Nathan OConnor

Adjunct Lecturer in Finance

Degrees

ABD in Finance, University of Arizona, 2005
MBA in Derivatives Markets, Loyola University Chicago, 2002

Areas of Expertise

  • Executive Compensation

Courses

FIN 510A Financial Management - Fall 2014
FIN510B Financial Management - Fall/Winter 2014

Bio

Nathan O’Connor
Adjunct Lecturer in Finance, University of Arizona
Executive Vice President and Director of Valuation Services, Equity Methods

Nathan O’Connor is Executive Vice President and Director of Valuation Services at Equity Methods, an executive compensation valuation and financial reporting consultancy in Scottsdale, Arizona. He is also Adjunct Lecturer in Finance in the Eller College of Management at the University of Arizona. In his role at Equity Methods as the national valuation practice leader, Nathan oversees all client delivery, operations, and R&D in support of client engagements for more than 200 public companies around the United States. Nathan also works closely with the Financial Reporting Group at Equity Methods and is responsible for formulating the firm’s policy positions on all technical topics related to equity compensation valuation. As a Certified Base SAS programmer, Nathan has regularly contributed to the firm’s intellectual property through the design, development, and testing of new valuation models and processes. He also has authored or served as a contributing author to many of Equity Methods’ white papers and industry practice alerts. In 2014 Equity Methods was rated as one of the top 50 companies to work for in the State of Arizona by CareerBuilder.com.

 

Nathan is a nationally recognized speaker at industry events and frequently leads instructional webinars on industry best practices and recent trends in equity compensation valuation. As an expert in the valuation of equity compensation instruments, he has directly consulted senior executives at several Fortune 50 companies and more than 100 public companies of all sizes on the compliance requirements of ASC Topic 718. Prior to joining Equity Methods, Nathan trained in the doctoral program in finance at the University of Arizona, where he passed the preliminary exam in Economics and the comprehensive exam in Finance in August 2004. During his studies at the University of Arizona, he instructed undergraduate courses in investment securities and financial management and actively participated in consulting and research projects. Nathan holds a B.A. in Political Science from Purdue University, an M.B.A. in Derivatives Markets from Loyola University Chicago, and an M.S.M. (ABD) in Finance from the Eller College of Management at the University of Arizona.  He previously served as Program Chair of the Las Vegas Chapter of the National Association of Stock Plan Professionals (NASPP) and Secretary of the Phoenix Chapter of the NASPP.

Membership in Professional Associations

  • American Finance Association
  • Financial Management Association
  • Western Finance Association
  • National Association of Stock Plan Professionals (NASPP)
  • Global Equity Organization (GEO)
  • Financial Executives International

Recent Presentations at Industry Events

  • Global Equity Organization International Conference, May 2014
  • Certified Equity Professional Symposium, Santa Clara University, March 2014
  • New York Chapter of the NASPP, November 2013
  • Global Equity Organization National Equity Compensation Forum, October 2013
  • Chicago Chapter of the NASPP, March 2013