The NASPP Blog

Category Archives: To Do List

October 12, 2016

NASPP To Do List

Less Than Two Weeks Left!
The 24th Annual NASPP Conference is less than two weeks away. The Conference will be held from October 24-27 in Houston. Register today!

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October 5, 2016

NASPP To Do List

Just Over Two Weeks Left!
The 24th Annual NASPP Conference is a little over two weeks away. The Conference will be held from October 24-27 in Houston. Register today!

Update on Early Adopters
PwC has published an update of their summary of the companies that have adopted ASU 2016-09 early.  According to their most recent update, as of August 22:

  • 160 companies had voluntarily adopted the amendments to ASC 718.
  • 41% of them disclosed that they were choosing to account for forfeitures as they occur.
  • The impact to income for the tax effects of awards ranged from under $1 million to over $400 million.

Ken Stoler of PwC will present highlights from PwC’s research on early adopters in the Presentation Arena at the 24th Annual NASPP Conference. Don’t miss it!

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September 28, 2016

NASPP To Do List

Less Than a Month!
The 24th Annual NASPP Conference is less than a month away. The Conference will be held from October 24-27 in Houston. Register today!

Brexit and Your Stock Plans
The latest episode in the NASPP’s Equity Expert Podcast series is “What We Might Expect with Brexit with Paula Holland, Ann Bevitt & Chris Finney from Cooley.”  My understanding is that it is “brilliant.” Listen to it today!

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September 8, 2016

NASPP To Do List

Two Days Left!
You have just two days left to take advantage of the early-bird pricing on the 24th Annual NASPP Conference. The Conference will be held from October 24-27 in Houston and the early-bird rate ends tomorrow, Friday, September 9. Register today!

Three Steps Towards a Fresh Start this Fall
Andrea Best of Stock & Option Solutions has posted a new NASPP Career Corner Blog on three steps to give your career a boost now that summer is over: take stock of your progress towards your goals, get organized, and take action.

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August 31, 2016

NASPP To Do List

Time Is Running Out!
You have just one week left to take advantage of the early-bird pricing on the 24th Annual NASPP Conference. The Conference will be held from October 24-27 in Houston. Register today!

NYSE Clarification
The NYSE clarifies that amendments to allow maximum tax withholding do not require shareholder approval—check it out in the NASPP’s newest alert.

Understanding the IRS Rules for Tax Withholding
A new article by PwC discusses how ASU 2016-09 intersects with the IRS’s rules for withholding taxes on stock compensation.

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August 24, 2016

NASPP To Do List

Time Is Running Out!
You have just two weeks left to take advantage of the early-bird pricing on the 24th Annual NASPP Conference. The Conference will be held from October 24-27 in Houston. Register today!

New Podcast on Proposed 409A Regs
Our newest addition to the Equity Expert Podcast series features an interview with Mike Melbinger of Winston & Strawn on the newly proposed regs under Section 409A.  Listen to the podcast to find out:

  • How the regs will make it easier to grant to newly hired employees
  • The one thing you should never do with restricted stock
  • Proposed simplifications that will ease adjustment of awards when participants die (and when their beneficiaries die as well)

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August 17, 2016

NASPP To Do List

Conference Hotel Is Filling Up
Don’t wait any longer to register for the 24th Annual NASPP Conference—the Conference hotel is quickly filling up. Register today while rooms are still available.

Attracting Top Talent
Check out Andrea Best of SOS’s new blog in the NASPP Career Center on four ways to attract top talent. Andrea notes that one of the things top performers look for is to know that they can contribute to the organization:

Expect “A” players to inquire about vision and purpose and how they, with their specific skills and experiences, can contribute to the growth and future of your company.

Read Andrea’s blog to find out the other three things top performers look for in an employer.

What Do You Think ISS’s Policies Should Be?
Did you miss the polls about ISS’s 2017 corporate governance policy in last Thursday’s blog?  There’s still time to tell us what you think!

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August 10, 2016

NASPP To Do List

Conference Hotel Is Filling Up
Don’t wait any longer to register for the 24th Annual NASPP Conference—the Conference hotel is quickly filling up. Register today while rooms are still available.

Equity Expert Podcast: Balancing Expense with Perceived Value
Check out our latest Equity Expert Podcast featuring Dan Kapinos of Aon Hewitt and Mike Palermo of Fidelity on making your equity awards as efficient as possible when it comes to plan cost and incenting employees. A few of their suggestions:

  • Using a more nuanced version of the Black-Scholes model
  • Not paying dividends on unvested awards
  • Post-vesting holding periods
  • Payout caps on performance awards

Listen to the podcast to learn more about these suggestions and hear Dan and Mike’s other ideas.

Re-Evaluating TSR
The article “Re-Evaluating Total Shareholder Return as an Incentive,” by Brett Herand of Pearl Meyer (originally published in workspan) takes another look at the use of relative TSR as a performance metric for equity awards. Herand discusses recent research demonstrating weaknesses in the effectiveness of TSR as an incentive.  He notes:

By shifting from an rTSR plan to a plan based on financial and/or operational performance, telling employees that they will be given additional control over their own compensation destiny, as opposed to being overly exposed to market vagaries, can be powerful.

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August 3, 2016

NASPP To Do List

New Alerts
We’ve posted the following new NASPP alerts:

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July 27, 2016

NASPP To Do List

Quick Survey on Global ESPPs
Take our quick survey on global ESPPs, co-sponsored by Solium. The survey is less than 25 questions; you can complete it in under 15 minutes! Do it today before you forget!

New Podcast
Check out my latest Equity Expert podcast, “Five Things Barbara Baksa Learned about Employee Choice Programs.”

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