News & Events

Equity Methods, a top-rated provider of valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities, announced that Palo Alto-based private equity group HGGC…

Equity Methods’ own Josh Schaeffer and Mona Pauschenwein were featured on The FVS Valuation Podcast with AICPA & CIMA. They give a behind the scenes look at derivative valuation techniques…

Equity Methods is honored to be the first recipient of Montage Partners’ Values Award, based on its embodiment of the private equity firm’s six core values of people, transparency, accountability,…

January 21, 2025 Thank you for visiting the Equity Methods website! We appreciate your readership. We’d like to let you know that our website Privacy Policy is being updated. Our…

In our feature article, “The Outperformance Stock Unit: Meaningful Long-Term Incentives at Minimal Initial Expense,” Takis Makridis and Kyle McCall discuss the value of outperformance stock units (OPSUs) as an…

Equity Methods participated in the live panel discussion on the current state of SEC rule-making, the courts, and investor dynamics on November 12 as part of the Financial Executives International’s…

Equity Methods received an overall client satisfaction rating of 100% in Group Five’s 2024 benchmark of equity compensation financial reporting service providers. Group Five’s analysis of service providers is based…

Equity Methods’ Clawbacks: Updates From the Field blog post is featured in Insights, a monthly print newsletter published by Wolters Kluwer.

Inc. magazine revealed today that Equity Methods ranks no. 3,664 on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a…

For the 12th consecutive year, Equity Methods has been named one of the Top Companies to Work for in Arizona. Best Companies Group, Bridgetower Media, Arizona Capitol Times, and BestCompaniesAZ…

Once again, Equity Methods has earned recognition from Arizona Top Workplaces, AZ Central’s annual employer recognition program. Honorees are selected based on employee feedback collected by Energage, the program’s research…

We look forward to seeing you at the 2024 NASPP Conference & Exhibition! Six Equity Methods professionals will be speaking on six different panels to discuss this year’s trendiest topics.…

Equity Methods today announced it has expanded its partnership with Equilar to enhance and simplify use of the Monte Carlo Simulator, a tool that helps companies create quick and easy…

Join Equity Methods at the CEPI & Silicon Valley NASPP Symposium on July 23, 2024.

Join Equity Methods at the National Association of Stock Plan Professionals (NASPP) Southwest Regional Summit! Three Equity Methods professionals will be speaking on two different panels. Keynote: Trend Spotting and…

Scottsdale, AZ (April 22, 2024)—Equity Methods, the nation’s leading provider of stock-based compensation valuation and reporting solutions for publicly traded companies, announced that it has moved its headquarters to the…

Join us June 5-7 in Boston for Equilar’s 15th annual executive compensation summit. Takis Makridis will present “Where SEC Rule-Making, Shareholder Reporting, and Plan Design Collide” on June 6 from…

Come see us in Cincinnati for the WorldatWork Total Rewards ’24 conference! Equity Methods will be a part of two presentations this year: D&I in the Wake of the Supreme…

Raenelle James will be on a panel presenting “A Deep Dive into Share-Based Compensation Accounting,” offering a comprehensive overview of ASC 718 and the ins and outs of share-based compensation.…

David Outlaw recently coauthored an article with White & Case LLP titled “Equity Grant Procedures and Guidelines for the Granting of Equity Awards.” He offers practical guidelines and procedures to…

3400 students from across the globe competed in a series of case studies using Microsoft Excel.

We have been informed that an unauthorized party has been using our company and employee names in connection with fraudulent Upwork solicitations. Please be advised that we are not recruiting…

Join us on October 19, 2023 at this year’s Compensation Committee Forum, as Therese Sebastian speaks on a panel discussing the complex challenge of striking a balance between pay equity…

Join us on November 13, from 5:30pm – 6:30pm ET at FEI’s virtual CFRI Conference! Equity Methods will co-sponsor a live panel with SEC Professionals Group, the peer-to-peer networking community…

On September 1st, 2023, The Certified Equity Professional Institute (CEPI) at Santa Clara University appointed Nathan O’Connor as the Chairman of their Advisory Board. Nathan O’Connor, who is a Managing…

Join us at the 2023 NASPP Conference & Exhibition! Five Equity Methods professionals will be speaking on six different panels to discuss this year’s hottest topics.

On July 18, we hosted a webcast with The Conference Board and reviewed the most common analysis frameworks that boards expect when performing a pay equity assessment. Don’t miss our complimentary webcast reviewing this hot topic!

Equity Methods was a sponsor of the Equilar Summit from May 31 to June 2 in Nashville. We helped lead three of the sessions and two of the breakout roundtables.…

David Outlaw joined a panel of experts for Equilar’s “A Deep Dive Into PvP Calculations and Disclosures” webinar, where he helped examine year one of the PvP disclosure process. The…

Josh Schaeffer was featured in the Reuters article, “Some highly rated US companies take unusual funding route as rates rise.” In the article, he talks about a more affordable option…

Equity Methods President & CEO, Takis Makridis, was featured in the first quarter issue of the Corporate Board Member magazine. Since many board members and senior HR professionals become apprehensive…

Read statements from Equity Methods President & CEO Takis Makridis in Agenda, the Financial Times’ news service for corporate boards.

