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Upcoming Webinars


Succeeding at Succession: Navigating Transition in Board Composition


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Date: Thursday, March 30, 2017
Time: 10:00 AM PT / 1:00 PM ET

Board composition has become a critical area of focus in the boardroom, and investors are putting on the pressure for board accountability and refreshment. . Boards are increasingly taking a strategic approach to succession planning, and as they look to recruit and onboard new members, a key question they must face is how to successfully navigate the impact on board culture and chemistry.

In this 60-minute webinar, Equilar, KPMG and two sitting directors will look at this issue from multiple perspectives—a new board member in an unfamiliar environment and a board committee chair responsible for board composition and governance. Gain perspectives on how to ensure a culture of continuous improvement and optimum performance - maintaining what works while incorporating new ideas that will take your board from good to great.

Webinar Registration Fee:

  • This webinar is complimentary to all attendees as part of the Equilar Diversity Network.

Webinar Discussion Highlights Include:

  • Key findings from the KPMG report Building a Great Board, the WCD report Seeing Far and Seeing Wide: Moving Toward a Visionary Board and the Equilar study Board Composition and Recruiting Trends

  • Key considerations for vetting a prospective director during the search and interview processes

  • How board composition impacts culture and chemistry

  • Best practices for creating an effective onboarding program

Featured Speakers

Belen Gomez
Senior Director of Research & Board Services
Equilar, Inc.

Susan Angele
Senior Advisor, Board Leadership Center
KPMG

Irene Chang Britt
Board Member
Dunkin’ Brands and Tailored Brands
Member, Women Corporate Directors

Angela Brock-Kyle
Board Member
Guggenheim/Rydex Funds and Infinity Property and Casualty


Executive Incentive Design: Long-Term Planning and Pay for Performance Considerations


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Date: Thursday, April 13, 2017
Time: 10:00 AM PT / 1:00 PM ET

Aligning pay and performance has become a best practice in executive compensation. As a result, incentive plan designers face the complicated task of balancing performance triggers that not only motivate and retain top-level employees but also drive near-term company goals and long-term shareholder value.

Join Equilar, E*TRADE Financial Corporate Services, Inc. and Compensation Advisory Partners for a webinar that will discuss how long-term incentives are linked to performance and what plan designers should know about balancing competing stakeholder interests.

Webinar Registration Fee:

  • Equilar Subscribers: Complimentary
    Non-Subscribers: $495 This webinar is complimentary to all attendees courtesy of our sponsor, E*TRADE Financial Corporate Services, Inc.

Webinar Discussion Highlights Include:

  • What is driving market trends in equity compensation and how are companies responding

  • Gaining advantages in the marketplace by properly leveraging incentive pay

  • Strategies for mapping performance directly to award value

  • Probabilities that awards pay out over time

Moderator

Matthew Goforth
Managing Editor
Equilar, Inc.

Panelists

Craig Rubino
Director, Corporate Services
E*TRADE Financial Corporate Services, Inc.

Kelly Malafis
Partner
Compensation Advisory Partners

Courtney Yu
Research Director
Equilar, Inc.


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Past Webinars


Boardrooms in the Information Age: Risks and Opportunities

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Date: Thursday, March 9, 2017

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In the recent past, boards communicated with their shareholders infrequently, and often through a buffer of closely controlled channels. However, the internet, open access to information and social media have caused boards to burn their old playbooks and reevaluate the way they approach composition, processes and performance.

This webinar will discuss the radical changes boards are facing in the information age and strategies they can use to mitigate risk in the new normal.

Webinar Discussion Highlights Include:

  • How boards evaluate new directors and skill sets in response to changes on the corporate landscape

  • How non-customer, non-investor constituents can upend a board's risk mitigation and shareholder engagement strategies

  • What processes boards should put in place to ensure open but strategic communications with the public

Featured Speakers

  • Dan Marcec, Director of Content, Equilar, Inc.

  • Richard Levick, Founder & CEO, LEVICK

  • Lisbeth McNabb, Board Member, Nexstar Media Group

  • Sara Grootwassink Lewis, Board Member, Weyerhaeuser, Sun Life Financial and PS Business Parks


Communicating Compensation: How to Use the Proxy to Tell Your Pay Story

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Date: Thursday, February 23, 2017

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With proxy season just around the corner, companies are putting their finishing touches on their executive pay and performance message for shareholders. This webinar will share cutting-edge practices companies are implementing to tell the most compelling pay story in the Compensation Discussion & Analysis (CD&A) section of the proxy statement, supported by data and analysis from the Equilar report, Innovations in Proxy Design.

