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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/17/2025 at 1:30 PM (EDT)
Explore current trends in equity compensation and how they can enhance your company's total rewards program.
In today's dynamic workforce, equity compensation takes center stage in employers' total rewards programs. Gain an in-depth understanding of current trends in equity compensation, how they can enhance your company's total rewards program, and how to evaluate the most suitable options for your company's specific goals. Discover how these trends are shaping the future of equity compensation and how you can leverage insights to attract, retain, and motivate talent.
Key questions this webinar will answer:
- How can you leverage equity compensation as a strategic tool for attracting, retaining and motivating talent in today's competitive marketplace?
- How can you assess which equity compensation program design alternatives are most suitable for your company's specific goals?
- How can emerging design alternatives, such as employee choice or automatic exercise, enhance your equity program?
- What are recent trends in ESPP design and usage? How can ESPPs complement 401(k) plans?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
Registration
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Non-members must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
Jeremy Boraks
Vice President, Workplace Consulting
Fidelity
Brittany Kelly
Head of Global Equity Programs
Klaviyo
Bianca Lansdown
Senior Counsel, Executive Compensation & Global Equity
HP
Eric Myszka
Executive Compensation Practice Leader
KPMG
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- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits Includes a Live Web Event on 05/13/2025 at 1:30 PM (EDT)
Learn about key tax considerations for equity plans offered by private companies
Understand the taxation of private company equity awards in the United States and around the globe. Get guidance on building your compliance checklist and tips for leveraging your service providers to help you stay on track. Explore the complexities of multinational equity programs so you can make informed and effective choices for your plan.
Key questions this webinar will answer:
- What are common tax scenarios that arise in private companies?
- What are the key tax considerations to be aware of each stage of the private company lifecycle?
- How does equity award taxation differ outside of the United States? How should private companies approach tax compliance for mobile employees?
A recording of this program will be available shortly after the conclusion of the live program.
Registration
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Non-members must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
Anisha Garg
Equity Operations Manager
CompIntelligence
Anthony Marietti
Global Stock Plan Manager
Dialpad
Brett Sipes
Managing Director
Global Tax Network
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- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Benchmark your executive services and compliance practices against your peers.
Executive transactions face heightened scrutiny from regulators and investors. Ensure your strategy meets evolving expectations, while maintaining corporate governance standards and strengthening shareholder confidence. Benchmark your insider compliance practices against your peers and discover how leading organizations balance transparency, compliance, and flexibility in executive transaction management.
Key questions this webinar will answer:
- What resources do companies provide to executives to help them understand their equity awards?
- What procedures do companies have in place for preclearance and trading windows?
- How do companies manage Form 4 and 144 filings?
- What are companies’ policies around the use of 10b5-1 plans and how has usage of these plans shifted in response to the SEC’s new rule?
Registration
All attendees are required to register for this program;
- NASPP Members: Current NASPP members can attend at no cost.
- Non-Members: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Non-members must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
Gayle Hobson
Corporate Paralegal
Yum! Brands
Deborah McGrath
Director of Executive Advisory Services
Bank of America
Barbara Baksa
Executive Director
NASPP
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- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Learn how to increase your equity team’s productivity by streamlining the operation of your stock plan.
Learn how to increase your equity team’s productivity by streamlining the operation of your stock plan.
In the current economic landscape, many companies are in a balancing act of carefully tightening budgets while ensuring they are strategically positioned for future growth. Equity compensation plans can add substantial value during this time by helping to motivate, reward, and retain your best employees.
Ensure you have the right equity plan management processes and tools for your organization’s size and goals as you navigate uncertain times.
Registration
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Non-Members: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Non-members must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
Dina Thiessen
Sr. Director for Customer Success
Insightsoftware
Michael Mauro
Sr. Manager for Professional Services
Insightsoftware
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- Non-member - $299
- Member - Free!
- More Information
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Contains 5 Component(s), Includes Credits
Learn how access to the EDGAR platform is changing and what you need to do to be ready.
The SEC’s EDGAR Next platform will significantly change how you access EDGAR to submit filings for Section 16 insiders. Get ready for the rollout of multifactor authorizations and authorized account administrators and users. Go beyond the technical requirements to understand the practical considerations essential for a smooth transition to the new platform for you and your company’s insiders.
Key questions this webinar will answer:
- What will EDGAR Next change (and what won’t be changing)?
- What conversations do you need to have with your insiders? Will they need login.gov accounts?
- What are the various roles that can be assigned to filer accounts and who should each role be assigned to?
- How should you approach collaborating with the other companies that your insiders file Section 16 reports for? What is an API? Will you need a technical administrator?
Registration
All attendees are required to register in advance.- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $595.
Join or renew your membership to receive complimentary access to this program and all member benefits.
Barbara Baksa
Executive Director
NASPP
Jim Brashears
Managing Principal Counsel, Securities & Corporate, Vice President and Assistant Corporate Secretary
McKesson
Linda Epstein
Legal Project Manager
HPE
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- Non-member - $299
- Member - Free!
- More Information
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Contains 3 Component(s), Includes Credits
Gain tips to strengthen your relationships with your work colleagues.
Networking within your organization is an effective way to advance your career. But it can feel intimidating if you aren’t outgoing by nature. Uncover strategies to help you foster productive relationships throughout every level of your organization that set you up for professional success in your current role and beyond. Part of the NASPP Women Leading in Equity leadership development program.
Registration
This program is free for both members and nonmembers. All participants are required to register to view the program.
