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EUROPEANCHAPTER

UK AND CHANNEL ISLANDS
NETWORKING EVENTS
UK chapter team

CHAPTER TEAM:

CHAPTER LEADER: Elliot Alexander, Computershare 


Jake Dear, MUFG 
Sarah Fearnley, J.P. Morgan Workplace Solutions 
Mark Higgins, WPP
Adva Lewitte, ShareForce 360
Frances Morgan-Smith, Fidelity
Nick Newman, Deloitte
Jennifer Rudman, Equiniti
Catherine Rylah, bp
Bryony Wilson, Equiniti
Onyee Yip, Howells

GEO BOARD CHAPTER LIAISON:

Sarah Long, Wealth at Work

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 REGIONAL TEAMS:

NORTHERN MIDLANDS COMMITTEE
Juliet B Halfhead, Deloitte 
Lynette Jacobs, Pinsent Masons
Sarah Long, Wealth at Work
Matt Stears, Deloitte
Cathy Wears, CMS Cameron McKenna Nabarro Olswang LLP

SCOTLAND COMMITTEE
Vikki Scott, Diageo (LEAD)
Kenneth Ferguson, Natwest
Nicola Moodie , MUFG
David Strathearn, Diageo
John Swindells, KPMG

CHANNEL ISLANDS COMMITTEE
Danny Curan, VG

THANK YOU TO OUR CHAPTER SUPPORTERS

UK Awards
UK chapter
UK Chapter
UK chapter
UK Chapter

REGIONAL RESOURCES

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Country
VIRTUAL COURSE
8 October 2025, 7 - 9:30am 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

ARTICLE
8 October 2025
JET2 EMPLOYEES TO RECEIVE £58 MILLION PAYOUT AS SHARESAVE SCHEME MATURES
External News

Employee Benefits

Employee engagement
Save as you earn (SAYE)
UK and Channel Islands

Around 5,700 Jet2 employees are set to share a £58 million payout as the airline’s first sharesave scheme, launched in August 2022, matures, with returns boosted by an 84% rise in share price. Employees who participated can either hold or sell their shares, with typical investors seeing gains of several thousand pounds depending on their monthly contributions. Following this success, Jet2 has introduced three more sharesave schemes for over 8,900 employees, alongside ongoing salary increases, profit-sharing, and bonus schemes to reward staff for their customer-focused performance.

ARTICLE
8 October 2025
FORBES WORLD'S BEST EMPLOYERS 2025 - TOP COMPANIES TO WORK FOR
External News

Forbes

Employee engagement
Global

Despite a year of global economic, political, and environmental challenges, most multinational companies remain committed to employee well-being, offering programs like counseling through Employee Assistance Programs (EAPs) and promoting healthy work-life balance. Encouraging managers to model boundaries and use PTO helps prevent burnout, retain top talent, and support employees with caring responsibilities. Forbes’ 2025 World’s Best Employers ranking, based on surveys of over 300,000 employees in 50+ countries, highlights 900 companies excelling in pay, career growth, work-life balance, and overall reputation.

VIRTUAL COURSE
7 October 2025, 7 - 9:30am 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, 10 - 11am PDT
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.

ARTICLE
CSOPS AS SHADOW SHIELDS: HOW TO FIX THE ONE-DIMENSIONAL SHARE PLAN
External News

Burges Salmon 

Design and strategy
Stock options
UK and Channel Islands

Many incentive plans rely on binary, high-risk equity like growth shares, which suit founders but can be unfair for professional hires who face the risk of ending up with nothing. Pairing growth shares with a lower-volatility instrument like a CSOP creates a balanced incentive stack, preserving upside while cushioning modest outcomes and keeping executives engaged. Ultimately, good incentive design is risk design: combining armour and ammunition manages downside as well as upside, which is essential in volatile markets.

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
ARTICLE
27 August 2025
PISCES: A GAME-CHANGER FOR PRIVATE MARKET LIQUIDITY AND CAPITAL FORMATION IN THE UK
External News

AI Invest

Private and pre-IPO companies
All plan types
UK and Channel Islands

The UK’s new Private Intermittent Securities and Capital Exchange System (PISCES), launched in 2025 under a five-year regulatory sandbox, creates a regulated platform for intermittent trading of private company shares, bridging the gap between private and public markets. It provides liquidity for employees and early investors, offers pension funds and institutions access to private equity in line with regulatory goals, and allows companies to control trading parameters while retaining capital structure flexibility. While PISCES enhances transparency and capital formation, it does not guarantee continuous liquidity or raise new capital, making due diligence and governance alignment critical for both investors and private firms.

LIVE WEBCAST
20 August 2025, 1 - 2pm EDT
DEMYSTIFYING AI: OPPORTUNITIES, LIMITATIONS, AND THE PATH FORWARD
WEBCAST

Matt McKittrick, Baker Tilly
Loren Den Herder, Baker Tilly

Operational effectiveness
Trending now
All plan types
Global

Artificial intelligence is reshaping the way we work—but what does that really mean for today’s business landscape? This session provides a clear, accessible overview of AI, including the current state of the technology, real-world examples of generative AI and machine learning in action, and the challenges organizations face in adopting it. We'll also explore internal roadblocks, such as resistance to change and data concerns, and take a realistic look at AI’s current limitations. Whether you’re new to the conversation or navigating AI integration within your organization, this session will leave you better equipped to evaluate its potential and prepare for what’s next.

KEY LEARNING POINTS:

  • Gain a foundational understanding of the current AI landscape and how it’s evolving.
  • Explore practical examples of generative AI and machine learning use cases in business.
  • Identify common internal challenges and limitations when implementing AI-driven solutions.

 
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.

ATTENDEE COST:
Members: $0
Non-Members - $85

Please visit our Continuing Education and Event Policies pages for more information.

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
UKCI supporters

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.