NORTH AMERICA CHAPTER

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.

Members: 129.00
Non-Members:159.00

ATTN: Bootcamp registrants!  If you have enrolled (or are planning to enroll) for the October 2025 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.

Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.

In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.

Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.
 

KEY LEARNING POINTS:

• Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
• How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
• Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.

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.

Artificial intelligence is reshaping the way we work—but what does that really mean for today’s business landscape? This session provides a clear, accessible overview of AI, including the current state of the technology, real-world examples of generative AI and machine learning in action, and the challenges organizations face in adopting it. We'll also explore internal roadblocks, such as resistance to change and data concerns, and take a realistic look at AI’s current limitations. Whether you’re new to the conversation or navigating AI integration within your organization, this session will leave you better equipped to evaluate its potential and prepare for what’s next.

KEY LEARNING POINTS:

• Gain a foundational understanding of the current AI landscape and how it’s evolving.
• Explore practical examples of generative AI and machine learning use cases in business.
• Identify common internal challenges and limitations when implementing AI-driven solutions.

 
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.

ATTENDEE COST:
Members: $0
Non-Members - $85

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