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.

SEC Reporting Deep Dive: Disclosures & Proxy with Raenelle James

Wednesday, October 16, 2024 at 8:30am – 9:30am PDT

Dive into SEC reporting for share-based payments—disclosures in Form 10-K, Form 10-Q, and proxy statements. Get a full understanding of regulatory obligations and learn how to effectively collaborate with your admin team and auditors. Plus get practical tips for tracking share roll forwards, creating tables and footnotes, and surviving the dreaded restatement so you can navigate financial reporting with confidence and accuracy!

Joining Raenelle on the panel will be Tommy Swindle (UBS), Michael Wallace (RTX), and Garry Devine (Amgen).

 

A Crash Course on Clawbacks with Raenelle James and Takis Makridis

Wednesday, October 16, 2024 at 9:45am – 10:15am PDT

The SEC’s clawback rule is here! By October 2024, there could be hundreds of clawback cases triggered by restatements. Using real-world case studies, this session will illustrate the practical challenges of implementing Dodd-Frank clawback requirements, focusing on how equity and executive compensation professionals add value to the process. Waiting until you are in the middle of a clawback situation to prepare is too late! This session will help you craft your playbook of key priorities and action steps so you can be ready when a restatement happens.

 

The 5 Hottest Topics in Equity Compensation with Takis Makridis

Wednesday, October 16, 2024 at 2:15pm-3:15pm PDT

Back by popular demand! Explore 2024’s most buzzworthy equity topics. You’re sure to get insights on clawback developments, equity award and proxy disclosure litigation, how SEC rule-making and tax policy may change in light of election outcomes, and more—we can’t reveal all the hot topics just yet! In addition, we’ll highlight topics to keep an eye on going into 2025 during a lightning round.

Joining Takis on the panel will be Mark Borges (Compensia, Inc.), Arthur Meyers (Meyers Law Firm PLLC), and Jessica Lange (Darden Restaurants, Inc.).

 

The Impact of FASB’s Income Statement Disaggregation on Stock Compensation with Boxian Kolb and Matt Gabrielson

Wednesday, October 16, 2024 at 4:00pm-5:00pm PDT

With this impending change, compensation will explode into much more granular reporting in your P&L. Is your equity plan ready for this level of scrutiny? Explore how companies are evolving their internal processes to prepare. From best-in-class flux analysis and improved forecasting to effectively communicating results internally and externally, ensure your processes can withstand the spotlight.

Joining Boxian and Matt on the panel will be Allyson Graham (EQT Corporation) and Myles Hill (Uber Technologies, Inc.).

 

Equity Award Valuation 101 with Kiel Greenfield and Brad Hayes

Thursday, October 17, 2024 at 8:30am – 9:45am PDT

Get everything you need to know about models and techniques for valuing equity compensation, including how to select the correct model to value specific types of equity grants, such as options, PSUs with or without a market condition, and non-dividend protected awards. Learn the input assumptions required for each model and cover in detail how to derive these assumptions, along with the appropriate guidance from ASC 718. This session will cover valuation of equity at both public and private companies.

 

Ins and Outs of Performance Award Financial Reporting with Boxian Kolb

Thursday, October 17, 2024 at 10:05am – 11:20am PDT

Whether you’re a seasoned finance pro or someone who avoids accounting whenever possible, performance awards can be a confusing morass of conflicting guidance. Join this deep dive into the requirements for accounting and disclosures, including the valuations needed under the pay vs. performance rules. You’ll also get an overview of the accounting treatment for performance-based vs. market-based awards, design trends, tax accounting, diluted EPS, and PvP.

Joining Boxian will be Stacy Bishop (Cimpress plc), Michael Palermo (Morgan Stanely at Work), and Elizabeth Dodge (Equity Plan Solutions).