Advertise on podcast: Equity Unpacked: The Stock Plan Administrator's Podcast

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Equity compensation is notoriously complex for both participants and stock plan administrators. Amy Reback, Vice President of Stock Plan Services at Charles Schwab, talks candidly with guests from the stock plan world to untangle how it all works, so you can make more empowered decisions. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (0121-0YBG).

Podcast episodes

Check latest episodes from Equity Unpacked: The Stock Plan Administrator's Podcast podcast

Quick Takes - Measuring Success

2022/06/07

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.

Quick Takes - Top 3 Participant Missteps

2022/04/28

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.

Quick Takes - Increasing Participation in ESPPs

2022/02/24

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.

Quick Takes - 2021 End of Year Recap

2021/12/16

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.

Workplace Mobility

2021/11/16

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.

Quick Takes - Generation Investor

2021/10/14

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

Unpacking the World of IPOs

2021/08/27

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.

Quick Takes — COVID-19's Impact on Participant Attitudes

2021/07/12

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.

The International Landscape

2021/05/05

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.

The Participant Mindset

2021/01/13

From Schwab, a new podcast specifically for plan administrators that makes sense of all things stock plan management.

Coming Soon: Equity Unpacked

2021/01/05

From Schwab, a new podcast specifically for plan administrators that makes sense of all things stock plan management. Episode 1 launches January 13, 2021.