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
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Founders Mistakes: Cap TablesMarch 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: The 83(b) ElectionMarch 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. -
Strategies to Advance Your Career in Equity CompensationNovember 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. -
How T+1 Will Change Stock Plan AdministrationAugust 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. -
Administering Equity Plans in ChinaJuly 05, 2023
Complying with SAFE, Circular 35, and other complexities of offering equity awards in China. -
Tax Withholding Practices for Equity AwardsMay 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 ComplianceMay 10, 2023
How companies track mobile employees and manage tax compliance for their equity awards. -
How to Manage Burn Rates Through a Stock Price DeclineFebruary 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 DongNovember 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 FeaturesNovember 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 ESPPJune 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 AwardsJune 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 ZwerlingMay 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 DizonMay 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 ESPPApril 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 ProvisionsApril 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 AwardsMarch 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 AwardsMarch 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 IncentivesMarch 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 HallFebruary 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.
