Forecasting and Visualizing Equity Compensation

Equity compensation affects expense, EPS dilution, effective tax rates, share pools, and more. Add in market volatility and many unknowns heading into 2025, and it’s no wonder more companies are relying on forecasting to drive insight and provide accurate sensitivity analysis.

Best-in-class forecasting processes are flexible, automated, and precise—but none of that matters if the output isn’t useful for making good decisions. That makes it imperative to present information in easy-to-understand dashboards that can turn numbers into insights.

In this webcast, we’ll explore:

• The key inputs and assumptions critical to each type of forecast
• Tips and tricks for handling recurring and ad hoc forecast drivers like annual grants and plan design changes
• Common drivers of variance when performing both forecast-to-actual and actual-to-actual flux analyses
• How to present results meaningfully with data visualization and executive dashboards
• Ways to ensure cohesion across all of the areas impacted by equity compensation and across multiple economic scenarios

Accurate forecasts require high-quality input from many different functions: compensation, finance, treasury, tax, and of course FP&A. Join us to learn how you can improve your forecasting and visualization processes to drive better decision-making in your organization.

CPE Credits: 1.0 (available to live webcast attendees)
Field of Study: Accounting
Program Level: Overview
Additional CPE details