Group Blog

  • Changing NSOs to ISOs (!)

    Posted by Achaessa / on 05/16/2011 / 2 Comments

    In April I received a call from an NCEO member that posed an interesting scenario. The new plan administrator's supervising CFO had asked to review the company's 2010 option grants which had all been granted as NSOs, and then told the administrator that a subset of the grants (those to executives) were wrong and to change them to ISOs. The administrator wanted to know how to respond to this request. This is what I recommended:

    Board authorization. The board authorization is the governing document and any questions about award details should always be traced back to the board authorization.

    • If the ..
  • NCEO Equity Update Course is open for registration!

    Posted by Achaessa / on 05/06/2011 / 1 Comment

    The 2010 Equity Compensation Update is a vitally needed resource for equity compensation professionals, covering recent developments in the field (from January 2010 through March 2011) in the following categories: accounting, administrative and international, legal, and tax issues.

    The material in the 2010 Equity Update and its corresponding questions are presented in a Web-based learning environment that remembers which quizzes you have passed. It also includes a detailed equity compensation glossary and detailed table of contents to help you navigate freely through the course.

    The 2010 Equity Update directs students through four modules, featuring articles by leading professionals and prerecorded Webinars ..

  • Dodd-Frank risk management encompassing IT audits

    Posted by Achaessa / on 05/05/2011 / 0 Comments

    How often would you consider your equity administration software bugs as "risks"? Could they cause a material misstatement of your financials?  Then it's a risk... 

    Check out this article on the AICPA website:

    http://www.cpa2biz.com/Content/media/PRODUCER_CONTENT/Newsletters/Articles_2011/CorpFin/ITAudit_Singleton.jsp

  • Making excuses for bad behavior

    Posted by Achaessa / on 11/11/2010 / 1 Comment

    Check this website out - http://www.backdatingisnotacrime.com/category/backdating-overview

    Even if backdating were "legal" would you want the headaches and legal bills that go with trying to prove you're right?

  • Search Function: Recent Facebook article shows one the strongest purposes for the ECE group

    Posted by Dan / on 04/10/2010 / 0 Comments

    Intro

    Hi everyone

    The recent Facebook decision to restrict employees from selling shares to outside investors has gotten a lot of attention on the ECE site.  It has also given me a chance to point out one of the most powerful features, and reasons for, the ECE site.

    The Search Function is on the top right of nearly every ECE page.  Simply type in a word or phrase and your will get reults from the site, categorized by their location and date. 

    Try it.  Type in Facebook or Broadcom and get a glimpse at the history of these companies in articles, ..

  • Equilar's Executive Compensation Summit, an interview with David Chun, CEO and Founder

    Posted by Dan / on 03/30/2010 / 0 Comments

    I recently had the opportunity to speak to David Chun, CEO and Founder of Equilar about their 2010 Executive Compensation Summit. I asked David to provide a little information for ECE members and potential attendees.

     

    David, can you give me the basics?  How long has Equilar been hosting an annual event?  What drove your decision to conclude the industry could use another conference?

    This is our second year of hosting our executive compensation client event. Our clients were the biggest influence in us deciding to do a conference. They called on us, as an independent body, to bring together ..

  • Mona Hanes one of the most competent people I know is appointed as President of AST Equity Plan Solutions (AST LINK)

    Posted by Dan / on 03/15/2010 / 0 Comments

    Intro

    AST EPS made a great move by appointed an individual who is both incredibly skilled and supremely qualified to be their new President.  The details are below, but I have my own point of view on this.  I have been in the equity compensation world for more than 15 years and know literally hundreds of great professionals.  Mona Hanes is one the very best of the bunch.

    While I was as surprised at the recent resignation of Uri Kaufthal, AST EPS certainly made the right step to move forward. I have known Mona for several years. She is bright and passionate ..

  • Is it getting busy, or is it just me??

    Posted by Dan / on 03/08/2010 / 2 Comments

    Hi everyone,

    I don't know if you have noticed, but the volume and variation of articles has risen fairly dramatically during the past 4-6 weeks.  Job postings are also up.  Perhaps this means that we are truly turning a corner.  Let me know how things are going for you.  Make sure you invite your colleagues and co-workers.  Membership is STILL FREE.

    You may have noticed that I came back from my self-imposed exile last week.  I was busy helping produce ShareComp 2010, and more than 750 professionals have attended this unique event and thousands of documents and presentation have been viewed ..

  • NCEO Equity Update Course Now Available

    Posted by Corey / on 12/21/2009 / 1 Comment

    The 2009 Equity Compensation Update is a vitally needed resource for equity compensation professionals, covering recent developments in the field (up to the end of 2009) in the following categories: accounting, administrative and international, legal, and tax issues.

    The material in the 2009 Equity Update and its corresponding questions are presented in a Web-based learning environment that remembers which quizzes you have passed. It also includes a detailed equity compensation glossary and detailed table of contents to help you navigate freely through the course.

    The 2009 Equity Update directs students through four modules, featuring articles by leading professionals and prerecorded Webinars ..

  • IRS Postpones 6039 Returns to IRS for Another Year

    Posted by Tahir / on 11/18/2009 / 1 Comment

    The IRS released T.D. 9470 on Nov. 17, which provides that reporting to the IRS of the information required by IRC Sec. 6039 will not apply to ISO exercises and transfers ESPP shares made in 2009. Keep in mind, however, that the notices to employees must still be made by Jan. 31, 2010.

 

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