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, 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