Equity Expert Podcast

The 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.

Episodes

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.
Trends in Mobility Compliance
May 10, 2023

How companies track mobile employees and manage tax compliance for their equity awards.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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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