NEW YORK CHAPTER

NEW YORK

NETWORKING EVENTS

CHAPTER TEAM:

Jack McArthur, Aon
Rosalie Borzumato, FGE, Paramount
Deena Kutch, KPMG
Oscar Contreras, Lucid Motors
Danielle Roseland, Morgan Stanley at Work
Matthew Salomonsen, UBS

GEO BOARD CHAPTER LIAISON:

Maria Robins, FGE, Morgan Stanley at Work

CONTACT THE CHAPTER TEAM

WELCOME TO THE NEW YORK CHAPTER

When you join a GEO chapter, you become part of an organization dedicated to your personal development and professional success Our education programs will inspire insights and provide lessons to strengthen your skills.

At our signature networking events, you'll meet passionate, like-minded people and develop genuine connections.

SUBSCRIBE TO CHAPTER NEWSLETTER - COMING SOON!

IN-PERSON CONFERENCE

22 April 2026, 7 - 11:59pm CDT

25TH GEO AWARDS

AUSTIN, TX

All plan types

Global

ATTEND THE 25TH GEO AWARDS GALA

Join the global share plan community in Austin, Texas on 22 April 2026 as we celebrate the 25th GEO Awards.

This milestone event will take place in the Lone Star Ballroom of the JW Marriott Austin, where we will honor the most innovative and impactful share plan and executive compensation strategies from around the world.

The celebration continues with an exclusive after party at The Edge rooftop, offering spectacular views and the perfect setting to connect with peers and friends across the GEO community.

REGISTRATION OPENS SOON!

MORE INFORMATION

IN-PERSON CONFERENCE

21 April 2026, 7am - 23 April 2026, 5pm CDT

GEO'S 27TH ANNUAL CONFERENCE

AUSTIN, TX

All plan types

Global

JOIN THE GLOBAL SHARE PLAN COMMUNITY AT GEO'S 27TH ANNUAL CONFERENCE

On 21 - 23 April 2026 more than 350+ global share plan and executive compensation professionals, company directors, senior managers, stock plan, HR, reward and benefits professionals will fill the halls at the JW Marriott in Austin, Texas.

Our flagship conference is where the best equity minds meet. It brings together academics, thought leaders, stock plan experts and policy makers from across the globe to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

Unlock a world of possibilities – igniting inspiration regardless of your experience!

REGISTRATION OPENS SOON!

MORE INFORMATION

IN-PERSON CHAPTER EVENT

19 March 2026, 5:30 - 7:30pm EDT

2026 MARCH GEO ATLANTA CHAPTER MEETING

Atlanta, GA

Trending now

All plan types

USA

JOIN US FOR THE FIRST ATLANTA CHAPTER MEETING OF 2026

Kick off the year with an interactive discussion exploring the evolution of Rule 10b5-1 trading plans—where they originated, how they’ve changed, and what those changes mean in practice today.

This session will break down what a 10b5-1 trading plan is, the regulatory backdrop behind its original design, and how recent mandates have reshaped their implementation and use.

KEY LEARNING POINTS

The core mechanics of 10b5-1 trading plans and the historical context that shaped their original intent
How recent regulatory developments have significantly changed plan requirements, governance, and reporting
Practical strategies for navigating today’s landscape—balancing compliance while still meeting executive needs

LOCATION
OpenArc Corporate Advisory Office
One Phipps Plaza
6th Floor
3550 Peachtree Rd NE
Atlanta, GA 30326

There is no cost for this chapter meeting.

Members and non-members are welcome to attend. Registration is required.

View the event attendee terms and conditions.

Thank you to our host:

LIVE WEBCAST

17 February 2026, 1 - 2pm EST

FROM ADMINISTRATOR TO ADVISOR: THE EVOLVING ROLE OF THE EQUITY LEADER

Sponsored by insightsoftware

Trending now

All plan types

Global

ASIA-PAC: 17 February- 8am HKT I 11am AEDT I 3:30pm IST (India)
EUROPE/MIDDLE EAST: 17 February - 10am or 6pm GMT | 11am or 7pm CET | 12pm IST (Israel)
THE AMERICAS: 16 February - 4pm PT | 7pm ET or 17 February - 10am PT | 12pm CT | 1pm ET

The role of the equity professional is rapidly transforming. Once viewed primarily as plan administrators and reactive problem solvers, today’s equity leaders are stepping into far more strategic positions—serving as trusted advisors, cross-functional connectors, and educators across the enterprise. As companies place greater emphasis on talent strategy, retention, and long-term value creation, equity leaders are increasingly influencing conversations at the highest levels of the business.

In this session, speakers will explore how equity professionals can move beyond execution and into a more proactive, advisory role—guiding executives on strategic decisions, anticipating challenges, and translating complex equity concepts into clear, business-relevant insights. Attendees will gain practical perspectives on how to elevate their influence, build enterprise-wide equity literacy, and position equity as a critical driver of informed decision-making across all levels of the company.

KEY LEARNING POINTS

Understand how the equity leader role is evolving from administrator to strategic advisor, coordinator, and educator
Learn practical ways to drive cross-functional collaboration and increase equity literacy among executives and key stakeholders
Identify strategies to shift from reactive problem-solving to proactive guidance that supports better decisions and stronger company outcomes

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 $350/year and watch every webcast free—live or on-demand plus more member perks!