Non-members must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
About Women Leading in Equity
This webinar is part of the NASPP Women Leading in Equity leadership development program, sponsored by Morgan Stanley at Work. This program is a leadership development program developed to support women's advancement, empower career growth, and celebrate the first-hand stories of successful women leaders in our profession. '
The program combines one-to-one mentorship with leadership development through three virtual seminars and is designed to offer effective and actionable approaches to help women build skills and stand out as leaders, resolve common obstacles, and establish and leverage supportive relationships across career stages.
Disclaimer: Sponsored by Morgan Stanley. National Association Stock Plan Professionals (NASPP) and Morgan Stanley are not affiliated companies. Morgan Stanley is not responsible for information presented by third parties or contained on any third-party web site. The opinions expressed by the third parties are solely their own and do not necessarily reflect those of Morgan Stanley. Morgan Stanley makes no representation as to the accuracy or completeness of the information from sources outside of Morgan Stanley. © 2024 Morgan Stanley. All rights reserved. CRC 3734538 (08/2024)
Barbara Baksa
Executive Director
NASPP
Geetika Prasad
Director Stock Admin & Accounting
Tanium
Maria Robins
Executive Director
Morgan Stanley at Work
Robyn Shutak
Partner
Infinite Equity
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- Non-member - Free!
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
What are the hottest topics affecting equity plans today?
Leading equity experts give you the complete rundown of the most important new developments affecting equity plans and advise you on how to adapt to stay compliant. From shareholder litigation to rulemaking from the SEC, FASB, and more, explore 2025’s most buzzworthy equity topics. Plus, we’ll highlight more topics to keep an eye on during a lightning round.
Key questions this webinar will answer:
- What are the current issues and challenges from shareholders with respect to CEO pay?
- How will income statement disaggregation affect expense reporting for equity plans?
- What government rulemaking is in the works that will affect equity plans?
- What lessons have been learned on clawback policies now that the new listing standards have been in effect for a year?
Registration
All attendees are required to register for this program.
- NASPP Members: Current NASPP members can attend at no cost.
- Non-Members: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.
Non-members must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.
Jim Brashears
Managing Principal Counsel, Securities & Corporate, Vice President and Assistant Corporate Secretary
McKesson
Linda Epstein
Legal Project Manager
HPE
Barbara Baksa
Executive Director
NASPP
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Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 3 Component(s), Includes Credits
Learn strategies to improve negotiation skills, handle objections, and communicate persuasively for better outcomes in equity plan management and career growth.
Enhance your negotiation prowess! Our panel of veteran stock plan administrators will share their strategies to achieve better outcomes in any negotiation scenario, whether your desired result relates to your equity plan, your team, or your own career. We’ll share tips for handling objections gracefully, communicating persuasively, and not taking “no” for an answer. Part of the NASPP Women Leading in Equity leadership development program.
Registration
This program is free for both members and nonmembers. All participants are required to register to view the program.
About Women Leading in Equity
This webinar is part of the NASPP Women Leading in Equity leadership development program, sponsored by Morgan Stanley at Work. This program is a leadership development program developed to support women's advancement, empower career growth, and celebrate the first-hand stories of successful women leaders in our profession. '
The program combines one-to-one mentorship with leadership development through three virtual seminars and is designed to offer effective and actionable approaches to help women build skills and stand out as leaders, resolve common obstacles, and establish and leverage supportive relationships across career stages.
Disclaimer: Sponsored by Morgan Stanley. National Association Stock Plan Professionals (NASPP) and Morgan Stanley are not affiliated companies. Morgan Stanley is not responsible for information presented by third parties or contained on any third-party web site. The opinions expressed by the third parties are solely their own and do not necessarily reflect those of Morgan Stanley. Morgan Stanley makes no representation as to the accuracy or completeness of the information from sources outside of Morgan Stanley. © 2024 Morgan Stanley. All rights reserved. CRC 3734538 (08/2024)
Brandy Garduno
Sr. Manager, Equity & Corporate Securities
Vir Biotechnology
Jenny Ho
Senior Manager, Stock Plan Administration
Sunrun
Heather Martin
Executive Director, Head of Institutional Relationship Management
Morgan Stanley at Work
Barbara Baksa
Executive Director
NASPP
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- Non-member - Free!
- Member - Free!
- More Information
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Contains 5 Component(s), Includes Credits
Equip yourself to comply with all the latest Section 16 requirements and procedures in 2025 with Alan Dye, the undisputed authority on Section 16.
Equip yourself to comply with all the latest Section 16 requirements and procedures in 2024. Alan Dye, the undisputed authority on Section 16, will cover current SEC rulemaking, offer practical tips on refining your Section 16 procedures, and answer questions on the challenges you face. Submit your questions in advance to alan.dye@hoganlovells.com.
Alan Dye
Partner
Hogan Lovells
Barbara Baksa
Executive Director
NASPP
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- Non-member - $595
- Member - Free!
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Contains 3 Component(s), Includes Credits
Learn how AI could change stock plan administration over the next five years.
Explore the latest trends and developments in AI and its potential impact on equity plan management. Delve into specific use cases around HR efficiency, error detection, and risk management with experts from Microsoft, and Amazon. You’ll leave with a vision of how equity plan administration may change over the next five years.
Key questions this webinar will answer:
- How has AI already started to impact the equity landscape?
- How can companies use AI to identify outliers and errors and assist with employee inquiries?
- What can you do to set your team up for success when undertaking AI projects?
- What are the limitations to be aware of when relying on AI?
Registration
All attendees are required to register in advance.
- NASPP Members: Current NASPP members can attend at no cost.
- Nonmembers: The cost for non-members is $299.
Join or renew your membership to receive complimentary access to this program and all member benefits.
Matthew McKittrick
Partner
Moss Adams
Amanda Parsons
Founder
Good Work People
Ali Stalsberg
Global Stock Operations Manager
Amazon
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- Non-member - $299
- Member - Free!
- More Information