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Equity Expert Podcast

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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.


  • DMV
    Cap Tables & Investor Perception

    May 01, 2024

    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.
  • Cap Table
    Founders Mistakes: Cap Tables

    March 20, 2024

    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.
  • Founders Mistakes
    Founders Mistakes: The 83(b) Election

    March 08, 2024

    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.
  • illustration of figurative steps to career goal
    Strategies to Advance Your Career in Equity Compensation

    November 14, 2023

    Kathy Son on the key moments that helped her career in equity compensation and tactics that can help you grow your own career.
  • Visual representation of settlement cycle
    How T+1 Will Change Stock Plan Administration

    August 18, 2023

    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.
  • Map of China
    Administering Equity Plans in China

    July 05, 2023

    Complying with SAFE, Circular 35, and other complexities of offering equity awards in China.
  • 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.

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