Upcoming Events

8th Annual CEP Symposium
03/27/2012 Santa Clara University

A full-day event for equity compensation professionals providing practical information and outstanding networking opportunities.  Takis Makridis of Equity Methods will take part in the Reconsidering Recharges panel, presenting on the tax accounting considerations when implementing an intercompany recharge for stock compensation.

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Past Events

AICPA National Conference on Current SEC and PCAOB Developments
12/05/2011 Marriott Wardman Park Hotel, Washington, DC

This event is where senior financial professionals and CPAs from SEC-registered companies and public company audit firms obtain the latest and most comprehensive SEC and PCAOB updates directly from the regulators at the AICPA National Conference on Current SEC and PCAOB Developments.

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Current Financial Reporting Issues Conference 2011
11/14/2011 Marriott Marquis Times Square, NY

Presented by the Financial Executives International, the CFRI Conference will provide in-depth discussions on the most topical issues facing leading financial executives today, ranging from FASB/IASB technical accounting and revenue recognition to the latest SEC developments.  Equity Methods will be exhibiting at booth #309.

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The NASPP 19th Annual Conference
11/01/2011 San Francisco, CA

A four-day event of critical and timely sessions with the most respected experts in the field.  The 19th Annual NASPP Conference is a "must" for anyone who has any role in design, oversight, or administration of stock and executive compensation.

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Eyes Wide Open: Mastering Performance Awards
09/21/2011 Seattle (Bellevue), WA

Presented by Equity Methods and Baker & McKenzie's Global Equity Services Group, this executive briefing seminar will focus on providing issuing companies with a broad understanding of key legal and accounting implications of performance-based equity awards, and the best practices that have evolved over the last five years.  Presenters will also review means by which companies can maintain access to best practices guidance and grow the expertise of their internal staff in equity compensation matters.

The event will be held at the Bellevue Club, located at 11200 Southeast Sixth Street, Bellevue, WA 9800. Registration begins at 8:30 a.m., and the program runs from 9:00 - 11:00 a.m.

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Eyes Wide Open: Mastering Performance Awards
09/20/2011 Dallas, TX

Presented by Equity Methods and Baker & McKenzie's Global Equity Services Group, this executive briefing seminar will focus on providing issuing companies with a broad understanding of key legal and accounting implications of performance-based equity awards, and the best practices that have evolved over the last five years.  Presenters will also review means by which companies can maintain access to best practices guidance and grow the expertise of their internal staff in equity compensation matters.

The event will be held at Baker & McKenzie's Dallas office, located at 2300 Trammell Crow Center/2001 Ross Avenue, Dallas, Texas 75201.  Registration begins at 8:30 a.m., and the program runs from 9:00 - 11:00 a.m.

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GEO National Equity Compensation Forum 2011
09/14/2011 Scottsdale, AZ

This forum will include a variety of strategic educational sessions designed to help companies future-proof their employee equity programs.  Attendees will have the opportunity to discuss best practices with experts, connect with senior level equity practitioners and dive deeply into the strategic components of equity compensation.  At the forum, Takis Makridis will be presenting "Dish Me Up Some Equity Comp Three Ways!"

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SFC NASPP All-Day Educational Symposium
08/10/2011 Wente Brothers Winery in Livermore, CA

The San Francisco chapter of the NASPP's Annual Educational Symposium provides a full day of educational programs on a variety of equity compensation-related topics.  The Annual Symposium provides excellent educational and networking opportunities for NASPP members.

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Aspirations 2011
07/26/2011 Marriott, Santa Clara, CA

An all-day equity compensation conference for executives and stock plan staff from private companies targeting a liquidity event in the next year to three years.  There will be 11 educational sessions on topics ranging from stock plan management to accounting practices post-IPO.

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NASPP University: Financial Reporting for Equity Compensation
07/14/2011 Webcast

Takis Makridis provides an introduction to accounting for equity compensation.  This webcast covers the mechanics of ASC 718 with a special emphasis on option valuation, measurement of expense and expense attribution, and the treatment of forfeitures, along with the fundamental accounting concepts, terms, and other topics any stock plan professional should be familiar with. 

The webcast was the first in a series of five educational sessions by NASPP University on the topic of financial reporting for equity compensation.  The recorded webcast is now available to NASPP members.

