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REFERENCE MATERIALS

Speeches

  • Speech: Say on Pay and Evaluating the Impact of Shareholder Advisory Groups - Preparing for the Next Proxy Season
    On September 24 in New York City, Ed Hauder will join Reid Pearson from Alliance Advisors LLC to kick-off the New York Compensation Association's 2010-2011 speakers series with a discussion of the current state of affairs on "Say on Pay," giving historical context to the new Say on Pay requirements ushered in by the Dodd-Frank Act. They will look at what the Dodd-Frank Act will require, lessons from the 2010 proxy season, the international experience with say on pay, as well as shareholder advisory groups' positions regarding say on pay and implications for next proxy season. Finally, Ed and Reid will share their thoughts on what companies can do right now in order to start preparing for the new reality of "say on pay" to best positions themselves for the 2011 say on pay vote.
  • Speech: A Successful Journey: Creating a State-of-the-Art Equity Plan
    Ed Hauder will join Scott Witz of W. W. Grainger and Reid Pearson of Alliance Advisors LLC to present "A Successful Journey: Creating a State-of-the-Art Equity Plan" at the National Association of Stock Plan Professional's 2010 Annual Conference in Chicago, IL on September 22, 2010 at 1:30 pm
  • Speech: Hot Button Fixes: In Light of "Say-on-Pay"
    Robbi Fox of Exequity will participate in a panel discussion and presentation at the 7th Annual Executive Compensation Conference in Chicago on September 21 at 9:45 am. The panel will provide practical guidance on addressing the hottest issues shareholders are focused on today and ensuring that your "Say-on-Pay" proposals pass muster with shareholders.
  • Webcast: What Compensation Professionals Need to Know About Financial Reform Legislation
    Ed Hauder of Exequity joined Dan Walter of Performensation in presenting this webcast on August 25, 2010. The webcast looked at current action items for compensation professionals as a result of the Dodd-Frank Act, and was sponsored by HCR Software.
  • Speech: The Winds of Change Blow Once Again: Executive Compensation and Corporate Governance Provisions of Dodd-Frank
    Ed Hauder presented on the executive compensation and corporate governance provisions of the Dodd-Frank Wal Street Reform and Consumer Protection Act to the Chicago Chapter of the National Association of Stock Plan Professionals on August 3, 2010.
  • Speech: The Real Impact of Say on Pay and a brief update from the Dodd-Frank Bill
    Ed Hauder, along with Robert McCormick, Esq., Chief Policy Officer for Glass, Lewis & Co., and Dan Walter, President and CEO of Performensation, participated in this webcast for the New York/New Jersey Chapter of the National Association of Stock Plan Professionals.
  • Speech: Oil Industry Group's Executive Compensation Roundtable
    Ed Hauder presented at the Oil Industry Group's Executive Compensation Roundtable on Say on Pay and the Dodd-Frank Act.
  • Speech: Industrial Manufacturing Roundtable
    James D. Woodrum and Ed Hauder co-chaired the Industrial Manufacturing Roundtable at Equilar's 2010 Executive Compensation Summit in Washington, D.c., along with Doug Wilson from Dover Corporation and Allison McBride from International Paper.
  • Speech: Developments in Long-Term Incentives
    Jeff Hyman presented at the Manufacturers Alliance/MAPI Human Resources Council Meeting (May 2010) on Developments in Long-Term Incentives.
  • Speech: Executive Compensation and the Current Regulatory Environment
    Robbi Fox presented Executive Compensation and the Current Regulatory Environment at the National Association of Wholesaler-Distributors (NAW) Billion Dollar Company CFO Roundtable (April 14, 2010).
  • Webcast: Top Tips for Securing Shareholder Approval of Share Requests
    Ed Hauder, Reid Pearson of The Altman Group, and Bonnie Kelly of Capital One Financial Corporation conducted a Conference Board webcast on Top Tips for Securing Shareholder Approval of Share Requests (March 9, 2010).
