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!

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

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