Colorado

NORTH AMERICA CHAPTER

COLORADO
NETWORKING EVENTS
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CHAPTER TEAM:

Sureyya Kennedy, Bank of America

GEO BOARD CHAPTER LIAISON:

Amelie Desrochers. Deloitte

WELCOME TO THE COLORADO 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. 

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REGIONAL RESOURCES

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LIVE WEBCAST
24 June 2026, 10 - 11am MST
CROSS-BORDER EQUITY PLANS: MANAGING VALUATION COMPLEXITY AND AUDIT RISK
23/2 June

Amit Majumder, Qapita 
Evelyn Tay, Qapita
 

 

Legal and regulatory
All plan types
Global

Cross-border equity plans can create a complex web of valuation requirements, especially when companies must align US 409A valuations, Indian merchant banker reports, and fair value measurements under ASC 718 or IFRS 2.

In this session, we’ll explore the most common mistakes companies make when managing global equity valuations across multiple entities and jurisdictions. Using practical examples and firsthand lessons from issuers operating internationally, attendees will gain a clearer understanding of how to approach fair market value versus fair value assessments, avoid audit and compliance issues, and strengthen their readiness for the next reporting cycle.
 

KEY LEARNING POINTS:

  • Explain common valuation challenges in multi-entity and cross-border structures, including volatility, peer groups, discounts, and PWERM.
  • Describe common audit and compliance risks, including stale valuations, missed material events, and unsupported assumptions.
  • Define practical lessons and best practices for managing cross-border equity plans and audit readiness.

     

CPE CREDIT HOURS: 1.0*

 Field of study: Specialized Knowledge
 Levels: O
 Delivery method: Group Internet-Based
 Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.


COST

  • Members: Free access — Live and on-demand
  • Non-members: $85 per webcast — Live and on-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

ARTICLE
24 June 2026
WHAT GEO AWARDS JUDGES REALLY LOOK FOR: 10 TIPS FOR A STRONGER SUBMISSION
Awards
GEO award excellence
All plan types
Global

Successful GEO Award submissions clearly tell the story behind the achievement by defining the challenge, explaining the solution, and demonstrating measurable business impact. Judges value authentic, issuer-led innovation supported by data, clear outcomes, and lessons that can benefit the broader equity compensation community. Companies of any size can submit a winning entry by focusing on meaningful results, creativity, and compelling storytelling.

ARTICLE
15 June 2026
Why I Sold My Business To My Staff
External News

BBC

Case Study
USA

Employee Ownership Trusts (EOTs) enable business owners to sell their company to employees without staff funding the purchase themselves. A trust acquires the business on employees' behalf and repays the former owner over time using future profits. EOTs can preserve jobs, boost employee engagement and support succession planning, although sellers accept delayed payments and ongoing financial risk.

ARTICLE
9 June 2026
Spacex IPO Filing Offers View Of Its Employee Stock Compensation
External News

Forbes

Private and pre-IPO companies
Employee stock purchase plans (ESPP)
USA

Summarizes SpaceX’s IPO filing highlights how employee equity compensation , now SpaceX is about to go public in a much-anticipated initial public offering (IPO). It is expected that the SpaceX IPO will be a historic blastoff making millionaires of thousands of SpaceX employees via their equity awards. 

ARTICLE
9 June 2026
Veolia Launches A New Employee Stock Ownership Plan Offered To 180,000 Group Employees
External News

euronext

Case Study
Employee stock purchase plans (ESPP)
Global

Veolia launched a global employee stock ownership plan for approximately 180,000 employees across 55 countries. The plan offers discounted shares through company savings schemes, reinforcing employee participation in the company's long-term growth and sustainability strategy

ARTICLE
5 June 2026
7 AI Prompts Every Equity Compensation Administrator Should Know
External News

J.P. Morgan Workplace Solutions

Data and business intelligence
All plan types
Global

Practical use cases for AI in equity administration, communications, data quality and workflow support.

ARTICLE
3 June 2026
How Do Employee Stock Options Work? Company Stock Compensation Guide
External News

Darrow Wealth Management

General
Stock options
USA

Overview of ISOs, NSOs, exercise decisions, taxation and equity-based compensation planning.

IN-PERSON CHAPTER EVENT
15 July 2026, 2:30 - 4:30pm EDT
New York Chapter Meeting - NEW YORK CITY
NYC

New York

USA

Join us for a deep dive into the GEO Austin 2026 Conference

SPEAKERS: Rob Miceli, Bank of America Merrill Lynch | David Lanka, Bank of America Merrill Lynch 

The New York Chapter is bringing the energy of the annual GEO Conference home to the big apple! Join us as we recreate one of the conference’s fan-favorite interactive sessions and unpack the most important insights from this year's annual conference.

We’ll start with an interactive roundtable, where attendees will share their experiences, standout sessions, and key takeaways. In this recreated, high-energy format, you’ll have the chance to ask questions, challenge ideas, and compare how different companies are responding to emerging trends in global equity—across plan design, compliance, mobility, taxation, technology, and engagement.

Then, we’ll dive into an engaging GEO Austin presentation: “The Equity Games: The Global Stock Plan Showdown.” This lively, game-style session will pit real-world global stock plan approaches against each other, highlighting trade-offs, pitfalls, and best practices in a fun, competitive format.

Whether or not you attended GEO 2026, this session will make you feel like you were in the room—and help you bring fresh thinking back to your organization.

After the meeting, plan to continue the conversation and socialize with fellow members at a nearby location.

Please note: this informal gathering is not a GEO-sponsored event. Additional details will be shared closer to the date.

LOCATION
Aon 
165 Broadway
New York, NY 10006

Thank you to our generous host.
 

aon

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 CHAPTER EVENT
16 June 2026, 11:30am - 1:30pm PDT
NORCAL CHAPTER MEETING - SAN FRANCISCO OR SANTA CLARA
norcal chapter

San Francisco, CA

Santa Clara, CA

USA

Join the AI Club for Equity with the GEO NorCal Chapter!

Speakers: Tara Hagen, Aon | Kate Hall, Aon | Kelcie Urstad, Aon | Yavan Foster, Lyft | Susanna Zhang, Gap | Kris Kovacs, Databricks | Stacy Zhang, Canva

Artificial intelligence is rapidly transforming the equity compensation landscape, creating both new opportunities and new challenges for equity professionals. From streamlining day-to-day administration to reshaping talent markets and compensation strategies, AI is becoming an increasingly important topic across the industry.

Join the “AI Club for Equity” session, live in San Francisco and streamed in Santa Clara, where industry practitioners will share practical insights into how AI is currently being used — and where its limitations still exist — within equity administration and operations.

The session will also explore emerging data on AI-related talent premiums and examine how companies are adapting equity plan design to attract and retain AI-critical talent across both private and public organizations.

Designed as an interactive and forward-looking discussion, this session will provide attendees with practical examples, market perspectives, and valuable peer insights into one of the most significant shifts currently impacting the equity compensation profession.

LOCATIONS: 
Aon - Santa Clara 
3979 Freedom Cir #620
Santa Clara, CA 95054

Aon - San Francisco 
425 Market St., #2800
San Francisco, CA 94105

Thank you to our generous host and sponsor:

 aon

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.  

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.

AVAILABLE TO GEO MEMBERS 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. 

AVAILABLE TO GEO MEMBERS 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. 

AVAILABLE TO GEOS MEMBER ONLY

The future of global share ownership