Best J.P. Morgan Workplace Solutions Podcasts (2025)

1
S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap. 40:34

23d ago40:34

40:34

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 Of…

1
S04 E06: Equity compensation now: trends you need to know 28:43

2M ago28:43

28:43

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. M…

1
S04 E05: 2025: The year AI changes equity compensation 25:01

3M ago25:01

25:01

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 n…

1
S04 E04: The year in review: looking back (and forward) 23:12

5M ago23:12

23:12

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…

1
S04 E03: Levelling the workforce playing field 29:47

5M ago29:47

29:47

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 dec…

1
S04 E02: Clear And Present: What’s next for US pay transparency? 33:03

6M ago33:03

33:03

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 Roman…

1
S04 E01: The Number Game: Financial reporting for equity compensation 26:04

7M ago26:04

26:04

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 …

1
Ep 18: The Road to Financial Wellness with Danial Khan Stanford University 30:03

12M ago30:03

30:03

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 s…

1
Ep 17: How to Motivate, Reward & Retain Employees in a Bear Market with Erin Fraser & Joanna Phillips 32:25

1y ago32:25

32:25

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 comp…

1
Ep 16: PEO Employees & Equity Rewards with Marlene Zobayan & Jon F. Doyle 34:26

1y ago34:26

34:26

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 engagin…

1
Ep 15: An Introduction to Executive Services with Ryan Shreero 29:22

1y ago29:22

29:22

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 followe…

1
Ep 14: Predictions for 2024 with Erin Fraser, Chris Dohrmann and John Bagdonas 31:09

1+ y ago31:09

31:09

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 fo…

1
Ep 13: SAYE 2023: Understanding CGT & Bonus Tax Rates with AON 28:00

1+ y ago28:00

28:00

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 ma…

1
Ep 12: Taking the pain out of SEC’s Pay vs Performance Rule with Terry Adamson 24:02

2y ago24:02

24:02

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 performan…

1
Ep 11: Compensation in a Volatile Market with Michael Gorksi 30:00

2y ago30:00

30:00

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 …

1
Ep 10: Equity Compensation and Disaster Relief with Holly Welch-Stubbing 21:00

2y ago21:00

21:00

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…

1
Ep 9: Cashless Participation: Make Your Stock Plans More Inclusive with Cally Bruce 55:54

3y ago55:54

55:54

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 E…

1
Ep 8: Share Ownership Guidelines: Why You Need to Get It Right with Geoff Hammel 31:10

3y ago31:10

31:10

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…

1
Ep 7: Equity Trends Around the World with Henrik Patel 24:56

3y ago24:56

24:56

As we approach the halfway mark of another busy year, we’re taking stock of everything that has happened in the world so far – some of it was expected, and some was definitely not. Joining us to look at the current state of affairs in different regions around the world is partner at White and Case, Henrik Patel. Henrik is Global Head of White & Cas…

1
Ep 6: Going Public: IPOs, Early Employee Liquidity & More with Ben Cohen and Brittany Ruiz 39:43

3y ago39:43

39:43

Last year was a record year for IPOs. According to data from Nasdaq, there was over 1,000 new listings in 2021 alone, and an 85% increase in capital raised last year compared to 2020. Although 50% of this capital was fueled by SPACs, it was still a standout year, beating records last seen during the dot-com bubble. These are topics that no doubt ne…

1
Ep 5: Navigating the Remote Workplace with Marlene Zobayan 30:29

3y ago30:29

30:29

As the world gets used to remote working, many organizations are not prepared. Issues from responsibility for home offices to data security are still being ironed out. An even greyer area is issues arising around where remote workers are taxed or how equity grants should be most effectively handled. These are tricky situations and complicated quest…

1
Ep 4: Gender Equity Pay Gap Part 2 with Cally Bruce 36:01

3y ago36:01

36:01

Employees who are paid less for the same job don't get to finish the day earlier. So, what can we do about it? As we continue the conversation we started in episode 3, we are joined by Carver Edison's Chief Revenue Officer, Cally Bruce, who believes the answer lies with compensation education and transparency across all aspects of the recruitment a…

