Prosperity at Work

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 restrictions and regulatory hurdles, the stakes are high - especially for those transitioning from startup environments. Tune in to the latest episode of the Prosper...

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 this, the founders, senior executives and talent base? How can they best prepare for the personal liquidity that comes from vesting – and what are some of the uniq...

Global 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 of the modern working world. No longer something that affects only executives, the term digital nomad is more and more relevant across all employee tiers.  Advances in technology benefitting tax authorities, and the need t...

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...

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 interes...

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...

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 Ex...

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 r...

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, Tot...

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...

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 Cybersecu...

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, S...

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...

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 E...

 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 is being proposed. So, when an organization such as Stanford sets up a program to offer Financial Education to students, it should be recognized.  In the latest episode of O...

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 Up, Chris Dohrmann is joined by guests Erin Fraser, VP of Business Development, Global Shares a J.P. Morgan company and Joanna Phillips, VP, ESOP Builders to take...

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 Shareholder International Law Solutions as they discuss the pros and cons of granting equity awards to PEO employees. Find out if engaging with a PEO could be the right move for your busi...

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 against negative reputational damage that need to be taken into account. With strict regulation to be followed, for HR departments and Rewards & Benefits t...

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 the perfect time to get some of our most experienced Own Up commentators together to discuss their predictions for 2024, in terms of emerging trends and incoming r...

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 does this mean for you and your participants? Some participants may receive CGT tax bills for the first time, while others may receive higher bills than before. Meanwhile, the...

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, the ruling requires companies to disclose executive compensation payments and actual company financial performance. However, it’s a lot more complex than it sound...

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 know to get your compensation strategy ready.  Joining us to share insights on what’s to come is Principal of Semler Brossy, Michael Gorski.  Michael is an exp...

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 organizations of all shapes and sizes around the world.  Interest in this area has skyrocketed during and post-COVID-19. In today’s podcast, we look at employee relief fun...

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 simple, tax-effective and cashless process? Cally Bruce is an expert in the area with a gift for explaining ESPP in a way we can all understand. She works with...

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 Hammel has faced all the problems and has the solutions on how to get it right, first time, and without the headaches. He shares the pain points observed during his o...