Jennifer B. George, PwC
Richard Morales, Hortonworks, Inc.

Jon Burg, Radford, an Aon Hewitt Company

Debbie Tsoi-A-Sue, Yahoo! Inc.

San Francisco

United State
E-mail: GEOsanfrancisco [at] globalequity [dot] org     

GEO's 2016 N. California Forum is Coming! Register Today!

We are pleased to announce that this year’s Forum will be held on Thursday, 9 June. For further information, please visit the Forum webpage.



Highlights from 11 February 2016

San Francisco Chapter Meeting

Trendy (Equity) New Year’s Resolutions
Jennifer George, Director at PwC, shared insight and information on recent trends she is seeing in the marketplace for employee equity plans and the tax and regulatory implications of these trends. She discussed private company trends such as consideration of extending post termination exercise periods, grants of restricted stock units, trends in frequency of 409A valuations and liquidity opportunities. For public companies, she discussed trends in equity award types including continuing trending of more ESPPs and also global expansion of equity awards into more countries. Finally, she commented on a few new developments in the global equity space that companies should be on the lookout for in 2016 including a new European Union Prospectus Directive and new share scheme reporting in Australia. Attendees kicked off the New Year prepared to tackle these changes and be ahead of the curve on recent trends!

Jennifer George, Director, PwC

Highlights from 10 December 2015

GEO’s Northern California Annual Holiday Celebration

The GEO Northern California Annual Holiday Celebration has concluded. Visit the Forum page for more information.

Highlights from 5 August 2015

San Francisco Chapter Meeting

How Top Companies Drive Peak Performance
Brooke Green and Joe McNeal from Radford presented new research on how highly successful companies drive peak performance, including insights on creating a highly engaged workforce and building innovative performance-based equity plans. During the session, attendees learned what business leaders prioritize when they think about retaining key talent, plus what motivates top employees to stay put in today’s incredibly fierce talent market.

Brooke Green, Radford
Joe McNeal, Radford

Highlights from 5 March 2015

GEO Northern California Forum

The GEO Northern California Forum has concluded. Visit the Forum page for more information.

Highlights from 14 January 2015

GEO San Francisco Chapter Meeting

Global Stock Plans – Key International Updates
The laws impacting global stock plans change at the speed of light; have you kept up? This popular panel covered key tax and legal changes around the world—as well as enforcement activity that may warrant immediate response—and provided attendees with a clear action plan to address recent changes. This session was intended to get you back up to speed and ensure your global stock plans are still compliant with local country legislation.

Valerie Diamond, Partner, Baker & McKenzie LLP
Denise Glagau, Partner, Baker & McKenzie LLP

Highlights from 16 October 2014

GEO San Francisco Chapter Meeting

My Year End Stock Administration Love Affair
Do you have a contentious relationship with year end? Does it make you slam doors, tear your hair out, and drive you to drink? We’ll teach you how to LOVE it because you’ll know how to prepare for it! Let’s find that spring in your step, get your heart fluttering, and put a smile on your face when it comes to planning year end activities for your global equity plans.

Diane Atteberry, Manager, Client Services, Solium
Stephen Buckhout, Equity Compensation Administration Project Consultant, SXB CEP Consulting

Highlights from 6 March 2014

GEO Northern California Forum

The GEO Northern California Forum has concluded. Visit the Forum page for more information.

Highlights from 5 February 2014

GEO San Francisco Chapter Meeting

This meeting was complimentary for GEO members thanks to Fidelity.

Hot Topics in Equity Comp
What do you think are the hottest issues equity professionals are facing? Here is your chance to learn more about the topics you think are most interesting. This fun and interactive session is designed just for you… putting the audience in the driver’s seat as two tenured equity compensation professionals offer a rapid fire, audience driven session addressing new (and resurgent) equity compensation hot topics. Do you want to learn more about CEO Pay Ratios? Or, is the increased auditor interest in DTA balances calling to you? Do you wonder about performance awards’ ability to really pay for corporate performance? Does Cost Basis Legislation or DOMA keep you up at night? Are ownership guidelines or disposition surveys nagging at you? Join this session for an opportunity to dive into these topics and more. Emily Cervino, CEP, Fidelity Stock Plan Services, and Elizabeth Dodge, CEP, Stock & Option Solutions, will present a dashboard of choices, and the audience will drive from topic to topic, providing an insightful and educational session on topics that are important to you.

Emily Cervino, CEP, Fidelity Stock Plan Services
Elizabeth Dodge, CEP, Stock and Option Solutions

Highlights from 9 October 2013

GEO San Francisco Chapter Meeting

This meeting was complimentary for GEO members thanks to Deloitte.

To mobility and beyond! Taking the mobile employee discussion a step further, for an educated audience
The complexity related to mobile employee equity has been well chronicled and the subject of dozens of presentations over the years. Rather than going over old ground, in this presentation our speakers focused on some of the more advanced but equally important aspects of mobile employee equity compliance, specifically:
      - tax strategies: balancing compliance and employee experience
      - payroll execution and common challenges: both US (multi-state income reporting) and international
      - data collection and tracking
      - change management
      - technology implementation challenges and tips

The discussion assumed a basic understanding of the issue and focus on the practical execution. This discussion was equally relevant to multi-national mobile employee populations and US domestic companies with state mobility.

Mark Miller, Global Rewards Practice Leader, Deloitte
Stacy Fox, CEP, Senior Manager, Global Equity Plans & 401k Administration,
Ingrid Freire, Associate Director, Compensation Programs & Equity, Genentech

Highlights from 18 April 2013

GEO California Forum

The GEO California Forum has concluded. Visit the Forum website for access to the presentations:



9 June 2016

N. California Forum
11:00am – 12:00pm
Registration & Lunch
12:00 - 1:00pm
1:00pm – 5:00pm
5:00pm – 6:00pm
Happy Hour

Devil's Canyon Brewery
935 Washington Street
San Carlos, California 94070

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