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.

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 mindset
• How being a tough customer can help people to better serve their own customers
• Why being curious and excited about tax and compliance is important
• Dealing with emerging trends
• Leveraging AI and automation to create efficiencies

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 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.

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 audience
• Speaking to the needs of your audience
• Avoiding unnecessary jargon and acronyms wherever possible
• The importance of timely prompts/nudges
• Common mistakes people make about their own finances
• The significance of the three Cs – Community, Competence and Control

Listen 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.