Ask an Expert on Equity Compensation

Hi Carta Community!

I'm Barbara Baksa and I'm the Executive Director of the National Association of Stock Plan Professionals (NASPP). We provide education, resources, and networking opportunities for companies that offer stock compensation (stock options, restricted stock and units, etc.) to their employees. We have extensive resources on equity plan design, tax, accounting, administration, and more on our website and we host an annual conference on stock compensation. We offer a free newsletter, The Cap, that focuses specifically on equity plans at private companies.

I'll be answering your questions on equity compensation on June 12 at 10:00 AM Pacific. I am a Certified Equity Professional (a designation offered by Santa Clara University) and my expertise is in how companies use equity to compensate employees and what they need to do to keep their equity plans compliant with tax, accounting, securities law, and other requirements. Note that, while I know a lot about stock compensation, I am not a lawyer or a CPA and none of my answers can be considered legal or accounting advice.

I look forward to your questions! You can submit them now and I'll answer them when the session starts on June 12.

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Barbara Baksa, CEP
Executive Director
NASPP
bbaksa@naspp.com
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