron Schneider and Anthony Thalman of BNY Mellon Shareowner Services speak on issues and practical solutions of underwater option exchange programs. To view a video recording, click here
Underwater Option Exchanges: Evaluation, Accounting & Execution Breakfast Briefing
At the offices of Cooley Godward Kronish LLP and featuring Takis Makridis
Wednesday, February 4 in San Diego
Thursday, February 5 in Palo Alto
Trends in Equity Compensation: Compliance and Design Forum at The Fairmont San Jose, December 4, 2008
Join Takis Makridis of Equity Methods, Bill Dunn and Julie Rumberger of PricewaterhouseCoopers and Jack Dolmat-Connell of DolmatConnell & Partners for a half-day forum discussing underwater options exchanges, executive compensation in a troubled economy and IFRS: What is to come and what applies to your company now.


June 5, 2009
Equity Methods Enhances Option Navigator™, the Only FAS 123R Reporting Software for Award Modifications and FAS 141 / FAS 141R Assumed Awards –
read more
April 15, 2008
Equity Methods Releases Option Navigator™ Forecasting to Automate FAS 123R Expense and Diluted EPS Forecasts –
read more
October 28, 2007
Takis Makridis of Equity Methods is quoted in Financial Week article regarding SEC approval of market-based auctions to value employee stock options–
read more
March 6, 2007
Equity Methods Announces a First-to-Market Solution for Performance Awards Accounting and Reporting –
read more |
FAS 123R Webinar Series #11: Accounting for M&A – A Deeper Look at Assumed Awards
Wednesday, August 26, 2009
1pm Eastern / 10am Pacific
A deeper look at the accounting, valuation and financial reporting for awards assumed in a business combination, including FAS 141, FAS 141R, and FAS 123R’s modification accounting rules.


Fas123R Webinar Series #10: Dangerous Merge Ahead: M&A Must-knows for Stock Plans
June 2009
This panel of experts from Equity Methods, Stock & Option Solutions and Wilson Sonsini will provide a high-level overview of the various types of combinations, the different treatments that stock plans may receive, the legal considerations of these transactions, a plain English explanation of the accounting for mergers and the real-world “gotchas” that can significantly impact your administration (if you’re not ready for them).


Webinar with BNY Mellon Shareowner Services: Option Exchanges: Pleasing Participants, Shareholders and Regulators
March 2009
Plan design, shareowner considerations, examining practical mechanisms for securing shareowner approval, executing tender offers and performing the necessary modification accounting and reporting.

Audio Playback available until June 24th – 888-324-0285 passcode “62409”

FAS 123R Webinar Series #9: Underwater Option Exchanges
February, 2009
Survey Results & Accounting Challenges - Don't let this highly visible transaction results in a random outcome! Understand why you can't use Black-Scholes to value your underwater options.


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