Financial year-end can be a chaotic time for stock plan admins. There’s always a long list of things to do, with never enough time for everything and potential pitfalls lurking around every corner… but it doesn’t have to be that way. 

Equity professional Georgina Lai, who has previously led equity programs at Pinterest, Reddit and Instacart, and worked on Meta’s (formerly Facebook) transition from private to public, joins host Chris Dohrmann on our Prosperity at Work podcast to share insights on how to take the pain out of year-end prep. 

Among the topics discussed are: 

·         The importance of reliable data

·         Working effectively with all internal stakeholders  

·         Staying on top of regulatory requirements 

·         Being as organized as possible

·         The challenges associated with administrating plans across multiple countries

The information provided in this podcast is intended for informational and educational purposes only; it is not intended as an offer for any specific product or service. Georgina Lai is not affiliated with JPMorgan Chase & Co. The podcast contains the views of a J.P. Morgan employee, which may differ from the views of J.P. Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone. Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult a qualified professional.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

Special guest Dexter Tang, International Equity Compliance and Operations Lead at Google joins host Chris Dohrmann on our Prosperity at Work podcast to discuss insights from his career leading employee equity programs.

From his origins in the world of tax and accounting to managing international compliance and operations for one of the world’s largest companies, Dexter addresses a range of interesting topics including:

• The importance of having a global mindset
• How being a tough customer can help people to better serve their own customers
• Why being curious and excited about tax and compliance is important
• Dealing with emerging trends
• Leveraging AI and automation to create efficiencies

This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. J.P. Morgan Workplace Solutions’ Insights is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein. 

 The information provided in this podcast is intended for informational and educational purposes only; it is not intended as an offer for any specific product or service. Google is not affiliated with JPMorgan Chase & Co. The podcast contains the views of a J.P. Morgan employee, which may differ from the views of J.P. Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone.  Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult a qualified professional.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

Ever wonder how the insights of psychology into the workings of the human mind might be applied to developing an effective communications strategy to promote your employee equity compensation plan? If so, you’re in luck…

Guest Jeff Kreisler, Head of Behavioral Science with J.P. Morgan Private Bank joined host Chris Dohrmann on our Prosperity at Work podcast to discuss that very topic, leading to a wide-ranging conversation on understanding human nature and how best to connect with employees when looking to encourage equity plan participation.

Among the topics discussed are:

• The importance of knowing your audience
• Speaking to the needs of your audience
• Avoiding unnecessary jargon and acronyms wherever possible
• The importance of timely prompts/nudges
• Common mistakes people make about their own finances
• The significance of the three Cs – Community, Competence and Control

Listen now!

The information provided in this podcast is intended for informational and
educational purposes only; it is not intended as an offer for any specific
product or service. The podcast contains the views of a J.P. Morgan employee, which may differ from the views of J.P. Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone. Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully
consider your needs and objectives before making any decisions. For specific
guidance on how this information should be applied to your situation, you
should consult a qualified professional.

This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This publication is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

You might assume that all C-suite executives know every detail of their equity compensation package and are fully on top of their long-term financial planning.  In fact due to their demanding positions these execs often don’t have the time or mental bandwidth to track every detail and nuance of their equity awards. That’s why providing assistance and support is so important. 

Bob Fritz, Head of Executive Advisory at JP Morgan Private Bank joined our Prosperity at Work podcast hosts Chris and Lauren for a wide-ranging conversation.

Among the topics discussed are: 

·         Guiding executives and helping them decision making 

·         How ‘three stages’ of an executive career relates to equity compensation and broader financial planning

·         The impact equity compensation can have on an executive’s retirement

·         Timing issues around stock options 

·         RSUs or stock options

·         How to help executives educate themselves on their equity

Listen now!

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

In this special episode, we take an in depth look at the period leading up to an Initial Public Offering (IPO) and what CEOs, CFOs and HR people should be considering - and why it’s never too early to get started.

