News & Events

Josh is responsible for staff development and service delivery in areas involving the valuation of convertible securities, share-based payment awards, financial derivatives, and contingent assets and liabilities.

Equity Methods earned a place on the list of 2015 Careerbuilder® Top Companies to Work for in Arizona, according to independent workplace research firm Best Companies Group (BCG).

Nathan O’Connor and Kevin Zhao of Equity Methods will be presenting at the NASPP Chapter in Nashville. They will present, “What’s New in 2015 in Stock Compensation”, which includes an…

On June 18, 2015, Takis Makridis and Daniel Hunninghake of Equity Methods will be presenting “Equity compensation in 2015: best practices and emerging next practices” at the Seattle NASPP Chapter Meeting.…

Equity Methods presented and exhibited at the 2015 Total Rewards Conference by WorldatWork. Takis Makridis of Equity Methods facilitated the panel, “Communicating LTIA’s effectively: Connecting the Needs of the Committee, Plan…

Equity Methods was ranked one of the top 75 Best Places to Work for Millennials (out of 3,000 companies nationwide) by the Center for Generational Kinetics.

Equity Methods is proud to be a sponsor of Equilar’s three-day comprehensive Executive Compensation Summit. Don’t miss this opportunity to learn from and network with industry experts. And be sure…

As we enter 2015, we see a year in which stock-based compensation award designs are becoming more complex, finance executives are driving for more and better information transparency, and award…

At the Toronto chapter meeting of the Global Equity Organization (GEO), David Outlaw and Robert Slaughter will be on hand to present “Current Trends in Performance Award Design.” Join us…

2015 has seen many changes in new trends in the compensation world.  Among those shifts is a move by many companies to issue more novel and creative award designs.  At…

Equity Methods presented and exhibited at the CEP and Silicon Valley NASPP Symposium at Santa Clara University. Nathan O’Connor of Equity Methods, along with Elizabeth Dodge of Stock and Option Solutions…

Robert Slaughter of Equity Methods, Scott Hausberg of TransAlta, and Barbara Baksa from the NASPP teamed-up to present “More Than the ABCs of Market and Performance Awards” at the Solium…

Takis Makridis and Robert Slaughter of Equity Methods presented “What to Expect in Stock Compensation in 2015” at the NASPP Dallas Chapter. The presentation provided an overview of plan design…

Equity Methods presented at two NASPP Chapter meetings in Southern California. The first stop was at the LA NASPP chapter, where Nathan O’Connor and Kevin Zhao of Equity Methods delivered…

In this Accounting Policy & Practice Report, published on January 16, Takis Makridis provides commentary on FASB’s recent decision to allow private companies to use the simplified method on certain stock option awards.

Nathan O’Connor and Raenelle James of Equity Methods presented “Ten Things You Want Your Comp Committee to Know Before Performance Grants are Issued” at the Connecticut NASPP Chapter Breakfast meeting.…

Equity Methods attended and exhibited at the 2014 AICPA Conference on Current SEC and PCAOB Developments. The conference provides the latest accounting and reporting issues that affect SEC reporting entities…

Robert Slaughter of Equity Methods delivered “FASB Updates and TSR Implementation Details” at the San Francisco NASPP Chapter meeting. The presentation covered FASB’s potential amendments to ASC 718, as well…

Please join Equity Methods at the 22nd Annual NASPP Conference in Las Vegas on September 29 – October 1. Several members of the Equity Methods team will be leading sessions…

Leading Equity Compensation Firm Earns Top Ratings in All Categories of Financial Reporting Services SCOTTSDALE, AZ — September 26, 2014 — Equity compensation firm Equity Methods has been rated first…

Robert Slaughter of Equity Methods delivered a presentation at the San Fernando Valley NASPP Chapter meeting on the key considerations in granting performance awards. Participants learned about foundational principles and…

Nathan O’Connor, Executive Vice President and Valuation Practice Director, with Erick Hosken (Compensation Advisory Partners), Eric Turzak (Amgen), and Brian Wydajewski (Baker & McKenzie) will be presenting on “Balancing Compensation…

Takis Makridis, President and CEO, and Raenelle James, Financial Reporting Practice Manager, together with Atsuko Evans (MasterCard), will be presenting “Enough on Compliance… Let’s Talk Management Accounting”. Although compliance is…

