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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/03/2025 at 1:30 PM (EST)
Navigate complex year-end tax reporting for equity compensation with the latest U.S. guidance to meet strict deadlines and ensure full compliance.
As year-end rapidly approaches, the intricate rules and unforgiving deadlines of equity compensation tax reporting leave little room for error. Get up to speed on the latest U.S. tax reporting guidance and learn practical strategies to ensure compliance, avoid costly mistakes, and close the year with confidence.
Key questions this webinar will answer:
- What should be reported on Form W-2 for stock plan transactions?
- When is it appropriate to use Form 1099?
- What are the deadlines for reporting income and taxes withheld for 2025?
- What is required for Section 6039 reporting?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
Barbara Baksa
Executive Director
NASPP
Tommy Swindle
Director of Content and Communities
NASPP
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.
Nonmembers 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.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/19/2025 at 1:30 PM (EST)
Discover key trends from the 2025 Equity Administration Survey by NASPP & Deloitte—covering staffing, AI, tax compliance, education, and global practices.
Are your equity administration practices keeping pace with today’s standards? Gain valuable benchmarks and actionable takeaways from the 2025 Equity Administration Survey from the NASPP and Deloitte Tax LLP. Get insights across critical areas including staffing and recordkeeping, the use of AI, tax compliance (including mobile employees), participant education, insider trading policies, and global practices. See where your company stands—and discover strategies to stay ahead of the curve.
Key questions this webinar will answer:
- How do companies manage equity programs, how are equity teams staffed, and are team members working remotely or in the office?
- What types of tasks are companies using AI for—participant education, process automation, data analysis, or not at all?
- What guidelines typically govern program eligibility, grant sizes, and grant approval and acceptance?
- What financing methods do companies offer to employees to help them cover the tax withholding due on their equity awards?
- How do companies educate employees about equity awards?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
Barbara Baksa
Executive Director
NASPP
Ryan Trent
Sr. Manager Equity Compensation
S&P Global
Sean Trotman
Partner
Deloitte Tax LLP
Mitchell Young
Equity Plan Specialist
Twilio
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.
Nonmembers 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.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
How can companies adapt executive pay packages for the current political climate while remaining responsive to investor concerns?
How should issuers and investors navigate executive compensation in a shifting political and shareholder landscape? Explore emerging trends in executive compensation including the evolving role of DEI and ESG metrics, changing views on performance-based equity, and the challenge of balancing financial and non-financial goals. Gain expert insights on aligning pay programs with long-term strategy and responding to shareholder demands—without overreacting to the market environment.
Key questions this webinar will answer:
- How should companies adapt executive compensation programs amid changing political and regulatory environments?
- Will the tide shift away from performance-based equity? Or will companies find more nuanced approaches?
- What do institutional investors expect from executive compensation packages in today's environment?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
Kristine Bhalla
Partner
Clearbridge Compensation Group
Christopher Wightman
Partner
PJT Camberview
Shane Meredith
SVP of Global Total Rewards
Cushman & Wakefield
Doug Ryan
Lead Compensation Analyst
Glass Lewis
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.
Nonmembers 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.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
- More Information
- How should companies adapt executive compensation programs amid changing political and regulatory environments?
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Contains 4 Component(s), Includes Credits
Learn how to avoid common cap table pitfalls and present a clean, compelling picture to potential investors.
A clear, well-structured cap table builds investor confidence—and boosts your chances of securing funding. Learn what investors look for and how equity distribution, anti-dilution provisions, and governance structures influence their decisions. Discover how to present a compelling picture and avoid missteps that raise red flags.
Key questions this webinar will answer:
- What aspects of a cap table raise red flags for investors?
- What information does your cap table need to include for equity awards?
- Is your equity distribution between founder and employees sending the right message?
- How can you avoid common cap table mistakes and maintain investor trust?
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.
Tom Kirby
Head of Global Sales and Partnerships
EQ
Tom Zheng
CEO of The Player’s Company
The Player’s Company
Joanna Deredita
Director, Global Equity Administration
Moloco
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.
Nonmembers 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.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Explore how today’s tech is revolutionizing equity management practices.
