GEO INSIGHTS

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION
UBS Financial Services 
98 San Jacinto Blvd 
#600 
Austin, Texas 78701 
(UBS First Floor Conference Room)

THANK YOU TO OUR SPONSORS

PLANNING FOR THE 2026 ANNUAL EQUITY GRANT

We’re excited to welcome you to the inaugural Southwest Chapter meeting!

As we head into fall, it’s time to start planning for your 2026 equity grants. In this webcast, we discuss emerging trends and best practices in plan design and administration, as well as key forecasting considerations across share pool, expense, and dilution.

Join us for this kickoff chapter meeting as we explore the evolving proxy landscape and share best practices to help you stay ahead.

KEY TAKEAWAYS:

• How to prepare for the rapidly approaching proxy season
• Why cross-functional collaboration is essential for proxy success
• Best practices for managing evolving proxy requirements

LOCATION:
Equity Methods Office 
8801 E Raintree Drive
Scottsdale, AZ 85260
 

Lunch and dessert provided by Flower Child.

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

CPE Credit is available:
Learning Objectives:

• Planning and goal-setting considerations against a backdrop of market uncertainty
• Trends in LTI designs and retirement eligibility
• Tips on handling the administration of annual grant issuances and settlements
• A deep dive on forecasting stock-based compensation to avoid future surprises
• Share pool tracking so you’re ahead of the game

CPE Credits: 1.0
Field of Study: Specialized Knowledge
Program Level: Overview
Advance Preparation: none required
Prerequisites: none required
Additional CPE details

NAVEGANDO PELA REMUNERAÇÃO EM AÇÕES NO BRASIL: UMA PERSPECTIVA DUPLA

Esta série de sessões oferece uma exploração abrangente sobre a remuneração em ações no Brasil, examinando tanto as práticas de gestão dos planos de ações quanto a interação crítica entre reformas legislativas e interpretações judiciais. Por meio das perspectivas de empresas líderes, especialistas jurídicos e formuladores de políticas públicas, vamos analisar as complexidades e a evolução do cenário da remuneração em ações, oferecendo orientações valiosas para empresas que atuam ou pretendem atuar no mercado brasileiro.

SESSÃO 1: Gerenciando Planos de Ações Local e Globalmente – Lições das Empresas de Tecnologia Brasileiras
Com representantes do QuintoAndar e iFood, e contribuições da Deloitte sobre aspectos tributários. O painel abordará os desafios práticos e as soluções para a gestão de planos de ações no Brasil e no exterior.

SESSÃO 2: Abordagens Legislativas vs. Judiciais para a Remuneração em Ações no Brasil
Com o Senador Carlos Portinho, Cassio Spina (Anjos do Brasil), Dr. Carlos Henrique de Oliveira e Luiz Fernando Goedert Leite. Este painel comparará os recentes avanços legislativos com a mais recente decisão do Superior Tribunal de Justiça (STJ).

LOCAL:
Golden Tower
Av. Dr. Chucri Zaidan, 1240
Chácara Santo Antônio (Zona Sul),
São Paulo - SP, 04711-130

Tanto membros quanto não-membros da GEO são bem-vindos. A participação é gratuita, mas a inscrição é obrigatória.

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION:
UBS Financial Services
4400 Post Oak Parkway,
16th and 17th Floor
Houston, Texas 78701
 

HAPPY HOUR IMMEDIATELY FOLLOWING
Liberty Kitchen & Oysterette
4224 San Felipe St
Houston, Texas 77027

THANK YOU TO OUR SPONSORS

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION
UBS Financial Services
100 Crescent Court #400
Dallas, Texas 75201

THANK YOU TO OUR SPONSORS