Webinar Discussion Highlights Include:

  • Catalysts for compensation disclosure changes

  • How investors look to CD&A design to understand compensation

  • Innovative approaches to shareholder engagement in relation to Say on Pay

  • Types of compensation disclosure formats that are best received

  • How financial and risk disclosures have evolved as part of the pay story

Featured Speakers

  • Panelist: Dan Marcec, Director of Content , Equilar, Inc.

  • Panelist: Ron Schneider, Director, Corporate Governance Services, Donnelley Financial Solutions

  • Panelist: Christine Oberholzer Skizas, Partner, Pay Governance


Board Composition and Succession Planning – The Top Governance Issue of 2017

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Date: Thursday, February 09, 2017

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Join Equilar for an in-depth discussion featuring industry leaders from PwC and Vanguard. The interactive session will provide key takeaways for implementing fresh approaches to board refreshment and succession planning.

Webinar Discussion Highlights Include:

  • Key findings from PwC’s 2016 Annual Corporate Directors Survey

  • Vanguard’s perspective on critical factors that impact voting decisions around board composition and succession planning

  • A comprehensive overview of board composition and new director trends

  • New tools and processes companies are adopting to address gaps in board succession planning

Featured Speakers

  • Panelist: Glenn Booraem, Principal, Vanguard Group, Inc.

  • Panelist: David Chun, Chief Executive Officer, Equilar Inc.

  • Panelist: Paula Loop, Leader, PwC’s Governance Insights Center


Outlook 2017: Meaningful Disclosure for Productive Shareholder Engagement

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Date: Thursday, January 19, 2017

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Based on the recent Equilar report, Executive Compensation & Governance Outlook 2017, featuring commentary by Hogan Lovells and Labrador, this webinar will analyze trends in disclosure practices at S&P 500 companies focused on three major categories: Compensation, Shareholder Engagement, and Board Governance and Succession Planning. The panel will discuss best practices for how companies approach these governance issues internally and communicate to stakeholders through proxy statements and other channels.

Webinar Discussion Highlights Include:

  • What to expect on hot-button governance issues in 2017

  • How to create and identify meaningful shareholder engagement disclosure

  • Telling a clear pay for performance story through the proxy

  • How shareholders view board evaluation and succession planning

Featured Speakers

  • Host: Dan Marcec, Director of Content, Equilar, Inc.

  • Panelist: John Beckman, Partner, Hogan Lovells US LLP

  • Panelist: Molly Doran, Director, Advisory Services Labrador

  • Panelist: Lillian Tsu, Partner, Hogan Lovells LLP


Managing Your Organization's Culture During Rapid Growth

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Date: Thursday, December 8, 2016

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Join us Equilar and Protiviti for in-depth discussion about talent and culture during a period of rapid growth, especially before or after an IPO.

Webinar Discussion Highlights Include:

  • Challenges of attracting talent

  • Benchmarking against your peers and the competition

  • Retaining top talent during growth and after an IPO

  • Creating the right team to design/mature the processes and infrastructure changes required to scale for growth

Featured Speakers

  • Host: Charles Soranno, Managing Director , Protiviti.

  • Panelist: Carmela Krantz , VP, Human Resources, WideOrbit

  • Panelist: Danielle Soucek, Director of Insight Product, Equilar, Inc

  • Panelist: Michael Waxman-Lenz, CFO, Undertone


The Rise of the GC: Recruiting and Paying Your Top Legal Talent

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Date: Thursday, December 8, 2016

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The influence and status of the general counsel continues to rise as roles and responsibilities expand. As core members of the executive team, GCs are responsible for overseeing and addressing legal issues across departments, as well as providing expert advice to executive officers and the board of directors. Furthermore, given the heightened complexity and ethical issues in business deals due to the dramatic increase in global business expansion over the last 20 years, it is no surprise that these individuals are among the top-paid executives at their companies, and attracting and retaining effective general counsel is therefore critical.

Hosted in conjunction with BarkerGilmore and Willis Towers Watson, this webinar will explore how the GC role has shifted over the past decade and how that impacts recruitment and pay for top legal talent, based on findings from the recent Equilar report, General Counsel Pay Trends 2016.

Webinar Discussion Highlights Include:

  • Trends in pay for GCs

    • Performance pay

    • Industry comparisons

  • Evolution of the GC role

    • Succession and recruiting trends

    • Responsibilities to the board

  • Characteristics of a high-performing GC

    • Recruiting to build a strong legal department

    • GC contributions to company goals

Featured Speakers

  • Host: Dan Marcec, Director of Content, Equilar, Inc.

  • Panelist: Bob Barker, Managing Partner, BarkerGilmore

  • Panelist: Josephine Gartrell, Senior Consultant, Willis Towers Watson

  • Panelist: Robert Lee, Manager, Strategic Partnerships, Equilar, Inc.


