Innovation @ UMB: Sept. 18: ‘Navigating Innovation and Legacy: Aligning Business and Personal Goals for Long-Term Success’
July 17, 2025Thursday, Sept. 18, 4 p.m.
4MLK Building, UM BioPark
4 N. Martin Luther King Jr. Blvd., Baltimore
Join UM Ventures, Baltimore to connect with J.P. Morgan’s professional group and learn how they can help you achieve your business goals.
Workplace Solutions for Equity Compensation and Employee Engagement
- Overview of equity compensation programs and their importance in recruitment and retention
- Demonstration of J.P. Morgan’s equity compensation platform and cap table management
- Strategies for optimizing employee engagement and reducing administrative challenges
- Holistic planning for founders and key executives equity compensation
- Overview of commercial banking capabilities and solutions for startups to full-lifecycle enterprises
Insights from J.P. Morgan Private Business Advisory
- Strategic advice for business transitions and corporate governance
- Pre-transactional planning and maintaining a legacy business
- Succession and family-governance planning for multigenerational businesses
Panel Discussion: Integrating Business and Personal
- Moderated discussion on aligning business strategies with personal financial goals
- Case studies and success stories from J.P. Morgan’s advisory services
J.P. Morgan Featured Speakers
Brett Shealy, Executive Director, Life Sciences
Nathan Meisberger, Vice President, Private Business Advisory
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