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

Global Mobility Situations Resulting from COVID-19
August 05, 2020

This episode explores employee mobility situations arising from impacts of the COVID-19 pandemic.
How Prevalent are ESPPs?
July 22, 2020

How many companies actually offer ESPPs? What trends exist based on company demographics, such as size, region and industry? This episode examines research conducted by Aon, in partnership with the NASPP and Fidelity, on the prevalence of employee stock purchase plans (ESPPs) within Russell 3000 and S&P 500 companies.
Best Practices for 10b5-1 Plans
April 07, 2020

Topics and best practices that companies should consider relative to 10b5-1 plans.
What Women Want: Bridging the Equity Comp, Investing, and Pay Gap
March 05, 2020

Sara Shoaf and Crystal Dykstra from Charles Schwab discuss bridging the equity comp, investing and pay gap that women face and how to ensure that your female participants understand how to use their equity awards to help reach their personal financial goals.
ESPP Innovation: Helping Employees Participate
January 23, 2020

Aaron Shapiro of Carver Edison discusses ESPPs historically, current participation rates and how to increase employee participation.
High Impact Rewards: Are Stock-Based Compensation Plans Keeping Pace?
November 11, 2019

Discussion re: data gathered in a recent study by Bersin, Deloitte Consulting. With guest Pete DeBellis.
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.
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.
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.
Tips for Successful Negotiating
April 15, 2019

Tips for successful negotiating in any situation with Carine Schneider of AST.
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.
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.
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.
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.
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.
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.
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.
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.
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!