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Equity Expert Podcast

NASPP Equity Expert PodcastThe NASPP Equity Expert is the go-to podcast for stock plan professionals of all practice areas. From administration to accounting to compliance, it's your opportunity to hear first-hand from the NASPP's in-house experts and guest thought leaders on topics you need to know.

So join us for honest takes on the latest practices and trends, breakdowns on what new regulations mean for your company, and lively conversations on the joys and challenges of working in this unique and often dizzying world of equity compensation.


  • Business woman calculating tax withholding for equity award transactions
    Tax Withholding Practices for Equity Awards

    May 24, 2023

    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.
  • Model airplane sitting on keyboard of laptop computer
    Trends in Mobility Compliance

    May 10, 2023

    How companies track mobile employees and manage tax compliance for their equity awards.
  • line graph of declining stock price
    How to Manage Burn Rates Through a Stock Price Decline

    February 01, 2023

    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.
  • diverse employees climbing ladders of career success
    Growing Your Equity Compensation Career: Conversation with Galahad Dong

    November 22, 2022

    Galahad Dong on how his experience in the military helps him lead HRIS and Total Rewards (and equity compensation) at Simpson Strong-Tie.
  • chalkboard drawing of glass half full
    Half Empty, Half Full: ESPP Features

    November 14, 2022

    This podcast discusses the merits of four employee stock purchase plan features: Section 423 tax qualification, fractional share purchases, cashless purchase arrangements, and price lookbacks.
  • Conceptual image of wealth creation with increasing stacks of coins, piggy bank, and a light bulb
    Taking a Look at Outset Medical's New Cashless ESPP

    June 22, 2022

    Outset Medical is at the forefront of innovation, and that includes their new cashless ESPP. Learn more about cashless ESPPs and how a focus on inclusivity enabled Outset Medical to achieve a 90% participation rate with their new plan.
  • woman pointing at stock chart and discussing equity grants with colleague
    The SEC’s Guidance on Spring-Loaded Equity Awards

    June 08, 2022

    This episode explains what spring-loaded equity grants are, what the SEC has to say about them, and what steps companies should take in light of the SEC's guidance.
  • Row of empty chairs with one chair spotlighted.
    Growing Your Equity Compensation Career: Conversation with Christine Zwerling

    May 25, 2022

    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.
  • Paper airplane flying along a path labeled "career"
    Growing Your Equity Compensation Career: Conversation with Paz Dizon

    May 19, 2022

    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.
  • Podcast - SAPs Innovative ESPP - Thumb
    SAP's Innovative ESPP

    April 27, 2022

    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.
  • Trendline of retirement ages with toy figures for businessmen standing at each age.
    Trends in Retirement Provisions

    April 13, 2022

    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.
  • Business people discussing charts and graphs showing financial results
    Trends in Performance Awards

    March 30, 2022

    Ian Dawson of Deloitte Tax discusses the growth of TSR awards, the use of ESG metrics in long-term incentives, and other trends in performance-based equity awards.
  • drawing of two hands pointing at the water level in a cup that is either half empty or half full
    Half Empty, Half Full: A Closer Look at TSR Awards

    March 16, 2022

    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.
  • Image of earth with silhouettes of employees connected in orbit around it.
    Trends in Global Equity Incentives

    March 02, 2022

    Mark Miller of Deloitte Tax offers insights on the types of equity award companies grant worldwide and how common it is to adjust grant sizes based on employee location. Plus an update on equity programs in the UK and Canada.
  • A Career in Compensation and Diversity: A Conversation with Dana Hall

    February 16, 2022

    Dana Hall shares her path from human resources major and intern to compensation professional. Plus her work to promote diversity at Designer Brands and the NASPP.
  • Podcast - Trends in Equity Award Usage and Eligibility - Thumb
    Trends in Equity Award Usage and Eligibility

    February 03, 2022

    What types of equity awards do public companies grant and who do they grant them to? In this podcast, Ian Dawson of Deloitte Consulting shares trends in the usage of full value awards, stock options, and employee stock purchase plans.
  • Podcast - Half Empty or Half Full - Thoughts on the SECs Rule 10b5-1 Proposal - Thumb
    Half Empty, Half Full: Thoughts on the SEC's Rule 10b5-1 Proposal

    January 19, 2022

    Barbara discusses the SEC's new Rule 10b5-1 proposal with John Jenkins of CCRcorp.
  • Podcast - Half Empty-Half Full - Our Thoughts on Four Stock Plan Topics - Thumb
    Half Empty, Half Full: Our Thoughts on Four Stock Plan Topics

    January 07, 2022

    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
  • Podcast - How T-Mobile Engages Stock Plan Participants - Behind the Scenes Insights - Thumb
    How T-Mobile Engages Stock Plan Participants: Behind the Scenes Insights

    July 30, 2021

    Creating communications that capture the attention of employees can be difficult. Yet, some companies are succeeding at engagement. Aftab Ibrahim of T-Mobile describes what's worked well for T-Mobile, along with things he's learned and retooled in process of capturing attention from 75,000 employees. Hear Aftab's actionable tips for delivering communications that resonate.
  • Podcast - How Mentorship Can Help Your Career - Thumb
    How Mentorship Can Help Your Career

    June 16, 2021

    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.

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