Pay for Your Top People Person: The State of CHRO Compensation

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Date: Thursday, November 17, 2016

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Human Resources executives have become increasingly integral to corporate operations, particularly at larger companies. The increased complexities of the position are reflected by the increasing pay for top HR employees. Hosted in conjunction with Allegis Partners, Pearl Meyer and the Center On Executive Compensation, this webinar will explore the evolution of the CHRO role and corresponding pay trends, including findings from the recent Equilar report, HR Executive Pay Trends 2016.

Webinar Discussion Highlights Include:

  • Trends in pay for Chief Human Resources Officers

    • Performance pay

    • Industry comparisons

  • Evolution of the CHRO role

    • Succession and recruiting trends

    • Responsibilities to the board

  • Characteristics of a high-performing CHRO

    • Building a strong HR department at all levels

    • How the top HR officers handle hot-button compensation issues

Featured Speakers

  • Host: Dan Marcec, Director of Content, Equilar, Inc.

  • Panelist: Mike Bergen, Managing Partner, Allegis Partners U.S., Global Practice Leader, Human Resources

  • Panelist: Shelly Carlin, Executive Vice President, Center On Executive Compensation

  • Panelist: David Seitz, Managing Director, Pearl Meyer


Director Pay Trends: How the Landscape is Changing

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Date: Thursday, November 3, 2016

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Director compensation has gained more attention from investors, the courts and the media following several lawsuits in the last year. Hosted in conjunction with Meridian Compensation Partners and Cooley, this webinar will explore key considerations boards should take into account when setting their own pay.

Based on the recent Equilar report, Director Pay Trends 2016, the panelists will address the nuances of director pay, as well as legal and regulatory considerations and special circumstances that create unique scenarios for board pay decisions.

Webinar Discussion Highlights Include:

  • Trends in director pay plan design and philosophy

  • Recent litigation and implications

    • “Meaningful Limits”

    • Director Pay for Performance

  • Alternative considerations and special situations

Featured Speakers

  • Host: Dan Marcec, Director of Content, Equilar, Inc.

  • Panelist: Tom Ramagnano, Partner, Meridian Compensation Partners

  • Panelist: Shelly Carlin, Executive Vice President, Center On Executive Compensation

  • Panelist: Megan Arthur Schilling, Associate, Cooley


Driving Board Refreshment: Key Trends and Recommendations

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Date: Thursday, October 20, 2016

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Alongside a lengthening list of responsibilities, boards are experiencing more scrutiny from shareholders, proxy advisors and other constituents. Boards need to proactively address deficits in board composition to eliminate vulnerabilities to negative perceptions by key stakeholders.

Hosted in conjunction with Semler Brossy Consulting Group, this webinar will explore investors’ growing emphasis on board assessment and recruitment. Based on the recent Equilar report, Board Composition and Recruiting Trends 2016, the panelists will address trends and recommendations around director tenure, retirement policies, overboarding and diversity, as well as how boards can develop a more strategic approach to board succession planning.

Discussion Topics Include:

  • Breakdown of board composition, director attribute, and recruiting trends

  • A look at diversity by gender, age, and tenure

  • Initiatives to increase gender and ethnic diversity in the boardroom

Featured Speakers

  • Moderator: Belen Gomez, Director of Research, Equilar, Inc.

  • Panelists: Blair Jones, Managing Director, Semler Brossy Consulting Group

  • Panelists: Kiersten Salander, Chair, 30% Club Steering Committee


Designing Thoughtful Long-Term Incentive Programs

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Date: Thursday, October 6, 2016

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The average S&P 500 CEO receives more than 60% of his or her pay package in stock or options awards. As shareholders and proxy advisors voice their opinions on long-term incentive pay and related corporate practices, there has been a shift in the ways boards pay their executives with equity vehicles.

Based on the Equilar 2016 Equity Trends Report, featuring commentary from E*TRADE Financial Corporate Services, this webinar will look at dynamic changes in executive equity compensation over the last decade.

Join Equilar, E*TRADE Financial Corporate Services and ClearBridge Compensation Group to obtain highlights of the annual report and gain valuable insights for fine-tuning your company’s equity plans for 2017.

Discussion Topics Include:

  • Considerations for structuring equity compensation programs

    • Options/SARs

    • Restricted shares and units

    • Performance shares

  • Trends driving equity grant decisions

  • Administrative factors

    • Participant tax considerations

    • Corporate tax considerations

  • Impacts on dilution

Featured Speakers

  • Carrie Kovac, Vice President, Relationship Management, E*TRADE Financial Corporate Services Inc.

  • Russ Miller, Chief Executive Officer, ClearBridge Compensation Group LLC

  • Host: Matthew Goforth, Research & Content Specialist, Equilar, Inc.


