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GEO INSIGHTS

ACCESS THE LATEST GLOBAL EQUITY COMPENSATION INSIGHTS

Read industry news, explore technical updates, access ideas on global employee compensation innovation, and find ways to connect.

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FILTER INSIGHTS

IN-PERSON REGIONAL EVENT
10 December 2025, 9am - 6pm EST
EAST COAST REGIONAL EVENT
BOSTON MA

Boston, MA

USA

This East Coast Regional Event brings together company directors, senior managers, and experts in stock plans, executive compensation, HR, reward, and compliance from across the U.S. and around the globe.

Designed to foster connection and collaboration, this focused gathering will explore U.S. and global best practices in equity compensation, evolving regulatory developments, and innovative strategies to drive employee engagement through share ownership.

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.

IN-PERSON CHAPTER EVENT
17 September 2025, 10am - 5pm PDT
15TH ANNUAL NORCAL FORUM
NORCAL

San Mateo, CA 

USA

Save the date to connect with your NorCal community this September in San Mateo, CA! 

LIVE WEBCAST
15 July 2025, 10 - 11am PDT
CRACKING THE CODE: A PRACTICAL GUIDE TO EQUITY IN ISRAEL
july

ODELIA POLLAK, INDEPENDENT CONSULTANT, YAEL ELBAZ ROITER, FGE, INFINITE EQUITY

Finance, tax and accounting
All plan types
Israel

Thinking about offering equity in Israel? This session breaks down the fundamentals of Section 102 of the Israeli Tax Ordinance and offers a clear roadmap for getting started. From aligning with local cultural expectations to managing administration and navigating recent regulatory updates, you’ll gain actionable insights tailored to this unique market.
 

KEY LEARNING POINTS:

  • Understand the core requirements and tax benefits of Section 102.
  • Learn how to identify and coordinate with key stakeholders in the process.
  • Stay informed on the latest regulatory changes and discover best practices tailored to the Israeli market.

     

 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
17 June 2025, 11:30am - 2:30pm EDT
NEW YORK CHAPTER MEETING
new york chapter meeting

New York, NY

All plan types
USA

In today’s dynamic global landscape, equity compensation is evolving at the intersection of technology, policy, and practice. These two forward-looking sessions examine the forces reshaping our field—from the disruptive potential of artificial intelligence to groundbreaking global research on employee share ownership. Whether you're exploring how AI tools like ChatGPT can complement human expertise, or uncovering international trends from GEO’s Global Share Plans Ranking Project, these sessions will equip you with fresh insights to navigate the future of equity compensation with confidence and clarity.

SESSION ONE: 
AI vs. Human Expertise:  Exploring ChatGPT’s Role in Equity Compensation

In a rapidly changing technological landscape, artificial intelligence (AI) is making its mark across countless industries—including equity compensation. This session explores the evolving role of tools like ChatGPT and examines whether AI can truly replicate or complement human expertise in this nuanced field. Join us for an engaging discussion on the promises, pitfalls, and practical applications of AI in equity compensation strategy, compliance, and communication.

KEY LEARNING POINTS:

  • Understand the current capabilities and limitations of AI tools like ChatGPT in the context of equity compensation.
  • Identify areas within equity compensation where AI may enhance efficiency, accuracy, and decision-making—and where human judgment remains essential.
  • Evaluate ethical, legal, and practical considerations when integrating AI into equity compensation processes.

     

SESSION TWO:
Global Share Plans Ranking Study:  Insights, Opportunities, and the Future of Employee Ownership

GEO’s Global Share Plans Ranking Project breaks new ground as the first initiative to provide a country-by-country snapshot of employee share ownership across the globe. This session highlights key findings from the expanded report, offering insights into which countries are embracing employee equity—and which markets may present emerging opportunities. Discover where support for employee ownership is thriving and explore the global trends shaping the future of equity compensation.

