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

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 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

What 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!