Nathan O’Connor, Executive Vice President and Valuation Practice Director, and Amit Tekwani, Financial Reporting Practice Manager, will be presenting on the “2014 State of the Union in Equity Compensation Design,…

Equity Methods is proud to have been named a Top Company to Work for in Arizona by CareerBuilder and RepublicMedia (The Arizona Republic, azcentral.com, and La Voz) for the second…

Takis Makridis (Equity Methods) and David Thomas (Wilson Sonsini Goodrich & Rosati) presented on performance awards and the various “design levers” that need to be understood. Click here to download…

Takis Makridis of Equity Methods and Dan Laddin of Compensation Advisory Partners were recently quoted in Annual Incentives: Hit the Target, published on the industry-leading website, SHRM.org. The article identifies…

Equity Methods is proud to be a sponsor of Equilar’s three-day comprehensive Executive Compensation Summit. The conference was held from June 16-18, 2014 at Hotel Del Coronado, San Diego, CA, and …

Gaylord Texan Resort and Convention Center @ 3:30 PM Executive Compensation Award Design: An Ounce of Prevention Trumps a Pound of Cure Performance-based equity plans are becoming increasingly prevalent in…

Nathan O’Connor, Valuation Practice Director, will be presenting on “Just When You Thought You Were Done: Modifications After Grant” with June Anne Burke (Baker & McKenzie) and Richard Reilly (Baker…

Robert Slaughter of Equity Methods led a panel on “Industry Trends in Equity Compensation and Plan Design” at the Dallas NASPP workshop. Topics discussed included trends and design considerations for…

Scottsdale, AZ – May 1, 2014 – Equity Methods, the international leader in equity compensation compliance solutions, today introduced AwardTraq, an easy-to-use web-based service that provides companies with real-time visibility…

Takis Makridis, President and CEO, will be presenting on Compensation Strategy Best Practices.

Nathan O’Connor, Valuation Practice Director, will be presenting on managing SEC financial statement risk related to equity compensation. Please contact Equity Methods at info@equitymethods.com for a copy of the slides.

Robert Slaughter, Senior Consultant, and Takis Makridis, President and CEO of Equity Methods, will be presenting “Ten Things You Want Your Comp Committee to Know BEFORE Grants are Issued.” For…

Marriott Warden Park, Washington, DC Attendees will learn about the latest accounting and reporting issues that affect SEC reporting entities and their auditors, and benefit from interactive learning experiences and…

Equity Methods is pleased to announce its exhibition at this year’s National Equity Compensation Forum in Rancho Palos Verdes Oct. 23 – 25, 2013. The three-day conference addresses the most…

Be sure to join Equity Methods at the 21st Annual NASPP Conference in Washington D.C. September 23-26. Stop by booths 502 and 504, where you can enter our daily raffle…

Equity Methods, LLC is pleased to announce it earned the distinction of being named one of the 2013 CareerBuilder Top Companies to Work for in Arizona. The listing of the…

The Silicon Valley chapter of the NASPP’s Annual All-Day Conference provides a full day of educational programs on a variety of equity compensation-related topics, and excellent educational and networking opportunities…

The Total Rewards Conference & Exhibition is the must-attend premier event for compensation, sales compensation, executive compensation, benefits and work-life professionals. Network with peers, learn from the top thought leaders…

A full-day event for equity compensation professionals providing practical information and outstanding networking opportunities.

Nathan O’Connor will meet with the Chicago Chapter of NASPP and deliver a presentation titled: “How Is That Possible? Fair Value Swings and The HR and Accounting Headaches That Come…

The AICPA Conference on Current SEC and PCAOB Developments provides the latest accounting and reporting issues that affect SEC reporting entities and their auditors, in addition to interactive learning experiences…

Equity Methods, a leading provider of equity compensation design, valuation and financial reporting services, today announced that the Company was rated number one in overall client satisfaction in Group Five’s…

The premier event for stock plan professionals, the 20th Annual NASPP Conference will feature four days of critical and timely sessions designed to provide guidance to all those involved in…

Dear Clients, Partners and Prospects, On behalf of the management and staff at Equity Methods, I am pleased to announce that on April 11, 2012, Montage Partners purchased the assets…

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…

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…

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…

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…

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…

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…

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,…

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…

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…

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…

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…

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…

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…

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.

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 Performance Awards can be…

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 Performance Awards can be…

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…

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.

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.

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…