Episode 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 next generation of financial wellness.
Cally Bruce has worked with Fortune 500 companies throughout the world to help them provide industry-leading financial wellness solutions for their employees. She has helped FinTechs in the EU and US with their GTM strategies including American Express, JP Morgan Chase, Disney, Barclays, and more.
Today she is Chief Revenue Officer with Carver Edison whose patented ‘Cashless Participation’ technology helps employees to invest in the success of the companies they work for.
Topics we discuss:
- Three benefits of financially inclusive plans
- How to incentivize more employees without cost-prohibitive payroll deductions
- Why it works for the company (and the employees)
- Can employees make thousands of dollars virtually risk-free
- How to make your ESPP ‘cashless’
- Does this work for start-ups or large-caps? Is it for private or public companies?
- How long does it take to see the success of the plan
Ep 9: Cashless Participation: Make Your Stock Plans More Inclusive with Cally Bruce
Please Note: 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.
