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EUROPEANCHAPTER

UK AND CHANNEL ISLANDS
NETWORKING EVENTS
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CHAPTER TEAM:

Sophie Altaf, Fidelity (Chapter Leader)

Peter Ahern, Ledgy
Elliot Alexander, Computershare
Sarah Fearnley, J P Morgan Workplace Solutions
Mark Higgins, WPP
Onyee Yip, Howells
Adva Lewitte, Shareforce
Frances Morgan-Smith, Fidelity
Jennifer Rudman, Equiniti
Nick Newman, Deloitte
Catherine Rylah, bp
Bryony Wilson, J P Morgan Workplace Solutions
Tom Gwinnell, RewardPro
Ben Brettell, RewardPro
Jake Dear, MUFG
Rianna Sergeant, GAM

GEO BOARD CHAPTER LIAISON:

Hannah Needle, FGE, Tapestry Compliance 

 

 

WELCOME TO THE UK AND CHANNEL ISLANDS 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. 

THANK YOU TO OUR CHAPTER SUPPORTERS

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REGIONAL RESOURCES

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IN-PERSON CONFERENCE
21 April 2026, 7am - 23 April 2026, 5pm CDT
GEO'S 27TH ANNUAL CONFERENCE
Austin

AUSTIN

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!

IN-PERSON REGIONAL EVENT
12 November 2025, 9am - 6pm GMT
PAN EUROPEAN REGIONAL EVENT
PERE

London UK

Global

This year, we’re excited to host our event at a brand-new, centrally located venue, bringing together more than 200 attendees from Europe, the US, and across the globe. 

With influential equity compensation decision-makers under one roof and three essential content streams,  PERE 2025 offers a unique opportunity to strengthen your connections and enhance your global share plan knowledge.

VIRTUAL COURSE
15 October 2025, 7 - 9am PDT
GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 4
Bootcamp

Virtual

All plan types
Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 15 October! Register today

VIRTUAL COURSE
14 October 2025, 7 - 9am PDT
GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 3
Bootcamp

Virtual

All plan types
Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 14 October! Register today

VIRTUAL COURSE
9 October 2025, 8 - 10am PDT
EXCEL ESSENTIALS - GLOBAL SHARE PLANS BOOTCAMP
EXCEL ESSENTIALS

Virtual

All plan types
Global

BOOTCAMP: 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.

 

VIRTUAL COURSE
8 October 2025, 7 - 9am PDT
GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 2
Bootcamp

Virtual

All plan types
Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 8 October! Register today

VIRTUAL COURSE
7 October 2025, 7 - 9am PDT
GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 1
Bootcamp

Virtual

All plan types
Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.


Get ready — the next Bootcamp will be held on 7 October! Register today

 

LIVE WEBCAST
9 September 2025, 1 - 2pm EDT
NO SURPRISES: BUILDING A CAP TABLE INVESTORS CAN TRUST
Webcast

Gracie Arnold, Carta
Chris Hoffmann, Equity Admin
Jason Mann, The Players Company
 

All plan types
Global

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.

IN-PERSON CHAPTER EVENT
11 November 2025, 4 - 7pm GMT
GEO UK AND CHANNEL ISLANDS CHARITY EVENT
UK CHAPTER MEETING

London, UK

UK and Channel Islands

HELP THE UK AND CHANNEL ISLANDS CHAPTER GIVE BACK!

Join us for a meaningful and sociable evening on the eve of GEO's Pan European Regional Event (PERE), as we bring together the global share plan community for a night of connection and giving back.

This year, we’re proud to support Teams4U, a small charity based in North Wales that works with partners in Uganda, Sierra Leone, and Eastern Europe. Their Shoebox Appeal brings Christmas joy to children in need—and we’d love for you to be part of it.

We invite you to bring along small new items for donation (encouraged, but not required for entry):

  • Playing cards
  • Children’s puzzles (ages 3–11, small enough to fit in a shoebox)
  • Sweets/candy (with a use-by date of after June 2026)

AGENDA

4:00 PM – Arrivals

4:30 – 6:00 PM – Charity activity: Shoebox packing and wrapping
Enjoy tea, coffee, and cakes while helping to pack shoeboxes with thoughtful gifts. You’ll also have the chance to include a handwritten note for the child receiving your box.

6:00 – 7:00 PM – Networking drinks (kindly hosted by Baker McKenzie)

7:00 PM onwards – Optional social at a nearby pub
Whether you join us to lend a hand, reconnect with familiar faces, or make new connections, we’d love to see you there!

Special thanks to our generous hosts:

BAKER MCKENZIE

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.

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. 

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.

AVAILABLE TO GEO MEMBERS ONLY
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Contact us to support our chapter

Run and chaired by senior-level regional GEO members, GEO’s Chapters deliver education programs and networking events that make it easy to connect with your target contacts.