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
Equity Unpacked® is an original podcast from Charles Schwab.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. CC8013578 (1023-3JB8) (10/23)
Equity Unpacked®is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0923-3D67)
Equity Unpacked®is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0823-3ARX)
Equity Unpacked® is an original podcast from Charles Schwab.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.(0623-3B0R)
Equity Unpacked® is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0423-3FBD)
Equity Unpacked® is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0423-3RLN)
Equity Unpacked® is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0223-3FRK)
Equity Unpacked® is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2022 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (1222-2MAR)
Quick Takes are abbreviated versions of Equity Unpacked. Just a few minutes long, they cut right to the chase of hot stock plan topics worth unpacking—quickly. Equity Unpacked® is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2022 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. # 1022-2F5C
Most companies don't know what story is hidden behind their data until they start to peel it back. But before you can begin to analyze any of it, you need to know what you're trying to achieve. In this episode, Amy is joined by Wendy Jennings, Vice President of Shareholder Services at DataRobot, talk about the stories that are revealed by equity compensation data and how to be proactive about uncovering them. Equity Unpacked® is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2022 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0922-20DB)
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.Schwab has also created a website and kept it up to date with the latest information on Russian sanctions and the impact to transactions and securities. You can find it at schwab.com/resource/Russian-Sanctions. Equity Unpacked™ is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2022 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0822-22JJ)
Quick Takes are abbreviated versions of Equity Unpacked. Just a few minutes long, they cut right to the chase of hot stock plan topics worth unpacking—quickly. In this episode, host Amy Reback reveals the fundamental values worth sticking to in order to create a successful equity compensation plan. 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. Equity Unpacked™ is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2022 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0821-1EU0)
Quick Takes are abbreviated versions of Equity Unpacked. Just a few minutes long, they cut right to the chase of hot stock plan topics worth unpacking—quickly. Equity Unpacked™ is an original podcast from Charles Schwab. 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.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0422-2UPN)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2022 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
Equity Unpacked™ is an original podcast from Charles Schwab.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. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0222-2MMM)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
Equity Unpacked™ is an original podcast from Charles Schwab. 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. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (1221-1R57)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
Equity Unpacked™ is an original podcast from Charles Schwab. 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. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (1121-18N4)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
Quick Takes are abbreviated versions of Equity Unpacked. Just a few minutes long, they cut right to the chase of hot stock plan topics worth unpacking—quickly. The online survey was conducted by Logica Research from February 1 to February 16, 2021, among a national sample of 1,000 Americans aged 21 to 75 and an augment sample of 200 investors who began investing in 2020 for comparison. Quotas were set to balance the national sample on key demographic variables. Supporting documentation for any claims or statistical information is available upon request. The margin of error for the national sample is three percentage points. Detailed results can be found here.Equity Unpacked™ is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0821-1EU0)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
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. Equity Unpacked™ is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0821-1PCN)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
Quick Takes are abbreviated versions of Equity Unpacked. Just a few minutes long, they cut right to the chase of hot stock plan topics worth unpacking—quickly.Equity Unpacked is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0621-19G1)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
There's granting equity. And then there's granting equity to an international workforce. In Episode 2, Amy and her guest Kate Gory, VP of International Global Services, clarify what's happening globally and what it really means for administrators. They discuss what's happening on the global investing scene (from Brexit to China), unpack emerging trends, and share an analogy for how to respond to common questions international participants ask about their shares. If you enjoy the show, let us know with a 5-star rating, or write a review. EU data privacy process FAQ: ec.europa.eu/commission/presscorner/detail/en/MEMO_17_15Equity Unpacked™ is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0421-1ZE3)Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.
What do employees really think about equity compensation? Host Amy Reback, VP of Stock Plan Services, speaks with Lilah Raynor from Logica Research to unpack the data from this year's participant survey and explore the ways COVID has impacted how people are (and aren't) investing. Equity Unpacked is an original podcast from Charles Schwab. Important Disclosures:The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0121-0YBG )
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. Episode 1 launches January 13, 2021.Equity Unpacked is an original podcast from Charles Schwab. Important Disclosures:The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0121-0YBG )
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