Equity Unpacked: The Stock Plan Administrator's Podcast

Over the past several months, the U.S. and its allies have imposed unprecedented sanctions against Russia in response to its invasion of Ukraine. Amy and her guest, Monica Protz, Director of Global Sanctions here at Schwab, unpack what these sanctions mean for stock plan administration. They cover some of the challenges employers face, the impact on the markets, and what participants will want to know.

Measuring equity plan success isn’t quite one-size-fits-all. But there are three key things to keep in mind when building a compensation plan that can make measuring success easier and more consistent over time. In this episode, host Amy Reback reveals the fundamental values worth sticking to in order to create a successful equity compensation plan.

Host Amy Reback looks back on common missteps participants have taken on their equity journeys. She identifies three specific mistakes to watch out for, explores different ways to avoid them, and covers what can be done to help participants better understand these pitfalls.

Host Amy Reback tackles the crucial question: Why aren’t more employees adopting their ESPP? She explores a two-part strategy to market ESPPs as an enticing financial benefit that can help participants reach their financial goals.

Host Amy Reback brings together the themes we’ve explored in 2021, recapping the conversations we’ve had, the leaders we’ve welcomed, and the nuggets we’ve uncovered to help stock plan administrators navigate the changing world of equity compensation and serve their participants.

Host Amy Reback is joined by Christine Zwerling, Director of Global Equity Operations at Twilio, to unpack how stock plan administrators can adapt to the pandemic-induced mobile workforce. From managing tax and income sourcing implications to key actions admins can take now, they discuss how to stay compliant to serve the workforce of the future.

Host Amy Reback introduces a new generation of investor and unpacks how this group is changing the way investing is defined.

Host Amy Reback teams up with Brad Hass, Director of Stock Plan Services, to interview Kelley Yurt, a client who recently went down the pre-IPO path with her current employer, Olo. They dissect Kelley’s experiences at different stages in the pre-IPO journey to help private companies unpack the path to taking their companies public.

Host Amy Reback explores how the pandemic has changed participants’ attitudes and their sense of financial security, and what admins can do to address their participants' growing need for help in this area.

Host Amy Reback and guest Kate Gory, VP of International Global Services, discuss how to navigate the biggest hurdles when granting shares to international employees. They unpack current global dynamics that have the potential to change the game for equity comp—and what those dynamics mean for employers and participants.