Equity Expert: A Podcast from the NASPP
National Association of Stock Plan Professionals
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
Mentioned books
Mar 5, 2020 • 15min
What Women Want: Bridging the Equity Comp, Investing & Pay Gap
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.Support the show
Jan 24, 2020 • 15min
ESPP Innovation: Helping Employees Participate
Aaron Shapiro of Carver Edison discusses ESPPs historically, current participation rates and how to increase employee participation.Support the show
Jan 21, 2020 • 25min
Financial Planning for Employees
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.Support the show
Jan 21, 2020 • 16min
The CEO Pay Ratio: One Year Down
Kevin Wells and Stephen Popowski, from Aon, discuss the CEO Pay Ratio after year one of the disclosure, looking towards year two, challenges companies are facing, thoughts about where the disclosure may evolve in the future, and opinions relative to the (lack of) media attention given to the disclosure.Support the show
Jan 21, 2020 • 22min
Does One Size Fit All? Getting the Most Out of Your Equity Plans
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.Support the show
Jan 21, 2020 • 25min
Equity Outliers-Are They Really Doing That?
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.Support the show
Jan 21, 2020 • 14min
Issues and Mistakes in Counting the Vote
Keith Bishop, Partner with Allen Matkins in Orange County, California, discusses common issues and mistakes companies make with shareholder votes, why it is so important for companies to describe the stockholder voting requirement accurately and some of the most common voting standards.Support the show
Jan 3, 2020 • 32min
Shedding Light on IRS Notice 2018-68
Mike Melbinger, Partner with Winston and Strawn, discusses the general purpose of IRS Notice 2018-68, amendments to the definition of a publicly held corporation, details relative to who might be "covered employees" under the new regulations and guidance pertaining to the "grandfathering" rule under 162(m).Support the show
Jan 3, 2020 • 25min
Irrationality, Behavioral Biases, and Award Design
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.Support the show
Dec 11, 2019 • 19min
Alexa: Exercise My Options
A discussion of technology currently being developed and a look at what the future might bring.Support the show