1
Ep 3: Gender Equity Pay Gap Part 1 with Amanda Benincasa Arena 40:21

3+ y ago40:21

40:21

According to the Bureau for Labor Statistics, women earn only 82% of what men earn. And it doesn’t stop there. In terms of equity, women on average receive 15% - 30% less equity-based awards than men. It’s a problem that needs to be urgently addressed, but how can individual companies begin to tackle this issue? Associate Partner and the East Coast…

1
Ep 2: What's New in 2022: Equity, Tax and Legislation with Jennifer George 37:50

3+ y ago37:50

37:50

With 2022 right around the corner, Chris and John called upon attorney and partner at PwC, Jennifer George to share her insights on what to expect in the next 12 months for tax and legislation – and most importantly, what this means for your equity. From potential changes in Capital Gains Tax, a rise in employee migration, and possible SALT deducti…

1
Ep 1: Equity in a Post-Pandemic World with Terry Adamson 43:05

3+ y ago43:05

43:05

Kicking off Own Up, Chris Dohrmann and John Bagdonas are joined by industry vet, Terry Adamson, otherwise known as Mr. Relative TSR, to discuss how the equity landscape has been shaped by the pandemic over the last 18 months. The pandemic brought about change, both good and bad. While some companies have been quick to adapt by adjusting their perfo…

1
Own Up - Trailer 1:42

3+ y ago1:42

1:42

Welcome to Own Up by Global Shares. Join Chris Dohrmann and John Bagdonas as they take a deep dive into the ever-changing equity landscape, examining the latest business trends and what they mean for your equity. From the post-pandemic economy to the gender equity pay-gap, Chris and John will share their wealth of knowledge on the industry’s hottes…

Podcasts Worth a Listen

J.P. Morgan Workplace Solutions Podcasts

Podcasts Worth a Listen

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Prosperity at Work

J.P. Morgan Workplace Solutions

1
S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap. 40:34

1
S04 E06: Equity compensation now: trends you need to know 28:43

1
S04 E05: 2025: The year AI changes equity compensation 25:01

1
S04 E04: The year in review: looking back (and forward) 23:12

1
S04 E03: Levelling the workforce playing field 29:47

1
S04 E02: Clear And Present: What’s next for US pay transparency? 33:03

1
S04 E01: The Number Game: Financial reporting for equity compensation 26:04

1
Ep 18: The Road to Financial Wellness with Danial Khan Stanford University 30:03

1
Ep 17: How to Motivate, Reward & Retain Employees in a Bear Market with Erin Fraser & Joanna Phillips 32:25

1
Ep 16: PEO Employees & Equity Rewards with Marlene Zobayan & Jon F. Doyle 34:26

1
Ep 15: An Introduction to Executive Services with Ryan Shreero 29:22

1
Ep 14: Predictions for 2024 with Erin Fraser, Chris Dohrmann and John Bagdonas 31:09

1
Ep 13: SAYE 2023: Understanding CGT & Bonus Tax Rates with AON 28:00

1
Ep 12: Taking the pain out of SEC’s Pay vs Performance Rule with Terry Adamson 24:02

1
Ep 11: Compensation in a Volatile Market with Michael Gorksi 30:00

1
Ep 10: Equity Compensation and Disaster Relief with Holly Welch-Stubbing 21:00

1
Ep 9: Cashless Participation: Make Your Stock Plans More Inclusive with Cally Bruce 55:54

1
Ep 8: Share Ownership Guidelines: Why You Need to Get It Right with Geoff Hammel 31:10

1
Ep 7: Equity Trends Around the World with Henrik Patel 24:56

1
Ep 6: Going Public: IPOs, Early Employee Liquidity & More with Ben Cohen and Brittany Ruiz 39:43

1
Ep 5: Navigating the Remote Workplace with Marlene Zobayan 30:29

1
Ep 4: Gender Equity Pay Gap Part 2 with Cally Bruce 36:01

1
Ep 3: Gender Equity Pay Gap Part 1 with Amanda Benincasa Arena 40:21

1
Ep 2: What's New in 2022: Equity, Tax and Legislation with Jennifer George 37:50

1
Ep 1: Equity in a Post-Pandemic World with Terry Adamson 43:05

1
Own Up - Trailer 1:42

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