Hot Topics in Equity Compensation with Takis Makridis

In-Person:  Wednesday, October 19, 2022 at 8:15am – 9:15am CST

Virtual: Tuesday, October 25, 2022 at 2:45pm – 3:45pm CST

Our experienced panel will guide you through the most important equity compensation developments in 2022, including equity and ESG, Rule 5-1 changes, institutional investor concerns, pay vs. performance disclosure, clawbacks, spring-loaded awards disclosure, and tax legislation.

Joining Takis on the panel will be Jessica Lange (Darden Restaurants), Arthur Meyers (Meyers Law Firm), and Michael Melbinger.


Tax Reporting for Stock Compensation with Boxian Kolb

In-Person: Tuesday, October 18, 2022 at 2:15pm – 3:15pm CST

Virtual: Thursday, October 27, 2022 1:00pm – 2:00pm CST

A crash course on the essentials of tax reporting for stock-based compensation awards, from the basics of deferred and actual tax calculations to advanced topics such as DTA mobility tracking, 162(m), recharge, FICA taxation of retirement-eligible awards, and tax forecasting.

Joining Boxian on the panel will be Matthew Gabrielson (Equity Methods), Theresa Ho (Gilead Sciences Inc.), Mark Miller (Deloitte).


The Ins and Outs of ESPPs with Raenelle James 

In-Person: Thursday, October 20, 2022 11:00am – 12:15am CST

Virtual: Wednesday, October 26, 2022 10:30am – 11:45am CST

An essential and interactive primer on all things ESPP, from administration and design to valuation and financial reporting.

Joining Raenelle on the panel will be Garry Devine (Horizon Therapeutics) and Haleh Carillo (OnPoint Consulting).


Optimize Your Recharge Program with Nathan O’Connor

In-Person: Wednesday, October 19, 2022 at 8:15am – 9:15am CST

Virtual:  Tuesday, October 25, 2022 at 2:45pm – 3:45pm CST

With new challenges in a changing world, companies may need to revisit their recharge arrangements and reconsider their tax mitigation and compliance strategies in jurisdictions outside the US. Panelists will cover the tax, accounting, and legal issues connected with a recharge program.

Joining Nathan on the panel will be Marlene Zobayan (Rutlen Associates) and Kela Shang (Baker McKenzie).


A How-to Guide on Performance Award Accounting with Matthew Gabrielson

In-Person: Thursday, October 20, 2022 at 11:00am – 12:15pm CST

Virtual: Wednesday, October 26, 2022 at 10:30am – 11:45pm CST

Find out how to manage the complexities of accounting for various performance award types, including the implications of award design and reporting for expense, tax, dilution, disclosures, and share pool tracking.

Joining Matthew on the panel will be Boxian Kolb (Equity Methods) and Allyson Graham (EQT Corporation).