Proxy season puts equity plan design under the microscope. This session connects the technical equity compensation details to how they are — and must be — disclosed and governed at the board and shareholder level.
Compensation Discussion & Analysis ("CD&A") and proxy table disclosure requirements for equity awards
ISS (“Institutional Shareholder Services”) and Glass Lewis equity plan review criteria and dilution metrics
Clawback policy design and alignment with SEC rules
Performance Share Unit ("PSU") design and pay-for-performance alignment
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Proxy season puts equity plan design under the microscope. This session connects the technical equity compensation details to how they are — and must be — disclosed and governed at the board and shareholder level.
Topics covered:
- Compensation Discussion & Analysis ("CD&A") and proxy table disclosure requirements for equity awards
- ISS (“Institutional Shareholder Services”) and Glass Lewis equity plan review criteria and dilution metrics
- Clawback policy design and alignment with SEC rules
- Performance Share Unit ("PSU") design and pay-for-performance alignment
- Upon completion of this session, participants will have a better understanding of CD&A and proxy table disclosure requirements for equity awards, ISS and Glass Lewis equity plan review criteria and dilution metrics, clawback policy design and its alignment with SEC rules, and PSU design considerations for pay-for-performance alignment.
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CPE certificates for eligible participants are emailed 6-8 weeks following the conclusion of the event.
*NASBA CPE Credits are not guaranteed. Receipt of NASBA CPE Credits for this course is contingent upon eligibility of course subject matter, course owner satisfaction of course delivery and submission requirements, and instructor/participant satisfaction of attendance proof requirements. Deliveries of this course by a non-U.S. Deloitte member firm are not eligible for NASBA CPE Credits.