KEY LEARNING POINTS: 

  • Understand the methodology and scope of GEO’s Global Share Plans Ranking Project and its significance to the equity compensation community.
  • Identify top-performing countries in terms of employee share ownership support and participation.
  • Recognize emerging markets with growth potential and explore strategies for expanding employee equity initiatives globally.

     

LOCATION
UBS
1285 Avenue of the Americas
New York, NY, 10019

*Please indicate any dietary requirements in your registration as lunch will be provided. 

Members and non-members are welcome to join this chapter meeting.  Registration is required.

IN-PERSON CHAPTER EVENT
5 June 2025, 8 - 9:30am AEST
AUSTRALIA CHAPTER MEETING - MELBOURNE
Melbourne

Melbourne, Australia

Design and strategy
All plan types
Australia

Navigating Employee Share Plans: Australian Issuer Insights

Join us for panel discussions in Sydney on June 3rd or Melbourne on June 5th (or both!) where we’ll explore the ins and outs of operating employee share plans in Australia. Whether you're new to share plans or looking for some insights on market practice, our panel of issuers will share their knowledge on topics like tax considerations, employee engagement, and the practical tips to managing share plans effectively (including ESS Reporting). You'll also have the chance to ask questions and hear real-world examples from those who’ve successfully navigated the process.

Don't miss this opportunity to hear what’s going on in the Australian market and network with those working with share plans.

 

Where:

June 3rd - Sydney
Baker & McKenzie Tower One
International Towers Sydney Level 46
100 Barangaroo Avenue
Sydney NSW 2000
 

June 5th - Melbourne
Arnold Bloch Leibler
Level 21
333 Collins Street
Melbourne Victoria 3000

IN-PERSON CHAPTER EVENT
5 June 2025, 3 - 5pm BST
UK AND CHANNEL ISLANDS CHAPTER MEETING - EDINBURGH
Edinburgh

Edinburgh, Scotland

Trending now
All plan types
UK and Channel Islands

Join the UK Chapter In Edinburgh

Join the GEO UK Chapter in Edinburgh, Scotland, for a compelling afternoon discussing some of the latest hot topics in equity compensation. We will be sharing highlights from GEO's Annual Conference in Prague, a Sharesave case study where we will hear from a selection of organisations about the effectiveness of the communication and financial education methods used to highlight key messages for their recent Sharesave maturities, Marcus Wright (NatWest) will be discussing and analysing the latest economic updates. We will also be taking some time to focus on our Next Gen, and this will be followed by networking.  We look forward to seeing you in Edinburgh soon!

Please bring valid ID to access the event.

LOCATION
NatWest Group
Gogarburn
175 Glasgow Road
Edinburgh
EH12 1HQ

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

IN-PERSON CHAPTER EVENT
3 June 2025, 8 - 9:30am AEST
AUSTRALIA CHAPTER MEETING - SYDNEY
Sydney

Sydney, Australia 

Design and strategy
All plan types
Australia

Navigating Employee Share Plans: Australian Issuer Insights

Join us for panel discussions in Sydney on June 3rd or Melbourne on June 5th (or both!) where we’ll explore the ins and outs of operating employee share plans in Australia. Whether you're new to share plans or looking for some insights on market practice, our panel of issuers will share their knowledge on topics like tax considerations, employee engagement, and the practical tips to managing share plans effectively (including ESS Reporting). You'll also have the chance to ask questions and hear real-world examples from those who’ve successfully navigated the process.

Don't miss this opportunity to hear what’s going on in the Australian market and network with those working with share plans.

