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Ep 5: Navigating the Remote Workplace with Marlene Zobayan
Manage episode 469767447 series 3650787
Content provided by J.P. Morgan Workplace Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Workplace Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 questions, particularly around tax and regulation. To help us explore this relatively new and evolving topic is tax and equity expert Marlene Zobayan.
Described as ”a walking encyclopedia for all local and international tax-related topics”, Marlene is a Partner at Rutlen Associates Consulting Firm. She has worked with Deloitte and PwC and is on the CEPI advisory board.
She is recognized as a highly respected professional in the equity compensation world and was awarded an Individual Achievement Award from the National Association for Stock Plan Professionals in 2009.
TOPICS WE DISCUSSED INCLUDE
- New statistics showing long term effects of the pandemic on remote working
- What you should consider in future remote work policies
- What you need before you even being forming a policy
- How fast you should roll out a work policy and who do you start with
- How prepared are the tax authorities right now
- The effect on employees, or even whole organizations, who move from high-tax to low-tax states or countries
- The one thing you must do now if you haven’t already
CONTACT AND RELEVANT LINKS
Marlene Zobayan on Linkedin: https://www.linkedin.com/in/marlenezobayan/
Realtor Survey Discussed: https://www.bankrate.com/real-estate/moving-data-shows-exit-from-cities/
Blog Post: https://www.globalshares.com/academy/challenges-of-remote-working-key-takeaways/
26 episodes
ShareManage episode 469767447 series 3650787
Content provided by J.P. Morgan Workplace Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Workplace Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 questions, particularly around tax and regulation. To help us explore this relatively new and evolving topic is tax and equity expert Marlene Zobayan.
Described as ”a walking encyclopedia for all local and international tax-related topics”, Marlene is a Partner at Rutlen Associates Consulting Firm. She has worked with Deloitte and PwC and is on the CEPI advisory board.
She is recognized as a highly respected professional in the equity compensation world and was awarded an Individual Achievement Award from the National Association for Stock Plan Professionals in 2009.
TOPICS WE DISCUSSED INCLUDE
- New statistics showing long term effects of the pandemic on remote working
- What you should consider in future remote work policies
- What you need before you even being forming a policy
- How fast you should roll out a work policy and who do you start with
- How prepared are the tax authorities right now
- The effect on employees, or even whole organizations, who move from high-tax to low-tax states or countries
- The one thing you must do now if you haven’t already
CONTACT AND RELEVANT LINKS
Marlene Zobayan on Linkedin: https://www.linkedin.com/in/marlenezobayan/
Realtor Survey Discussed: https://www.bankrate.com/real-estate/moving-data-shows-exit-from-cities/
Blog Post: https://www.globalshares.com/academy/challenges-of-remote-working-key-takeaways/
26 episodes
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Prosperity at Work
1 S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap. 40:34
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Play Later Play Later Lists Like LikedIn 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…
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Prosperity at Work
1 S04 E06: Equity compensation now: trends you need to know 28:43
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Play Later Play Later Lists Like LikedIn 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…
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Prosperity at Work
1 S04 E05: 2025: The year AI changes equity compensation 25:01
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Play Later Play Later Lists Like LikedWhat 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. Listen now!…
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Prosperity at Work
1 S04 E04: The year in review: looking back (and forward) 23:12
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Play Later Play Later Lists Like LikedWill 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.…
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Prosperity at Work
1 S04 E03: Levelling the workforce playing field 29:47
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Play Later Play Later Lists Like LikedDiversity, 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.…
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Prosperity at Work
1 S04 E02: Clear And Present: What’s next for US pay transparency? 33:03
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Play Later Play Later Lists Like LikedPay 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…
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Prosperity at Work
1 S04 E01: The Number Game: Financial reporting for equity compensation 26:04
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Play Later Play Later Lists Like LikedFinancial 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…
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Prosperity at Work
1 Ep 18: The Road to Financial Wellness with Danial Khan Stanford University 30:03
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Play Later Play Later Lists Like LikedWhat 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 Own Up Chris Dohrmann and John Bagdonas are joined by special guest, Manager of the Mind Over Money Financial Wellness Program at Stanford University, Danial Khan, to tackle one of the most important financial skills you need to learn; how to ensure your own financial wellness.…
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Prosperity at Work
1 Ep 17: How to Motivate, Reward & Retain Employees in a Bear Market with Erin Fraser & Joanna Phillips 32:25
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Play Later Play Later Lists Like LikedAre 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 you through all you need to know about how employee ownership can help your company succeed and grow.…
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Prosperity at Work
1 Ep 16: PEO Employees & Equity Rewards with Marlene Zobayan & Jon F. Doyle 34:26
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Play Later Play Later Lists Like LikedAre 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 business, and, if so, how you can get started.…
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Prosperity at Work
1 Ep 15: An Introduction to Executive Services with Ryan Shreero 29:22
