Equity Expert Podcast

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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

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.
5 Things on Mobility Compliance in the Age of Remote Working
May 27, 2021

Remote work is here to stay. Do you know where your employees are and how their movements impact compliance with various local, state and country specific requirements? What about things like benefits, internet security, and employee safety? With many factors on the table, we discuss 5 things for employers to have on their radar when it comes to remote worker movements.
Volunteering: Journey of a Chapter President
March 04, 2021

Hear a long-serving chapter president's insights on leading a chapter and contributing to his local stock plan community.
5 Tax Reporting Tips
January 07, 2021

Tips to ensure proper tax reporting and avoid mistakes.
Trends in Stock Ownership Guidelines
December 15, 2020

Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey identifies trends in stock ownership guidelines.
Trends in Insider Trading Compliance
November 17, 2020

Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey identifies trends in insider trading compliance.
Trends in Employee Stock Purchase Plans
November 05, 2020

Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey identifies trends in ESPPs (employee stock purchase plans).
5 Trends in Stock Administration Staffing and Practices
October 15, 2020

Leveraging data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey, this episode highlights trends in staffing and placement of the stock administration function, telework, excess tax withholding and education formats.
Optimizing Equity Awards in a Down Market
October 08, 2020

This episode explores some of the standard and creative choices companies have in adapting, insulating and optimizing equity awards for stock market declines.
6 Tips to Get the Most Out of a Virtual Conference
August 19, 2020

NASPP's Jenn Namazi shares 6 tips she personally uses to get the most out of a virtual conference. Whether you are planning to attend your first event, or are a seasoned virtual veteran, these tips are bound to enhance your experience.
Global Mobility Situations Resulting from COVID-19
August 05, 2020

This episode explores employee mobility situations arising from impacts of the COVID-19 pandemic.
How Prevalent are ESPPs?
July 22, 2020

How many companies actually offer ESPPs? What trends exist based on company demographics, such as size, region and industry? This episode examines research conducted by Aon, in partnership with the NASPP and Fidelity, on the prevalence of employee stock purchase plans (ESPPs) within Russell 3000 and S&P 500 companies.
Best Practices for 10b5-1 Plans
April 07, 2020

Topics and best practices that companies should consider relative to 10b5-1 plans.
What Women Want: Bridging the Equity Comp, Investing, and Pay Gap
March 05, 2020

Sara Shoaf and Crystal Dykstra from Charles Schwab discuss bridging the equity comp, investing and pay gap that women face and how to ensure that your female participants understand how to use their equity awards to help reach their personal financial goals.
ESPP Innovation: Helping Employees Participate
January 23, 2020

Aaron Shapiro of Carver Edison discusses ESPPs historically, current participation rates and how to increase employee participation.
High Impact Rewards: Are Stock-Based Compensation Plans Keeping Pace?
November 11, 2019

Discussion re: data gathered in a recent study by Bersin, Deloitte Consulting. With guest Pete DeBellis.