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Equity Methods Blog Post Featured in Insights Newsletter

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

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Come See Equity Methods at the 2024 NASPP Conference & Exhibition

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.…

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Equity Methods and Equilar Enhance and Simplify Simulator Offering

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…

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Join Equity Methods at the CEPI & Silicon Valley NASPP Symposium

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

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Come See Equity Methods at the NASPP Southwest Regional Summit

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…

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Equity Methods Expands Scottsdale Headquarters in 40,000 Sq. Ft. Transaction

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…

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Mark Your Calendars for Equilar’s Executive Compensation Summit

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…

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See Equity Methods at WorldatWork Total Rewards ’24 Conference

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…

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Equity Methods to Present at 2024 Global Equity Organization Annual Conference

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.…

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David Outlaw Coauthors Paper on Equity Grant Procedures

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…

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Equity Methods Sponsors Microsoft Excel Collegiate Challenge 2023

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

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Upwork Fraud Alert

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…

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Equity Methods Joins 2023 Compensation Committee Forum

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…

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Mark Your Calendars for FEI’s Virtual Corporate Financial Reporting Insights Conference

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…

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CEPI Advisory Board Selects Nathan O’Connor From Equity Methods as Chairman

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…

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Come See Equity Methods at the 2023 NASPP Conference & Exhibition

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.

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Equity Methods Hosts Webcast With The Conference Board

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!

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Equity Methods at the Equilar Summit 2023

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.…

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David Outlaw Joined Panel To Discuss PvP Calculations and Disclosures

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…

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Reuters Features Josh Schaeffer’s Take on Convertible Securities

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…

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Takis Makridis Featured in Corporate Board Member Magazine

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…

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Equity Methods CEO Quoted in Agenda

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

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Equity Methods and Equilar Team Up to Help Companies Address New Pay Versus Performance Disclosure Requirements

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.

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For the Ninth Straight Year, Equity Methods Leads Financial Reporting Service Providers in Client Satisfaction and Loyalty

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

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Equity Methods at The Conference Board’s 2022 Executive Compensation Conference

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.

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Equity Methods Honored as One of 2022’s Top Companies to Work for in Arizona

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…

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Once Again, Equity Methods Earns a Place Among AZ Central’s Top Workplaces in Arizona

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…

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Come See Equity Methods at the 2022 NASPP Conference & Exhibition

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.

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Insights from David Outlaw in Equilar’s C-Suite Magazine

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.

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Equity Methods Attending GEO’s 23rd Annual Conference in Chicago

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…

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Equity Methods is Speaking at the 2022 WorldatWork Annual Conference & Exhibition

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…

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Equity Methods at the Equilar Executive Compensation Summit 2022

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…

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Equity Methods Recognized Among “100 Best Companies in Arizona”

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

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Equity Methods Marks Eighth Consecutive Year of Earning Highest Satisfaction and Loyalty Ratings Among Financial Reporting Service Providers

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

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Tune in to See Equity Methods at 2021 NASPP Virtual

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

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Equity Methods is Presenting at the WorldatWork 2021 Total Rewards Conference & Exhibition

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.

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AZ Central Names Equity Methods One of Arizona’s Top Workplaces for 2021

  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…

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Interview with Josh Schaeffer on Equity Compensation Basics

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…

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Equity Methods at the Equilar Executive Compensation Summit 2021

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…

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Equity Methods Leads Financial Reporting Service Providers in Client Satisfaction and Loyalty for Seventh Consecutive Time

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.

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Mark Your Calendars to See Equity Methods at NASPP Virtual

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

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Equity Methods in Employee Benefit News

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

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Equity Methods Recognized as a Top Company to Work for in Arizona for the Eighth Year in a Row

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.

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Equity Methods Speaking at the WorldatWork 2020 Total Resilience Virtual Conference & Exhibition

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

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Recession Readiness Webcast Series

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

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Equity Methods Presenting at the 2019 Global Equity Organization Americas Regional Conference

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

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Equity Methods Tops Leading Client Satisfaction Survey for Six Years Running

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.

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Equity Methods Named a Top Company to Work for in Arizona for the Seventh Year in a Row, #1 Among Small Employers for 2019

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.

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Equity Methods in Thomson Reuters

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

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Equity Methods is Presenting at the 2019 Workiva Amplify Conference

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…

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Equity Methods in The NASPP Advisor

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

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Join Equity Methods at the 27th Annual NASPP Conference and Exhibition

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

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New Report: Equity Methods Rated Highest in Client Loyalty and Overall Satisfaction for Fifth Consecutive Year

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

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Join Equity Methods at the NASPP Nashville September 2018 Meeting

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

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Equity Methods CEO Talks to Bloomberg BNA About Private Company Stock-Comp Valuations

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.

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Join Equity Methods at the 26th Annual NASPP Conference and Exhibition

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

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Equity Methods is a 2018 Top Company to Work for in Arizona

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

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Come See Equity Methods at the 2018 Equilar Executive Compensation Summit

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.

