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

Salus: Employee Education
September 04, 2024

In this episode of the NASPP Equity Expert Podcast, Amit Gupta the CEO and Co-Founder of Salus, shares insights on how to increase the engagement of equity compensation programs through personalized education, automation, and technology.
Equity People: Managing Down Rounds
July 31, 2024

In this episode of the NASPP Equity Expert Podcast, we discuss managing equity during down rounds and the importance of transparency and communication.
Global Compliance: Maor Levran
July 15, 2024

In this episode of the NASPP's Equity Expert Podcast, we are joined by Maor Levran, the CEO and co-founder of Slice. Maor, a former corporate attorney, discusses his transition from law to entrepreneurship, the founding of Slice, and the complex world of international equity transactions.
Accounting 101: Bill Storey
July 08, 2024

In this episode of the Equity Expert Podcast, we interview Bill Storey, Managing Partner of Your Equity Solutions. Bill, an experienced equity compensation consultant, shares his insights on the accounting treatment of equity compensation, the importance of avoiding silos, and practical advice for managing equity plans.
What Do You Mean Tax Free? Qualified Small Business Stock
May 29, 2024

In this episode of the NASPP Equity Expert Podcast, we are joined by Jonathan Fish, the CEO and co-founder of Cap Gains. Jonathan brings his extensive experience as a CPA and public accountant, focusing primarily on venture funds and private equity funds. He shares insights into the world of Qualified Small Business Stock (QSBS), a powerful tax incentive that can offer 100% capital gains tax savings.
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.
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: 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.
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.
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.
Administering Equity Plans in China
July 05, 2023

Complying with SAFE, Circular 35, and other complexities of offering equity awards in China.
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.
Trends in Mobility Compliance
May 10, 2023

How companies track mobile employees and manage tax compliance for their equity awards.
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.
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.
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.
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.
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.
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.
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.