PODCAST · business
Equity Expert: A Podcast from the NASPP
by National Association of Stock Plan Professionals
News, insights, and conversations on all matters equity and executive compensation. Created and moderated by the National Association of Stock Plan Professionals, the largest association for the stock compensation community, with over two decades of leadership providing expert resources, education, and other benefits for more than 6,000 members.
Episodes
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Salus: Employee Education
In this episode of the NASPP Equity Expert Podcast, Amit Gupta the CEO and Co-Founder of Salus, shares insights on how to increase the engagement of equity compensation programs through personalized education, automation, and technology. Key Points Covered The Perceived Value Gap in Equity...
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Equity People: Managing Down Rounds
In this episode of the NASPP Equity Expert Podcast, we interview Tamas and Spela from Equity People. Tamas and Spela, experienced equity consultants, share their insights on managing equity during down rounds, the importance of transparency and communication, and the differences in equity...
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Accounting 101: Bill Storey
In this episode of the Equity Expert Podcast, we interview Bill Storey, Managing Partner of Your Equity Solutions. Bill, an experienced equity compensation consultant, shares his insights on the accounting treatment of equity compensation, the importance of avoiding silos, and practical advice…
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Global Compliance: Maor Levran
In this episode of the NASPP's Equity Expert Podcast, we are joined by Maor Levran, the CEO and co-founder of Slice. Maor, a former corporate attorney, discusses his transition from law to entrepreneurship, the founding of Slice, and the complex world of international equity transactions. The key...
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What Do You Mean Tax Free? Qualified Small Business Stock
In this episode of the NASPP Equity Expert Podcast, we are joined by Jonathan Fish, the CEO and co-founder of Cap Gains. Jonathan brings his extensive experience as a CPA and public accountant, focusing primarily on venture funds and private equity funds. He shares insights into the world of...
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Cap Tables & Investor Perception
In this episode of the Equity Expert Podcast, we are joined by DeRonnie Pitts of Fidelity Private Shares where we discuss his experience with Cap Tables and their affects on fundraising rounds and investor perception. The key points of this episode include: Guest Introduction and Background: 0:00…
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Founders Mistakes: Cap Tables
In this episode of the Equity Expert podcast, we are joined by Chris Hoffman the founder of Equity Admin co. A Cap Table specialist with extensive experience in managing the equity of companies ranging from newly incorporated startups to some of the largest private companies in the world. The key...
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Founders Mistakes: The 83(b) Election
In this episode of the Equity Expert podcast, we are joined by Stepan Kzrtian a former corporate lawyer with over a decade of experience helping founders navigate the legal journey across all stages of the startup lifecycle. The key points of this episode include: Understanding the 83(b) Election...
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Strategies to Advance Your Career in Equity Compensation
Kathy Son on the key moments that helped her career in equity compensation and tactics that can help you grow your own career. Episode Notes: Kathy’s start in equity compensation (1:06) When she realized she wanted to pursue this profession (3:14) Key moments in getting to her current role (5:33)...
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How T+1 Will Change Stock Plan Administration
Learn how to prepare for T+1 and how the shortened settlement cycle will change stock plan administration from a day-to-day and strategic perspective. Episode Notes: Effect of T+1 on day-to-day operations (0:11) Impact of T+1 on strategy for stock plans (3:32) Trading windows and T+1 (6:50) Risks...
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Administering Equity Plans in China
Complying with SAFE, Circular 35, and other complexities of offering equity awards in China. Episode Notes: SAFE registration for options and awards (1:52) SAFE registration for ESPPs (5:10) Establishing a foreign exchange bank account (7:42) Taxation of equity awards in China (10:06) Possible...
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Tax Withholding Practices for Equity Awards
Data on how companies manage on-time tax deposits, determine tax withholding rates, respond to employee requests for additional withholding on equity plan transactions and more. Episode Notes: Complying with IRS deposit deadlines (1:36) Tips for depositing taxes on time (3:45) Pre-funding tax...
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Trends in Mobility Compliance
How companies track mobile employees and manage tax compliance for their equity awards. Episode Notes: Global vs. Us domestic mobility (1:44) Business travelers (10:19) Remote workers (14:30) Getting budget for mobility compliance (21:06) Tracking employee locations (22:37) Use of third-party...