Compensation Plan Design to Maximize Value for Shareholders and Executives

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Date: Thursday, September 29, 2016

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Join Equilar, Semler Brossy and Equity Methods to explore the use of analytical modeling to support thoughtful compensation plan design decisions that reflect the broader business strategy, while steering clear of surprises for both executive recipients and shareholders.

Panelists will explore how companies can better understand compensation design in practice after being put in place, and how it may trigger unexpected considerations for the proxy, with committee members, and, of course, with the executive recipients.

The webinar will provide practical tools you can use to aid decision-making and illustrate their application in actual cases. Webinar attendees will gain insight on how to make compensation planning more data-driven and robust for long-term business strategy considerations.

Discussion Topics Include:

  • The benefits of analytical modeling to offer a diverse and company-specific design as homogenous designs come under fire

  • The risks of unintended consequences in performance-based awards versus plain-vanilla stock options

  • The levers in performance-based awards when searching for an optimal design, and the implications of flexing each lever

Featured Speakers

  • Blair Jones, Managing Director, Semler Brossy

  • Takis Makridis, President & CEO, Equity Methods

  • Julie Kim, Senior Director, Executive Compensation, McKesson Corp.

  • Host: Dan Marcec - Director of Content, Equilar, Inc.


Engaging with Glass Lewis in 2017 — What Issuers Need to Know

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Date: Thursday, September 8, 2016

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Join Equilar for an interactive discussion with Glass Lewis & Co. to better understand the proxy firm’s engagement policies and processes. Glass Lewis will highlight successful engagement strategies for issuers, as well as recent changes to the firm’s approach following the 2016 proxy season.

Discussion Topics Include:

  • How engagement has changed the corporate governance landscape

  • Tips for successful engagement

  • Why Glass Lewis engages with companies

  • What materials companies should use to prepare and present

  • How to set up a meeting

Featured Speakers

  • Aaron Bertinetti, Vice President, Research and Engagement, Glass Lewis & Co.

  • Ken McPherson, Senior Director, North American Research, Glass Lewis & Co.

  • Host: Dan Marcec - Director of Content, Equilar, Inc.


Executive Compensation at Multinational Companies

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Date: Thursday, August 25, 2016

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Based in part on findings from a new Equilar report featuring commentary from Equatex on CEO compensation strategies for multinational companies, this webinar will provide participants with valuable insights regarding issues like currency controls, varying regulations, appropriate peer group alignment and more.

Discussion Topics Include:

  • How globalization affects trends in executive compensation in terms of

    • Talent acquisition and retention

    • Regulatory alignment

    • Disclosure practices

    • Equity compensation structure

  • Governance issues going global

    • Board and management diversity

    • Say on Pay

Featured Speakers

  • Christopher Dohrmann, Executive Director, Equatex

  • Arthur Kohn, Partner, Cleary Gottlieb Steen & Hamilton LLP

  • Gregg Passin, Senior Partner & North America Executive Rewards Practice Leader, Mercer

  • Host: Dan Marcec - Director of Content, Equilar, Inc.


How Peer Groups Influence Pay for Performance Alignment

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Date: Thursday, July 28, 2016

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Join Equilar and Pay Governance for a webinar featuring findings from the latest Equilar report, Peer Group Composition and Benchmarking 2016, which analyzes S&P 500 companies. The panel will dive deeper into how companies of all sizes choose their peer groups and use them to benchmark executive compensation and other elements of company performance.

Webinar Registration Fee:

  • Equilar Subscribers: Complimentary

  • Non-Subscribers: $495 This webinar is complimentary to all attendees courtesy of our sponsor, Pay Governance. Please fill out the form to register.

Discussion Topics Include:

  • Criteria for choosing peer groups for compensation benchmarking

  • Reasons for peer group changes and how companies disclose this information

  • How investors and proxy advisors evaluate peer group selection

Featured Speakers

  • Patrick Haggerty, Partner, Pay Governance

  • Joe Mallin, Partner, Pay Governance

  • Host: Dan Marcec - Director of Content, Equilar, Inc.


Executive Pay for Performance in Volatile Markets

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Date: Thursday, July 14, 2016

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Join Equilar and Compensation and Benefits Solutions to discuss how companies can effectively design plans that will drive the right behaviors and not be impacted by external forces, such as regulatory factors, market depression, bubbles burst and a massive decline in commodities prices.

Webinar Registration Fee:

  • Equilar Subscribers: Complimentary

  • Non-Subscribers: $495

Discussion Topics Include:

  • How pay for performance has changed the way exec comp reacts to the market

  • Practitioners’ viewpoints on creative design that motivates and retains executives when company performance is beyond their control

  • Best metrics and performance goals that meet criteria

Featured Speakers

  • Jon Covington, Manager, Compensation & Benefits Solutions

  • Josh Henke, Director, Compensation & Benefit Solutions

  • Jack Reynolds, Vice President, Human Resources, Sizmek

  • Host: Dan Marcec - Director of Content, Equilar, Inc.


