NORTH AMERICA CHAPTER

TEXAS

NETWORKING EVENTS

CHAPTER LEADERS:

Leann Balbona, FGE, KPMG

GEO BOARD CHAPTER LIAISON:

Leann Balbona, FGE, KPMG

Pam Stetson, Global Equity Organization

CONTACT THE CHAPTER TEAM

WELCOME TO THE TEXAS 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.

SUBSCRIBE TO CHAPTER NEWSLETTER - COMING SOON!

IN-PERSON CONFERENCE

9 April 2024, 8am - 11 April 2024, 5pm CDT

GEO'S 25TH ANNUAL CONFERENCE

LOCATION: Nashville, Tennessee

Global

We look forward to welcoming you to GEO's 25th Annual Conference in Nashville, Tennessee.

Join more than 500+ global company directors, senior managers, stock plan, HR, reward and benefits professionals in Music City this April to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

This year's conference promises to be bigger and better than ever as we celebrate our 25th anniversary.

VIRTUAL CONFERENCE

7 December 2023 GMT

EXCELLENCE IN GLOBAL SHARE PLANS

LOCATION: Zoom

GEO award excellence

Global

Join the global share plan community online for a day that promises insights from GEO Award recipients who, along with their service partners, will detail the plan strategies, challenges and successes of their winning plans.

LIVE WEBCAST

5 December 2023, 12 - 1:15pm EST

COMPENSATION AND EQUITY PLAN DESIGN ALTERNATIVES FOR PRIVATE COMPANIES

SPEAKERS: Kristen Kostner, BDO, Tom Ziemba, BDO, Issuer Guest

Global

Although long-term incentive awards have long been a key component of executive total compensation packages in public companies, they have been growing in prominence at private companies as a viable tool to attract and retain top talent. Join us for a discussion of the pros and cons of cash and equity-based LTI awards at private companies and how the selection of the appropriate LTI vehicle is linked to program goals and the life cycle stage of the company.

This session will cover the following topics:

Overview of LTI trends in private companies
Overview of most prevalent cash and equity-based vehicles for private companies
Summary of the key features and plan mechanics, pros and cons for employers and employees, and alignment with company life cycle stage

IN-PERSON REGIONAL EVENT

16 November 2023, 8am - 5pm GMT

GEO'S PAN EUROPEAN REGIONAL EVENT

LOCATION: Berlin, Germany

European Union

Global

We are thrilled to gather the GEO community in the vibrant city of Berlin for 2023 Pan European Regional Event, where we will delve into the dynamic and ever-evolving European landscape. Join us for insightful discussions, networking opportunities, and the latest updates in the world of global equity.

IN-PERSON CHAPTER EVENT

9 November 2023, 4 - 7pm CET

GEO NETHERLANDS CHAPTER MEETING

Carine Schneider, Compass Equity
Maurice Beckand Verwee, Curiosity VC
Jason Stewart, Fledgrr

Netherlands

USA

Revolutionizing equity compensation the Silicon Valley way

Join us at the historic Het West-Indisch Huis for an insightful panel discussion that delves into the dynamic world of Equity Compensation Administration. In this intellectually stimulating gathering, industry experts, thought leaders, and professionals will come together to explore key aspects of equity compensation management, including the new plan design concepts straight from the venture capital community, trends in U.S. share plan design and the role of AI and how administration is changing in response to AI.

In this session, you will learn about

Recent share plan design changes in the start-up world with views from Silicon Valley
The role of AI and Equity Compensation administration
Getting the right reward benchmarking data
Public versus private company design changes

AGENDA

4:00 PM - 4:30 PM Arrival
4:30 PM - 6:00 PM Presentation from Compass Equity & Panel Discussion
6:00 PM - 7:00 PM Networking drinks/Borrel

LOCATION:

Het West-Indisch Huis
Herenmarkt 99
1013 EC Amsterdam

There is no cost for this chapter meeting. Both GEO Member and Non-Members are welcome. But registration is required. Please click Registration and Register Now in the above menu.

LIVE WEBCAST

7 November 2023, 12 - 1:15pm EST

GLOBAL COMPLIANCE UPDATE

SPEAKERS: Ashlee Boe, Lucid Motors; Louise Walker, Deutsche Bank; Becky Moore, Tapestry Compliance; Rebecca Perry, Tapestry Compliance; Emilie Sylvester, Tapestry Compliance

Global

Stay ahead of the curve with our comprehensive incentive plans global compliance update! In this session, we will provide you with a detailed overview of the latest regulatory, legal and tax changes affecting share plans on a global scale. Whether you are an HR professional, a compensation specialist, or an executive involved in equity compensation or providing services to companies in this area, this update is a must-attend event to ensure your company remains compliant and competitive in the ever-evolving landscape of incentive plans.

In the session, you will:

Learn what’s changed and where!
Understand the complexities of complying with diverse regulatory frameworks across different countries
Gain valuable insights into how leading organisations are adapting to the changing compliance landscape and proactively addressing challenges to maximize plan effectiveness
Discover practical approaches to managing tax compliance efficiently while minimizing potential risks and tax burdens for your company and participants

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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.

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

IN-PERSON CHAPTER EVENT

26 October 2023, 8am - 5pm PDT

GEO'S 13TH ANNUAL NORCAL FORUM

LOCATION: San Mateo, California

Global

The 13th Annual NorCal Forum gives you the chance to experience and participate in the most forward-thinking equity and executive compensation discussions and attracts industry experts, policy makers, academics, thought leaders, influencers and decision makers.

IN-PERSON REGIONAL EVENT

25 October 2023, All day PDT

EXECUTIVE COMPENSATION MATTERS (NETWORX)

LOCATION: San Mateo, California

Global

This one-day conference brings together thought leaders and practitioners who will address the key issues and trends in global executive compensation, C-suite and Board priorities, and evolving business and broader societal issues.

IN-PERSON COURSE

25 October 2023, 8am - 5pm PDT

BOOTCAMP - GLOBAL SHARE PLAN BASICS (NETWORX)

LOCATION: San Mateo, California

Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

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.

VIEW CHAPTER Discussion BOARD

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.

COMING SOON

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.

View regional news & resources

AVAILABLE TO GEOS MEMBER ONLY

NORTH AMERICA CHAPTER

CHAPTER LEADERS:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE TEXAS CHAPTER

REGIONAL RESOURCES

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership