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Equity Expert: A Podcast from the NASPPSalus: Employee EducationIn 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.Key Points CoveredThe Perceived Value Gap in Equity CompensationPersonalized Equity Education and AutomationThe Importance of Visual, Interactive LearningMeeting Employees Where They Are with On-Demand EducationAdditional Resources:Employee Education: 4 Easy Ways to Double Your Equity Plan EngagementSupport the show
2024-09-0924 minEquity Expert: A Podcast from the NASPPEquity People: Managing Down RoundsIn 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 communication, and the differences in equity perception between the US and Europe. Key Points CoveredManaging Equity During Down Rounds:Importance of Transparency and Communication:Regional Differences in Equity Perception:Planning and Benchmarking for Equity Grants:Additional Resources:Down Rounds: How to Strategically Adapt Your Share Option Plan During Volatile Markets
2024-08-0837 minEquity Expert: A Podcast from the NASPPAccounting 101: Bill StoreyIn 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 importance of avoiding silos, and practical advice for managing equity plans. Key Points CoveredIntroduction to Bill Story and Your Equity SolutionsFoundational Knowledge Needed for Equity Compensation AccountingThe Importance of Avoiding Silos and How to Prevent ThemBest Practices for Managing Equity CompensationAdditional Resources:NASPP...
2024-07-1733 minEquity Expert: A Podcast from the NASPPGlobal Compliance: Maor LevranIn 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 complex world of international equity transactions. The key points of this episode include:International Equity TransactionsGlobal Acceptance of EquityWinning the War for TalentImportance of Staying Updated on ComplianceAdditional Resources:Global Plan Design Bootcamp
2024-07-1531 minEquity Expert: A Podcast from the NASPPWhat Do You Mean Tax Free? Qualified Small Business StockIn 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 equity funds. He shares insights into the world of Qualified Small Business Stock (QSBS), a powerful tax incentive that can offer 100% capital gains tax savings.The key points of this episode include:Introduction to QSBSUnderstanding QSBS and its benefitsHistorical context and changes over timeImportance for venture funds, entrepreneurs, and early employees
2024-06-0333 minEquity Expert: A Podcast from the NASPPFounders Mistakes: Cap TablesIn 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 of the largest private companies in the world.The key points of this episode include:What is a cap table?Common mistakes founders makeBest PracticesAdditional Resources:https://www.naspp.com/blog/the-crucial-role-of-cap-tableshttps://info.naspp.com/cap-tables-showcaseSupport the show
2024-04-0537 min
Prosperity at WorkEp 12: Taking the pain out of SEC’s Pay vs Performance Rule with Terry AdamsonSEC’s pay vs performance rule was first proposed back in 2015 – and after struggling for a number of years to make any progress, it was finally reopened in January 2022 and officially adopted in August 2022 in a 3-2 vote.In broad terms, the ruling requires companies to disclose executive compensation payments and actual company financial performance.However, it’s a lot more complex than it sounds and it’s expected that many issuers will have to spend a significant amount of time on their filings.In our latest episode, we aim to dig deep into Pay...
2023-06-2224 minEquity Expert: A Podcast from the NASPPGrowing Your Equity Compensation Career: Conversation with Galahad DongGalahad 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 military experience helps in managing stock plans (3:49)Background on Simpson Strong-Tie (4:53)How Simpson-Strong-Tie uses equity (6:21)DEI programs at Simpson Strong-Tie (8:52)Diversity at the NASPP and Galahad’s role on the DEI Task Force (11:53)Advice on growing your career in compensation (13:35)Resources Mentioned in This Episode:The NASPP’s DEI InitiativeAddi...
2022-11-2216 minEquity Expert: A Podcast from the NASPPHalf Empty, Half Full: ESPP FeaturesEpisode 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 only pricing (28:04)Resources Mentioned in This Episode:Four Ideas to Make Your ESPP More EquitableCould Fractional Shares Benefit Your Stock Plan Participants?Overlooked and Underrated: Why Fractional Shares MatterShould You Consider a Cashless ESPP?2020 NASPP Deloitte Domestic Stock Plan Administration SurveyAdditional Podcasts in This Series:Half Empty, Half Full: A Closer Look at TSR Awards
2022-11-1436 minEquity Expert: A Podcast from the NASPPGrowing Your Equity Compensation Career: Conversation with Christine ZwerlingChristine 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 story (1:06)Career challenges (8:39)Getting the advice you need (14:01)Productivity hacks (15:51)Superpowers (20:27)Diversity at the NASPP and Christine’s work on the NASPP’s DEI task force (21:57)Support the show
2022-05-2530 minEquity Expert: A Podcast from the NASPPTrends in Retirement ProvisionsThe 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 retirement eligibility (1:06)Minimum age requirements (4:31)Minimum service requirements (6:43)Treatment of equity awards upon achieving retirement eligibility (7:45)Prevalence of equity award payouts to retirees (9:32)Accelerating vs. continuing vesting upon retirement (11:43)Full vs. pro rata payouts to retirees (15:31)Treatment of equity awards in the event of death or termination due to disability (17:04)Resources Mentioned in...