CEO Pay Trends: Looking Beyond Reported Pay Figures

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Date: Thursday, June 23, 2016

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Join Equilar and Meridian Compensation Partners for a look inside the newest CEO pay data reported in 2016 proxy statements, and learn from a lively discussion about the differences between how compensation information is included in regulatory requirements and how it is awarded and paid in practice.

Discussion Topics Include:

  • Using reported pay vs. other pay definitions for benchmarking

  • Catalysts for change in CEO pay strategies

  • Practitioners’ viewpoints on CEO pay with respect to SEC regulations, proxy advisor guidelines and public opinion

Featured Speakers

  • Gerard Leider - Partner & Lead Consultant, Meridian Compensation Partners

  • Matthew Goforth – Lead Researcher, Governance & Compensation, Equilar, Inc.

  • Don Kalfen - Technical Team Leader, Meridian Compensation Partners

  • Host: Dan Marcec - Director of Content, Equilar, Inc.


Five Corporate Governance Factors to Consider When Engaging Activists

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Date: Thursday, May 19, 2016

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Today’s corporate governance environment has created a wider platform for opportunistic activist shareholders. The broader availability of information about company activities has enabled stakeholders to become more active in expressing opinions and suggesting changes.

The first step to reducing tension among companies and their various constituents is proactive and effective engagement to understand the hot-button issues and potential trouble spots. This webinar will discuss five areas where companies should be prepared for shareholder outreach.

Discussion Topics Include:

  • Pay and performance alignment

  • CEO pay ratio regulation and pay equality discussions

  • A rise in contested board elections

  • Board refreshment expectations

  • Board and CEO succession planning

Featured Speakers

  • Dan Marcec, Director of Content, Equilar, Inc.

  • Sabastian Niles, Partner, Wachtell, Lipton, Rosen & Katz


Walking a Tightrope: Managing Compensation During Sensitive Transitions

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Date: April 28, 2016

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Managing a compensation program is particularly challenging in sensitive scenarios such as M&A, spin-outs, financial restatements or termination. Join Equilar as we host Equity Methods and Hugessen Consulting for a discussion of issues frequently encountered during these sensitive transition scenarios.

Discussion Topics Include:

  • Governance issues related to termination and change in control

  • Unique issues encountered with executive pay in spin-outs and M&A

  • Strategically structuring modifications (including accelerations) to executive awards

  • Update on current status of Dodd-Frank clawback rule

  • Best practices and tips on how to avoid potential pitfalls

Featured Speakers

  • Dan Marcec, Director of Content, Equilar, Inc.

  • Nathan O’Connor, Managing Director Valuation Services, Equity Methods

  • Damian Yu, Principal, Hugessen Consulting


Executive Incentive Plans: How Leading Companies Pay for Performance

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Date: April 14, 2016

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While higher-level data on the inclusion of specific performance metrics and periods is useful, plan designers require additional details to craft plans ready to withstand scrutiny and volatility in the marketplace. Join Equilar, E*TRADE Corporate Services and Pearl Meyer for a webinar to evaluate these broad trends more completely.

Discussion Topics Include:

  • How equity plan structures and strategies differ for large- and mid-cap companies

  • Pay for performance in both short- and long-term incentive plans

  • How companies choose and weight performance award metrics

  • How stakeholders including employees, investors and proxy advisors influence incentive plans

Featured Speakers

  • Matthew Goforth, Research & Content Specalist, Equilar, Inc.

  • Carrie Kovac, Senior Vice President, Relationship Management, E*TRADE Financial Corporate Services, Inc.

  • Aalap Shah, Managing Director, Pearl Meyer

  • Moderator: Dan Marcec, Director of Content, Equilar, Inc.


Know When to Hold Them: Best Practices for Ownership Guidelines

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Date: March 24, 2016

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Compensation and incentives for executives and board members are scrutinized from all angles—regulatory agencies, media, investors and governance groups—and the general rise in ownership targets is a clear response to calls for executive and directors to put more skin in the game. Because ownership remains perhaps the best way to mitigate excessive risk-taking incentives, changes to the way companies identify ownership guidelines and holding requirements will be a key topic in shareholder engagement discussions in 2016. Join Equilar, Semler Brossy and Equity Methods for an in-depth discussion about trends in ownership guidelines for executives and board members and how they will affect companies and their leadership teams in the coming years.