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NASPP SVC All-Day Conference
06/23/2011 Hyatt Regency, Santa Clara, CA

Presented by the NASPP Silicon Valley Chapter, this annual all-day conference will provide critical equity compensation expertise and up-to-date information, featuring 11 sessions on topics ranging from lessons from proxy reporting and multi-state tax withholding to the next generation of performance plans.

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Eyes Wide Open: Mastering Performance Awards
05/26/2011 Hyatt Regency Santa Clara, Santa Clara

Equity Methods, Baker & McKenzie's Global Equity Services Group, and the Certified Equity Professional Institute (CEPI) will host a series of complimentary executive briefing seminars to be held in New York, Chicago and Santa Clara.  The seminars will focus on providing issuing companies with a broad understanding of key legal and accounting implications of performance-based equity awards, and the best practices that have evolved over the last five years.

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Eyes Wide Open: Mastering Performance Awards
05/25/2011 Renaissance North Shore Hotel, Northbrook, IL

Equity Methods, Baker & McKenzie's Global Equity Services Group, and the Certified Equity Professional Institute (CEPI) will host a series of complimentary executive briefing seminars to be held in New York, Chicago and Santa Clara.  The seminars will focus on providing issuing companies with a broad understanding of key legal and accounting implications of performance-based equity awards, and the best practices that have evolved over the last five years.

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Eyes Wide Open: Mastering Performance Awards
05/24/2011 Harvard Club of New York City, New York

Equity Methods, Baker & McKenzie's Global Equity Services Group, and the Certified Equity Professional Institute (CEPI) will host a series of complimentary executive briefing seminars to be held in New York, Chicago and Santa Clara.  The seminars will focus on providing issuing companies with a broad understanding of key legal and accounting implications of performance-based equity awards, and the best practices that have evolved over the last five years.

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Bank of America Merrill Lynch Client Conference
05/15/2011 Hotel del Coronado, San Diego, CA

Presented by Bank of America Merrill Lynch, this conference provides general session and workshop topics by knowledgeable speakers and panelists in the areas of retirement and benefits services.

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NASPP Columbus Chapter: Prevailing Over Particularly Perplexing Performance Plans
03/30/2011 The Hilton, Columbus, Ohio

Nathan O’Connor of Equity Methods and panelists highlight the unique aspects of performance awards, particularly those that impact administration and financial reporting.  Attendees will learn how GPS | Performance Awards can be used as an essential tool in their equity compensation toolbox.

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NASPP LA Chapter: Prevailing Over Particularly Perplexing Performance Plans
03/16/2011 Merrill Lynch, Los Angeles, CA

Takis Makridis of Equity Methods and panelists highlight the unique aspects of performance awards, particularly those that impact administration and financial reporting.  Attendees will learn how GPS | Performance Awards can be used as an essential tool in their equity compensation toolbox.

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ShareComp 2011
02/23/2011 Virtual Attendance

ShareComp 2011 is virtual conference and webinar series for professionals who work with share-based compensation programs. Click here to register and experience the fully interactive, live conference from your desktop.

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NASPP San Francisco Chapter: Fact or Fiction? Is IFRS Really Coming?
02/09/2011 Charles Schwab, San Francisco, CA

Takis Makridis’ presentation will explore the implications that US-based companies face under IFRS.  In particular, US-based companies with foreign subsidiaries will be subject to IFRS in their foreign locations, creating risk and complexity for the US parent’s financial reporting responsibilities.

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AICPA National Conference on Current SEC and PCAOB Developments
12/06/2010 Marriott Wardman Park Hotel, Washington, DC

Obtain the latest insights and information on SEC standards for auditing, reporting and governance directly from the regulators at the AICPA National Conference on Current SEC and PCAOB Developments.

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Financial Executives International (FEI) 29th Annual FEI Current Financial Reporting Issues
11/15/2010 Marriott Marquis Times Square, New York, New York

This year's conference will feature keynote remarks from Harvey J. Goldschmid, former Commissioner of the U.S. Securities and Exchange Commission (SEC) and Zanny Minton-Beddoes, U.S. Economics Editor, the Economist.

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The 18th Annual NASPP Conference
09/20/2010 Hyatt Regency Chicago

The NASPP is the unquestioned leader in providing critical guidance to all those involved with any role in design, oversight, administration, and disclosure of stock and executive compensation. With public scrutiny and huge exposure at stake like never before, this year's Conference will save every public company many times more than its cost. Even if your company or firm has cut back on travel, this is the one Conference you cannot afford to miss.

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