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 of this epis

Founders Mistakes: Cap Tables

Apr 5th, 2024 37m 12s

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

Founders Mistakes: The 83(b) Election

Mar 9th, 2024 28m 20s

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.The key points of th

Strategies to Advance Your Career in Equity Compensation

Nov 14th, 2023 20m 27s

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 she wanted to pursue this profession (3:14

How T+1 Will Change Stock Plan Administration

Aug 18th, 2023 18m 18s

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) Impact of T+1 on strategy for sto

Administering Equity Plans in China

Jul 5th, 2023 30m 9s

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 a foreign exchange bank account (7:42)Taxati

Tax Withholding Practices for Equity Awards

May 29th, 2023 28m 55s

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 deadlines (1:36)Tips for d

Trends in Mobility Compliance

May 13th, 2023 39m 47s

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)Getting budget for mobility compliance (21:06)Tracking em

How to Manage Burn Rates Through a Stock Price Decline

Feb 1st, 2023 21m 31s

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 sizes (0:58)The effect of dec

Growing Your Equity Compensation Career: Conversation with Galahad Dong

Nov 22nd, 2022 16m 16s

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 of HRIS and Total Rewards (2:06)How

Half Empty, Half Full: ESPP Features

Nov 14th, 2022 36m 45s

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 contributions (17:14)Lookback pricing vs. purchase date on

Taking a Look at Outset Medical's New Cashless ESPP

Jun 22nd, 2022 20m 54s

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 new ESPP (13:31)Common concerns about c

The SEC’s Guidance on Spring-Loaded Equity Awards

Jun 8th, 2022 29m 15s

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)Practical implications of SAB 120 (14:27)Disclosures required fo

Growing Your Equity Compensation Career: Conversation with Christine Zwerling

May 25th, 2022 30m 46s

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:Christine’s origin

Growing Your Equity Compensation Career: Conversations with Paz Dizon

May 19th, 2022 28m 3s

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. Support the Show.

SAP's Innovative ESPP

Apr 27th, 2022 10m 34s

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

Trends in Retirement Provisions

Apr 14th, 2022 21m 32s

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:Criteria for determining re

Trends in Performance Awards

Mar 30th, 2022 19m 7s

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)Use of ESG metrics in long-term incentives (9:4

Half Empty or Half Full? A Closer Look at TSR Awards

Mar 18th, 2022 25m 37s

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.Episode Notes:How much more usage of TSR awards can we expect (1:50)Custom pee

Trends in Global Equity Incentives

Mar 3rd, 2022 21m 36s

Episode Notes:Mark's background (1:33)Types of equity vehicles offered globally (2:07)Practices on adjusting awards by location (4:05)Prevalence of tax-qualified plans (8:09)Update on the UK (13:09)Update on Canada (16:35)Resources Mentioned in

A Career in Compensation and Diversity

Feb 16th, 2022 19m 48s

Host: Barbara Baksa, Executive Director, NASPPGuest: Dana Hall, Designer BrandsEpisode Notes:About the NASPP’s DEI InitiativeDana’s career path (2:12)Majoring in human resources (3:14)Dana’s role at Designer Brands (7:35)What Dana likes about w

Trends in Equity Award Usage and Eligibility

Feb 3rd, 2022 18m 42s

Host: Barbara Baksa, Executive Director, NASPPGuest: Ian Dawson, Deloitte ConsultingEpisode Notes:Ian's Background (1:39)Overall trends in the types of equity vehicles public companies grant (2:34)Options vs. full value awards (5:18)Levels of e

Half Empty or Half Full? Thoughts on the SEC's Rule 10b5-1 Proposal

Jan 19th, 2022 13m 37s

Barbara discusses the SEC's new Rule 10b5-1 proposal with John Jenkins of CCRcorp.Host: Barbara Baksa, Executive Director, NASPPGuest: John Jenkins, Senior Editor, CCRcorpEpisode Notes:Background on the Rule 10b5-1 proposal (0:25)Required cooli

Half Empty, Half Full: Our Thoughts on Four Stock Plan Topics

Jan 7th, 2022 33m 35s

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.Host: Jennifer Namazi, Content Director, NASPPGuest: Bar

How T-Mobile Engages Stock Plan Participants: Behind the Scenes Insights

Jul 30th, 2021 19m 42s

Host: Jennifer Namazi, Content Director, NASPPGuest: Aftab Ibrahim, CEP, CECP, Sr. Director, Stock Compensation & Exec Programs at T-MobileEpisode Notes:T-Mobile's stock plan participant demographics (1:47)What communication formats work best t