Come See Equity Methods at the 2023 NASPP Conference & Exhibition

Conference September 26, 2023 — September 29, 2023 Posted on: 6/09/2023

Washington, DC

Join us at the 2023 NASPP Conference & Exhibition! Five Equity Methods professionals will be speaking on six different panels to discuss this year’s hottest topics.

2023 Regulatory Rundown: Everything You Need to Know with Takis Makridis

Wednesday, September 27, 2023 at 9:30am – 10:30am EST

Equity experts give you the complete rundown of 2023’s most important changes to the regulatory landscape and how to adapt. Rule 10b5-1 trading plans and enforcement; new clawback rules from the SEC, NYSE, and Nasdaq; pay vs. performance disclosures, FTC rulemaking on noncompetes, ESG/LTIP design trends, and so much more.

Joining Takis on the panel will be Arthur Meyers (Meyers Law Firm PLLC), Jessica Lange (Darden Restaurants, Inc.), and Michael Melbinger (Northwestern University School of Law).

 

EPS Dilution Step-by-Step with Matt Gabrielson and Boxian Kolb

Wednesday, September 27, 2023 at 9:30am – 10:30am EST

Your definitive, step-by-step guide on how to calculate incremental shares for diluted EPS under the Treasury Stock Method for everything from plain vanilla awards to complex hybrid market/performance awards. Also delve into special considerations to be aware of—such as net operating losses and participating securities—plus forecasting best practices.

Joining Matt and Boxian on the panel will be Allyson Graham (EQT Corporation).

 

Equity Designs That Power M&A Valuations with Nathan O’Connor

Wednesday, September 27, 2023 at 11:15am – 12:15pm EST

Did you know that unique equity and exec comp designs exist that can add shareholder value in M&A transactions? Get the details on what value drivers to add before and during the deal, plus how to approach design from both the acquirer and target perspectives.

Joining Nathan on the panel will be Anthony Eppert (Hunton Andrews Kurth LLP), Garry Devine (Horizon Therapeutics), and Lori Serrano (Outset Medical).

 

Pay vs. Performance: Preparing for Year 2 Disclosures with Takis Makridis

Wednesday, September 27, 2023 at 11:15am – 12:15pm EST

When the SEC released its pay vs. performance disclosure rule last August, publicly traded companies had just five months to master the most complex table in the proxy statement. Now one year in, let’s examine data from 1k+ actual PvP filings and review the top tips and lessons learned to prepare for year two.

Joining Takis on the panel will be Eric Hosken (Compensation Advisory Partners) and Martha Steinman (Hogan Lovells US LLP)

 

Performance Award Modifications in a Down Market with Raenelle James 

Thursday, September 28, 2023 at 2:00pm – 3:00pm EST

With equity markets recently deteriorating, tackling modifications to your existing performance awards is top of mind for many issuers. Featuring case studies and hands-on group collaboration, learn how to manage modification complexities spanning administration, participant experience, financial reporting, and best practice timelines.

Joining Raenelle on the panel will be Sara Shoaf (Charles Schwab) and Melissa Vargas (Enlink Midstream).

 

Revaluing TSR Awards for Your Pay vs. Performance Disclosure with Nathan O’Connor

Friday, September 28, 2023 at 10:05 am – 11:20 am EST

The SEC’s new pay vs. performance disclosure calls for annual revaluation of relative TSR awards. Better understand the nuances of valuing these awards and get a hands-on opportunity to practice using pro forma modeling to optimize structures, decrease compliance costs, and improve pay vs. performance alignment.

Joining Nathan on the panel will be Will Main (Equilar).