Prosperity at Work
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
33 episodes
S04 E14: IPOs, executives and volatility: Equity trends to look out for
As market volatility continues and IPOs (Initial Public Offering) and M&A (Mergers & Acquisitions) activity ramp up, executives face critical decisions about their vesting stock plans. From insider trading rules to transaction restricti...
S04 E13: From lab to liquidity: IPO readiness for healthcare companies
IPO 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 fundamentals, but what does it take to prepare the people driving ...
S04 E12: Global employee equity: Navigating local rules, tax and complexity for mobile employees
Global employee equity: Navigating local rules, tax and complexity for mobile employeesEmployee mobility went mainstream during the pandemic years and continues to be a reality of the modern working world. No longer something that affect...
S04 E11: Navigating year-end requirements: pro tips for stock plan admins, with Georgina Lai
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. <...
S04 E10: Talking equity compensation with Dexter Tang, International Equity Compliance and Operations Lead at Google
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 ori...
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S04 E09: Mind over money: Using behavioral psychology to boost your employee equity engagement
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 Kre...
S04 E08: Wealth strategies: the executive's guide to personal finance
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...
S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.
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, Accountin...
S04 E06: Equity compensation now: trends you need to know
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 Workpla...
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S04 E05: 2025: The year AI changes equity compensation
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, a...
S04 E04: The year in review: looking back (and forward)
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 P...
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S04 E03: Levelling the workforce playing field
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 be...
S04 E02: Clear And Present: What’s next for US pay transparency?
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 req...
S04 E01: The Number Game: Financial reporting for equity compensation
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, regulation...
Ep 18: The Road to Financial Wellness with Danial Khan Stanford University
What is financial wellness and how does it relate to equity compensation? A common challenge facing companies launching an equity compensation plan is employees lacking sufficient financial knowledge to fully understand what...
Ep 17: How to Motivate, Reward & Retain Employees in a Bear Market with Erin Fraser & Joanna Phillips
Are 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 compensation in your workplace.In the latest episode of Own...
Ep 16: PEO Employees & Equity Rewards with Marlene Zobayan & Jon F. Doyle
Are 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 Associates LLC and Jon F. Doyle Managing Shareho...
Ep 15: An Introduction to Executive Services with Ryan Shreero
Extending 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, the handling of material non-public information and protecting aga...
Ep 14: Predictions for 2024 with Erin Fraser, Chris Dohrmann and John Bagdonas
The 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 versus Performance, and pay transparency, we thought it was t...
Ep 13: SAYE 2023: Understanding CGT & Bonus Tax Rates with AON
Do 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 announcement of more changes coming in 2024.What...
Ep 12: Taking the pain out of SEC’s Pay vs Performance Rule with Terry Adamson
SEC’s pay vs performance rule was first proposed back in 2015 – and after struggling for a number of years to make any progress, it was finally reopened in January 2022 and officially adopted in August 2022 in a 3-2 vote.In broad terms, ...
Ep 11: Compensation in a Volatile Market with Michael Gorksi
Between record levels of inflation and on-going market volatility, it can be hard to predict what will happen in the coming months. So as companies all over the world gear up to face the looming recession, we’re focusing on what you need to kno...
Ep 10: Equity Compensation and Disaster Relief with Holly Welch-Stubbing
What do you do if a disaster impacts the well-being of your employees and in turn your business? With an uncertain world and a rocky economic future ahead of us, employee financial wellness has quickly become a top priority for orga...
Ep 9: Cashless Participation: Make Your Stock Plans More Inclusive with Cally Bruce
Attracting and retaining employees is key to any business, which is why an Employee Stock Purchase Plan (ESPP) works so well. With their own stake in the company, people deliver better performance and for longer. But how can you make ESPP a sim...
Ep 8: Share Ownership Guidelines: Why You Need to Get It Right with Geoff Hammel
In this episode, we dive into the world of corporate governance and share ownership guidelines. It’s a noble and effective tool in the corporate governance arsenal but many aspects of maintaining these programs can be painful. Geoff...