Discussion Topics Include:

  • Ownership policy design and value targets

  • Factors influencing the increase in holding requirements

  • The SEC’s proposed rules on hedging restrictions

Featured Speakers

  • Dan Marcec, Director of Content, Equilar, Inc.

  • David Outlaw, Manager, Valuation Services, Equity Methods

  • Seamus O’Toole, Managing Director, Semler Brossy Consulting Group


Prepare for the Proxy Season -- Disclosure Trends & Expectations

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Date: March 10, 2016

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As shareholders seek greater transparency around executive compensation and pay for performance alignment, leading companies have reevaluated how they present pertinent data in their proxy statements. Based on findings from Equilar’s annual Innovations in Proxy Design report, featuring commentary from Pay Governance and RR Donnelley, this webinar will delve into compensation disclosure trends over the past few years and the most likely changes coming this proxy season.

Discussion Topics Include:

  • Changes to proxy advisory firms’ guidelines that will influence CD&A design

  • Investor Say on Pay voting trends and the need for additional disclosure components, such as realized and realizable pay

  • Dodd-Frank catalysts for future disclosure changes

  • Tips to enhance the readability of the CD&A to communicate the right information to key shareholders

Featured Speakers

  • Dan Marcec, Director of Content, Equilar, Inc.

  • John Ellerman, Partner, Pay Governance

  • Ron Schneider, Director, Corporate Governance Services, RR Donnelley


Insights on Rule 10b5-1 Plan Practices & Insider Trading Policies

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Date: February 11, 2016

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Equilar will host Shearman & Sterling LLP, Morgan Stanley and the Society of Corporate Secretaries to discuss the results of their recent survey evaluating 10b5-1 plans and insider trading policies and practices at public companies. The webinar will provide valuable insights and take-aways on:

  • 10b5-1 plan creation and terms

  • insider trading policy restrictions on plans

  • trading under a plan

  • early plan termination

  • modifications and amendments

  • multiple, overlapping plans

  • disclosure of a plan

  • selection of a broker

  • and more!

Featured Speakers

  • Steve Giove, Partner, Shearman & Sterling LLP

  • Christine Cognetti McCasland, Executive Director, Morgan Stanley Wealth Management | Corporate Equity Solutions

  • Darla Stuckey, President & CEO, Society of Corporate Secretaries and Governance Professionals

Moderator

  • Dan Marcec, Director of Content, Equilar, Inc.


Mapping Out Successful Board Succession

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Date: January 21, 2016

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Join Equilar and Hay Group for an interactive webinar as we discuss how to improve your board succession planning process to make your board a strategic asset.

Discussion Topics Include:

  • The latest data showing how companies communicate executive and board succession plans to shareholders

  • Different types of succession planning: emergency, planned retirement, strategically driven

  • How to develop an ongoing process for board assessment and refreshment

  • How to address the emotional barriers that can derail strategic succession planning

Featured Speakers

  • Andrea Plotnick, Ph. D., National Expertise Director, Organizational Effectiveness & Canadian Lead for Board Solutions Group, Hay Group

  • Christine Rivers, Vice President & Member of Board Solutions Leadership Team, Hay Group

Moderator

  • Dan Marcec, Director of Content, Equilar, Inc.


Governance Outlook 2016: Navigating Shareholder Proposals, Disclosures & Outreach

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Date: January 14, 2016

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Based on findings from Equilar’s 2016 Compensation & Governance Outlook report, featuring commentary from Hogan Lovells, this webinar will examine shareholder proposals and Dodd-Frank rule-making efforts that are likely to have the greatest impact on executive compensation and boardroom agendas.

Discussion Topics Include:

  • Proxy disclosure trends

  • Pay for performance plans and CEO Pay ratio implications

  • Appropriate and ongoing interaction with shareholders

Featured Speakers

  • Dan Marcec, Director of Content, Equilar, Inc.

  • Alan L. Dye, Partner, Hogan Lovells

  • C. Alex Bahn, Partner, Hogan Lovells


Board Compensation and Shareholder Interests

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Date: December 10, 2015

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The median retainer for S&P 500 directors has increased 16.8% in the past five years. In contrast to executive pay, directors occupy the precarious position of setting their own compensation levels. Director pay has been placed under the microscope by activist investors and plaintiff attorneys in recent years, highlighting the importance of setting reasonable board compensation levels. Join Equilar and Meridian Compensation Partners for an interactive webinar looking at trends in median board pay at S&P 500 companies over the last 5 years, key elements directors should consider when setting their own pay packages, and red flags for investors and other stakeholders related to director retainers.

Featured Speakers

  • Matthew Goforth, Compensation Research & Content, Equilar, Inc.

  • Matthew Wolfson, Senior Consultant, Meridian Compensation Partners

Moderator

  • Dan Marcec, Director of Content, Equilar, Inc.