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How to Manage Burn Rates Through a Stock Price Decline
Why stock price volatility is a problem when it comes to sizing grants and how using a multiday average and other approaches can help you manage your burn rate. Episode Notes: How companies typically determine grant sizes (0:58) The effect of declining stock prices on grant sizes (2:15) Pay…
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Growing Your Equity Compensation Career: Conversation with Galahad Dong
Galahad Dong on how his experience in the military helps him lead HRIS and Total Rewards (and equity compensation) at Simpson Strong-Tie. Episode Notes: Galahad’s origin story (0:36) His current role as director of HRIS and Total Rewards (2:06) How military experience helps in managing stock…
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Half Empty, Half Full: ESPP Features
Episode Notes: A note on this episode (1:34) Section 423 qualified vs. nonqualified plans (2:13) Fractional vs. whole share purchases (9:21) Cashless funding vs. limiting funding to payroll contributions (17:14) Lookback pricing vs. purchase date only pricing (28:04) Resources Mentioned in This...
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Taking a Look at Outset Medical's New Cashless ESPP
Episode Notes: What are cashless ESPPs and how do they work? (3:50) Outset Medical’s path to a cashless ESPP (9:08) Features of Outset Medical’s new cashless ESPP (11:44) Employee reaction to Outset Medical’s new ESPP (13:31) Common concerns about cashless ESPPs (15:01) Current interest in…
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The SEC’s Guidance on Spring-Loaded Equity Awards
Episode Notes: What is spring-loading? (00:40) Reminiscing about the option backdating scandal (4:58) Summary of the SEC’s guidance (8:49) Impact of SAB 120 on grant valuation (10:31) Practical implications of SAB 120 (14:27) Disclosures required for spring-loaded grants (19:06) Tips to avoid...
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Growing Your Equity Compensation Career: Conversation with Christine Zwerling
Christine Zwerling of Twilio describes her career path in equity compensation, offers tips to be more productive, and discusses her experience and interest in DEI and her interest in the NASPP's DEI Task Force. Episode Notes: Christine’s origin story (1:06) Career challenges (8:39) Getting the...
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Growing Your Equity Compensation Career: Conversations with Paz Dizon
Hear how Paz Dizon, the current Head of Stock Plan Services at Jazz Pharmaceuticals, has crafted her career in equity compensation, including finding her superpower and leveraging relationships to drive learning and success. Support the show
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SAP's Innovative ESPP
In this replay of one of our classic episodes, Sandra Sussman of SAP describes how they are able to offer an ESPP with a 40% match, offer financial assistance to help nonexecutives participate, and solve the challenge of tax withholding at the same time. Episode Notes: SAP's path to the Own SAP...
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Trends in Retirement Provisions
The latest data on how companies pay out equity awards to retirees and how retirement eligibility is determined. Plus, a discussion of the treatment of equity awards in the event of death and disability. Episode Notes: Criteria for determining retirement eligibility (1:06) Minimum age…
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Trends in Performance Awards
Episode Notes: Prevalence of performance awards at tech companies vs. other industries (2:36) The growth of TSR Awards (4:52) Types of operational metrics that companies commonly tie vesting to (8:29) Use of ESG metrics in long-term incentives (9:46) Use of multiple performance metrics (11:43)...
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Half Empty or Half Full? A Closer Look at TSR Awards
We ask Terry Adamson of Infinite Equity what he thinks about paying out TSR awards when performance is negative, using TSR as a modifier, custom peer groups and more. Episode Notes: How much more usage of TSR awards can we expect (1:50) Custom peer groups (4:06) Paying out awards for negative TSR...
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Trends in Global Equity Incentives
Episode Notes: Mark's background (1:33) Types of equity vehicles offered globally (2:07) Practices on adjusting awards by location (4:05) Prevalence of tax-qualified plans (8:09) Update on the UK (13:09) Update on Canada (16:35) Resources Mentioned in this Episode: NASPP Webinar: Top Trends from...