IN-PERSON CHAPTER EVENT

11 February 2026, 4:40 - 6:40pm PST

NORCAL ANNUAL WINTER SOCIAL

San Francisco, CA

Trending now

All plan types

USA

NORCAL ANNUAL WINTER SOCIAL

The GEO NorCal Chapter wishes you a happy, healthy, and successful New Year!

To kick off 2026 together, we are delighted to invite you to our Annual Winter Social, taking place in person on Wednesday, 11 February 2026, at the Harborview Restaurant in the downtown San Francisco Financial District.

Join us for an evening of great conversation, networking, and celebration as we reconnect and start the year on a high note. We look forward to welcoming you and celebrating the beginning of another exciting year for our NorCal community.

We hope to see you there!

The GEO NorCal Chapter Team

LOCATION:
Harbourview Restaurant
4 Embarcadero Center,
Street Level Drumm Street &, Sacramento St,
San Francisco, CA 94111

We hope to see you there!

The GEO NorCal Chapter Team

SPONSORED BY

IN-PERSON CHAPTER EVENT

11 February 2026, 11:30am - 1:30pm CST

TEXAS CHAPTER MEETING - LIVE AND WATCH PARTIES

AUSTIN, TX

Trending now

All plan types

USA

DON'T MISS OUR FIRST CHAPTER MEETING OF 2026!

Join our Texas-based experts as they lead a live roundtable discussion from Austin, with in-person networking watch parties in Dallas and Houston.

Equity compensation is evolving rapidly—and some of the most impactful innovation starts with a great conversation. This interactive roundtable brings together stock plan professionals to exchange insights, share real-world experiences, and explore what’s next in equity compensation.

Expect a fast-moving, practitioner-led discussion covering plan design, communication, and administration, with practical takeaways on today’s biggest challenges—and the opportunities hidden within them.

Enjoy food, networking, and engaging conversation with peers who understand the realities of managing equity compensation today.

As an added bonus, attendees will be entered for a chance to win a free pass to the GEO Annual Conference in Austin, 21-23 April 2026.

LOCATIONS:

In-Person:
BDO
Austin Office
600 W. 5th Street
Suite 1400
Austin, TX 78701

Watch Party:
BDO
Dallas Office
600 North Pearl Street
Suite 1700
Dallas, TX 75201

Watch Party:
BDO
Houston Office
2929 Allen Parkway
20th Floor
Houston, TX 77019

There is no cost for this chapter meeting.

Members and non-members are welcome to attend. Registration is required.

View the event attendee terms and conditions.

We look forward to seeing you.

The Texas Chapter Team

THANK YOU TO OUR SPONSORS

ARTICLE

27 January 2026

EMPLOYERS: 2026 DEADLINES APPROACH TO FURNISH INCENTIVE STOCK OPTION AND EMPLOYEE STOCK PURCHASE PLAN INFORMATION STATEMENTS AND RETURNS

DLA Piper

Legal and regulatory

Employee stock purchase plans (ESPP)

USA

Section 6039 of the Internal Revenue Code requires companies to provide Forms 3921 and 3922 to employees who exercised incentive stock options or first transferred ESPP shares during 2025, with employee statements due by February 2, 2026. Employers must also file these forms with the IRS by March 2, 2026 (paper) or March 31, 2026 (electronic), with electronic filing mandatory for companies submitting ten or more forms of a given type. Failure to file or furnish the forms on time can result in significant per-form penalties, making timely compliance critical for corporations administering equity plans.

READ ARTICLE

ARTICLE

31 December 2025

OPENAI’S PAY TOPS EVERY MAJOR TECH STARTUP AS STOCK AWARDS HIT $1.5M PER WORKER: REPORT

New York Post

Finance, tax and accounting

All plan types

USA

OpenAI is reportedly paying employees an average of $1.5 million each in stock-based compensation, making it the most generous major tech startup by far and pushing equity pay to nearly half of projected 2025 revenue. The payouts—driven by fierce competition for elite AI talent, especially from Meta—dwarf pre-IPO compensation at companies like Google and Facebook and are projected to add about $3 billion a year in stock costs through 2030. While the strategy helps OpenAI retain top researchers during the AI arms race, it has also significantly inflated losses and highlights how far the company has moved from its nonprofit origins toward an equity-heavy, hybrid commercial model.

READ ARTICLE

ARTICLE

22 December 2025

NAVIGATING GLOBAL INCENTIVE PLANS KEY CONSIDERATIONS FOR MULTINATIONAL COMPANIES

Travers Smith

Design and strategy

Share incentive plans (SIP)

Global

Rolling out a global share plan requires careful planning, significant coordination across internal teams, and collaboration with external advisors to navigate legal, tax, securities, payroll, and labour law complexities in multiple countries. Companies must ensure clear communication, tax-efficient design, compliance with local regulations, equal treatment of employees, and practical considerations such as document translation and payroll restrictions to avoid pitfalls. When executed thoughtfully, global share plans can provide real value to both the business and its employees while supporting long-term engagement and compliance.

READ ARTICLE

CHAPTER DISCUSSION BOARD

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NEW YORK CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE NEW YORK CHAPTER

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CHAPTER DISCUSSION BOARD

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