Equity Expert: A Podcast from the NASPP

NASPP'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 importance of reflection and decompressing after a day of conference events (6:18)
Networking and socializing (7:40)
Leveraging one of the biggest virtual conference perks (9:05)
 
Resources mentioned in this episode:

#NASPPVirtual (information about this year's Virtual NASPP Conference)

With 60+ sessions featuring over 100 speakers across stock plan domains, exciting keynotes, and plenty of interactive opportunities, NASPP Virtual is the must-attend equity event of the year. No need for FOMO (fear of missing out) over a session - a huge perk is that all sessions will be available on-demand through the end of September. You can attend the entire conference (binge watch in your pajamas if you want) or pick and choose what works best for you.

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This episode explores employee mobility situations arising from impacts of the COVID-19 pandemic.

Host: Jennifer Namazi, Content Director, NASPP

Guest: Marlene Zobayan, Partner, Rutlen Associates

Episode 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 situations? (15:17)
Messaging to employees about mobility impacts and considerations (23:04)
Where does compassion for an employee's situation fit? (27:04)

Resources mentioned in this episode:

New COVID-19 Related Mobility Situations (NASPP Blog)
COVID (Tele) Commuting Conundrums (NASPP Silicon Valley Chapter meeting presentation)
COVID (Tele) Commuting Conundrums (NASPP Silicon Valley Chapter meeting handout)

About our Guest:

Marlene Zobayan is a partner of Rutlen Associates LLC. She has over twenty years of international tax and benefits experience, including global equity plans, mobile employee taxation, global compensation and benefits. She provides a holistic and proactive range of services to her clients, including global equity plan design, tax reviews and tax optimization, assistance with local approvals and filings, communications, and designing administrative processes. She is a regular speaker and author on global stock plan and rewards issues.

Prior to joining Rutlen Associates, Marlene was the practice leader on the West Coast for Deloitte Tax's Global Rewards group and managed their news alerts for global equity plan changes.

Marlene has a Physics degree from Oxford University; she is a member of the U.K. Association of Tax Technicians, a US Enrolled Agent and Certified Equity Professional. Having previously chaired the Advisory Board, Marlene now sits on the Curriculum Committee of the Certified Equity Professional Institute.
 
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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, NASPP
Guests: Daniel Kapinos, Partner and Rachel Lopez, Consultant,
both of Aon Rewards Solutions

About our Guests

Dan Kapinos, Partner in Aon’s Rewards Solutions business, serves as the Head of Aon’s Equity Services Team, which provides expertise, service and advice on all things related to equity compensation to over 900 companies globally. Dan is a frequent speaker and writer on a variety of compensation topics and has held many industry positions including President of the NASPP Philadelphia Chapter and member of the CEP Institute’s Curriculum Committee.  Currently Dan sits on the NASPP’s Executive Advisory Committee.

Rachel Lopez, is a Consultant with Aon’s Equity Services team, where she uses her background in statistical analyses to address clients’ equity needs for a wide range of equity-based compensation vehicles.  Rachel currently oversees the team’s thought leadership development and has written multiple articles exploring current trends in equity compensation and addressing the nuances of stock-based compensation plan design.

Topics companies should consider relative to their 10b5-1 population with Joshua Shek and Rich Baker from Morgan Stanley.

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CRC 1882966 – 09/2017

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.

Aaron Shapiro of Carver Edison discusses ESPPs historically, current participation rates and how to increase employee participation.

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.

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.

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.

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.