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A Career in Compensation and Diversity
Host: Barbara Baksa, Executive Director, NASPP Guest: Dana Hall, Designer Brands Episode Notes: About the NASPP’s DEI Initiative Dana’s career path (2:12) Majoring in human resources (3:14) Dana’s role at Designer Brands (7:35) What Dana likes about working in compensation (9:06) Dana’s role on…
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Trends in Equity Award Usage and Eligibility
Host: Barbara Baksa, Executive Director, NASPP Guest: Ian Dawson, Deloitte Consulting Episode Notes: Ian's Background (1:39) Overall trends in the types of equity vehicles public companies grant (2:34) Options vs. full value awards (5:18) Levels of employees eligible to receive equity awards…
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Half Empty or Half Full? Thoughts on the SEC's Rule 10b5-1 Proposal
Barbara discusses the SEC's new Rule 10b5-1 proposal with John Jenkins of CCRcorp. Host: Barbara Baksa, Executive Director, NASPP Guest: John Jenkins, Senior Editor, CCRcorp Episode Notes: Background on the Rule 10b5-1 proposal (0:25) Required cooling-off period (2:28) Prohibition on overlapping...
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Half Empty, Half Full: Our Thoughts on Four Stock Plan Topics
Barb and Jenn discuss whether they feel empty or full on four trending stock plan topics: the SEC's proposed changes to both Edgar and Rule 10b5-1, plus ESG and participant communications. Host: Jennifer Namazi, Content Director, NASPP Guest: Barbara Baksa, Executive Director, NASPP Episode…
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How T-Mobile Engages Stock Plan Participants: Behind the Scenes Insights
Host: Jennifer Namazi, Content Director, NASPP Guest: Aftab Ibrahim, CEP, CECP, Sr. Director, Stock Compensation & Exec Programs at T-Mobile Episode Notes: T-Mobile's stock plan participant demographics (1:47) What communication formats work best to engage employees (3:05) Learnings about email…
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How Mentorship Can Help Your Career
Could your career use a boost? Participating in a mentor relationship—as either mentor or mentee—might be just what you need. Learn about the benefits mentorship offers to both mentor and mentee, as well as what you can do to make sure you are getting the most out of the relationship. Host…
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5 Things on Mobility Compliance in the Age of Remote Working
Remote work is here to stay. Do you know where your employees are and how their movements impact compliance with various local, state and country specific requirements? What about things like benefits, internet security, and employee safety? With many factors on the table, we discuss 5 things for...
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Volunteering: Journey of a Chapter President
Hear a chapter president's insights on leading a chapter and contributing to his local stock plan community. Host: Jennifer Namazi, Content Director, NASPP Guest: John Barringer, Executive Wealth Planning About our Guest: I’m a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience in the...
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Trends in Insider Trading Compliance
Host: Jennifer Namazi, Content Director, NASPP Guest: Barbara Baksa, Executive Director, NASPP Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey identifies trends in insider trading compliance. Episode Notes: Overview: How are companies approaching insider...
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5 Trends in Stock Administration Staffing and Practices
Leveraging data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey, this episode highlights trends in staffing and placement of the stock administration function, telework, excess tax withholding and education formats. Host: Jennifer Namazi, Content Director, NASPP...
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Optimizing Equity Awards in a Down Market
This episode explores some of the standard and creative choices companies have in adapting, insulating and optimizing equity awards for stock market declines. Host: Jennifer Namazi, Content Director, NASPP Guest: Nathan O'Connor, Managing Director, Equity Methods Episode Notes: Trends and...
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6 Tips to Get the Most Out of a Virtual Conference
NASPP's Jenn Namazi shares 6 tips she personally uses to get the most out of a virtual conference. Whether you are planning to attend your first event, or are a seasoned virtual veteran, these tips are bound to enhance your experience. Host: Jennifer Namazi, Content Director, NASPP Episode Notes:...
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Global Mobility Situations Arising from COVID-19
This episode explores employee mobility situations arising from impacts of the COVID-19 pandemic. Host: Jennifer Namazi, Content Director, NASPP Guest: Marlene Zobayan, Partner, Rutlen Associates Episode Notes: What overall impacts has the COVID-19 pandemic had on mobility? (3:06) Three different...
