Reporting
We provide companies of all sizes with financial reporting services for stock-based compensation.
Valuation
Get fair value measurement and modeling for all sorts of equity-based awards and securities, whether business as usual or special circumstances.
Complex Securities Valuation
Equity Management
We provide comprehensive strategic and operational services that streamline your equity compensation program, improving operational continuity, reducing risk, and unlocking new efficiencies.
HR Advisory
Our HR advisory services provide the insight you need to improve program design, grant more equity, and tell a cleaner story in your proxy and financial statements.
CEO Pay Ratio
Resources
Dive into our library of publications on a wide range of stock-based compensation topics.
About Us
We’re dedicated to bringing insight, control, and expanded capability to your compensation strategy.
Conference June 10, 2026 — June 11, 2026 Posted on: 6/05/2026
We hope to meet you at the NASPP New England Summit! This year, two Equity Methods professionals will speak on two panels to discuss key topics in equity compensation.
If Only I’d Known! Top 10 Things I Wish I Knew About Financial Reporting But Didn’t Know to Ask with Ruth Doyle
Thursday, June 11, 2026 at 12:40pm – 1:30pm
Financial reporting in equity compensation often hides surprises, unexpected expense changes, missing modifiers, EPS quirks, or system behavior you only discover too late. No matter which system you use, this session breaks down the accounting and configuration pitfalls that veteran stock admins wish they had known earlier. We’ll decode the ASC 718 rules, show how system settings impact expense, modifications, and disclosures, and give you practical checklists you can apply immediately.
Joining Ruth on the panel will be Conor Buckley (Aon Equity Services) and Ron Silver (Ironwood Pharmaceuticals).
ABCs of Winning at ESPPs with Jeff Kunkel
Thursday, June 11, 2026 at 12:40pm – 1:30pm
This session will walk you through the ABCs of designing and launching an effective employee stock purchase plan: Assess, Build, and Communicate. We’ll start with how to assess your employee population and organizational objectives, so your ESPP design aligns with real needs and behaviors of your employees and your company- touching on some of the latest trends. Then we’ll cover how to build the plan’s key design levers and practical considerations that drive participation and cost. Finally, we’ll focus on how to communicate the plan clearly helping employees understand its value and feel confident enrolling
Joining Jeff on the panel will be Julia Franke (Aon Equity Services) and Scot Martel (Novocure).
