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

What is financial wellness and how does it relate to equity compensation?

A common challenge facing companies launching an equity compensation plan is employees lacking sufficient financial knowledge to fully understand what is being proposed. So, when an organization such as Stanford sets up a program to offer Financial Education to students, it should be recognized.

In the latest episode of Own Up Chris Dohrmann and John Bagdonas are joined by special guest, Manager of the Mind Over Money Financial Wellness Program at Stanford University, Danial Khan, to tackle one of the most important financial skills you need to learn; how to ensure your own financial wellness.

Are you focused on how to get the best out of your employees and achieve your business objectives? If so, now may be the time for you to explore the possibilities around equity compensation in your workplace.

In the latest episode of Own Up, Chris Dohrmann is joined by guests Erin Fraser, VP of Business Development, Global Shares a J.P. Morgan company and Joanna Phillips, VP, ESOP Builders to take you through all you need to know about how employee ownership can help your company succeed and grow.