Join Equity Methods at the National Association of Stock Plan Professionals (NASPP) Southwest Regional Summit! Three Equity Methods professionals will be speaking on two different panels.

Keynote: Trend Spotting and Future Forecasting with Nate O’Connor

9:15 – 10:15am CDT

What’s happening with long term incentive design? A changing macroeconomic climate is making stock plan design and usage tricky to navigate. The role of relative performance awards, the evolving use of environmental, social, and governance (ESG) metrics in the annual and/or long-term plan, and the challenges in performance goal-setting are a few of the top questions on the table. This session looks at recent trends in award vehicles, metrics, structures, and more, then unpacks the implications for the future.

Joining Nate for this keynote address are Emily Cervino (Fidelity) and Sebastian Skalany (TechnipFMC)

In Focus: Stock Compensation Reporting After Recent SEC and FASB Rule-Making and Market Needs with Siddharth Thaker and Radostin Kanev

3:30 – 4:30pm CDT

In this session, we will discuss how stock compensation is coming under focus from multiple angles in the industry. In response to investors, analysts and governance, companies are asked to perform more detailed reporting with high emphasis on analytics. Both FASB and SEC have been developing new rules requiring additional disclosure and reporting with a goal to provide users with more granular information. We’ll unpack numerous reasons why more expanded disclosure and scrutiny of stock compensation is in focus. Then, we’ll pivot and look at how leading companies are becoming more agile in how they analyze and report stock compensation both internally and externally. At the end, we’ll walk through regulatory changes, macroeconomic circumstances, trends in compensation strategy, and more.

We hope to see you there!