Prosperity at Work
by J.P. Morgan Workplace Solutions
Latest episode
S04 E14: IPOs, executives and volatility: Equity trends to look out…
S04 E14: IPOs, executives and volatility: Equity trends to look out…
About this podcast
Prosperity at Work is the podcast from J.P. Morgan Workplace Solutions, where you can learn about equity compensation, financial wellness and more. In each episode, our hosts Chris Dohrmann and Lauren Jenkins take a deep dive into the topics that matter, joined by a variety of industry professionals and expert voices to deliver sharp insights and the wisdom of experience.
Please note: 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 and the Prosperity at Work podcast are 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.
Episodes
The newest 20 of 33 episodes
- S04 E14: IPOs, executives and volatility: Equity trends to look out for · 13 min · Season 4 Episode 14As market volatility continues and IPOs (Initial Public Offering) and M&A (Mergers & Acquisitions) activity ramp up, executives face critical decisions about their vesting stock…
- S04 E13: From lab to liquidity: IPO readiness for healthcare companies · 12 min · Season 4 Episode 13IPO readiness is one of the key themes at this year’s J.P. Morgan Healthcare Conference in San Francisco. Transitioning to public markets is naturally rooted in financial…
- S04 E12: Global employee equity: Navigating local rules, tax and complexity for mobile employees · 26 min · Season 4 Episode 12Global employee equity: Navigating local rules, tax and complexity for mobile employees Employee mobility went mainstream during the pandemic years and continues to be a reality…
- S04 E11: Navigating year-end requirements: pro tips for stock plan admins, with Georgina Lai · 31 min · Season 4 Episode 11Financial 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…
- S04 E10: Talking equity compensation with Dexter Tang, International Equity Compliance and Operations Lead at Google · 27 min · Season 4 Episode 10Special 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…
- S04 E09: Mind over money: Using behavioral psychology to boost your employee equity engagement · 26 min · Season 4 Episode 9Ever 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…
- S04 E08: Wealth strategies: the executive's guide to personal finance · 19 min · Season 4 Episode 8You 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…
- S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap. · 41 min · Season 4 Episode 7In 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…
- S04 E06: Equity compensation now: trends you need to know · 29 min · Season 4 Episode 6In 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…
- S04 E05: 2025: The year AI changes equity compensation · 25 min · Season 4 Episode 5What 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…
- S04 E04: The year in review: looking back (and forward) · 23 min · Season 4 Episode 4Will 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…
- S04 E03: Levelling the workforce playing field · 30 min · Season 4 Episode 3Diversity, 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…
- S04 E02: Clear And Present: What’s next for US pay transparency? · 33 min · Season 4 Episode 2Pay 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…
- S04 E01: The Number Game: Financial reporting for equity compensation · 26 min · Season 4 Episode 1Financial reporting requirements arising from employee equity compensation can be both demanding and time-consuming for companies, particularly for large concerns operating in…
- Ep 18: The Road to Financial Wellness with Danial Khan Stanford University · 30 min · Season 1 Episode 18What is financial wellness and how does it relate to equity compensation? A common challenge facing companies launching an equity compensation plan is employees lacking…
- Ep 17: How to Motivate, Reward & Retain Employees in a Bear Market with Erin Fraser & Joanna Phillips · 32 min · Season 1 Episode 17Are you focused on how to get the best out of your employees and achieve your business objectives? If so, now may be the time for you to explore the possibilities around equity…
- Ep 16: PEO Employees & Equity Rewards with Marlene Zobayan & Jon F. Doyle · 34 min · Season 1 Episode 16Are you considering granting equity awards to PEO employees? Don’t miss the latest episode of Own Up with Christopher J. Dohrmann and guests Marlene Zobayan Partner Rutlen…
- Ep 15: An Introduction to Executive Services with Ryan Shreero · 29 min · Season 1 Episode 15Extending an equity compensation package to executives in any company does not end with simply signing over shares. There are considerations such as insider trading liabilities…
- Ep 14: Predictions for 2024 with Erin Fraser, Chris Dohrmann and John Bagdonas · 31 min · Season 1 Episode 14The New Year is always a good time to take stock. With some many interesting developments having happened across the equity compensation industry in recent years, including Pay…
- Ep 13: SAYE 2023: Understanding CGT & Bonus Tax Rates with AON · 28 min · Season 1 Episode 13Do you have an SAYE scheme? If so, you may have heard about the recent updates introduced by the HMRC that impact Capital Gains Tax (CGT) and Bonus Tax Rates – as well as the…
