NORTH AMERICA CHAPTER

BOSTON

NETWORKING EVENTS

CHAPTER TEAM:

Jeremy Boraks, Fidelity
Amy Reina, Deloitte
Karen Needham, FGE, Wave Life Sciences
Tommy Tomlinson, DoorDash

GEO BOARD CHAPTER LIAISON:

Michelle Tomasetti, Infinite Equity

CONTACT THE CHAPTER TEAM

WELCOME TO THE BOSTON CHAPTER

This local chapter community is dedicated to sharing knowledge, experiences, and resources to help members develop their skills, expand their networks, and make a positive impact in their communities. You will have access to a wide range of valuable resources and opportunities including educational sessions and networking events.

SUBSCRIBE TO CHAPTER NEWSLETTER - COMING SOON!

IN-PERSON CHAPTER EVENT

13 August 2026, 4 - 6:30pm MDT

GREATER ROCKIES CHAPTER MEETING - TAYLORSVILLE

Taylorsville, UT

Trending now

All plan types

USA

Greater Rockies Chapter Equity Compensation Event and BBQ Social

We’re excited to invite you to a unique Greater Rockies Chapter gathering—an engaging and insightful session followed by a relaxed BBQ social. This is a fantastic opportunity to connect with peers, exchange ideas, and enjoy a more informal networking experience.

SPEAKERS: Lenka Haase, Fidelity; | Andrew Barrus, Procore Technologies| Amberly Fullmer, Reddit | Michael McComas, Morgan Stanley | Adam McDonald, Insightsoftware

Join us for a thought-provoking session designed to equip you with the latest insights and strategies in the ever-evolving world of equity compensation. We’ll explore key trends, best practices, and proven approaches to help you optimise your programmes and elevate your impact as an equity leader.

Expect practical, actionable takeaways that you can immediately apply to navigate challenges and drive meaningful results in your role.

A special thank you to Andrew Barrus and the Greater Rockies Chapter team for graciously hosting this event at Andrew’s home—creating a welcoming and collaborative environment for learning and connection.

Following the session, stay and unwind at our BBQ social. Food and drinks will be provided, and while you’re welcome to bring something to share, there’s absolutely no obligation—just come along, relax, and enjoy the conversation.

We look forward to seeing you there!

LOCATION
Andrew's House
1140 W Turnberry Way
Taylorsville, UT 84123

1140 W 4720 S, Taylorsville, UT

REGISTRATION AND COST
Members and non-members are welcome to attend. There is no cost for this chapter meeting, but registration is required.
View the event attendee terms and conditions.

IN-PERSON CONFERENCE

22 April 2026, 7 - 11:59pm CDT

25TH GEO AWARDS

AUSTIN, TX

All plan types

Global

ATTEND THE 25TH GEO AWARDS GALA

Join the global share plan community in Austin, Texas on 22 April 2026 as we celebrate the 25th GEO Awards.

This milestone event will take place in the Lone Star Ballroom of the JW Marriott Austin, where we will honor the most innovative and impactful share plan and executive compensation strategies from around the world.

The celebration continues with an exclusive after party at The Edge rooftop, offering spectacular views and the perfect setting to connect with peers and friends across the GEO community.

REGISTRATION OPENS SOON!

MORE INFORMATION

IN-PERSON CONFERENCE

21 April 2026, 7am - 23 April 2026, 5pm CDT

GEO'S 27TH ANNUAL CONFERENCE

AUSTIN, TX

All plan types

Global

JOIN THE GLOBAL SHARE PLAN COMMUNITY AT GEO'S 27TH ANNUAL CONFERENCE

On 21 - 23 April 2026 more than 350+ global share plan and executive compensation professionals, company directors, senior managers, stock plan, HR, reward and benefits professionals will fill the halls at the JW Marriott in Austin, Texas.

Our flagship conference is where the best equity minds meet. It brings together academics, thought leaders, stock plan experts and policy makers from across the globe to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

Unlock a world of possibilities – igniting inspiration regardless of your experience!

REGISTRATION OPENS SOON!

MORE INFORMATION

IN-PERSON CHAPTER EVENT

28 May 2026, 12:30 - 2:30pm MDT

GREATER ROCKIES CHAPTER MEETING - SALT LAKE CITY

Salt Lake City, UT

Trending now

All plan types

USA

JOIN GEO IN SALT LAKE CITY: EQUITY COMPENSATION ROUNDTABLE AND NETWORKING

SPEAKERS: Lenka Haase, Fidelity; | Andrew Barrus, Procore Technologies | Amberly Fullmer, Reddit | Michael McComas, Morgan Stanley | Adam McDonald, Insightsoftware

We’re pleased to invite you to an engaging afternoon in Salt Lake City, bringing together equity compensation professionals for a focused and collaborative discussion on the evolving landscape of our field.

