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EUROPEANCHAPTER

ITALY
NETWORKING EVENT
talking group

CHAPTER TEAM:

Daniele Lelli, Optio Incentives
Lorenzo Gobbi, Deloitte  
Davide Tarantino, Deloitte
Gianpaolo Moschetti Optio Incentives  
Serena Civardi, Deloitte

 

GEO BOARD CHAPTER LIAISON:

Christian Hyldig, Aon

WELCOME TO THE ITALY 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

FILTER:
Country
LIVE WEBCAST
1 September 2026, 10 - 11am MST
AI-Powered Equity Management: From Compliance to Strategic Value - ZOOM
AI powered

Donna Bell, insightsoftware 
Matt Lee, insightsoftware

Data and business intelligence
Operational effectiveness
All plan types
Global

Artificial intelligence is rapidly reshaping equity compensation management, shifting it from a compliance-driven administrative function to a strategic enabler of business value. This session will explore how AI technologies are streamlining processes, enhancing data-driven decision-making, and helping organizations align equity programs more closely with broader business objectives.

Through practical examples and real-world use cases, attendees will gain insights into how AI can reduce administrative complexity, improve operational efficiency, and uncover strategic opportunities within equity compensation programs.

KEY LEARNING POINTS:

  • Identify practical applications of AI that reduce administrative burdens and improve operational efficiency in equity compensation management.
  • Explain how AI-driven data and analytics can support more informed decision-making and align equity programs with company strategy.
  • Evaluate real-world examples of AI adoption to determine opportunities for creating greater strategic and business value through equity compensation programs.

CPE CREDIT HOURS: 1.0*

 Field of study: Information Technology
 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!

LIVE WEBCAST
20 August 2026, 10 - 11am MST
The Global Equity Gap: Why Ownership Doesn't Always Travel - ZOOM
webcast

Computershare

Finance, tax and accounting
Legal and regulatory
All plan types
Global

Companies often position equity compensation as a cornerstone of their ownership culture—but that promise doesn’t always translate globally. Regulatory complexity, tax considerations, and operational barriers can result in international employees being excluded from share plans or shifted into cash-settled alternatives, creating a disconnect between intention and reality. This session challenges those assumptions and explores what it really means for employees everywhere to own a piece of your company.

We’ll explore the “compliance gap” in cross-border equity and its impact on culture, alignment, and growth. Attendees will gain insight into the realities of balancing global consistency with local requirements, examine whether cash-settled awards truly deliver ownership, and uncover hidden risks while rethinking how to design equity programs that are both globally consistent and locally compliant.

KEY LEARNING POINTS

  • Identify the key regulatory, tax, and operational challenges that create the cross-border equity “compliance gap”
  • Evaluate the effectiveness of cash-settled awards versus equity in delivering true ownership and alignment
  • Apply practical strategies to design globally consistent, locally compliant equity programs


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!

LIVE WEBCAST
6 August 2026, 10 - 11am MST
Beyond the Tax Notice: Delivering Effective Tax Communications to a Global Workforce - ZOOM
tax comms

Morgan Stanley at Work

Communications
Finance, tax and accounting
All plan types
Global

Knowledge is power, particularly when it comes to understanding the tax implications of equity compensation. While many companies provide tools and resources to help participants navigate tax-related decisions, ensuring those communications are understood and acted upon across a diverse, global workforce remains a significant challenge.

This session will explore best practices for designing and delivering effective tax communications that resonate across different demographics, geographies, and levels of financial literacy. Through practical examples and client success stories, attendees will gain insights into creating accessible, engaging, and impactful communication strategies that improve participant understanding and support informed decision-making.

KEY LEARNING POINTS:

  • Identify common challenges and barriers to delivering effective tax communications across a diverse and geographically dispersed workforce.
  • Evaluate communication strategies and tools that improve accessibility, understanding, and engagement with equity-related tax information.
  • Determine best practices for developing participant-centric tax communication programs that support informed decision-making and enhance the employee experience.

CPE CREDIT HOURS: 1.0*

 Field of study: Communications
 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!

LIVE WEBCAST
5 August 2026, 7 - 8am MST
Excellence in Global Share Plans: Best Practice Insights - HOSTED BY COMPUTERSHARE
insights

Arezo Heydari, Computershare
Anete Grinfogele, Allianz
Andrew Forsythe, Unilever
Augustin Serban, The Magnum Ice Cream Company

Case Study
GEO award excellence
All plan types
Global

BEST PRACTICE INSIGHTS: HOW AWARD-WINNING EMPLOYEE SHARE PLANS DRIVE GREATER IMPACT
HOSTED BY COMPUTERSHARE

Join Arezo Heydari, EU Director, Relationship Management at Computershare, for a webinar discussion featuring Allianz, The Magnum Ice Cream Company, and Unilever, as we explore what sets award-winning employee share plans apart.

