Equity compensation in 2015: best practices and emerging next practices 

Panelists: 

Daniel Hunninghake, Senior Consultant, Equity Methods, LLC

Takis Makridis, President and CEO, Equity Methods, LLC

As we near the midpoint of 2015, we’re witnessing a year in which stock-based compensation award designs are becoming more complex, finance executives are driving for more and better information transparency, and award recipients are prone to misunderstand or question their grants. Whether it’s more granular tax mobility, hybrid performance/market awards, proxy CD&A surprises, or FASB’s pending revisions to ASC 718, 2015 will not be a dull year.

Join Daniel Hunninghake and Takis Makridis of Equity Methods for a review of key trends in stock compensation accounting and related implications from novel award designs. Daniel and Takis will also share select findings from Equity Methods’ stock-based accounting survey, which looks into common and best practices adopted by finance centers of excellence. The audience will also be invited to compare their own processes/protocols against trends that are showing up in the industry survey results.

Register Now! 

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 the “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) 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:

Daniel Hunninghake, CPA, Senior Consultant, Equity Methods, LLC

480-428-3328 | Daniel.hunninghake@equitymethods.com

 Daniel Hunninghake is a Senior Consultant within Equity Methods’ Financial Reporting practice, where he helps many large publicly traded clients solve their most difficult equity compensation problems. He leverages expertise in both technical accounting and risk management to drive new client implementations and process improvements for some of the group's most complex engagements, and is known throughout the practice for knowledge sharing and project management. A key member of an internal steering committee dedicated to championing internal controls, he takes pride in training and mentoring up-and-coming staff to deepen their technical expertise and client service acumen. He holds Bachelor and Master of Accountancy degrees from Arizona State University and is a licensed CPA in the state of Arizona.

 

Takis Makridis, President and CEO, Equity Methods, LLC

480-428-1203 | Takis.makridis@equitymethods.com

Takis Makridis is the President and CEO of Equity Methods, LLC.  Takis has considerable experience in working with finance and HR executives to address their equity compensation accounting, valuation, and financial reporting needs, and he remains critically engaged with thought-leaders from consulting firms, public accounting, and academia in addressing emerging issues.  Equity Methods has supported over 500 companies, including 28 of the Fortune 100, since its inception over 10 years ago.  The 40 professionals at Equity Methods assist clients in the valuation, design, and financial reporting of equity compensation awards, fair value measurement of complex securities subject to ASC 820 and ASC 805, and business valuation for 409A purposes.  Equity Methods delivers value and helps clients manage risk by fusing deep domain expertise with algorithm-based solutions and prides itself on delivering advice about complicated accounting, valuation, reporting topics with layered levels of depth so that it can be understood by board-level decision makers while having the technical foundation necessary to make even the most rigorous finance and accounting professionals happy.

 Takis is a nationally recognized speaker at industry conferences across the country and frequently leads executive briefing sessions and firm webinars to enhance knowledge sharing among client firms and disseminate best practices throughout the industry. Takis is the author of Advanced Topics in Equity Compensation Accounting and coauthor (with Barbara Baksa) of Accounting for Equity Compensation (third – fifth edition), both published by the National Center for Employee Ownership, which have been required texts for the Certified Equity Professional (CEP) designation. Takis is also an advisory board member of the Certified Equity Professional Institute, and the Department of Finance at the WP Carey School of Business at Arizona State University.  Takis has published articles in various technical and business publications, and has also been cited in media publications such as the New York Times and Compliance Week. Takis holds a B.S. in Economics and Finance from Arizona State University and an M.B.A. from Oxford University.