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

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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
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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.

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

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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) process
• Plotting out your financial reporting journey
• The importance of getting audit ready
• Preparing your employee equity compensation plan