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13-15 September 2017
Rancho Palos Verdes, CA

Thursday, 14 September 2017
16:30 - 17:30Breakout Series V

5.3 To Cap or Not? That is the Plan Design Question

Design, Strategy & Trends

There are many reasons that companies add some sort of payout cap to equity awards, including lower expense and good governance. From capped stock options to negative TSR caps to overall payout caps, join us while this panel explores all aspects of capping an award. Learn the expense impact of various capping techniques from our valuation expert, and understand how the lower ASC 718 fair value of capped awards can benefit grant sizing. Listen to our compensation professionals discuss the HR factors to consider before implementing a payout cap, as well as how they designed their awards to balance expense savings with employee’s perceived value of their awards. Finally, discover how capping your awards may be viewed by shareholders and proxy advisors. Whether you’re coming from an HR or finance role, this session will provide a comprehensive examination of the pros and cons of payout caps.
Alec Lentz, Frederic W. Cook & Co.
Carly Sanfilipo, Aon Equity Services
Mike Zimmer, Tivo
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: II, III