PwC Presents: Equity compensation viewpoints other than Stock Administration! 

Calling all Accounting, Tax, and SEC/Financial Reporting professionals! This is one session you do not want to miss. No NASPP membership is required - open to all. Stock Plan Admins, please invite your colleagues from other departments who would benefit from this topic.

Panelists: 

Ken Stoler, Partner, PricewaterhouseCoopers LLP

Matthew McKittrick, Managing Director, PricewaterhouseCoopers LLP

Kari Piehl, HR Tax Manager, PricewaterhouseCoopers LLP

 

The Accounting, Data Management, and Tax specialists discuss issues, best practices, and pitfalls for equity compensation from their perspectives. During this session, PwC practitioners Ken Stoler (SEC/Accounting), Matthew McKittrick (Data Management), and Kari Piehl (Tax) will discuss the SEC staff's current focus areas for stock compensation, transitional data issues (IPO, Acquisition/Merger, or New Equity Vendor), missing tax deductions, and tax tracking issues. This session will further examine best practices in accounting, managing and tracking for equity compensation, recent regulatory hot topics and highlight the latest pitfalls encountered by issuers during the most recent audit busy season. This would be a great session for you to invite individuals from other departments, such as Accounting, SEC/Financial Reporting, and Tax.

Register Now! 

Registration & Lunch: 11:30am - 12:00PM

Presentation:                12:00pm - 1:30pm

Meeting Fees:     

No meeting fees! Lunch will be sponsored by PwC for all attendees. NASPP membership is NOT required.

***Thank you to our generous sponsor - PricewaterhouseCoopers LLP***

 *CANCELLATION POLICY: IF YOU NEED TO CANCEL ONCE YOU HAVE SENT IN AN RSVP FOR A MEETING, PLEASE GIVE AT LEAST 48 HOURS NOTICE. THE CHAPTER RESERVES THE RIGHT TO BAR ALL NO-SHOWS FROM ATTENDING FUTURE CHAPTER MEETINGS.

CEP Credits:

Certified Equity Professionals (CEPs) may earn a 1 hour credit toward continuing education (CE) by attending this meeting.  For more information about the CEP continuing education requirements, please refer to the CEP website.

Biographies:

Ken Stoler, Partner, PricewaterhouseCoopers LLP

Ken is a partner and PwC's national HR Accounting Advisory Leader.  Ken and his team work with companies on various aspects of employee compensation arrangements, including financial reporting, tax, process, and design.  He has worked extensively on compensation-related issues associated with acquisitions and divestitures, spin-off's and carve-outs, private equity portfolio companies, asset management arrangements, and pre-IPO companies.

Prior to assuming his current role, Ken spent four years in the PwC's national office consulting on complex accounting matters related to business combinations, revenue recognition, and employee compensation matters, including stock-based compensation, pensions, OPEB, and restructurings.  Ken joined PwC in 2005.

Prior to joining PwC, Ken spent two years as an inspector with the PCAOB and seven years as an audit manager with Deloitte, including two years in Deloitte's national office.  He received his bachelor's degree from Emory University, and is a Certified Public Accountant licensed in Georgia, New Jersey, and New York.

Specialties: Accounting, tax, process and design for stock compensation, deferred compensation, pensions and other postretirement benefits, severance arrangements, restructurings

Matt McKittrick, Managing Director, PricewaterhouseCoopers LLP

Matt McKittrick is a Managing Director in the Data Solutions Group located in Seattle.  Matt has 17 years of consulting experience and has specialized in stock based compensation issues for the last nine years, helping companies address complex administrative, accounting and tax issues. 

Matt leads a team of data specialists that provide analysis and processing services over a wide range of equity complexities.  This includes providing audit and consulting services to help companies address the challenges of computing accurate accounting and tax adjustments due to equity vendor platform conversions, acquisitions/spin-offs, accelerations, performance grants, and modifications.  Matt specializes in providing clients with detailed tracking of stock based compensation deferred tax assets, including APIC windfall pool adjustments, Cost-Sharing adjustments, and 162m adjustments.  Matt also assists with dilutive EPS reporting and statutory IFRS reporting for international companies based in the US.  Finally, Matt enjoys helping companies identify and build process improvements in their existing equity control environment, and often leverages the underlying data to identify process weaknesses.  

Matt has an Economics degree from the University of Virginia, a MBA from the University of Colorado, and is a Certified Information Systems Auditor.

Kari Piehl, HR Tax Manager, PricewaterhouseCoopers LLP

Kari is an HR Tax Manager based in Seattle with over 30 years of tax experience in both private industry and large public accounting firms. Kari's private industry experience includes several years with a large international corporate tax department, many years with a public utility as well as a few years with a small US subsidiary of Nokia. Kari's past work experience includes extensive work with federal, state, and international tax provisions and tax compliance for small businesses, s-corporations, large consolidated international corporations, partnerships, trusts, individuals and payroll tax reporting.

Kari has spent the past nine years specializing in the area of stock based compensation, helping companies solve the accounting and tax tracking concerns related equity compensation, stock option backdating, underwater stock option exchanges, cost sharing, performance shares, mobility tracking concerns, 162(m) limitations, and diluted EPS calculations.  Kari links the data team with the client tax teams, designing the deliverables/reporting templates to be leveraged into client specific tax provisions.

Kari is a licensed CPA with the state of Washington and received her degree from City University in Bellevue, Washington.

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