GEO INSIGHTS

Meet us in the North and Midlands

Join the GEO UK Chapter in the North of England, for an insightful session discussing some of the latest hot topics in equity compensation. We will also chat about some of the highlights from GEO's Annual Conference in Prague followed by networking. We look forward to seeing you for our first regional event of 2025!

Please bring valid ID to access the event.

LOCATION
MUFG Offices
Central Square
29 Wellington St
Leeds
LS1 4DL

GEO members and non-members are welcome to join.  Registration is required.

Navigating the Future of U.S. Business Immigration: Challenges and Changes

Join us for an insightful discussion on the current state of U.S. business immigration, focusing on H-1B and other work permits, the impact of federal government cuts, the status of travel bans, and predictions for what lies ahead in immigration policy and how it impacts world of global equity.

LOCATIONS

In-Person
KPMG Seattle
401 Union St
28th Floor
Seattle, WA 98101

Virtual - Join us from wherever you are - virtual details will be emailed after registration

Generously hosted KPMG

THE OPERATIONAL DEBATE: STREAMLINING EQUITY PLANS

In the world of equity compensation, operational hurdles are where the real debates begin. How do you strike the right balance between automation and hands-on management? Should compliance be centralized or tailored to local requirements? This session dives deep into the key operational challenges of equity plan execution, from data management and participant communications to administrative efficiency and compliance oversight. Experts will debate the pros and cons of different operational strategies, offering insights to help you optimize processes, reduce complexity, and ensure your equity plan runs like a well-oiled machine. Prepare to engage in this discussion on the most effective ways to handle operational roadblocks.

This session will include a lunch.

LOCATION
Adobe
3900 Adobe Way
Lehi, UT 

Thank you to our sponsor

There is no charge to attend this meeting.  Both members and non-members are welcome to join.  

Join us for a dynamic session hosted by Ascendis Pharma, offering insights into EU pay transparency, Nordic legislative updates, and best practices for share plans.

Attendees will learn about the latest trends in stock options and performance conditions, and gain valuable insights from case studies and expert panels, featuring speakers from Ascendis Pharma and Pandora.

KEY LEARNING POINTS:

• Stay ahead of regulatory changes and understand the technical implementation required for compliance.
• Gain insights into the latest legal developments and key considerations for operating equity plans in the region.
• Learn from Ascendis Pharma and Pandora’s share plan strategies, along with current trends in performance conditions.

The event will provide ample networking opportunities, concluding with an update from GEO and a post-event survey.
 

AGENDA
8.40am - Issuer only arrivals – tea/ coffee /breakfast pastries/ networking
9.00am - Providers arrivals – tea/ coffee /breakfast pastries/ networking         
9.20am - Welcome to Ascendis Pharma and about GEO    
9.25am - SESSION 1 – EU Pay Transparency 
10.00am - SESSION 2 -  Share Plan TSR Performance Conditions Trends and Insight
10.30am - BREAK – Networking  
10.50am - SESSION 3 -  Denmark Case Law on Stock Options
11.20am - SESSION 4 – Panel Discussion – Share Plan Success Stories 
11.55am - Closing – GEO update – Upcoming events and post-event survey
12.00pm - Lunch - Sponsored by IUNO Law

Special thanks to our lunch sponsor

Unlock the Power of Employee Equity

Employee stock plans are a key component of a competitive compensation strategy, but designing, managing, and keeping them compliant—especially on a global scale—can be complex. Join us for two insightful sessions led by industry experts as we explore best practices for Employee Stock Purchase Plans (ESPPs) and navigate the latest global tax updates affecting equity compensation.

You’ll gain actionable strategies to optimize your stock plans and ensure compliance in an evolving regulatory landscape. 
 

Session 1: Development and Review of Your Employee Stock

Discover how Employee Stock Purchase Plans (ESPPs) can be the ideal complement to a robust Compensation and Benefits portfolio. In this session, we will share insights into how Fidelity supports plan sponsors—from the initial design phase through effective communication, seamless ongoing administration, and accurate financial accounting.

KEY LEARNING POINTS

• Designing Effective ESPPs: Learn the fundamentals of creating a plan that aligns with both company objectives and employee expectations.
• Strategic Communication: Understand best practices for engaging employees and ensuring they grasp the benefits of the plan.
• Administration & Accounting Excellence: Gain insights into efficient ongoing administration and the financial accounting practices essential for maintaining a successful ESPP.
   

SESSION 2: GLOBAL UPDATES

Keeping up with the ever-changing taxation landscape for global stock plans can be challenging. This session focuses on the latest trends and emerging tax updates that could impact your global share plans, ensuring you stay ahead of compliance challenges.

KEY LEARNING POINTS

• Navigating Current Global Tax Regulations: Get an overview of the current international tax environment affecting stock plans.
• Forecasting Tax Trends: Learn to anticipate upcoming changes and understand their potential impact on global share plans.
• Ensuring Compliance: Explore practical strategies to keep your global stock plans compliant in a dynamic regulatory landscape.

Join us for after the sessions for some networking in the Deloitte offices from 4:00 to 5:30pm.

These sessions will be eligible for CEP credit.

In-Person
Deloitte Office
115 Federal Street
Boston, MA
 

There is no cost to attend this chapter meeting, and GEO members and non-members are welcome, but registration is required.