Prosperity at Work

J.P. Morgan Workplace Solutions
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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.

  1. S04 E13: From lab to liquidity: IPO readiness for healthcare companies

    10H AGO

    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 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 unique challenges facing healthcare sector companies planning to IPO in 2026? Sam Quinn, Head of East Healthcare Practice for J.P. Morgan Private Bank and Chris Dohrmann, Strategic Partnerships for Equity Plan Services, J.P. Morgan Workplace Solutions, join host Ankur Nanda on our Prosperity at Work podcast to share their insights on the potential pitfalls and opportunities.  Among the topics discussed are:  ·         Passion v planning: How founder focus on growing their business can sometimes lead to their neglecting personal financial needs ·         Tax planning for incentive stock options   ·         Food and Drug Administration (FDA) approvals, blackout periods and trading windows ·         The importance of starting IPO conversations early and engaging with the right stakeholders   This podcast 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. This podcast is 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.

    12 min
  2. S04 E12: Global employee equity: Navigating local rules, tax and complexity for mobile employees

    12/03/2025

    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 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 to keep up-to-date with changing tax laws and reporting requirements have added complications for HR, payroll and equity award administrators.  With that in mind, global stock plan professional and Rutlen Associates LLC Partner Marlene Zobayan joined us on the Prosperity at Work podcast, where she and host Chris Dohrmann took a deep dive into what can be a challenging area for companies.  Among the topics discussed were:  Where are your executives based and how are you tracking thisAttitudes of US states and other countries towards mobility and equity-related tax collection How technological advances make it easier for tax authorities to detect non-compliance  Best practices for companiesDigital nomads and associated issuesListen now! 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. This publication is 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.  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. Rutlen Associates LLC 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. This podcast 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. This podcast is 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.

    26 min
  3. S04 E11: Navigating year-end requirements: pro tips for stock plan admins, with Georgina Lai

    10/29/2025

    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.  Equity professional Georgina Lai, who has previously led equity programs at Pinterest, Reddit and Instacart, and worked on Meta’s (formerly Facebook) transition from private to public, joins host Chris Dohrmann on our Prosperity at Work podcast to share insights on how to take the pain out of year-end prep.  Among the topics discussed are:  ·         The importance of reliable data ·         Working effectively with all internal stakeholders   ·         Staying on top of regulatory requirements  ·         Being as organized as possible ·         The challenges associated with administrating plans across multiple countries 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. Georgina Lai 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. This podcast 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. This podcast is 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.

    31 min
  4. S04 E10: Talking equity compensation with Dexter Tang, International Equity Compliance and Operations Lead at Google

    10/06/2025

    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 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 interesting topics including: The importance of having a global mindsetHow being a tough customer can help people to better serve their own customersWhy being curious and excited about tax and compliance is importantDealing with emerging trendsLeveraging AI and automation to create efficienciesThis 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 is 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.   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. Google 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. This podcast 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. This podcast is 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.

    27 min
  5. S04 E09: Mind over money: Using behavioral psychology to boost your employee equity engagement

    07/23/2025

    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 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 wide-ranging conversation on understanding human nature and how best to connect with employees when looking to encourage equity plan participation. Among the topics discussed are: The importance of knowing your audienceSpeaking to the needs of your audienceAvoiding unnecessary jargon and acronyms wherever possibleThe importance of timely prompts/nudgesCommon mistakes people make about their own financesThe significance of the three Cs – Community, Competence and ControlListen now! 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. 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. 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. This publication is 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. This podcast 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. This podcast is 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.

    26 min
  6. S04 E08: Wealth strategies: the executive's guide to personal finance

    06/25/2025

    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 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 Executive Advisory at JP Morgan Private Bank joined our Prosperity at Work podcast hosts Chris and Lauren for a wide-ranging conversation. Among the topics discussed are:  ·         Guiding executives and helping them decision making  ·         How ‘three stages’ of an executive career relates to equity compensation and broader financial planning ·         The impact equity compensation can have on an executive’s retirement ·         Timing issues around stock options  ·         RSUs or stock options ·         How to help executives educate themselves on their equity Listen now! This podcast 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. This podcast is 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.

    19 min
  7. S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.

    04/09/2025

    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, Accounting Advisory Partner, Forvis Mazars and John Bagdonas, J.P. Morgan Workplace Solutions explore: The Initial Public Offering (IPO) processPlotting out your financial reporting journeyThe importance of getting audit readyPreparing your employee equity compensation plan This podcast 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. This podcast is 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.

    41 min
  8. S04 E06: Equity compensation now: trends you need to know

    02/19/2025

    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 Workplace SolutionsRyan Shreero Executive Services, J.P. Morgan Workplace SolutionsJackson Vaught Participant Engagement, J.P. Morgan Workplace SolutionsNancy Romanyshyn SD, Total Rewards Strategy & Solutions, SyndioOur guests explore: Today’s trends and key challenges in executive compensation structuresTalent retention and incentives for companies to offer employee share plansCommunication and education strategies for your equity programsEmerging trends in pay transparency and a look to 2025This podcast 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. This podcast is 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.

    29 min
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About

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.

Information

  • Creator
    J.P. Morgan Workplace Solutions
  • Years Active
    2021 - 2026
  • Episodes
    32
  • Rating
    Clean
  • Copyright
    © 2026 Prosperity at Work
  • Show Website
    Prosperity at Work