Equity Expert: A Podcast from the NASPP
News, insights, and conversations on all matters equity and executive compensation. Created and moderated by the National Association of Stock Plan Professionals, the largest association for the stock compensation community, with over two decades of leadership providing expert resources, education, and other benefits for more than 6,000 members.
Episodes
51 episodes
Salus: Employee Education
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.
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24:05
Equity People: Managing Down Rounds
In this episode of the NASPP Equity Expert Podcast, we interview Tamas and Spela from Equity People. Tamas and Spela, experienced equity consultants, share their insights on managing equity during down rounds, the importance of transparency and...
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37:35
Accounting 101: Bill Storey
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 ...
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33:41
Global Compliance: Maor Levran
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 comple...
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31:12
What Do You Mean Tax Free? Qualified Small Business Stock
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 eq...
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33:39
Cap Tables & Investor Perception
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.The key points o...
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25:23
Founders Mistakes: Cap Tables
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 ...
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37:12
Founders Mistakes: The 83(b) Election
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.Th...
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28:20
Strategies to Advance Your Career in Equity Compensation
Kathy Son on the key moments that helped her career in equity compensation and tactics that can help you grow your own career. Episode Notes:Kathy’s start in equity compensation (1:06)When she realized sh...
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20:27
How T+1 Will Change Stock Plan Administration
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.Episode Notes: Effect of T+1 on day-to-day operations (0:11)
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18:18
Administering Equity Plans in China
Complying with SAFE, Circular 35, and other complexities of offering equity awards in China.Episode Notes:SAFE registration for options and awards (1:52)SAFE registration for ESPPs (5:10)Establishing...
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30:09
Tax Withholding Practices for Equity Awards
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.Episode Notes:Complying with IRS deposit deadli...
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28:55
Trends in Mobility Compliance
How companies track mobile employees and manage tax compliance for their equity awards.Episode Notes:Global vs. Us domestic mobility (1:44)Business travelers (10:19)Remote workers (14:30)Get...
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39:47
How to Manage Burn Rates Through a Stock Price Decline
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. Episode Notes:How companies typically determine grant si...
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21:31
Growing Your Equity Compensation Career: Conversation with Galahad Dong
Galahad Dong on how his experience in the military helps him lead HRIS and Total Rewards (and equity compensation) at Simpson Strong-Tie.Episode Notes:Galahad’s origin story (0:36)His current role as director ...
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16:16
Half Empty, Half Full: ESPP Features
Episode Notes:A note on this episode (1:34)Section 423 qualified vs. nonqualified plans (2:13)Fractional vs. whole share purchases (9:21)Cashless funding vs. limiting funding to payroll contribution...
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36:45
Taking a Look at Outset Medical's New Cashless ESPP
Episode Notes:What are cashless ESPPs and how do they work? (3:50)Outset Medical’s path to a cashless ESPP (9:08)Features of Outset Medical’s new cashless ESPP (11:44)Employee reaction to Outset Medical’s ...
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20:54
The SEC’s Guidance on Spring-Loaded Equity Awards
Episode Notes: What is spring-loading? (00:40)Reminiscing about the option backdating scandal (4:58)Summary of the SEC’s guidance (8:49)Impact of SAB 120 on grant valuation (10:31)Prac...
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29:15
Growing Your Equity Compensation Career: Conversation with Christine Zwerling
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. Episode Notes:
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30:46
Growing Your Equity Compensation Career: Conversations with Paz Dizon
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.
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28:03
SAP's Innovative ESPP
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 ...
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10:34
Trends in Retirement Provisions
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.Episode Notes:C...
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21:32
Trends in Performance Awards
Episode Notes:Prevalence of performance awards at tech companies vs. other industries (2:36)The growth of TSR Awards (4:52)Types of operational metrics that companies commonly tie vesting to (8:29)U...
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19:07