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How Prevalent are ESPPs?
How many companies actually offer ESPPs? What trends exist based on company demographics, such as size, region and industry? This episode examines research conducted by Aon, in partnership with the NASPP and Fidelity, on the prevalence of employee stock purchase plans (ESPPs) within Russell 3000...
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Best Practices for 10b5-1 Plans
Topics companies should consider relative to their 10b5-1 population with Joshua Shek and Rich Baker from Morgan Stanley. Morgan Stanley Disclaimers The content of this podcast is for informational purposes only. It does not provide individually tailored investment advice. It has been prepared...
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What Women Want: Bridging the Equity Comp, Investing & Pay Gap
Sara Shoaf and Crystal Dykstra from Charles Schwab discuss bridging the equity comp, investing and pay gap that women face and how to ensure that your female participants understand how to use their equity awards to help reach their personal financial goals. Support the show
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ESPP Innovation: Helping Employees Participate
Aaron Shapiro of Carver Edison discusses ESPPs historically, current participation rates and how to increase employee participation. Support the show
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Financial Planning for Employees
Bruce Brumberg, Editor-in-Chief and co-founder of myStockOptions.com discusses financial planning strategies for employees, helping employees to understand their equity awards and what "financial wellness" means. Support the show
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Equity Outliers-Are They Really Doing That?
Fred Whittlesey of Compensation Venture Group discusses equity compensation outliers, delving into the design, accounting and legal implications of these grants and plans that fall outside the "norm" and get buried in complex narratives in SEC filings. Support the show
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Issues and Mistakes in Counting the Vote
Keith Bishop, Partner with Allen Matkins in Orange County, California, discusses common issues and mistakes companies make with shareholder votes, why it is so important for companies to describe the stockholder voting requirement accurately and some of the most common voting standards. Support…
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Does One Size Fit All? Getting the Most Out of Your Equity Plans
Dr. Marshall Vance, PhD, discusses getting the most from your equity plans, how companies can improve plan design and communications to maximize the effectiveness of their plans. Dr. Vance discusses academic research he's conducted relative to equity plans, and what the research reveals. Support...
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The CEO Pay Ratio: One Year Down
Kevin Wells and Stephen Popowski, from Aon, discuss the CEO Pay Ratio after year one of the disclosure, looking towards year two, challenges companies are facing, thoughts about where the disclosure may evolve in the future, and opinions relative to the (lack of) media attention given to the...
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Shedding Light on IRS Notice 2018-68
Mike Melbinger, Partner with Winston and Strawn, discusses the general purpose of IRS Notice 2018-68, amendments to the definition of a publicly held corporation, details relative to who might be "covered employees" under the new regulations and guidance pertaining to the "grandfathering" rule...
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Irrationality, Behavioral Biases, and Award Design
Josh Schaffer, Director at Equity Methods, discusses some of the drivers of behavioral economics and finance, and the impact they have on designing incentive programs. Support the show
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Alexa: Exercise My Options
A discussion of technology currently being developed and a look at what the future might bring. Support the show
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ABOUT THIS SHOW
News, insights, and conversations on all matters equity and executive compensation. Created and moderated by the National Association of Stock Plan Professionals, the largest association for the stock compensation community, with over two decades of leadership providing expert resources, education, and other benefits for more than 6,000 members.
HOSTED BY
National Association of Stock Plan Professionals
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How many episodes does Equity Expert: A Podcast from the NASPP have?
Equity Expert: A Podcast from the NASPP currently has 51 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Equity Expert: A Podcast from the NASPP about?
News, insights, and conversations on all matters equity and executive compensation. Created and moderated by the National Association of Stock Plan Professionals, the largest association for the stock compensation community, with over two decades of leadership providing expert resources, education,...
How often does Equity Expert: A Podcast from the NASPP release new episodes?
Equity Expert: A Podcast from the NASPP has 51 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to Equity Expert: A Podcast from the NASPP on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Equity Expert: A Podcast from the NASPP?
Equity Expert: A Podcast from the NASPP is created and hosted by National Association of Stock Plan Professionals.
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