Resources - Simple List
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2020 ESPP Survey
November 27, 2020
The 2020 ESPP Survey reports on trends in the design and administration of employee stock purchase plans. -
2022 Equity Administration Survey
November 28, 2022
The 2024 Equity Administration Survey reports on trends in stock plan administration, participant education, ESPPs, insider trading compliance, and stock ownership guidelines. -
Domestic Stock Plan Administration Survey Section 3: Employee Stock Purchase PlansNovember 16, 2020
This section covers the various aspects of administering employee stock purchase plans. -
Top Ten List: Future-Proofing Your Equity Grant StrategyNovember 09, 2020
Planning for economic uncertainty -
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Taking the Guesswork Out of Setting Vesting Criteria for Financial Metrics
November 09, 2020
Setting and evaluating performance metrics during an uncertain economy -
A Word from the DirectorNovember 09, 2020
Introductory article with thoughts and insights on this Advisor issue's contents from NASPP Executive Director Barbara Baksa. To view this article, join or login. -
Administrators Corner: Process Changes for COVID-19November 09, 2020
Adjusting year-end and other processes during COVID-19 -
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Equity Compensation and Employee Mobility
November 09, 2020
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Securities Law Considerations for Private Companies
May 30, 2024
How private companies can exempt their equity plans from registration under US securities laws, with a brief discussion of state and global laws. -
How AI Will Change Stock Plan Administration
August 17, 2020
Three key concepts to prepare you for the future -
A Word from the Director: Summer 2020
August 17, 2020
Introductory article with thoughts and insights on this Advisor issue's contents from NASPP Executive Director Barbara Baksa. To view this article, join or login. -
Data Snapshot: Technology vs. the World
August 17, 2020
Comparing equity award practices of tech companies to those outside the tech space -
Administrators Corner: Stock Plans from Home—Surviving to Thriving
August 17, 2020
Tips for making the most of working from home -
Top Ten List: Ways to Upgrade Your Tech
August 17, 2020
Technology you can use today to improve administrative processes -
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Journal Entries for Stock Compensation
August 14, 2025
A practical guide to the essential journal entries for common stock plan transactions, from grant to settlement.