Equity Methods and Equilar announce their collaboration on a Monte Carlo Simulator that helps compensation committees and CHROs respond to the SEC’s new pay-versus-performance rule. Join the December 14 webcast for a demonstration of the simulator and to learn more.

Equity Methods has earned the top ratings for loyalty and overall satisfaction in Group Five’s 2022 Stock Plan Administration Benchmarking Study.

Join Equity Methods at The Conference Board’s Executive Compensation Conference on November 3-4 in NYC. Takis Makridis and Therese Sebastian will be presenting on how leading companies are approaching pay equity and the key questions their boards and senior management are asking.

Equity Methods has been named one of the Top Companies to Work for in Arizona for 2022. Best Companies Group, Bridgetower Media, Arizona Capitol Times, and BestCompaniesAZ manage the selective…

For the second straight year, Equity Methods has been named a Top Workplace in Arizona. This survey-based award marks the 10th consecutive year that Equity Methods has been recognized by…

Join us at the 2022 NASPP Conference & Exhibition! Five Equity Methods professionals will be speaking on different panels to discuss this year’s hottest topics.

In Equilar’s Spring 2022 edition of C-Suite magazine, read David Outlaw’s commentary on which governance issue is important to address in 2022, along with other industry experts.

Join us at GEO’s 23rd Annual Conference in Chicago! Stop by our booth to discuss long–term incentives, share plan designs and other hot topics in executive compensation. We look forward to…

Join us at the 2022 WorldatWork Annual Conference & Exhibition! At this year’s conference in May, three Equity Methods professionals will be speaking about various hot topics in Atalnta, GA. If you’re unable to…

Don’t miss Equity Methods at the Equilar Executive Compensation Summit 2022. The Equity Compensation Landscape in 2022 (June 7) Nathan O’Connor will join a panel to explore the major issues…

Equity Methods has been named one of the 100 Best Companies in Arizona where “innovation, empowerment, freedom, creativity (and maybe disruption) truly shine.”

Equity Methods leads the financial reporting services industry in client loyalty and overall satisfaction ratings, according to this leading benchmarking firm.

Join Equity Methods at the premier event for stock plan professionals. We’re presenting in five of the program’s sessions for 2021.

Join us at the WorldatWork 2021 Total Rewards Conference & Exhibition! Three Equity Methods professionals will be speaking on different panels to discuss various hot topics.

  Equity Methods has earned a place on AZ Central’s 2021 list of top workplaces in Arizona. The Top Workplaces award program is new to AZ Central this year. AZ…

In an interview with Kaplan Financial Services, Josh Schaeffer goes on a tour of the history of equity compensation, common structures, accounting, and valuation. A must view for those newer…

Don’t miss Equity Methods at the Equilar Executive Compensation Summit 2021. Simplifying Performance Awards (June 15) Nathan O’Connor will join a panel to demystify accounting and financial reporting for performance…

For the seventh year in a row, Equity Methods has received the highest loyalty and overall satisfaction ratings among financial reporting services providers in the 2020 Group Five benchmarking study.

Join Equity Methods at the premier event for stock plan professionals. We’re presenting in six of the program’s sessions for 2020.

Market volatility can wreak havoc on equity plans. To insulate them, Nathan O’Connor tells Employee Benefit News, consider “shock-proofing” your metrics. 

On the heels of achieving the #1 rating in our industry for client satisfaction and loyalty for the sixth consecutive year, Equity Methods is named a top company to work for in Arizona once again.

Joining the WorldatWork 2020 Total Resilience Virtual Conference & Exhibition? Don’t miss Nathan O’Connor in what promises to be a lively panel discussion.

Thinking through recession preparedness for your equity plan? This webcast series is for you.

Mark your calendars! Equity Methods will be participating in two sessions at the 2019 Global Equity Organization Americas Regional Conference.

For 2019, we again earned the #1 overall client satisfaction and loyalty ratings among stock plan financial reporting service providers in this leading benchmark study.

For the seventh consecutive year, Equity Methods is a top company to work for in Arizona, ranking #1 for 2019 in an annual statewide workplace awards program.

Shareholders could use more transparency into corporate stock buybacks, Equity Methods president and CEO Takis Makridis told Thomson Reuters Checkpoint.

Mark your calendars! Nathan O’Connor will lead the following discusson at Workiva Amplify in Dallas this September: Top 10 Tricky Stock-Based Compensation Accounting Issues of 2019 Let’s face it: dealing with equity…

Why are performance awards so challenging? In The NASPP Advisor, Equity Methods’ Nathan O’Connor explains some common stumbling blocks and ways around them.

Equity Methods is once again a proud participant of the annual NASPP Conference and Exhibition, taking place September 16-19, 2019 in New Orleans.

We earned the highest Net Promoter Score (NPS) and overall client satisfaction ratings among stock plan financial reporting service providers.

