Posts

Two Datasets and a Forecast: SBC Non-GAAP, Moonshots, and ASU 2024-03

Stock-based compensation (SBC) continues to generate some of the most consequential debates in financial reporting and executive pay. In this webcast, we share insights from two original Equity Methods research initiatives and offer early predictions on a third area where the rules are about to reshape practice.

Profits Interests Done Right: A Decision-Maker’s Guide to Effective Profits Interest Programs

This webcast is designed for the executives in the room when those decisions get made. That includes CEOs, managing partners, CFOs, general counsel, heads of HR and compensation, and private equity sponsors. All need a clear-eyed view of the tradeoffs, risks, and operational demands of a well-run profits interest program.

From Grant to Sale: Tax Reporting for Share-Based Payments

Equity compensation is a key source of tax deductions for companies and taxable income for recipients, with nearly every jurisdiction around the world bringing its own unique considerations. What’s more, tax rules can change often and with little notice, requiring flexible processes and robust controls.

2026 State of the Union in Equity and Executive Compensation

In this year’s installment of our popular annual webcast, we share our outlook for the coming year in equity and executive compensation. We’ll discuss regulatory updates on the docket, macroeconomic trends, shifting shareholder perspectives, evolving company strategies, and more.

Navigating the Maze of International Statutory Reporting for Equity Awards

For multinationals companies, statutory reporting for foreign subsidiaries can turn SBC accounting into a maze of local tax rules and IFRS 2 requirements. In practice, the biggest hurdles are proving out local tax deductions, remeasuring deferred tax assets in local financial statements, and correctly managing employee mobility.

SBC Excellence in Practice: Strategic Insights from EM’s Best Practices Survey

Stock‑based compensation (SBC) sits at the intersection of financial reporting, capital allocation, and human capital strategy. As equity usage expands and investor scrutiny rises, finance leaders are being asked to bring more discipline, forecasting accuracy, and governance to this complex area.

Equity Methods’ Pay Equity Services

If you’re thinking about conducting a pay equity analysis or wondering how to operationalize fairness across compensation, let’s have a conversation about what’s possible for your organization.

Planning for the 2026 Annual Equity Grant: What Compensation and Finance Teams Need to Know

It’s a great time to get a head start on your 2026 equity compensation planning. Join our webcast as we explore emerging trends in plan design, discuss key forecasting considerations, and review best practices in administration of LTI awards.

ESPP Essentials: The Basics and Beyond of Plan Design, Implementation, and Accounting

We cover the basics of ESPP plan design, implementation, and accounting, then dive into how they work across different plan features and special circumstances.

Grant Another Day: SAB 120 and Item 402(x)

We discuss the evolving regulatory landscape around equity granting, from the heightened scrutiny around spring-loading and bullet-dodging to the new disclosure mandates under SAB 120 and Item 402(x).