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Top Trends: Plan Administration, ESPPs, Ownership Guidelines, and Insider Trading Compliance

October 21, 2020

1:30 - 3:00 PM ET

Get timely insights, key trends, and real-world case studies as we highlight data from the NASPP/Deloitte Consulting 2020 Stock Plan Administration Survey.

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Get timely insights, key trends, and real-world case studies as we highlight data from the NASPP/Deloitte Consulting 2020 Stock Plan Administration Survey, covering administration and communication for stock plans, stock ownership programs, insider trading compliance, and ESPPs.  

Get answers to questions such as: 

  • Is your stock plan administration dept under- or overstaffed in comparison to your peers?  

  • How often is plan administration outsourced and what functions are outsourced? 

  • What are common practices for distribution of grant agreements and collection of grant acceptances? 

  • How do companies manage compliance for domestically mobile employees? 

  • Is usage of ESPPs growing? What practices are most common in terms of discount and lookback? Is your participation rate higher or lower than your peers’? 

  • What are the latest practices for insider trading compliance programs, Rule 10b5-1 plans, and stock ownership guidelines? 

The NASPP and Deloitte Consulting survey is the industry's most comprehensive survey on stock plan administration practices. 


  • Barbara Baksa, CEP, NASPP 

  • Joseph Rapanotti, Deloitte Consulting 

Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive. 

How to Access the Webcast: Visit on the day of the program and click the link for the webcast. You will be asked to register by entering your name, company, and email address.   

Cost: There is no charge for this program if you are a member of the NASPP for 2020. Cost for non-members is $975. Join or renew your membership to receive complimentary access to this program and all member benefits through 2021. 

Registration: Advanced registration is not required for NASPP members. Non-members can email or call (925) 685-9271 to register for the program. 

Recording: The recording of the program will be posted shortly after the conclusion of the live program.   

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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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