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Events

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
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National Association of Stock Plan Professionals (NASPP) 2009 Annual Conference

November 9-12, 2009
San Francisco, California
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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

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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.

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News

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 –
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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–
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March 6, 2007

Equity Methods Announces a First-to-Market Solution for Performance Awards Accounting and Reporting –
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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.