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
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 October 25, 2021 — October 28, 2021 Posted on: 9/12/2021
Join Equity Methods at the NASPP Virtual Conference!
Four Equity Methods professionals will be presenting five sessions at this year’s NASPP conference, which will be held virtually in October. If you’re unable to attend but interested in any of the content, reach out to our presenters and they’ll be happy to discuss the topics with you.
10 Things Shaping What’s Next in Equity Compensation with Takis Makridis
Monday, October 25 at 9:30 a.m. – 10:30 a.m. PDT
Back by popular demand, this panel will look at the top emerging issues in equity and executive compensation. Updates on ESG, tax legislation, the role of proxy advisors, and more will be covered.
Smart Forecasting: Is Your Process Best-in-Class? with Matt Gabrielson
Tuesday, October 26 at 12:45 p.m. – 1:45 p.m. PDT
Understand why smart forecasting is increasingly important in managing costs for your equity programs; what to consider as you are projecting expense, dilution, and taxes; and how to ensure your process drives business decisions.
Decoding ASC 718: Reporting & Valuation with Raenelle James
Wednesday, October 27 at 8:30 a.m. – 9:45 a.m. PDT
Does accounting and valuation for ASC 718 feel like a foreign language? This easy (and fun) crash course will explain how stock compensation impacts compensation expense, deferred tax, earnings per share, and proxy disclosure. We’ll also highlight causes, types, and implications of equity modifications.
Through the Accounting Lens: Clawbacks, ESG, and Discretion with Boxian Kolb
Wednesday, October 27 at 12:45 p.m. – 1:45 p.m. PDT
Voluntary clawbacks, ESG and compensation committee discretion are hot topics in the compensation realm. The session will discuss the accounting and legal implications of these trending topics using real-world examples.
Human Capital Management: Coming to a 10-K Near You with Takis Makridis
Thursday, October 28 at 10:00 a.m.– 11:00 a.m. PDT
The new 10-K disclosure on human capital management is here, and already the SEC is looking to revise the rule to be more expansive and prescriptive. This session will discuss lessons from year 1 of compliance, disclosure trends, and what to expect in the future as additional rule making occurs.
See Equity Methods’ results from the 2020 survey of plan sponsors and get our take on the issues that are top of mind for stock-based compensation.
Group Five released its annual survey of corporate stock plan sponsors earlier this month, triggering a wave of excitement at our office in Scottsdale, Arizona. For the third year in…