The Stock Plan Area Barbara Baksa Says Companies Get Wrong

Tax accounting, modifications, retirement provisions, SEC disclosures….it’s enough to make your head spin. When it comes to equity compensation management, the complexities are endless, but what does Barbara Baksa, Executive Director of the National Association of Stock Plan Professionals, declare as the stock plan area that companies get wrong most often? Read this blog to find out.

What Every Equity Plan Manager Needs to Know About Marketing

Designing and managing equity plans is half the battle – effective communications represents the other half and requires equity plan managers to put on their marketing caps. I know that you already have a ton on your plate, so here is a quick “Marketing 101” that will help you gain awareness for your equity plans.

Stock Compensation In The Media Spotlight At Prominent Companies

In the novel Scoop (1938), a satire about journalism by British writer Evelyn Waugh, a character declares: “News is what a chap who doesn’t care much about anything wants to read.” Respectfully, we disagree. Here at, we both care about equity compensation and take a keen interest whenever news about stock comp flashes across our radar screens. In this week’s blog commentary, we summarize some recent appearances of stock compensation in the mainstream news media, including stories about equity awards to high-profile figures at prominent companies.

Should You Vest Only at a Liquidity Event?

Alicia worked for a great entrepreneurial company. As a promising young marketing staffer, she was excited to get non-qualified stock options that she hoped could be worth a lot of money not too far down the road. The options had a six-year vesting rule, by which time she would have the choice to use after-tax dollars to exercise the awards and get the options, paying income tax on the spread. But Kevin, the owner, assured her that by that time, the company would go public or, more likely, be sold to a well-heeled buyer, so she’d never actually be out of pocket. But things didn’t go as planned.

Advanced EPS: How Equity Awards Effect EPS Calculation

Earnings per share (EPS) is one of the most important corporate performance metrics, yet, one of the most complex measurements for companies with multiple types of equity awards. Jim Vincent, the vice president of client support at Certent, along with Ken Stoler of PricewaterhouseCoopers LLP and Raul Fajardo CEP, QUALCOMM Incorporated will be talking about the challenges of computing EPS at the 23rd Annual NASPP Conference in San Diego later this month. We met with Jim Vincent to take a peek at some of the considerations that may affect your EPS calculations.