Get the latest updates on 2018’s big developments in equity compensation, including sweeping changes resulting from the Tax Cuts and Jobs Act.

Some private companies have renewed the call for a simpler method for valuing share-based payments. Equity Methods CEO Takis Makridis offers his insights in this June 28, 2018 Bloomberg BNA article.

Equity Methods is a proud participant of the 26th Annual NASPP Conference and Exhibition in San Diego, taking place September 25-28, 2018.

Once again, Equity Methods earned a top spot in Arizona’s most prestigious workplace award program among small companies in 2018.

Come see Equity Methods at the 2018 Equilar Executive Compensation Summit! We’ll be on hand to talk about the most important issues facing executive compensation professionals this year.

Come see Equity Methods at the 2018 E*TRADE Directions Conference! We will be presenting four sessions this year.

Come see Equity Methods at the 2018 WorldatWork Total Rewards Conference! We will be presenting four sessions this year. We also invite you to stop by our booth and visit with our speakers.

Nathan O’Connor, a Managing Director at Equity Methods, was recently quoted in a Bloomberg Markets article about early CEO pay ratio disclosure statistics. Read the article here. To learn about…

“Executive Compensation Performance Metrics Will Change Under Tax Reform,” an article by Equity Methods CEO Takis Makridis and Eric Hosken of Compensation Advisory Partners, is featured in this morning’s edition of…

Thursday, November 30, 2017 10:00-11:00 AM PT / 1:00-2:00 PM ET CEO pay ratio is finally here. And by now, most companies have identified their median employee—or are closing in on doing…

Equity Methods is once again the highest-rated provider of financial reporting services, according to research firm Group Five’s just-released Stock Plan Administration Benchmarking Study. The annual study, now in its…

Come see Equity Methods at the 25th Annual NASPP Conference and Exhibition in Washington, DC! We will be presenting four sessions at this year’s conference. Be sure to stop by our booth to talk about the hot button issues facing executive compensation professionals in 2017.

Nathan O’Connor and Josh Schaeffer will present “Trends in Equity Compensation”.

The fast-approaching 2018 proxy season marks the debut of the new CEO pay ratio disclosure rule. Weighing in at a whopping 294 pages, the rule is a mix of general…

Join us for a question and answer session discussing the challenges associated with the new CEO pay ratio disclosure rule.

When adopting the final rule to implement the Dodd Frank pay ratio provision, the SEC sought to address cost and complexity concerns by offering a relatively flexible approach that allows…

Equity Methods is now ranked as the #1 employer among small companies in the 2016 Top Companies to Work for in Arizona award program.

Equity Methods’ CEO, Takis Makridis, was recently quoted in a Bloomberg BNA article on ASU 2016-09.

We’ll be on hand for one of the premier annual conference specifically designed for CFOs.

We’ll be presenting two sessions in Chicago.

We’ll be presenting four sessions at this year’s conference.

Join us in Santa Clara to talk about the latest compensation trends and challenges.

Join our most popular annual webcast as we take measure of the field of equity compensation.

Join our most popular annual webcast as we take measure of the field of equity compensation.

Relative total shareholder return (rTSR) is far and away the most popular metric for performance-based awards. Despite their prevalence, there are so many ways the grant can go sideways and lead to program failure.

Join Equity Methods and Hogan Lovells for a discussion of the issues and challenges you are likely to face as you prepare to calculate and disclose CEO pay ratios.

Equity Methods has the highest overall satisfaction rating of all stock-based compensation accounting and financial reporting service providers, according to research firm Group Five‘s annual survey of corporate stock plan…

Equity Methods is one of Arizona’s most admired companies of 2016, according to Arizona Business Magazine and BestCompaniesAZ.

Join featured panelists for “Compensation Plan Design to Maximize Value for Shareholders and Executives,” a webinar hosted by Equilar exploring the benefits of analytical modeling in the award design process.

Nathan O’Connor and Amit Tekwani of Equity Methods will present the “2016 State of the Union in Equity Compensation.”

Equity Methods will be presenting four sessions at this year’s Annual NASPP Conference in Houston.

Accounting Standards Update 2016-09 was the first major revision to ASC 718 in 10 years. Find out how companies are reacting to the changes as we reveal the results of our ASC 718 Revisions Survey.

Equity Methods is now ranked as the #1 employer among small companies in the 2016 Top Companies to Work for in Arizona award program.

Join featured panelists for an advanced discussion of the SEC’s pay ratio disclosure requirement, including preparation, calculation methodologies, and perception considerations.

Join Equity Methods at the San Diego NASPP Chapter meeting. Nathan O’Connor of Equity Methods and Dr. David Reichel of QUALCOMM Inc will present “The Cutting Edge of Compensation Practices – What We Expect to See in 2017.”

FASB recently released its long-awaited updates to ASC 718 in Accounting Standards Update No. 2016-09. Get a comprehensive breakdown of the different ASC 718 revisions along with our take on what they could mean for you.

Join Josh Schaeffer, PhD and Radostin Kanev of Equity Methods in Dallas for a presentation on upcoming regulatory changes.