Joe Notaro, Accounting Advisory Partner, Forvis Mazars and John Bagdonas, J.P. Morgan Workplace Solutions explore:

• The Initial Public Offering (IPO) process
• Plotting out your financial reporting journey
• The importance of getting audit ready
• Preparing your employee equity compensation plan

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

In this month’s episode, our host, Lauren Jenkins, hosts a panel discussion to dive into the findings of our 2024 trends in equity compensation report.

Our guests include:

• Jorge Martin Head of North America, J.P. Morgan Workplace Solutions
• Ryan Shreero Executive Services, J.P. Morgan Workplace Solutions
• Jackson Vaught Participant Engagement, J.P. Morgan Workplace Solutions
• Nancy Romanyshyn SD, Total Rewards Strategy & Solutions, Syndio

Our guests explore:

• Today’s trends and key challenges in executive compensation structures
• Talent retention and incentives for companies to offer employee share plans
• Communication and education strategies for your equity programs
• Emerging trends in pay transparency and a look to 2025

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

What impact will A.I. have on employee equity compensation plan management in 2025? At the risk of spoilers, big changes are coming down the line. 

Guests Charese Smiley, Executive Director, Artificial Intelligence Research, and Travis Dingledine, Executive Director in Product, Workplace Solutions, join  Chris and Lauren on our first episode of the new year to fill us in on how A.I. might change the game this year, including:

·         Ways to use A.I. as an admin support

·         Large language models (LLMs) supporting customer service 

·         A.I. as a helper to execs managing their comp 

·         Data security and A.I.

Listen now!

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

Will 2025 be the year that A.I. changes everything for HR workers? Will pay transparency blow the lid off recruitment secrecy? Was our co-host Chris right about any of his predictions for 2024? Find out in this special, end-of-year episode of Prosperity At Work.

In this episode you’ll learn about:

• The possible impacts of A.I. on the coming year
• Pay transparency’s move into the mainstream
• Cybersecurity’s new central role
• Data privacy and Securities and Exchange Commission (SEC) oversight in 2025

Listen now!

Download our 2024 Trends in Equity Compensation Report now.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

Diversity, equity, and inclusion (DEI) is one of the key issues facing industries today. Increasing numbers of companies are actively looking to create a more level playing field when it comes to pay and opportunity with particular attention being paid to the role equity compensation can play in promoting workplace fairness.

With close to three decades of experience in human resource management, Stefan Gaertner, Partner and Global People Analytics Lead with professional services specialists Aon, is ideally positioned to speak on how companies can best look to tackle DEI-related within their own organization, and he does that and more here in a wide-ranging conversation with hosts Chris Dohrmann, Executive Director, Strategic Partnerships, and Lauren Jenkins, VP, Head of Executive Participant Servicing.

Among the topics discussed are:

• The importance of being data-driven
• What sectors show most awareness around DEI
• The role of CEOs and boards in driving initiatives
• The gender pay gap and the adjusted gender pay gap
• Employee equity compensation & DEI programs

Download our 2024 Trends in Equity Compensation Report now.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

Pay transparency is going mainstream, with legislation either already in place or soon to be introduced across the United States, Europe, and beyond. This trend brings with it far-reaching implications for companies in terms of the openness required on their employee compensation practices.

With that in mind, pay transparency specialist Nancy Romanyshyn, Senior Director, Total Rewards Strategy and Solutions with Seattle-based analytics software company Syndio, joins hosts and J.P. Morgan Workplace Solutions’ own Chris Dohrmann, Executive Director, Strategic Partnerships and Lauren Jenkins, VP, Head of Executive Participant Servicing, for a deep dive on where we are now, where we’re likely to go from here and how companies need to respond. 

Among the topics addressed are: 

·         Pay transparency - it’s about more than posting salary ranges when advertising open positions 

·         Recognizing and embracing these new and continually evolving requirements

·         How transparency is changing the design of pay programs

·         How company size can impact on disclosure requirements

·         The implications for employee equity compensation

·         Operating in multiple US states and/or countries where different standards may apply

·         Current rules in the US vs EU

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.