INNOVATIVE "NEXT PRACTICES" FOR 2017

Panelists:

Takis Makridis, CEP - President & CEO, Equity Methods

Kevin Zhao - Manager, Valuation Services, Equity Methods

The executive compensation landscape is growing in turbulence. Meeting the needs of shareholders, delivering value to retain and motivate executives, and responding to the recent and expected Dodd-Frank rule-making will force tough tradeoffs. As executive compensation has suffered from homogenization, many companies are looking for creative solutions that balance the competing priorities in front of them.

In this presentation, we will share four "next practices" - trends in formation - that we're seeing among clients and industry friends. We will discuss the growth of hybrid awards, ways of delivering more value for less accounting cost, techniques for setting operational targets, and lengthening performance periods. Stock plan professionals play a key role in supplying information to support decision-making and highlighting deficiencies in current LTIP programs. Our session will deliver practical tips to identify emerging trends that may be actionable in your organization.

Registration: 11:30am - 12:00pm

Presentation: 12:00pm - 1:00pm

Meeting Fees:

Members:

Lunch will be sponsored for NASPP members by Equity Methods, LLC.

Non-Members:

Meeting fee is $25. Payments can be made via PayPal under account seattle@naspp.com. We can accept checks at the meeting made payable to "Seattle Chapter of NASPP"

***Thank you to our generous sponsor: Equity Methods, LLC***

*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) can earn credit (1 hr) toward continuing education (CE) by attending this meeting. For more information about the CEP continuing education requirements, please refer to the CEP website.

Biographies:

Takis Makridis, CEP

Takis is responsible for the strategy, service, delivery, and thought leadership efforts at Equity Methods. Leveraging extensive consulting experience, Takis is relentlessly committed to delivering practical, plain-English, high-impact solutions to clients while remaining active in the firm's research efforts. A nationally recognized speaker, Takis is also the author of Advanced Topics in Equity Compensation Accounting, and Accounting for Equity Compensation (3rd-5th editions), and is a contributor to various technical publications. He holds a BS in economics and finance from Arizona State University, an MBA from Oxford University and is a Certified Equity Professional (CEP).

Kevin Zhao

Kevin is one of Equity Methods' most experienced valuation professionals, with deep expertise in fair value measurement issues related to ASC 718, 470, 805, 820, and IRC 409A. At Equity Methods, Kevin oversees advanced valuations applying Monte Carlo simulation techniques for a wide variety of financial instruments. Kevin also provides technical oversight and directions to the practice's most complex share-based payments (e.g. TSR awards) and share-based transactions such as convertible debt and contingent considerations (i.e. earn-outs). Kevin holds an MS in finance and an MA in chemistry, both from the University of Arizona and is a SAS Certified Base Programmer.

Equity Methods

The 40-plus professionals at Equity Methods assist clients in the valuation, design, and financial reporting of equity compensation awards, as well as the valuation of other complex securities. Equity Methods has served over 500 companies, with a particular focus on large organizations with complex equity compensation programs (having served 29 Fortune 100 companies).