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Equity Methods Presenting at the 2018 E*TRADE Directions Conference

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

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Join Equity Methods at the 2018 WorldatWork Total Rewards Conference

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.

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Equity Methods’ Nathan O’Connor quoted in Bloomberg Markets

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…

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Equity Methods Published in FEI Daily

“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…

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CEO Pay Ratio: Tips for Preparing the First Disclosure

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…

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For The Fourth Year in a Row, Equity Methods Tops Client Satisfaction and Loyalty Ratings for Financial Reporting Services

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…

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Come See Equity Methods at the 25th Annual NASPP Conference and Exhibition

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.

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Join Equity Methods at the Houston NASPP Chapter Meeting

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

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CEO Pay Ratio: 40 Frequently Asked Questions and Answers

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…

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CEO Pay Ratio: 15 Burning Questions Answered

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

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Comp Talks: Pay Ratio Calculations and Disclosure

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…

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Once Again, Equity Methods is No. 1 Among Small Companies to Work for in Arizona

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

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Equity Methods CEO Quoted In Bloomberg BNA

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

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Equity Methods Will Be at the 2017 AICPA CFO Conference

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

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Come See Equity Methods at the 2017 Equilar Summit

We’ll be presenting two sessions in Chicago.

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Join Equity Methods at the 2017 WorldatWork Total Rewards Conference

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

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Equity Methods to Present at 2017 CEP Symposium

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

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2017 State of the Union in Equity Compensation: Finance and Accounting Track

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

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2017 State of the Union in Equity Compensation: HR and Executive Compensation Track

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

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Getting Your TSR Award Design Details Right

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.

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CEO Pay Ratio is Here – How to Prepare

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.

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Independent Study: Equity Methods Client Satisfaction Is 100% Favorable for the Second Consecutive Year

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…

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Equity Methods Receives 2016 Most Admired Companies Award

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

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Join Equity Methods for Equilar Webinar on Compensation Plan Design

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.

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Join Equity Methods at Ohio NASPP Chapter Meeting

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

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Equity Methods Presents at 24th Annual NASPP Conference

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

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FASB ASC 718 Revisions Survey Results

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.

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Equity Methods Honored as #1 Small Employer to Work for in Arizona

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

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Equity Methods Presents at 2016 Equilar Summit

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

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See Equity Methods Present at San Diego NASPP

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.”

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ASC 718 Changes – The Countdown Begins

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.

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Join Equity Methods at Dallas NASPP Chapter Meeting

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

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Equity Methods Presents at WorldatWork Total Rewards Conference

Equity Methods will be presenting four sessions at this year’s WorldatWork Total Rewards Conference with a focus on executive compensation and long-term incentive design.

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See Equity Methods Present at Boston NASPP

Join Equity Methods on April 19 at the Boston NASPP Chapter meeting.

Raenelle James, CPA and Josh Schaeffer, PhD of Equity Methods will present “Innovative Compensation ‘Next Practices’ for 2017.”

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Join Equity Methods for Equilar Webinar on Compensation and Executive Transitions

Join featured panelists for “Walking a Tightrope: Managing Compensation During Sensitive Transitions,” a webinar hosted by Equilar covering the complex issues that can arise when closing out and transitioning executive compensation packages during executive changes.

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2016 State of the Union in Equity Compensation

Tune in to this popular annual webcast, now in its fourth year, in which we share a “state of the union” perspective in equity compensation design, accounting, and proxy disclosure.…

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Equity Methods Joins Equilar Webinar Discussing Ownership Guidelines

Join featured panelists for “Know When to Hold Them: Best Practices for Ownership Guidelines,” a panel hosted by Equilar covering trends in ownership guidelines for executives and directors.

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Come See Equity Methods at NACD Arizona Chapter Meeting

Takis Makridis of Equity Methods will participate in the panel “Trends and Emerging Issues in Executive Compensation,” hosted by the Arizona Chapter of the National Association of Corporate Directors.

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Check Out Equity Methods at Silicon Valley NASPP

Takis Makridis of Equity Methods and Ingrid Freire of HP Inc. will present “Next Practices”.  As companies attempt to meet the needs of shareholders, retain and motivate executives, and respond…

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Come See Equity Methods at Los Angeles NASPP

Join Nathan O’Connor and Kevin Zhao of Equity Methods in Los Angeles for a presentation on upcoming regulatory changes.

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Equity Methods Presents at San Francisco NASPP

Raenelle James, CPA of Equity Methods will present “Performance Awards – More than the Basics” at the NASPP Chapter in San Francisco. This session will provide attendees with an overview…

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Equity Methods Presents at Washington D.C. NASPP

Equity Methods presented at the Washington D.C. NASPP Chapter meeting.  Nathan O’Connor and Amit Tekwani of Equity Methods unveiled results and insights from the company’s 2015 Stock-Based Compensation Accounting Best…

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