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.
News & Events October 12, 2026 — October 15, 2026 Posted on: 9/10/2026

We’re excited to be presenting you at the 2026 NASPP Conference & Exhibition! Five of our Equity Methods professionals will be speaking across four panels.
Private Company Equity Valuations: Navigating the New AICPA Guidance with Josh Schaeffer
Tuesday, October 13, 2026 at 2:15 pm. – 3:15 pm EDT
The AICPA’s updated Accounting and Valuation Guide carries significant implications for private company equity compensation—particularly for companies with complex capital structures and observable secondary transactions. Discover how evolving valuation expectations affect financial reporting, audit scrutiny, and equity program administration, with coverage of disclosure considerations and implementation challenges along the way.
Joining Josh on the panel will be David Howell (Plante Morgan).
Industry Insights Reception: The Future of Equity Compensation with Elizabeth Dodge and Takis Makridis
Tuesday, October 13, 2026 at 5:15 pm. – 6:15 pm EDT
The equity compensation landscape is transforming faster than ever. As markets evolve, regulations shift, and companies demand better global scalability, equity professionals are under pressure to anticipate what’s next. At the NASPP Conference—where the industry comes together to define the future—this visionary session brings together leaders from every major segment of the equity ecosystem for a forward looking conversation you won’t hear anywhere else.
Joining Takis and Elizabeth for this session will be Mark Borges (Compensia) and Scott Whatley (Morgan Stanley).
What’s Hot? What’s Next? Public Company Equity Comp Design & Disclosure with Takis Makridis
Wednesday, October 14, 2026 at 8:30 am. – 9:30 am EDT
Public company executive compensation sits at the intersection of rapidly shifting legal, regulatory, accounting, and tax developments. Get detailed expert updates on the issues shaping plan design and disclosure right now—from SEC rulemaking and Reg S-K comment solicitations to shifting proxy advisor dynamics, Section 162(m) post-TCJA realities, and what Delaware courts are signaling on fairness and independence.
Joining Takis on the panel will be Mark Borges (Compensia), Jessica Lange (Bodman), and Jeffrey Taylor (American Water Works Company).
From Guesswork to Guardrails: Building a Reliable Equity Planning Model with Boxian Kolb and Matt Gabrielson
Wednesday, October 14, 2026 at 4:30 pm. – 5:30 pm EDT
Accurate equity forecasting requires more than a good spreadsheet—it requires deep alignment between HR and finance. Get the tools you need to model burn rate, overhang, and stock plan expense with clarity and precision. You’ll learn a framework to increase cross-functional alignment, avoid common forecasting errors, and communicate dilution and P&L impact with confidence at every level of the organization.
Joining Boxian and Matt on the panel will be Allyson Graham (EQT Corporation) and Subhan Ayoubi (Edwards Lifesciences).