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Play Later Play Later Lists Like LikedExtending 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 teams it is a complex situation, one that needs to be managed correctly. Taking a look at the rules surrounding these topics and giving an introduction into the world of Executive Services, Ryan Shreero, Executive Director of Executive Services at JP Morgan, joins regular hosts and Global Shares colleagues Chris Dohrmann, SVP of Strategic Partnerships and John Bagdonas SVP of Business Development to discuss the biggest challenges faced by executives today, 10b5-1 plans and more.…
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Prosperity at Work
1 Ep 14: Predictions for 2024 with Erin Fraser, Chris Dohrmann and John Bagdonas 31:09
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Play Later Play Later Lists Like LikedThe 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 regulatory changes to watch closely, including: Mergers and Acquisitions in 2024 The end of the ‘Great Resignation’ How AI could impact HR and total compensation Further calls for pay transparency in compensation Whether markets will continue to see volatility Erin Fraser, VP Business Development for Global Shares, a J.P. Morgan company , leads a conversation with Global Shares colleagues Chris Dohrmann, SVP of Strategic Partnerships and John Bagdonas Senior Vice President of Business Development , to talk about the ever evolving space of equity compensation and their predictions for the 2024 market.…
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Prosperity at Work
1 Ep 13: SAYE 2023: Understanding CGT & Bonus Tax Rates with AON 28:00
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Play Later Play Later Lists Like LikedDo 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 change in Bonus Tax Rates may yield higher returns for some. In this episode, Darren Smith, Head of Business Development UK & Ireland for Global Shares, a J.P. Morgan company will be joined by Zoe Denny-Thomas, Senior Consultant & Equity Communications Practice Leader EMEA, for AON to talk through the specifics of the updates, their likely effects, and the importance of an effective communication plan to give your participants the information they may need. The topics discussed include: Specifics on the reduced CGT exemption limit and implications for share plan participants The possibilities around using ISAs to help shelter individuals from potentially higher CGT bills The return of the bonus rate for SAYE plan participants What the changes mean to Sharesave plans and SIPs How companies can look to inform participants on these changes What effects, if any, the updates are likely to have on employee enthusiasm for share plan participation…
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Prosperity at Work
1 Ep 12: Taking the pain out of SEC’s Pay vs Performance Rule with Terry Adamson 24:02
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Play Later Play Later Lists Like LikedSEC’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 sounds and it’s expected that many issuers will have to spend a significant amount of time on their filings. In our latest episode, we aim to dig deep into Pay versus Performance so our listeners can have a clear understanding of what is expected of them when they are preparing their proxy statements. What we cover 03:30 – Profitability and implementation timelines 05:31 – The new Pay vs Performance table 07:28 – Compensation actually paid vs summary compensation numbers 12:09 – Fair value vs. Intrinsic value. 15:46 – What’s next for the new reporting rules? 18:02 – A better understanding of the time frame. 20:01 – How the new pay vs performance rules impact executive pay About our guest Terry Adamson is a Partner with Infinite Equity and a Fellow of Global Equity (FGE). Terry began his love affair with stock-based compensation over 20 years ago applying actuarial disciplines to minimize the accounting cost of employee equity under ASC718, while also maximizing the perceived value to participants. Terry became one of the premiere experts on Performance Share programs and gained the nickname “Mr. Relative TSR”. Terry continues to focus on performance equity, and the mission to tighten the alignment between pay and performance. Terry is very active in the equity community and has formerly served on the FASB Round Table on Employee Share Options and on the Executive Advisory Committee of the NASPP. Terry currently serves as the Chairperson of the Advisory Board of the Certified Equity Professional Institute (CEP) and the Society of Actuaries taskforce on stock option valuation. Contact and more information Terry Adamson LinkedIn Infinite Equity Information provided in this podcast is intended for informational and educational purposes only. Guests on the Own Up podcast may not be affiliated with JP Morgan Chase & Co. The podcast contains the views of a JP Morgan employee, which may differ from the views of JP Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone. Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult a qualified professional.…
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Prosperity at Work
1 Ep 11: Compensation in a Volatile Market with Michael Gorksi 30:00
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Play Later Play Later Lists Like LikedBetween 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 expert in performance measurement and goal-setting, equity and incentive plan design, equity plan authorizations, and benchmarking of pay levels and practices. TOPICS WE DISCUSSED INCLUDE How you can prepare for an economic recession New factors are affecting compensation Latest ESG observations Shareholder expectations on pay levels Challenges around attracting and retaining top-level talent ABOUT OUR GUEST Michael Gorski is a prinicipal with Semler Brossy Consulting Group in Los Angeles. His 15 years in the executive compensation industry has seen him work extensively across all industries, with both public and private compensation structures, including pre-IPO transitions. Prior to joining Semler Brossy in 2012, Michael was Director of Professional Services at Equilar Inc., the leading provider of corporate leadership data solutions. Michael joined Equilar in 2007 as a research analyst after graduating from the University of California at Berkeley with a B.A. in Applied Mathematics (Economics). CONTACT AND RELEVANT LINKS Michael on Linkedin https://www.linkedin.com/in/michael-gorski-80866a8/ Semler Brossy Website https://semlerbrossy.com/ The information provided in this podcast is intended for informational and educational purposes only; it is not intended as an offer for any specific product or service. Semler Brossy is not affiliated with JPMorgan Chase & Co. The podcast contains the views of a J.P. Morgan employee, which may differ from the views of J.P. Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone. Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult a qualified professional.…
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