Join us for an afternoon dedicated to exploring the latest developments in equity compensation. Whether you’re navigating the complexities of plan administration or aiming to stay ahead of regulatory changes, this session offers a valuable opportunity to step away from day-to-day demands and engage in high-level, strategic discussion with your peers.

Through an interactive roundtable format, you’ll gain fresh perspectives, share experiences, and walk away with practical insights to help you address current challenges and plan for what’s ahead.

Following the session, stay with us for networking and a relaxed social gathering—an ideal chance to continue the conversation and strengthen connections within the local community.

We look forward to welcoming you in Salt Lake City!

LOCATION
Fidelity Salt Lake Office
49 N 400 W
Salt Lake City, UT 84101

REGISTRATION AND COST
Members and non-members are welcome to attend. There is no cost for this chapter meeting, but registration is required.

View the event attendee terms and conditions.

ARTICLE

3 April 2026

OWNERSHIP CULTURE: HOW ESOPS HELP COMPANIES ATTRACT AND RETAIN TOP TALENT

Menke & Associates

Employee engagement

Stock options

USA

As competition for talent increases, more companies are turning to Employee Stock Ownership Plans (ESOPs) to improve retention, strengthen culture, and give employees a financial stake in the business. ESOPs allow employees to gradually accumulate company shares through tax-advantaged retirement structures, with growing adoption across the U.S. as a tool for succession planning and workforce engagement. While they require careful structuring, business leaders see employee ownership as a long-term strategy that aligns company success with employee wealth-building and loyalty.

READ ARTICLE

ARTICLE

1 April 2026

GLOBAL SNAPSHOT - HOT EMPLOYMENT LAW TOPICS FOR 2026

Squire Patton Boggs

Legal and regulatory

All plan types

Global

The Squire Patton Boggs report on “Hot Employment Law Topics for 2026” highlights that a central global theme is ongoing regulatory “change,” with many jurisdictions introducing new employment laws that generally increase worker protections and expand employer obligations. Key focus areas include pay transparency and pay equity requirements, growing AI and technology regulation in the workplace, and stricter rules around compliance, data protection, and employee rights. Overall, the report emphasises that employers should expect higher legal, financial, and compliance risks in 2026 and will need to proactively adapt policies and workforce practices to keep up.

READ ARTICLE

LIVE WEBCAST

5 May 2026, 11am - 14 May 2026, 1pm EDT

GLOBAL SHARE PLAN BASICS BOOTCAMP

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

LIVE WEBCAST

20 May 2026, 11am - 1pm EDT

SHARE PLAN EXCEL ESSENTIALS

Virtual

Operational effectiveness

All plan types

Global

EXCEL ESSENTIALS FOR SHARE PLANS

Join us for a comprehensive hands-on session that takes you through the Excel essentials tailored for managing and optimizing share plan data. This stand-alone course provides attendees with a practical, interactive experience designed to enhance your proficiency in working with common functions and real-world scenarios.

In this course, you will:

Learn essential Excel tools tailored for share plan management
Solve common share plan challenges through interactive exercises
Use Excel to analyze, interpret, and make informed decisions

COST
Please refer to our Event Attendee Terms and Conditions for information.

$129.00

ATTN: Bootcamp registrants! If you have enrolled (or are planning to enroll) for the May 2026 Virtual Bootcamp program, this course is included in your registration. You do not have to sign up for this course.

ANY QUESTIONS?
Please contact GEO's Program Services.

ARTICLE

30 March 2026

AI MATURITY IN TOTAL REWARDS: WHERE COMPENSATION LEADERS SHOULD START

Pave

Employee engagement

All plan types

USA

AI adoption in compensation and total rewards has moved beyond experimentation, with most professionals already using AI tools, but few organizations have developed the strategic infrastructure needed to fully realize their value. Companies progress through stages of AI maturity—from basic experimentation to advanced integration—depending on the strength of their data quality, governance, cross-functional alignment, and ability to measure impact. Organizations that build strong AI foundations can improve efficiency and decision-making, while those with immature adoption risk compliance issues, bias, low trust, and unreliable compensation outcomes.

READ ARTICLE

CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

VIEW CHAPTER Discussion BOARD

AVAILABLE TO GEO MEMBER ONLY

PAST EVENTS AND RESOURCES

Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions.

Coming Soon

AVAILABLE TO GEO MEMBER ONLY

REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content.

View regional news & resources

AVAILABLE TO GEO MEMBER ONLY

NORTH AMERICA CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE BOSTON CHAPTER

REGIONAL RESOURCES

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership