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The Offsite: Not Your Typical Company Meeting

Learn how Equity Methods fosters professional advancement and internal relationships through offsite meetings.

Blog Post

The Proxy Is Coming! What Finance Leaders Need to Know About Current SEC Rule-Making

At this year’s Financial Executives International (FEI) CFRI conference, we discussed why the most successful corporate proxy preparation teams boast deeply integrated and cohesive partnerships across their Finance, Legal, and HR functions. In this article, we cover the key takeaways from our discussion.

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Net Settlement in the UK Is Now More Complex

For employees in the UK, the way share-based payments are settled can lead to significant differences in tax treatment. We discuss the recent guidance from UK tax authorities and explain why sell-to-cover may be preferable to net settlement in that jurisdiction.

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5 Challenges of Share Pool Tracking for Equity Plans

Equity compensation programs are notorious for their complexity. When not tracked carefully, companies can deplete their share pools sooner than expected and may lack the necessary shares to make new grants. We explain how to avoid these painful situations and ensure you can continue engaging top talent.

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Top Questions for Year-End Stock Compensation Reporting

Handle the trickiest reporting elements with this checklist of key stock compensation questions that come up during the busiest time of the year.

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Group Five 2024 Benchmarking Results Plus Our Take on What’s Ahead

See Equity Methods’ results from the 2024 survey of plan sponsors and get our take on the issues that are top of mind for stock-based compensation.

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What the SEC’s 2024 PvP Comment Letters Mean for Year 3 Disclosure Preparation

The third year of the SEC’s pay vs. performance disclosures has been shaping up to be business as usual—mostly. But that doesn’t mean the process is on autopilot.

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Highlights from the 32nd Annual NASPP Conference

Dive into the hot topics in equity compensation covered at the 2024 NASPP Conference, complete with key takeaways.

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Profits Interest Units, Explained

Profits interest units (PIUs) can be a flexible incentive because they allow holders to participate in the future growth of the business. We explain the ins and outs of PIUs, compare them to common stock structures, and provide tips for implementing a profits interest plan.

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Building Trust and Skills in a Low-Hierarchy Environment

At Equity Methods, we have a culture of collaboration in a low-hierarchy environment. Here’s what that looks like.