2022-04-1421 minEquity Expert: A Podcast from the NASPPTrends in Performance AwardsEpisode 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 (9:46)Use of multiple performance metrics (11:43)Treatment of performance awards in changes in control (15:38)Resources Mentioned in this Episode:NASPP Webinar: Top Trends from the 2021 Equity Incentives Design SurveyNASPP Webinar: Trends in Global Equity IncentivesEquity Expert Podcast: Trends in Equity Award Usage and EligibilityEquity Expert Podcast: Trends in Global Equity Incentives2021 Equity Incentives Design Survey, cosponsored by the NASPP an...
2022-03-3019 minEquity Expert: A Podcast from the NASPPTrends in Global Equity IncentivesEpisode 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 this Episode:NASPP Webinar: Top Trends from the 2021 Equity Incentives Design SurveyNASPP Webinar: Trends in Global Equity IncentivesEquity Expert Podcast: Trends in Equity Award Usage and Eligibility2021 Equity Incentives Design Survey, cosponsored by the NASPP and Deloitte ConsultingSupport the show
2022-03-0421 minEquity Expert: A Podcast from the NASPPA Career in Compensation and DiversityHost: 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 working in compensation (9:06)Dana’s role on the NASPP’s DEI Task Force (11:49)Dana’s leadership role in Designer Brands’ African American BRG (13:55)Internships at Designer Brands (15:35)Shoe-related puns (16:47)Dana’s advice for growing your career in compensation (17:27)Resources Mentioned in this Episode:NASPP DEI InitiativeThank you to Bank of A...
2022-02-1619 minEquity Expert: A Podcast from the NASPPTrends in Equity Award Usage and EligibilityHost: 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 employees eligible to receive equity awards (7:15)Grants to lower ranking employees (8:52)Comparison of practices at technology vs. nontechnogy companies (12:47)Prevalence of ESPPs (14:34)Resources Mentioned in this Episode:NASPP Webcast: Top Trends from the 2021 Equity Incentives Design Survey2021 Equity Incentives Design Survey, cosponsored by the NASPP and Deloitte ConsultingSupport the s...
2022-02-0318 min
Enterprise Podcast Network – EPNPrivate Company Solutions with Carine SchneiderCarine Schneider, President of AST Private Company Solutions that develops innovative and next-generation technology, products and services to support the entire lifecycle of a private company, including when the next phase involves going public joins Enterprise Radio.Listen to host Eric Dye & guests Carine Schneider discuss the following:* Why is it important for business owners to understand and use cap tables?* What does traditional cap table software neglect and how does this impact business owners?* How can stock plan management help diversity and inclusion initiatives?* Why are only some individuals able to invest in the...
2022-01-2212 minEquity Expert: A Podcast from the NASPPHalf Empty or Half Full? Thoughts on the SEC's Rule 10b5-1 ProposalBarbara 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 cooling-off period (2:28)Prohibition on overlapping plans (4:26)Limitation on single-trade plans (5:34)Good faith requirement (6:52)Certification requirement (8:13)Quarterly disclosure of adoption and termination of 10b5-1 plans by officers and directors (9:25)Form 10b5-1 checkbox on Forms 4 and 5 (9:34)Reporting gifts on Form 4 (9:51)Disclosure of insider trading policies (10:07)Disclosure of options granted to named executive officers or...
2022-01-1913 minEquity Expert: A Podcast from the NASPPHalf Empty, Half Full: Our Thoughts on Four Stock Plan TopicsBarb 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: Barbara Baksa, Executive Director, NASPPEpisode Notes:Barb describes the half empty, half full format (1:15)Are we half full or half empty on the SEC's proposed changes to Edgar? (3:12)Why Jenn is half empty on communication with stock plan participants (13:56)Where does ESG fall on the...
2022-01-0733 minEquity Expert: A Podcast from the NASPPHow T-Mobile Engages Stock Plan Participants: Behind the Scenes InsightsHost: 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 to engage employees (3:05)Learnings about email and how that changed the communications approach (5:14)Was there a particular communication that had a big impact? (6:57)What happens when a communication doesn't resonate as expected? (10:57)Aftab's recommended tools/resources (14:34)How to move beyond email (16:05)Resources Mentioned in this Episode:T-Mobile's Benefits Hub (access their s...
2021-07-3019 minEquity Expert: A Podcast from the NASPPHow Mentorship Can Help Your CareerCould 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.Host: Barbara Baksa, Executive Director, NASPPGuest: Stacie Hoffmeister, Executive Director and Head of Wealth Management Home Office Talent and Diversity, Morgan StanleyEpisode Notes:Stacie's background and career path (1:38)Digression on advantages of majoring in E...
2021-06-1632 minEquity Expert: A Podcast from the NASPP5 Things on Mobility Compliance in the Age of Remote WorkingRemote 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.Host: Jennifer Namazi, Content Director, NASPPGuest: Marlene Zobayan, Partner, Rutlen AssociatesEpisode Notes: Myths and realities around employer responsibility to track mobile employees (1:35)When can an e...
