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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.

Episodes

  • Podcast - Alexa-Exercise My Options - Thumb
    Alexa! Exercise My Options

    October 07, 2019

    New technology impacting stock plans and how these developments may affect you and your participants. With Andrew Pickering of Fidelity Investments.
  • Podcast - Financial Planning for Employees - Thumb
    Financial Planning for Employees

    September 25, 2019

    Bruce Brumberg, Editor-in-Chief and co-founder of myStockOptions.com discusses financial planning strategies for employees, helping employees to understand their equity awards and what "financial wellness" means.
  • Podcast - Equity Outliers - Are They Really Doing That - Thumb
    Equity Outliers: Are They Really Doing That?

    May 23, 2019

    Fred Whittlesey of Compensation Venture Group discusses equity compensation outliers, delving into the design, accounting and legal implications of these grants and plans that fall outside the "norm" and get buried in complex narratives in SEC filings.
  • Podcast - Tips for Successful Negotiating - Thumb
    Tips for Successful Negotiating

    April 15, 2019

    Tips for successful negotiating in any situation with Carine Schneider of AST.
  • Podcast - Issues and Mistakes in Counting the Vote - Thumb
    Issues and Mistakes in Counting the Vote

    March 13, 2019

    Keith Bishop from Allen Matkins discusses common issues and mistakes companies make with shareholder votes.
  • Podcast - Does One Size Fit All - Getting the Most Out of Your Equity Plans - Thumb
    Does One Size Fit All? Getting the Most Out of Your Equity Plans

    January 29, 2019

    Dr. Marshall Vance, PhD, discusses getting the most from your equity plans, how companies can improve plan design and communications to maximize the effectiveness of their plans. Dr. Vance discusses academic research he's conducted relative to equity plans, and what the research reveals.
  • Podcast - The CEO Pay Ratio - One Year Down - Thumb
    The CEO Pay Ratio: One Year Down

    December 05, 2018

    Discussion of the CEO Pay Ratio after year one of the disclosure and looking towards year two. Guests include Kevin Wells and Stephen Popowski.
  • Podcast - Irrationality-Behavioral Biases-and Award Design - Thumb
    Irrationality, Behavioral Biases, and Award Design

    September 05, 2018

    Josh Schaffer, Director at Equity Methods, discusses some of the drivers of behavioral economics and finance, and the impact they have on designing incentive programs.
  • Podcast - The Big Four - ESPP Mistakes You Could Be Making-Without Even Knowing It - Thumb
    The Big Four: ESPP Mistakes You Could Be Making (Without Even Knowing It)

    January 26, 2018

    Find out the four biggest ESPP mistakes you could be making without even knowing it.
  • Podcast - Five Things You Need to Know About W-2 Box 11 - Thumb
    Five Things You Need to Know About W-2 Box 11

    January 24, 2018

    Barbara Baksa, NASPP Executive Director, talks about the nuances of reporting tax withholding information in Box 11 of Form W-2.
  • Podcast - Hot Topics for 10b5-1 Plans - Thumb
    Hot Topics for 10b5-1 Plans

    September 20, 2017

    Hot Topics for 10b5-1 Plans with Josh Shek from Morgan Stanley and Stephen Giove from Shearman & Sterling.
  • Podcast - 5 ESPP Myths - Thumb
    5 ESPP Myths

    November 24, 2014

    Emily Cervino of Fidelity walks us through some of the common myths surrounding employee stock purchase plans and provides counter-information on why companies should consider an ESPP.
  • Podcast - Interview with Paz Dizon - Thumb
    Interview with Paz Dizon

    July 10, 2014

    Paz Dizon, a veteran stock plan professional, talks about her years working on the issuer side of equity compensation. What has she learned? What advice would she give to others new to the industry? Listen to find out!

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