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May 23,2018

Mobility and Equity: The Deep Dive

Focus on the growing definition of mobility and...


Apr 30,2018

Most Recent NASPP Blog Posts


Rule 701 Enforcement Action

May 22,2018Barbara Baksa

It’s not often that Rule 701 makes the news, but it did earlier this year when the SEC brought an enforcement action over a private company’s failure to comply with the requirements of the rule.


While is seems that many companies recognize the value of offering an employee stock purchase plan to employees, some struggle with participation rates. In the first of this two part blog installme...


Section 162(m) and the TCJA: Part Two

May 15,2018Barbara Baksa

How eliminating the Section 162(m) exemption for performance-based awards might change equity compensation practices. This week, Barbara Baksa discusses some practices that might actually change.

Upcoming Events

Chapter Event

REMINDER: RSVP Chicago: May 22, 2018 Chapter Meeting

May 22, 2018 7:30 - 9:15 AM

Perkins Coie LLP
131 South Dearborn Street, Suite 1700, 17-B
Chicago, IL 60603

162(m) update: Life after TCJA

Chapter Event

Houston: May Chapter Luncheon

May 22, 2018 12:00 - 1:00pm

Baker McKenzie
700 Louisiana, Suite 3000
Houston, TX 77002

Ten Golden Rules for Global Stock Plan Governance

Chapter Event

Seattle: May 2018 Meeting

May 22, 2018 11:30 AM - 1:00 PM

Moss Adams | Wells Fargo Center
999 3rd Ave. 15th Floor
Seattle, WA 98104

Pay Equity and Equity Pay

Chapter Event

Philadelphia NASPP Chapter: May 22nd 2018 Meeting

May 22, 2018 8:30 am - 10:30 am

Radian Group
1500 Market Street, 18th floor, Market Street Center Room C
Philadelphia, PA 19102

Insider Trading Lessons and Board Diversity with Morgan Stanley and Shearman & Sterling

NASPP Webcast

Mobility and Equity: The Deep Dive

May 23, 2018 1-2:30 PM (PT) | 4-5:30 PM (ET)

Focus on the growing definition of mobility and more complex global tax issues.

Chapter Event

San Fernando Valley: May 23, 2018 Lunch Meeting on Financial Wellness

May 23, 2018 11:30 AM

Xperi (formerly DTS Inc.)
5220 Las Virgenes Road
Calabasas, CA 91302

Financial Wellness & Equity Compensation

Chapter Event

Connecticut: May 2018 Chapter Meeting

May 24, 2018 3:00 PM - 5:00 PM ET

Barbarie's Black Angus Grille
5 Eagle Road
Danbury, CT

Insight into the Mind of Your Participants!

Chapter Event

Denver: May 2018 Luncheon Meeting

May 24, 2018 12:00 Noon

PwC Offices - Union Station
1900 16th St. 16th Floor Training Room
Denver, CO 80202

Employee Analytics presented by PwC

Chapter Event

Wisconsin: May 2018 Meeting

May 24, 2018 11:45 am - 1:00 pm

Foley & Lardner LLP
777 East Wisconsin Avenue - 40th Floor
Milwaukee, WI. 53202-5306

Mid-Year Update - Regulatory Transition Edition

Chapter Event

OC NASPP Lunch Meeting

May 31, 2018 11:30-1:30

Edwards Lifesciences Corporation
One Edwards Way
Irvine, CA 92614

ESPP Round Table and Tips & Tricks to a successful ESPP experience

Chapter Event

Austin: June 2018 Stock Plan Communications Summit

June 05, 2018 3:00 pm

500 W 2nd Street, Suite 1600
Austin, TX 78701

It’s time to talk…about the way we talk. Engage with our panel to find more effective ways to...

NASPP Webcast

Equity Compensation and Financial Wellness

June 06, 2018 4:00 – 5:30 pm, eastern time

How equity awards can be part of a financial wellness program for employees

Chapter Event

Houston: June 2018 Luncheon

June 07, 2018

Hosted by Deloitte

Chapter Event

Orange County: Summer Social 2018

June 07, 2018 6:30-9:30

Kona Grill
623 Spectrum Center Dr
Irvine, CA 92618

Summer Networking and Social Event

Chapter Event

Los Angeles Chapter Luncheon and IRC Section 162(m) Presentation by Experts from PwC, Cooley and Certent

June 13, 2018 11:30am - 1:00pm

Tetra Tech, Inc.
3475 East Foothill Blvd.
Pasadena, CA 91107

Chapter Event

New Tax Law - New Day for Equity Compensation

June 14, 2018 12:00 Noon

Ball Corporation
10 Longs Peak Dr
Broomfield Co 80021

Lost in all the tax bracket changes hoopla of the new law are some big changes to equity...

Chapter Event

San Diego NASPP: It’s a double date, ESPP style!

June 20, 2018 11:30 AM – 1:30 PM

Illumina Inc.
4775 Executive Drive
San Diego, CA 92121


SF Chapter NASPP Luncheon - June 21st

June 21, 2018 11:30AM - 1:30PM

Charles Schwab - 8th Floor
215 Fremont Street
San Francisco, CA

Lunch and two sessions: Plan design metrics and Plan design considerations

Chapter Event

PHL & DC/MD/VA Chapters Full Day Equity Comp Event & Happy Hour

June 21, 2018 8:30 am - 4:00 pm

Lincoln Financial Field
1 Lincoln Financial Field Way
Philadelphia, PA 19148

FULL Day Equity Compensation Event - Four Educational Sessions with Networking, Happy Hour...

Chapter Event

DC/VA/MD & PHL Chapters Equity Compensation Regional Event

June 21, 2018 8:30am - 4:00pm

Lincoln Financial Field
1 Lincoln Financial Field Way
Philadelphia, PA 19148

Full Day Equity Compensation Event: Four Educational Sessions with a Stadium Tour, Happy Hour...

Chapter Event

Kansas/Missouri June 2018 Chapter Meeting

June 26, 2018 11:00 to 1:00 CST

Kansas City Southern
427 West 12th Street
Kansas City, MO 64105

Hold. Flip. Split: Acrobatics of Employee Ownership - – Using Data & Analytics to Tell the Story.

Chapter Event

Connecticut/Boston: 10th Annual New England Regional Conference

July 11, 2018 8:00 AM - 5:00 PM Eastern Time

Fidelity Investments
900 Salem Street
Smithfield, RI 02917

The 2018 New England NASPP Regional Conference Co-Hosted by the Connecticut and Boston NASPP...

Chapter Event

Los Angeles Chapter Luncheon and Double ESPP Session with Experts from Baker McKenzie and Computershare

July 24, 2018 11:30am-1:00pm


West Los Angeles

Double Session exploring challenges when designing and operating an ESPP with the first session...

Chapter Event

Atlanta: August 2018 Chapter Meeting

August 09, 2018 11:30 a.m. - 1:30 p.m.

To Be Determined

Ten Golden Rules for Good Global Stock Plan Governance presented by Aimee Soodan, Partner, Baker ...

Chapter Event

Orange County: Augutst 2018 Lunch Meeting

August 14, 2018 11:30-1:30


Chapter Event

NY/NJ: October 2018 Meeting

October 19, 2018 8:00 AM - 11:00 AM

Join us for our October chapter meeting.

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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