Hot Topic: Employee Stock Purchase Plans (ESPPs)

This page is a guide to all Equity Methods publications related to employee stock purchase plans (ESPPs).

ESPPs are back in vogue. These programs, which allow employees to purchase shares in the company at a discount, are a potentially valuable benefit for attracting and keeping talent. But they also can be somewhat tricky to manage. Get the lowdown on modern ESPP plans, including emerging design trends and ways to stay on top of their many nuances.

Need more? We’re here to help. We have services to help you with ESPP financial reporting and plan design. You can also contact us directly.

ESPPs: Financial Reporting Complexity

This issue brief, originally published in 2016 and newly updated for 2018, details the rise in popularity of ESPPs. It also looks at exotic design features that are intended to deliver more value, as well as financial reporting best practices.

David Outlaw and Nick Faris · 11/9/2018

Five Ways that West Coast Companies Design ESPPs

ESPPs are again in vogue. How are firms designing them to maximize employee benefit at a reasonable cost? Here’s what some SEC disclosures reveal.

David Outlaw and Therese Sebastian · 11/3/2018

Bang for Your ESPP Buck: Maximizing Perceived Employee Value

Replay this webcast to hear the latest trends in employee stock purchase plans along with the benefits of the latest design features.

David Outlaw and Scott Bellinger​ of Computershare · 7/10/2018

ESPPs that Work for You: Top Five Lessons Learned

Get key takeaways about how to make an ESPP suit your specific needs. (From the the WorldatWork 2017 Total Rewards conference.)

David Outlaw · 5/29/2017

Bang for Your ESPP Buck: Maximizing Perceived Employee Value

Discover practical examples of plan features that are likely to drive employee engagement and maximize ROI. (From the WorldatWork 2017 Total Rewards Conference.)

David Outlaw · 5/8/2017

ESPPs: Financial Reporting Complexity

Look into the latest wave of ESPPs—including tips for financial reporting and exotic design features intended to deliver more value.

David Outlaw and Nick Faris · 3/6/2016

EPS for ESPP: Simple Calculations to Help You Get it Right

Get an in-depth look at calculating earnings per share (EPS) for these cost effective, but often complicated, share-based programs. (From a 2007 meeting of the Silicon Valley NASPP.)

Takis Makridis · 2007