 

Where:

June 3rd - Sydney
Baker & McKenzie Tower One
International Towers Sydney Level 46
100 Barangaroo Avenue
Sydney NSW 2000
 

June 5th - Melbourne
Arnold Bloch Leibler
Level 21
333 Collins Street
Melbourne Victoria 3000

ARTICLE
2 June 2025
MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES
article

Panel: Marlene Zobayan, FGE, Rutlen Associates; Andrea Kagan, NVIDIA; Marianne Friebel, Dolby Laboratories 

Finance, tax and accounting
All plan types
Global

As the modern workforce becomes increasingly mobile, companies face a new frontier of complexity: payroll tax compliance for employees who cross borders, whether temporarily or permanently. Organizations that proactively address these challenges are better equipped to reduce risk, maintain compliance, and support their global talent effectively. 

Drawing on deep expertise in global mobility and equity compensation, Marlene Zobayan (Rutlen Associates), Andrea Kagan (NVIDIA), and Marianne Friebel (Dolby) shared actionable insights and strategies for navigating the evolving landscape of payroll tax for mobile employees. 

The global mobility ecosystem 
Effective management of payroll tax for mobile employees requires collaboration across a network of internal and external stakeholders: 

  • HR and mobility teams: Track employee movements, manage assignments, and coordinate with payroll. 
  • Payroll providers: Calculate and remit taxes in multiple jurisdictions, ensuring timely and accurate payments. 
  • Tax advisors: Interpret complex, ever-changing tax laws and provide guidance on compliance. 
  • Legal and compliance teams: Monitor regulatory changes and mitigate risk. 
  • Technology providers: Offer tracking, reporting, and automation tools for mobile workforce data. 
  • Employees: Must be educated on their responsibilities and the impact of mobility on their compensation. 

The challenge is threefold: first, accurately tracking employee movements and assignments; second, managing the tax obligations; third, ensuring seamless data flow and communication among all parties. As Marianne Friebel emphasized, ‘Visibility and real-time data are critical for staying ahead of compliance risks.’ 

Key challenges for employers 
Managing payroll tax for a mobile workforce presents unique hurdles: 

  1. Complex, fragmented tax regulations: Each jurisdiction has its own rules, thresholds, and reporting requirements. 
  2. Tracking employee location and days worked: Even short business trips can trigger tax obligations. 
  3. Data accuracy and integration: Disparate systems and manual processes increase the risk of errors. 
  4. Employee communication and education: Employees may be unaware of the tax implications of their mobility. 
  5. Cost management: Unexpected tax liabilities can impact both the company and the employee. 

Practical steps to payroll tax compliance 
The panelists agreed: success requires a blend of clear processes, and cross-functional collaboration. Here’s how leading companies are tackling the challenge: 

  • Centralize data collection: Use technology to track employee movements and assignments in real time. 
  • Establish clear policies: Define mobility, tax, and reporting policies that are communicated to all stakeholders. 
  • Engage experienced partners: Tax advisors and technology providers can help interpret regulations, share best practices from their client base, leverage existing systems  and if appropriate, automate compliance. 
  • Conduct regular training: Equip HR, payroll, and employees with up-to-date knowledge on mobility tax issues. 
  • Monitor and audit: Implement regular reviews to identify gaps and ensure ongoing compliance. 

Andrea Kagan highlighted the importance of ‘building strong bridges between HR, payroll, and tax teams, so everyone is working from the same playbook’. 

Embracing mobility for competitive advantage 
Global mobility is no longer a niche concern—it’s a strategic imperative for companies seeking to attract, retain, and deploy top talent worldwide. By investing in integrated solutions, expert partnerships, and clear communication, organizations can turn mobility compliance from a risk into a competitive advantage. 

As the workforce becomes more mobile, proactive management of payroll tax is essential—not just for avoiding penalties, but for supporting business growth and employee satisfaction. 

For more information or to arrange a consultation, contact Marlene, Andrea, or Marianne directly. 

Watch a recording of the webcast on GEOlearn: WATCH THE WEBCAST

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VIRTUAL 2023 ON DEMAND

GEO VIRTUAL 2023 - ON DEMAND

Access 20+ live, 30 'Best of Edinburgh sessions and an inspiring keynote on-demand.

Available until 15 September

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