NORTH AMERICA CHAPTER

TEXAS

NETWORKING EVENTS

CHAPTER TEAM:

Vicky Phrydas, UBS (Chapter Leader)

Alison Pangilinan, Shell
Aundra White-Carter
Claudia Yanez, NerdWallet
Erika Rivera, Morgan Stanley
Hoa Ngo Doskocil, BDO
Janay Mitchell, Charles Schwab & Co. Inc
Rebecca Kargl, Zillow Group
Robert Vaughn, UBS
Salwa Tarabay, EY
Victoria Roberts, Fluor

GEO BOARD CHAPTER LIAISON:

Tara Hagen, FGE, Aon

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.

FOLLOW THE TEXAS CHAPTER ON LINKEDIN

ARTICLE

7 August 2026

SPYRE THERAPEUTICS GRANTS STOCK OPTIONS AND RSUS TO NEW EMPLOYEES

Spyre Therapeutics / Business Insider Markets

Employee engagement

Non-qualified plans

USA

Stock options and RSUs were granted as material inducements to new employees under Nasdaq Listing Rule 5635(c)(4).

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ARTICLE

6 August 2026

Retrieving data. Wait a few seconds and try to cut or copy again.

National Center for Employee Ownership (NCEO)

Operational effectiveness

All plan types

USA

Technical content covering US ESOP diversification rules, calculations, participant communications, early withdrawals and extended diversification.

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LIVE WEBCAST

6 August 2026, 1 - 2pm EDT

Beyond the Tax Notice: Delivering Effective Tax Communications to a Global Workforce - ZOOM

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!

ARTICLE

4 August 2026

NAVIGATING ESOP-TO-ESOP MERGERS

National Center for Employee Ownership (NCEO)

Design and strategy

All plan types

USA

Explores the roles of the corporation and ESOP trust, structuring challenges and strategies for executing ESOP-to-ESOP mergers.

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ARTICLE

4 August 2026

VEOLIA GLOBAL EMPLOYEE SHARE PLAN REACHES SUBSCRIPTION STAGE ACROSS 55 JURISDICTIONS

Veolia / Euronext

Employee engagement

Discount shares

France

Global

Veolia's 2026 employee shareholding operation reached its subscription stage, with eligibility across 55 jurisdictions and a 15% discount to the reference price.

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ARTICLE

4 August 2026

INTERNATIONAL SYMPOSIUM ON EMPLOYEE OWNERSHIP 2026

The ESOP Association

Trending now

All plan types

Global

USA

International employee ownership programme bringing together practitioners and stakeholders to discuss developments in employee-owned business.

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ARTICLE

3 August 2026

FATE THERAPEUTICS USES STOCK OPTIONS AND RSUS AS NEW-HIRE INDUCEMENT AWARDS

Fate Therapeutics / Business Insider Markets

Employee engagement

Non-qualified plans

USA

Fate granted non-qualified stock options and RSUs to newly hired non-executive employees under Nasdaq's inducement award exception.

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ARTICLE

2 August 2026

EMPLOYEE SHARE OPTION SCHEMES IN 2026: FROM INCENTIVE TOOL TO STRATEGIC IMPERATIVE

Global Advisory Experts

Design and strategy

Stock options

Global

Examines ESOP design, vesting, performance conditions and the strategic use of options to attract, retain and align employees.

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IN-PERSON CHAPTER EVENT

12 August 2026, 3 - 6pm PDT

Pacific Northwest Chapter Meeting - SEATTLE

Seattle, WA

USA

Join us for a relaxed summer gathering designed to bring our Pacific Northwest community together! Whether you’re a long-time member or new to the group, this is a great opportunity to step away from the day-to-day, connect with colleagues, and strengthen relationships across our network in a casual setting.

What to expect:

A welcoming environment to connect and unwind with peers
Fun, interactive activities at the start to help spark conversations and build connections
A happy hour with drinks available until 5PM
Light finger foods to enjoy throughout the event

We hope you can join us for an afternoon of networking, conversation, and summer fun!

LOCATION:
Madison Center, First Floor Conference Room
920 5th Ave
Seattle, WA 98104

GENEROUSLY HOSTED BY:

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

View the event attendee terms and conditions.

CHAPTER DISCUSSION BOARD

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PAST EVENTS AND RESOURCES

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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

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NORTH AMERICA CHAPTER

CHAPTER TEAM:

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