NORTH AMERICA CHAPTER

SPEAKER: Pam Chernoff, Aon

3.00 PM – 4.00 PM: The Tax Bucket Challenge
4.00 PM onwards: Networking Happy Hour, sponsored by Morgan Stanley at Work

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Morgan Stanley at Work.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted and sponsored by:

LOCATION:
Morgan Stanley 
845 Texas Ave
Houston, TX 77002
 

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley 
301 Congress Ave, 
Austin, TX 78701

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley 
2121 Pearl Street
Dallas TX 75201

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

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.

Join the Colorado Chapter for an engaging two-session event exploring practical ways to modernize your equity compensation program, followed by a networking reception.

SPEAKERS:  Andrew Gorder, Baker Tilly | Matt McKittrick, Baker Tilly | Michael Jacobson, Atlassian

Discover how real-time market pricing can optimize RSU sell-to-cover transactions to maximize employee share retention, then go behind the scenes with Atlassian to learn how its custom AI Equity Agent, Vestie, is transforming equity administration by streamlining workflows, reducing operational risk, and improving data quality.

SESSION ONE: Making Waves in Employee Ownership: Maximize Net Shares with Sell-to-Cover

Traditional Restricted Stock Unit (RSU) sell-to-cover processes often rely on outdated withholding methods that can result in unnecessary share sales, over-withholding, and a less-than-optimal experience for both employees and equity administrators.

This session explores how leveraging real-time market pricing can optimize tax withholding, maximize post-tax share retention, and help organizations deliver greater value from their equity compensation programs.

KEY LEARNING POINTS

• Examine the limitations of traditional RSU sell-to-cover tax withholding methods and their impact on employees and administrators.
• Explore how real-time market pricing can optimize share sales and maximize post-tax share retention.
• Analyze a real-world case study demonstrating a more efficient and employee-friendly vesting experience.

SESSION TWO: Atlassian: An Example of AI Journey in Equity Compensation

Go behind the scenes with Atlassian's Equity Team to explore its AI transformation journey. Learn how the team developed and deployed Vestie, its custom AI Equity Agent, to automate routine inquiries, streamline manual processes, reduce operational risk, and improve the quality and consistency of equity data.

Whether you're just beginning to explore AI or looking to expand its use within your equity program, this session offers practical insights and lessons learned from a real-world implementation.

KEY LEARNING POINTS

• Analyze the key stages involved in developing and deploying a custom AI equity agent.
• Identify opportunities to use AI to streamline equity administration, reduce operational risk, and improve data quality.
• Evaluate practical lessons from Atlassian's AI journey to help inform your organization's AI adoption strategy.

LOCATION:
6400 S Fiddler's Green Circle 
Greenwood Village, CO 80111

 

COST:
Members and non-members are welcome to attend. Registration is free. 

View the event attendee terms and conditions.

Join the Atlanta Chapter for an update on the latest compliance developments affecting employee share plans around the world.

SPEAKER: Aimee Bell, Baker McKenzie

Managing multinational share plans continues to grow more complex as organizations navigate evolving tax rules, regulatory changes, reporting requirements, and increasing scrutiny across jurisdictions.

Join Baker McKenzie Partner Aimee Bell for a practical overview of the key legal, tax, and regulatory developments shaping global equity compensation in 2026. You'll gain actionable insights into emerging compliance risks, administrative best practices, and strategies for maintaining compliant and effective share plans across multiple countries.

KEY LEARNING POINTS

•  
  • Identify emerging global compliance risks and tax developments affecting multinational share plans.
  • Evaluate regulatory and legal changes to help adapt your equity compensation strategy.
  • Implement administrative best practices to reduce cross-border risk and improve global plan operations.

LOCATION
Morgan Stanley
3280 Peachtree Rd, NE
20th Floor
Atlanta, GA 30305

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.