  • Speech: Preparation of Annual Disclosure Documents
    Ed Hauder participated in panel discussions concerning executive compensation and institutional shareholder developments and policies at the Practising Law Institute's 14th Annual Preparation of Annual Disclosure Documents seminar in Chicago, IL (December 14, 2009).
  • Speech: Tips, Tricks and RiskMetrics' Policy Updates
    Ed Hauder presented Tips, Tricks and RiskMetrics' Policy Updates relevant to equity compensation plan proposals to the Chicago chapter of the National Association of Stock Plan Professionals (NASPP)(December 8, 2009).
  • Speech: Top Tips to Ensure Shareholder Approval of Your Stock Plans
    Ed Hauder with Susan Daley of Perkins Coie, Allison McBride of International Paper, and Reid Pearson of The Altman Group, presented Top Tips to Ensure Shareholder Approval of Your Stock Plans at the National Association of Stock Plan Professionals' 2009 Annual Conference in San Francisco, CA (November 10, 2009).
  • Speech: Securities Law Update
    Ed Hauder participated in a panel discussion at the ABA Tax Section Fall 2009 Meeting in Chicago, IL with Susan Daley of Perkins Coie, Pat McGurn of RiskMetrics Group, and Gail Stewart of Baker Botts of current executive compensation issues under federal securities laws and related developments (September 26, 2009).
  • Webcast: Bankruptcy 101 for Compensation Professionals
    Ed Hauder co-presented the National Association of Stock Plan Professionals' webcast, Bankruptcy 101 for Compensation Professionals, along with Siri Pannell, former Manager of Stock Plan Operations for Washington Mutual, Inc. and David Zazove of Perkins Coie (June 23, 2009).
  • Speech: Market Instability: More Than Just Underwater Stock Options
    Ed Hauder participated in the panel discussion, Market Instability: More Than Just Underwater Stock Options, at the National Association of Stock Plan Professionals' Silicon Valley chapter's conference (June 18, 2009).
  • Speech: The Seven Deadly Sins of Proxy Disclosure and How to Avoid Them
    (May 9, 2007)
    Total Rewards 2007, WorldatWork Conference & Exhibition, Walt Disney World Swan & Dolphin, Orlando, FL, May 6-9, 2007
    In this session, Edward Hauder and Lynn Joy looked at the seven deadly sins companies commit when it comes to their proxy disclosure of compensation information. They looked at why companies commit these mistakes and what they can do to avoid committing proxy sins, including how following the golden rule of proxy disclosure-- when in doubt, shout it out (disclose it)--can keep companies out of the penalty box with institutional shareholders. Participants learn some of the do's and don'ts in proxy disclosure including playing "Go Fish" with shareholders and ignoring the elephant in the room.
  • Speech: How to Navigate with the Compass: ISS' 2007 U.S. Voting Policy Updates (January 17, 2007)
    Edward Hauder delivered this presentation at the January 17, 2007 meeting of the Chicago Chapter of the National Association of Stock Plan Professionals (NASPP). The presentation looked at Institutional Shareholder Services' (ISS) 2007 Proxy Voting Policy Updates that involved compensation. Includes links to ISS' policies and corporate governance ratings information, as well as charts detailing trends in average Shareholder Value Transfer (SVT) by Industry, Trends in SVT Cost of Firms in S&P 500 Index, and 2007 Burn Rates by Industry.
  • Speech: New SEC Proxy Guidance Regarding Presentation of FAS 123R Equity Expense in Proxy Tables (January 17, 2007)
    Edward Hauder delivered this presentation at the January 17, 2007 meeting of the Chicago Chapter of the National Association of Stock Plan Professionals (NASPP). The presentation looked at the December 22, 2006 amendments issued by the SEC and their implications for proxy disclosures. Includes a sample revised Grants of Plan-Based Awards Table.