Engaging with Glass Lewis – What You Need to Know for 2016

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Date: December 3, 2015

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Join Equilar for an interactive discussion with Glass Lewis & Co. to better understand the proxy firm’s engagement policies and processes. Representatives from Glass Lewis will highlight successful engagement strategies for issuers, as well as recent changes to the Glass Lewis approach following the 2015 proxy season. The webinar will discuss how Glass Lewis approaches engagement, analyzes executive compensation, assesses boards of directors, and considers the impact of ESG issues on shareholder value.

Featured Speakers

  • David Chun, Chief Executive Officer, Equilar, Inc.

  • Kevin Liu, Director of Compensation Research, Glass Lewis & Co.

  • Robert McCormick, Chief Policy Officer, Glass Lewis & Co.


Top of the Talent Pool: The Evolution of HR Executive Pay

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Date: November 19, 2015

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In recent years, CHROs have seen their interaction and responsibility to the board grow, and their roles have become more structured around not just hiring and paying people, but also strategically thinking about talent development and management. Join Equilar as we moderate a discussion regarding the changing nature of HR’s role, reporting relationships, movement, turnover and other responsibilities in relation to pay level for the top HR executives at public companies.

Featured Speakers

  • David Chun, Chief Executive Officer, Equilar, Inc.

  • Shelly Carlin, Executive Vice President, HR Policy Association and Center On Executive Compensation

  • Steve Harris, President, Frederic W. Cook & Co., Inc.


Building Your Best Board: Why Gender Diversity Matters to Investors

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Date: November 17, 2015

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Research has shown that diverse boards correlate to better company performance, but there are still significant barriers to increasing female representation in the boardroom. Join Equilar along with CalSTRS, SAIS and Catalyst for a webinar to discuss the global implications of diversity on boards of directors, how far the initiatives to increase gender diversity have come, and what still needs to be done.

Featured Speakers

  • Linda Chen, Vice President, Governance Strategy & Marketing, Equilar Inc.

  • Susan Ness, Senior Fellow, SAIS Center for Transatlantic Relations

  • Aeisha Mastagni, Investment Officer, CalSTRS

  • Rachel Soares, Director, Research, Catalyst

  • Moderator: Dan Marcec, Director of Content, Equilar Inc.


Counseling the C-Suite: Best Practices in Recruiting and Compensating the GC

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Date: October 29, 2015

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Due to the prominence and importance of General Counsel, it is no surprise that these individuals are among the top paid executives at their companies, and attracting and retaining effective General Counsel is therefore critical. Equilar and Barker Gilmore will review Equilar’s annual GC Pay Strategies report and offer valuable insights on recruiting the right legal talent in a new era of shareholder engagement.

Webinar highlights include:

  • The latest data on GC pay using Equilar’s TrueView methodology—a combination of proxy-disclosed compensation information and company-reported pay data through Equilar’s annual Top 25 Executive Compensation Survey

  • Shareholder engagement issues impacting GC recruitment at U.S. companies

  • Correlations between skills sets and what GC candidates are asking in compensation

  • How GC candidates are positioning their contribution to company goals in an age of pay for performance

Featured Speakers

  • Dan Marcec, Director of Content, Equilar Inc.

  • Bob Barker, Managing Partner, Barker Gilmore

  • John Gilmore, Managing Partner, Barker Gilmore


What Pay Practices Can We Learn from Top Performing Companies?

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Date: October 22, 2015

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Equilar and Hay Group invite you to join an interactive webinar to examine compensation trends and long-term incentive practices among the Equilar 100, which is made up of the largest 100 U.S. public companies by revenue, and FORTUNE’s Most Admired companies.

This webinar will:

  • Evaluate how top-performing companies distinguish themselves in terms of how they structure their compensation to meet the needs of their unique business

  • Present key ways top-performing companies stand out from their peers

  • Provide a deeper dive into a few case studies of long-term incentive practices, including the design and results of the programs

Featured Speakers:

  • Belen Gomez, Director of Research and Content, Equilar

  • Brian Holmen, Senior Executive Compensation Consultant, Hay Group


Equilar’s Fall 2015 Products Update Webinar

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Date: October 15, 2015

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Join Danielle Soucek, Equilar’s Director of Insight Product Management, on October 10, 2015 for a webinar as she discusses recent product updates.

Danielle will showcase our latest innovations including:

  • TrueView - Seamlessly integrate proxy data with our Top 25 Survey data for a single reliable data source

  • BoardEdge – Comprehensive board assessment and succession planning

Panelist

  • Danielle Soucek, Director Insight Product Management at Equilar


Paid to Perform: Equity Trends in Executive Comp

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Date: October 8, 2015

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As shareholders continue to push hard for a more direct link between company performance and executive compensation, equity continues to play an essential role in governance matters for boards, proxy advisors and shareholders. Join Equilar, E*TRADE Financial Corporate Services, Inc. and Exequity for a webinar to gain valuable insights on equity compensation practices at S&P 1500 companies and obtain relevant guidance to help you fine-tune your company’s equity plans for 2016.