Join industry experts as we explore how today’s technology era is revolutionizing equity management practices. We'll examine emerging trends in data quality, regulatory technology, and operational efficiency that are reshaping how organizations manage employee equity programs and stakeholder ownership structures in an increasingly complex regulatory landscape.
Discover how today’s tech is transforming equity management. From AI-driven reporting to future-ready systems, you’ll learn about the tools and trends in reshaping how companies manage equity plans and ownership structures in a fast-changing regulatory environment.
Key questions this webinar will answer:
- How is AI being used to improve accuracy and compliance in equity compensation reporting?
- What are the key benefits of automating equity administration workflows?
- How can organizations ensure data quality in a complex, tech-driven environment?
- What does it take to future-proof equity management systems to adapt to regulatory changes?
- Which emerging fintech tools are most impactful for modernizing equity operations?
Justin James
Partnerships & Alliance Director
insightsoftware
Dan Mullen
Sales Director
insightsoftware
Robyn Shutak
Partner
Infinite Equity
Liz Stoudt
Partner
Infinite Equity
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.
Nonmembers 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.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
How to develop financial reporting processes that avoid traps and seamlessly handle complexity.
Financial reporting for equity compensation can feel like a moving target. Even the best processes can run into snags—from unexpected retirement eligibility and tricky performance estimates to unique terminations that trigger modification accounting. Join this candid panel to hear how real-world challenges became best practices you can use.
Key questions this webinar will answer:
- What are some real-world examples of financial reporting practices that help you prepare for the unexpected?
- What financial reporting traps do you need to watch out for?
- What tips and tricks can you easily take advantage of to streamline your financial reporting processes?
A recording of the webinar will be posted shortly after conclusion of the live broadcast.
Elizabeth Dodge
Principal
Equity Plan Solutions
Michael Esposito
Director, Equity Services
Aon
Stacy Romain-Bishop
LTI Plan Administration Director
Cimpress
Anna Sotnikova
Head of Equity
xAI
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.
Nonmembers 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.
All registrations are non-refundable.
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Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Assess compliance and operational risk, plan for future developments, and avoid pitfalls in managing equity programs.
Effectively managing equity plans takes the right strategic and technology partners to drive efficiency, spark innovation, and deliver long-term impact. Learn how to evaluate your current operations, avoid stagnation, and position your team for future growth. Discover how to build a forward-looking equity program to meet today’s demands and tomorrow’s opportunities.
Key questions this webinar will answer:
- Is there more assistance you could be leveraging from your equity plan partners?
- What should you look for in a partner to help you get to the next level?
- Can you look to your providers to share best practices?
Andrew Gorder
Consulting Director
Baker Tilly
Nancy Kobs
Sr. Director of Global Equity Programs
Palo Alto Networks
Ben Ramos
Director, Strategic Relationships
Charles Schwab
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.
Nonmembers 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.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
Take a deep dive into the pros and cons, design choices, and market data for TSR awards.
Relative TSR remains the predominant performance metric in long-term incentive plans—but does it still align with your company’s goals? This session examines the pros and cons, emerging best practices, and current market trends.
We’ll dive into critical topics like payout curve design, peer group selection, accounting implications, investor expectations, and participant communication—grounded in real-world experience. Gain practical insights to help you determine whether relative TSR still deserves the top spot in your LTI strategy.
Key questions this webinar will answer:
- What are the key design features to ensure your TSR awards are effective?
- How should you handle changes in your TSR peer group?
- What are the proxy advisor concerns and accounting complexities you need to be aware of?
- When does it make sense to explore alternatives to TSR?
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.
Terry Adamson
Partner
Infinite Equity
Shaun Bisman
Partner
Compensation Advisory Partners
Mark Pepe
Senior Executive Director, Compensation, HR Technology, Workforce Analytics and Payroll
PSEG Corporation
Ken Wechsler
Vice President, Total Rewards
Akamai Technologies, Inc.
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.
Nonmembers 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.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
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?
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
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.
Nonmembers 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.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information
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Contains 4 Component(s), Includes Credits
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?
Anisha Garg
Equity Operations Manager
CompIntelligence
Anthony Marietti
Global Stock Plan Manager
Dialpad
Brett Sipes
Managing Director
Global Tax Network
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.
Nonmembers 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.
All registrations are non-refundable.
-
Register
- Non-member - $299
- Member - Free!
- More Information