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

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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

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.

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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.

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.

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

Financial reporting requirements arising from employee equity compensation can be both demanding and time-consuming for companies, particularly for large concerns operating in multiple jurisdictions and likely facing different rules, regulations, and filing deadlines.

Sharing her experience and that of her company in staying on top of reporting as a large international business, Lily Anne Nueva Espana, Director of Global Accounting with Coupang, a South Korea-based e-commerce company with an international presence, joins hosts and J.P. Morgan Workplace Solutions’ own Chris Dohrmann, Executive Director of Strategic Partnerships, and Lauren Jenkins, VP, Head of Executive Participant Servicing, for a wide-ranging conversation, focusing on several related issues, including:

· Adhering to dual accounting standards

· How reporting obligations change as a company goes from private to public

· Disclosures related to roll forward of shares

· Tracking garden leave, leave of absence and their impact on vesting awards

· Her three essentials for adding relevant data to the online system

· The importance of effective communication with stakeholders