2021-05-2726 minEquity Expert: A Podcast from the NASPPVolunteering: Journey of a Chapter PresidentHear a chapter president's insights on leading a chapter and contributing to his local stock plan community.Host: Jennifer Namazi, Content Director, NASPPGuest: John Barringer, Executive Wealth PlanningAbout our Guest:I’m a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience in the investment and wealth management industry. I specialize in helping high net worth executives and executives at public companies with investment management, retirement planning and risk management. I am also a contributing editor at MyStockOptions.com, the leading provider of web-based educ...
2021-03-0945 minEquity Expert: A Podcast from the NASPPTrends in Insider Trading ComplianceHost: Jennifer Namazi, Content Director, NASPPGuest: Barbara Baksa, Executive Director, NASPPData from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey identifies trends in insider trading compliance.Episode Notes: Overview: How are companies approaching insider trading compliance? (2:16)Are insiders using captive/designated brokers for their trades? (4:05)Trends in Rule 10b5-1 plans (8:36)Blackout periods: who is subject to them? (15:06)Prohibited/permitted transactions during a trading blackout (19:21)Length of trading blackout period (23:47)SEC reporting for insiders: who has p...
2020-11-1931 minEquity Expert: A Podcast from the NASPP5 Trends in Stock Administration Staffing and PracticesLeveraging 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.Host: Jennifer Namazi, Content Director, NASPPGuest: Barbara Baksa, Executive Director, NASPPEpisode Notes: Where is the Stock Administration function typically housed within an organization? (3:47)Staffing Stock Administration in house: number of dedicated personnel (5:58)Telework trends (10:13)Excess tax withholding: how many companies are doing it? (14:06)Education trends and t...
2020-10-1529 minEquity Expert: A Podcast from the NASPPOptimizing Equity Awards in a Down MarketThis episode explores some of the standard and creative choices companies have in adapting, insulating and optimizing equity awards for stock market declines.Host: Jennifer Namazi, Content Director, NASPPGuest: Nathan O'Connor, Managing Director, Equity MethodsEpisode Notes: Trends and observations of an unprecedented 2020 (2:06)How equity compensation has grown in relevance this year (7:48)Key considerations companies face in restoring broken incentives (9:20)The mechanics of restoring incentives and 3 choices available (12:53)What is "discretion" and how is it different from modifying an award? (14:17)...
2020-10-1237 min
The FS Club PodcastCould Equity Be Used To Replace A Portion Of An Employee’s Salary?Given the current economic outlook due to the COVID-19 pandemic, companies will be concerned with maintaining cash flow and cutting costs wherever possible. Our panel of experts from France, Germany, the UK and the US will discuss whether it would be possible, and advisable, to replace a portion of an employee’s salary with equity grants, and the related employment, securities and tax law considerations for doing so.
Speakers:
Partner, Nicholas Greenacre is EMEA Head of Employment, Compensation & Benefits at the global law firm, White & Case LLP. He has extensive experience in a broad range of...
2020-09-0351 minEquity Expert: A Podcast from the NASPP6 Tips to Get the Most Out of a Virtual ConferenceNASPP'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.Host: Jennifer Namazi, Content Director, NASPP Episode Notes: Jenn shares interesting data on the future of video and virtual conference engagement (1:17)Scheduling your must-attend sessions (4:03)Prioritizing attendance while juggling other demands at work and home (4:34)Removing the distractions that threaten to divert your attention (5:34)The...
2020-08-2011 minEquity Expert: A Podcast from the NASPPGlobal Mobility Situations Arising from COVID-19This episode explores employee mobility situations arising from impacts of the COVID-19 pandemic. Host: Jennifer Namazi, Content Director, NASPPGuest: Marlene Zobayan, Partner, Rutlen AssociatesEpisode Notes: What overall impacts has the COVID-19 pandemic had on mobility? (3:06)Three different mobility situations resulting from the pandemic (4:14)The challenges created by unforeseen mobility situations (6:50)Are there any exemptions for employees caught in these mobility situations? (8:40)Have any U.S. states issued guidance? (13:44)What should companies be doing about COVID-19 related mobility s...
2020-08-1229 minEquity Expert: A Podcast from the NASPPHow Prevalent are ESPPs?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.Host: Jennifer Namazi, Content Director, NASPPGuests: Daniel Kapinos, Partner and Rachel Lopez, Consultant,both of Aon Rewards SolutionsAbout our GuestsDan Kapinos, Partner in Aon’s Rewards Solutions business, serves as the Head of...
2020-07-2820 min
Du puster for fort# 60 - Prehospital diagnostikk av hjerneslag, Para- NASPP. Gjester: Mona Guterud og Helge BuggeMona Guterud og Helge Bugge er begge PhD stipendiater for SNLA og Oslo universitetssykehus.
NIHSS har lenge blitt brukt som standard undersøkelse til hjerneslagspasienten over hele verden. Mona og Helge Forsker på hva som skjer når man tar i bruk NIHSS utenfor sykehus.
Ukens Annonsør er Fagforbundet
For mer informasjon om konferansen som blir nevnt i episoden se her
2020-02-1838 min