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.
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51 recent
September 9, 202424 min
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. Key Points Covered The Perceived Value Gap in Equity Compensation Personalized Equity Education and Automation The Importance of Visual, Interactive Learning Meeting Employees Where They Are with On-Demand Education Additional Resources: Employee Education: 4 Easy Ways to Double Your Equity Plan Engagement Support the show
August 8, 202437 min
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 communication, and the differences in equity perception between the US and Europe. Key Points Covered Managing 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 Support the show
July 17, 202433 min
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 importance of avoiding silos, and practical advice for managing equity plans. Key Points Covered Introduction to Bill Story and Your Equity Solutions Foundational Knowledge Needed for Equity Compensation Accounting The Importance of Avoiding Silos and How to Prevent Them Best Practices for Managing Equity Compensation Additional Resources: NASPP | Accounting for Stock Plans NASPP | Stock Plan Fundamentals Support the show
July 15, 202431 min
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 complex world of international equity transactions. The key points of this episode include: International Equity Transactions Global Acceptance of Equity Winning the War for Talent Importance of Staying Updated on Compliance Additional Resources: Global Plan Design Bootcamp Around the Globe: A Guide to Equity Grants in Poland's Thriving R&D Landscape Support the show
June 3, 202433 min
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 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 QSBS Understanding QSBS and its benefits Historical context and changes over time Importance for venture funds, entrepreneurs, and early employees Corporate and Shareholder Level Requirements Requirements at the corporate level, such as being taxed as a C Corp and having less than $50 million in gross assets Shareholder requirements, including original issuance of stock and a five-year holding period Common pitfalls and misconceptions around QSBS eligibility Navigating QSBS Regulations and IRS Audits The role of private letter rulings from the IRS in determining qualified trades or businesses Potential complications from actions like stock redemptions, S elections, and exceeding asset thresholds Recent changes in tax legislation affecting QSBS, such as the capitalization of R&D expenses Market Trends and Awareness The impact of market liquidity and legislative changes on the popularity and understanding of QSBS Strategies for maintaining eligibility and maximizing benefits, including the Section 1045 rollover provision for gains reinvestment Additional Resources: Founders, Unlock Big Tax Savings with Qualified Small Business Stock (QSBS) Support the show
May 6, 202425 min
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 of this episode include: Guest Introduction and Background: 0:00 - 4:01 Importance of Cap Table Management: 4:02 - 12:43 Role of Equity in Motivating Employees: 12:44 - 18:15 Discussion on "Salary Men" and Investor Expectations: 18:16 - 21:24 Best Practices for Cap Table Management: 21:25 - 25:55 Additional Resources: Solution Showcase: Cap Table Event Best Way to Prepare For an Exit? Get Your Cap Table Right From The Start! Founders Mistakes - Cap Tables Support the show
April 5, 202437 min
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 some of the largest private companies in the world. The key points of this episode include: What is a cap table? Common mistakes founders make Best Practices Additional Resources: https://www.naspp.com/blog/the-crucial-role-of-cap-tables https://info.naspp.com/cap-tables-showcase Support the show
March 9, 202428 min
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. The key points of this episode include: Understanding the 83(b) Election Issuing Founder Stock Cap Table Management Should You Grant Equity as a Percentage Additional Resources: 83(b) Election: The Multi-Million-Dollar Ticking Time Bomb What is the 83(b) election? Support the show
November 14, 202320 min
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 she wanted to pursue this profession (3:14) Key moments in getting to her current role (5:33) Strategies to advance yourself in equity comp (8:06) Advice to her younger self (10:52) Advice for advocating for yourself (14:54) Current goals (18:27) Support the show
August 18, 202318 min
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) Impact of T+1 on strategy for stock plans (3:32) Trading windows and T+1 (6:50) Risks created by a shorter settlement period (8:58) Working with internal and external partners to ensure a smooth transition (10:35) How T+1 will change the future of stock plan administration (14:34) Support the show
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