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

SAP's Innovative ESPP
April 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 Provisions
April 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 Awards
March 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 Awards
March 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 Incentives
March 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 Hall
February 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.
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.