Greater Rockies, Utah

NORTH AMERICA CHAPTER

GREATER ROCKIES, UTAH
NETWORKING EVENTS
People meeting

CHAPTER TEAM:

Adam McDonald, Proofpoint
Andrew Barrus, Procore Technologies
Amberly Fullmer, Reddit
Michael McComas, Morgan Stanley at Work
Adam Christensen, Block Inc

 

GEO BOARD CHAPTER LIAISON:

Julie Vander Veen, UBS
Amy Reback, Edelweiss Consulting

WELCOME TO THE GREATER ROCKIES, UTAH 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. 

cheers drinks
people together
people talking
person smiling
drinks decorated on table

REGIONAL RESOURCES

FILTER:
Country
IN-PERSON CONFERENCE
28 April 2025, 8am - 30 April 2025, 3pm CEST
GEO'S 26TH ANNUAL CONFERENCE
Prague

PRAGUE

All plan types
Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 28-30 APRIL 2025

STAY TUNED FOR DETAILS! 

LIVE WEBCAST
18 November 2024, 5 - 6pm EST
NAVIGATING AUSTRALIAN EMPLOYEE SHARE SCHEME TAXATION IN MERGERS, ACQUISITIONS, AND DEMERGERS
Webcast

Stewart Williams, Deloitte
Sandra Buth, Deloitte 
Jodie Rowden, Fuse HR

All plan types
Global

Join us for an in-depth session on the intricacies of Australian Employee Share Scheme (ESS) tax implications during mergers, acquisitions, and demergers. Understand the critical aspects of immediate versus deferred ESS tax on shares and rights, and learn about the provisions and application of ESS tax rollovers. Discover effective communication strategies to help employees navigate the impact of corporate transactions on their ESS.

KEY LEARNING POINTS:

  • Gain insights into when ESS tax rollovers can be applied, avoiding immediate taxing points during corporate takeovers or restructures, and understand the importance of obtaining a class ruling from the Commissioner of Taxation.
  • Learn about the ESS reporting responsibilities of both the old and new companies involved in a corporate event, and explore whether payroll withholding can prevent double taxation.
  • Discover proven strategies for effectively communicating with employees about the impact of corporate events on their ESS, ensuring they understand the treatment of both vested and unvested shares and rights.

 

COST
GEO members: No charge
GEO non-members: No charge

Become a GEO member to attend webcasts for free in the future!

Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast. 

VIRTUAL COURSE
14 November 2024, 7 - 9am PST
GEO'S SHARE PLAN BASICS BOOTCAMP - Day 4
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.

Register to master global share plan basics!

IN-PERSON REGIONAL EVENT
13 November 2024, All day GMT
GEO'S PAN EUROPEAN REGIONAL EVENT
PERE

LONDON

Global

SAVE THE DATE FOR GEO'S PAN EUROPEAN REGIONAL EVENT

LONDON - 13 NOVEMBER 2024

VIRTUAL COURSE
12 November 2024, 7 - 9am PST
GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - Day 3
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.

Register to master global share plan basics!

IN-PERSON CHAPTER EVENT
12 November 2024, 5 - 9pm GMT
UK CHAPTER MEETING - PRE-PERE EVENT
UK chapter

LONDON

Global
UK and Channel Islands

Explore London and give back with GEO

Join GEO’s UK and Channel Islands chapter for a special pre-PERE event. If you’re travelling to PERE from overseas, come a little earlier and enjoy the city's iconic sights in great company!

  • Discover London together: Explore the city with fellow attendees as we form teams for an exciting charity challenge. Experience the best of London while bonding with peers from around the globe.
  • Charity challenge: Participate in a friendly competition where teams will work together to complete fun tasks and challenges around London. The money raised during the event will be donated to the winning team’s chosen charity, making your experience even more meaningful.
  • Community spirit: This event is part of our annual initiative to give back to the local community. It's a chance to make a positive impact while enjoying the camaraderie of the GEO network and discovering the beauty and culture of the capital.

Register to join us in London for this memorable and fun event!

This event is free for members and non-members, however, registration is required.

WPP
Sea Containers House
18 Upper Ground
London SE1 9GL 

VIRTUAL COURSE
7 November 2024, 7 - 9am PST
GEO'S SHARE PLAN BASICS BOOTCAMP - Day 2
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.

Register to master global share plan basics!

VIRTUAL COURSE
5 November 2024, 7 - 9am PST
GEO'S SHARE PLAN BASICS BOOTCAMP - Day 1
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.

Register to master global share plan basics!

LIVE WEBCAST
31 October 2024, 8 - 9am EDT
EMPOWERING EMPLOYEES WITH EFFECTIVE EQUITY COMMUNICATION
Webcast

BONNIE GRASSMAN, INSIGHTSOFTWARE 
DINA THEISSEN, INSIGHTSOFTWARE 
KATIE GRAFFIS, NELNET

Communications
Employee engagement
All plan types
USA

Are you looking to improve how your company communicates about its equity plans? Join experts from insightsoftware and Nelnet as they share proven strategies to engage employees and build trust in your equity programs. 
 

KEY LEARNING POINTS:

  • Learn how to customize messaging to meet your employees’ unique needs and address common equity plan questions.
  • Discover how to use technology for real-time access to equity information, enhancing transparency and employee engagement.
  • Explore effective techniques to ensure your employees fully understand and appreciate the value of their equity benefits.


COST

GEO members: No charge
GEO non-members*: $85
Become a GEO member to attend webcasts for free in the future!
*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Communications and Marketing
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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

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
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The future of global share ownership