Webinar highlights include:

  • Trends in equity grants over the last 5 years, including comparisons of equity grants among various industry sectors

  • The increase in performance-based equity grants and challenges associated with determining the best metrics to measure the performance of executives

  • How changes in equity will impact future executive comp plans

Featured Speakers

  • Dan Marcec, Director of Content and Marketing Communications, Equilar Inc.

  • Carrie Kovac, Vice President, Relationship Management, E*TRADE Financial Corporate Services, Inc.

  • Bob Reilley, Senior Executive Compensation Advisor, Exequity LLP


Taking Your Pay Program from Good to Great: It’s All About Communication

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Date: September 17, 2015

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There is a direct correlation between communication quality, how well people understand pay programs and their perceptions of the value of those programs. Join us to learn practical methods for developing an effective executive pay communication strategy for your organization and hear highlights and examples of companies that have successfully taken this holistic approach.

Featured Speakers

  • Dan Marcec, Director of Content and Marketing Communications, Equilar Inc.

  • Sharon Podstupka, Principal, Pearl Meyer & Partners


Long-term or Mid-term Incentives: Avoiding Award Design Homogenization

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Date: September 10, 2015

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Business strategies take years to set in motion. For a standard three-year performance period, the payout outcome can depend more on the timing of the performance start and end dates than actual strategy execution. This begs the question: are executives really rewarded for long-term shareholder value creation, or for short-term volatility? This webinar will share empirical research on how actual payouts for S&P 500 companies would have differed had the performance period been expanded to five years. While standard three-year performance plans will always continue to have merit, the speakers will explore practical design alternatives that can enhance the long-term incentive focus of the overall incentive program.

Featured Speakers

  • Eric Hosken, Partner, Compensation Advisory Partners

  • Takis Makridis, President & CEO, Equity Methods, LLC

  • Dan Marcec, Director of Content & Marketing Communications, Equilar, Inc.


From the Boardroom to the Courtroom: How the Conversation on Director Compensation Is Changing

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Date: August 20, 2015

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Join this webinar to discuss the latest trends in director pay over the past few years, including retainer, cash and equity components, as well as changes within specific industries across the S&P 500. Panelists will share insights on the current state of play in director compensation, how recent lawsuits have changed the conversation inside the boardroom, and why benchmarking to accurate peer groups is more important than ever.

Featured Speakers

  • Xiao Bi, Research Analyst, Equilar Inc.

  • Belen Gomez, Director of Research, Equilar Inc.

  • Barry Sullivan, Managing Director, Semler Brossy Consulting Group

  • Joseph Yaffe, Partner, Skadden, Arps, Slate, Meagher & Flom LLP


Benchmarking with Executive Compensation Surveys – Best Practices

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Date: June 25, 2015

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As executive compensation benchmarking has evolved, it has become increasingly important to be knowledgeable about the latest benchmarking functions and techniques. This webinar will provide a detailed analysis of historic and current benchmarking processes, an in-depth overview of compensation surveys, and an explanation of how to identify the right peer companies, and compensation data for effective benchmarking.

Join James Dickinson, Senior Executive Compensation Consultant with Pay Governance, and Danielle Soucek, Equilar’s Insight Product Management Director, as they examine all areas of executive compensation benchmarking. Gain valuable tips and relevant advice to improve your benchmarking process and use of compensation surveys.

Featured Speakers

  • James Dickinson, Senior Executive Compensation Consultant at Pay Governance

  • Danielle Soucek, Director Insight Product Management at Equilar


SEC Update: A Discussion of the Pay Versus Performance Rule

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Date: June 18, 2015

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On April 29, 2015, the SEC proposed a new rule in keeping with section §953 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This rule would require companies to add new disclosure to proxy filings comparing actual compensation paid to executives and total shareholders return. Although this may seem like a fairly straightforward rule, it is important to understand its different aspects and possible implications.

Join Tim Bartl, the President of the Center on Executive Compensation, and Amy Wood, a Partner at Cooley LLP, for an in-depth discussion of what the rule means for companies and investors, and its potential impact. These industry experts will provide a detailed overview and analysis of this pay versus performance rule and answering questions.

Featured Speakers

  • Aaron Boyd, Director of Governance Research, Equilar

  • SEC Update: A Discussion of the Pay Versus Performance Rule Tim Bartl, President, Center on Executive Compensation

  • Amy Wood, Partner, Cooley LLP




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