Winners at the GEO Awards 2026, these companies delivered standout strategies across very different challenges—from executing one of the most complex global demergers in recent years to driving strong participation through innovative, technology-enabled communications.

In this session, you’ll hear how:

  • Allianz leveraged data, digital tools and financial education to drive participation and engagement at global scale 
  • The Magnum Ice Cream Company used a global free share award and fairness measures to establish ownership and trust from day one 
  • Unilever delivered one of the most complex global corporate actions at scale, preserving employee value while executing millions of transactions with precision

Together, they demonstrate how technical precision, inclusive design, and effective communication can be combined to deliver real impact.
 

WHY ATTEND:

  • Learn how to deliver fairness, continuity, and value protection during major corporate events
  • Understand how to design share plans that build ownership and engagement from day one
  • Explore how to drive participation through effective communications, data and digital tools
  • Take away practical approaches to executing and scaling share plans globally


COST

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

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

LIVE WEBCAST
16 July 2026, 10 - 11am MST
Building the Business Case for Equity Compensation (GEO Future Leaders Class of 2024) - ZOOM
future leaders

Jordan Dorich, Gallagher 
Lewis Dulley, Tapestry 
Nicole Thomas, Shopify 
Meho Cerimovic, Baker McKenzie 
Danielle Roseland, Morgan Stanley at Work

Data and business intelligence
All plan types
Global

Join the inaugural class of the Future Leaders of Global Equity as they examine the evolving business case for equity compensation. Drawing on fresh survey data, broader industry research, and insights from the thought leadership paper Making the Business Case for Equity-Based Compensation: A Practical Framework for Driving Equity Adoption, this forward-looking session moves beyond foundational concepts to deliver a structured, outcome-driven approach to equity strategy. 

Designed for practitioners ready to elevate their influence, this session explores how equity programs can be intentionally aligned with organizational strategy, talent philosophy, and measurable business outcomes. Attendees will gain practical insights into how equity compensation can accelerate high-impact performance, support global growth, strengthen retention, and foster an ownership-driven culture across the workforce.

KEY LEARNING POINTS:

  • Identify the core business drivers that make equity compensation a strategic tool for talent, growth, and organizational performance.
  • Apply a practical framework for aligning equity programs with company strategy, workforce philosophy, and measurable outcomes.
  • Strengthen your ability to communicate and defend the value of equity compensation to leadership and key stakeholders.
     

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!

LIVE WEBCAST
30 June 2026, 7 - 7:45am MST
EXCELLENCE IN GLOBAL SHARE PLANS: BEST PRACTICE INSIGHTS (HOSTED BY COMPUTERSHARE)
computershare

Elliot Alexander, Computershare 
Ceri Newby, Diageo
Jennifer Ritchie, Anglo American

Case Study
GEO award excellence
All plan types
Global

BEST PRACTICE INSIGHTS: WHAT AWARD-WINNING EMPLOYEE SHARE PLANS DO DIFFERENTLY 
HOSTED BY COMPUTERSHARE

Join Elliot Alexander, Associate Director, Relationship Management at Computershare, for a webinar discussion featuring Diageo and Anglo American, as they explore what sets award-winning employee share plans apart.

From driving broad participation and inclusive ownership to delivering clear, engaging communications that help employees understand and act with confidence, this session will provide practical insights you can apply.

Use their expertise to help you navigate employee share plan strategies with confidence and success.

WHY ATTEND:

  • Learn what top-performing share plans do differently – and how to apply it
  • Gain practical ideas to increase participation and engagement
  • Discover communication strategies that drive understanding and action
  • Take away actionable insights you can implement immediately


COST

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

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

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.

IN-PERSON CHAPTER EVENT
25 June 2026, 2:30 - 7:30pm CEST
NETHERLANDS CHAPTER MEETING - AMSTERDAM
amsterdam

Amsterdam

Netherlands

EXPLORE THE EQUITY AND TAX LANDSCAPE FOR 2026

Join your local share plan community on 25 June at the KPMG offices for an engaging discussion on the latest trends and tax developments shaping equity incentives in the Netherlands, followed by networking drinks.

As the competition for talent continues to intensify, organisations are adapting their equity strategies to remain attractive in a rapidly evolving market. During this session, we will explore the impact of new stock option rules for startups and scale-ups, and discuss how larger and listed companies can continue to compete effectively in attracting and retaining key talent.

The session will also examine current market trends in equity incentives and Management Incentive Plans (MIPs) within the Dutch investment landscape. In addition, we will unpack recent and upcoming tax developments relating to Box 2 and Box 3, with a focus on the implications for employee investors, entrepreneurs, and long-term value creation.

LOCATION:
KPMG Meiburg
Laan van Langerhuize 1
1186 DS Amstelveen 
The Netherlands

Thank you to our generous host.
 

kpmg


 

 

 

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 RESOURCES

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 GEO MEMBERS ONLY
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