Midwset

NORTH AMERICA CHAPTER

MIDWEST
NETWORKING EVENTS
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CHAPTER TEAM:

Joe Pancamo, BDO

Bojan Balaban, Verano

Thinh Nguyen, KPMG

Anne Hajigeorgiou, Morgan Stanley At Work

GEO BOARD CHAPTER LIAISON:

Michelle Tomasetti, Infinite Equity

WELCOME TO THE MIDWEST 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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IN-PERSON CHAPTER EVENT
22 September 2026, 10am - 5pm PDT
16th Annual NorCal Forum - SAN MATEO, CA
NorCal

San Mateo, CA 

All plan types
USA

Join your Bay Area equity compensation peers on 22 September at Pinstripes in San Mateo, CA! 

We're bringing you the latest insights on current industry trends and challenges. This is your golden opportunity to stay at the forefront of your field. But it's not just about learning; it's about connecting.

Meet us there to engage with your local NorCal chapter friends and other GEO members. Exchange ideas, build valuable relationships, and fuel your professional growth. 

It's more than an event; it's a vibrant community coming together to inspire, learn, and grow.

IN-PERSON REGIONAL EVENT
17 September 2026, 8:30am - 6:30pm EDT
East Coast Regional Event - NEW YORK
NYC

New York, NY

USA

Join fellow share plan professionals for a high-impact, one-day East Coast Regional Event in New York City, hosted by Morgan Stanley at One New York Plaza in the heart of Manhattan’s Financial District. This premier gathering brings together company directors, senior leaders, and experts in stock plans, HR, reward, and employee benefits from across the U.S. and the wider global equity community.

Building on the continued success of GEO’s regional events, the 2026 East Coast Regional Event will deliver a dynamic day of learning, networking, and collaboration, set against the backdrop of downtown Manhattan. Attendees will gain practical insights into the evolving landscape of employee share ownership and equity compensation while exchanging ideas with peers and industry leaders.

Designed to foster meaningful connections and valuable takeaways, the event offers a unique opportunity to expand your network, strengthen your expertise in global share plans, and engage with professionals shaping the future of equity compensation.

LIVE WEBCAST
1 September 2026, 1 - 2pm EDT
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!

IN-PERSON CHAPTER EVENT
26 August 2026, 12 - 5:30pm MDT
SAVE THE DATE! Colorado Chapter Meeting - GREENWOOD VILLAGE
colorado

Greenwood Village, Colorado

Trending now
All plan types
USA

Save the date for the next Colorado Chapter meeting!

Details will be released soon.

LIVE WEBCAST
6 August 2026, 1 - 2pm EDT
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, 10 - 11am EDT
Excellence in Global Share Plans: Best Practice Insights - HOSTED BY COMPUTERSHARE
insights

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
23 July 2026, 1 - 2pm EDT
The Global Equity Gap: Why Ownership Doesn't Always Travel - ZOOM
equity gap

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
16 July 2026, 1 - 2pm EDT
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, 10 - 10:45am EDT
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!

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 GEO MEMBERS ONLY
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