Ep 9: Cashless Participation: Make Your Stock Plans More Inclusive with Cally Bruce
Prosperity at Work12 Juli 2022

Ep 9: Cashless Participation: Make Your Stock Plans More Inclusive with Cally Bruce

Attracting and retaining employees is key to any business, which is why an Employee Stock Purchase Plan (ESPP) works so well. With their own stake in the company, people deliver better performance and for longer. But how can you make ESPP a simple, tax-effective and cashless process? Cally Bruce is an expert in the area with a gift for explaining ESPP in a way we can all understand. She works with Carver Edison, the award-winning NYC-based fintech company, who are committed to propelling the ...

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Avsnitt(33)

S04 E14: IPOs, executives and volatility: Equity trends to look out for

S04 E14: IPOs, executives and volatility: Equity trends to look out for

As market volatility continues and IPOs (Initial Public Offering) and M&A (Mergers & Acquisitions) activity ramp up, executives face critical decisions about their vesting stock plans. From insider tr...

4 Feb 13min

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

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 i...

13 Jan 12min

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

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 ...

3 Dec 202526min

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

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… bu...

29 Okt 202531min

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

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 employe...

6 Okt 202527min

S04 E09: Mind over money: Using behavioral psychology to boost your employee equity engagement

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...

23 Juli 202525min

S04 E08: Wealth strategies: the executive's guide to personal finance

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 position...

25 Juni 202519min

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

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...

9 Apr 202540min

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