ESPP Programs – Compensatory vs. Non-Compensatory

Employee stock purchase plans (ESPPs) provide an effective way to incentivize employees and offer lower compensation cost and tax advantages to the issuer. When developing an ESPP plan, companies must consider a number of regulatory requirements which may affect the cost of the program and participation rates.

Optimizing Your Resources for Efficient Regulatory Reporting

In an environment of evolving regulations and ever-increasing data in both volume and complexity, it is critical to establish effective processes that will render timely and accurate external reporting. Filing with the SEC is a high-stakes and deadline driven process that is heavily dependent on coordination of various departments across the company. Here are four steps you can incorporate into your processes today to significantly improve and streamline your regulatory reporting workflow.

Should your company consider offering equity compensation?

Equity-based compensation has long been used by publicly traded companies to reward their executives. Now, however, a growing number of private companies are looking for ways to compete for executive talent by offering their own version of equity incentives. What are the key considerations in starting the equity plan and who will benefit?

5 Key Performance Indicators You Should Know About Your Competitors

Competitor intelligence (CI) is an essential component for developing a business strategy. It provides insights into marketplace dynamics, benchmarks your financial performance, and reveals operational strengths and weaknesses of your competitors. The key to an effective CI process are the internal metrics or the key performance indicators (KPIs) derived from the financial statements – they allow a fair comparison between peer companies and help evaluate their progress over time.

The key to boosting morale in finance lies in…spreadsheets?

Technology is supposed to save time, and the most successful technologies make it easy to do. With the advent of the automobile, few people continued to try and make the horse and buggy more efficient. But even today’s concept cars still have four wheels and a front-end engine.
The same logic applies to modern financial tools, especially when it comes to the month-end close.

Choosing the Right Metrics for Performance-based Compensation

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In an effort to ensure sustainable corporate growth, companies are increasingly choosing performance-based incentives to align executive pay with performance. Companies may utilize different strategies to set performance goals, however, it is critical to keep in mind that choosing a particular metric can cause accounting complications and even unexpected costs.

Become an External Reporting Hero

Financial reporting professionals are tasked with keeping a lot of people happy – your CEO, your board, your shareholders, and your staff. Determining the best way to present accurate, accessible and interactive financial data to all of your key stakeholders can make you stand out as the reporting champion in your office. Sounds great, right? Here’s a few tips to help you and your team become external reporting all-stars.

ISS Releases 2016 Proxy Voting Policy Survey

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Institutional Shareholder Services Inc. (ISS) has announced the release of the 2016 proxy voting policy survey, and it has invited investors, corporate issuers, corporate directors, and other interested parties to participate. The survey helps determine 2016 policy updates, as well as the adoption of new policies that ISS will implement in the coming year.