GEO INSIGHTS

SPEAKER: Pam Chernoff, Aon

3.00 PM – 4.00 PM: The Tax Bucket Challenge
4.00 PM onwards: Networking Happy Hour, sponsored by Morgan Stanley at Work

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Morgan Stanley at Work.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted and sponsored by:

LOCATION:
Morgan Stanley 
845 Texas Ave
Houston, TX 77002
 

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley 
301 Congress Ave, 
Austin, TX 78701

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley
5001 Spring Valley Rd, Suite 900W
Dallas, TX 75244

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

Rejoignez le GEO France Chapter à Paris pour une soirée d'échanges, de retours d'expérience et de networking consacrée à la préparation des contrôles fiscaux et sociaux portant sur les plans d'actionnariat salarié, ainsi qu'aux dernières tendances en matière de rémunération en actions. 

Face à des contrôles fiscaux et contrôles URSSAF de plus en plus fréquents et sophistiqués, nos experts partageront leurs expériences, les principales difficultés rencontrées et partagerons leurs recommandations pratiques pour mieux anticiper les demandes des administrations. 

Nous reviendrons également sur les principaux enseignements des conférences GEO 2026 d'Austin et de Londres et sur les tendances émergentes à l'international, ainsi que leurs implications pour les entreprises françaises. 

À l'issue des échanges, les discussions se poursuivront autour d'un cocktail offert par Baker McKenzie. 

AU PROGRAMME 

Êtes-vous prêts pour un contrôle fiscal ou URSSAF de vos plans d'actionnariat salarié ? 

À partir de retours d'expérience récents, notamment sur les propositions de redressement portant sur la contribution patronale au titre des salariés non-résidents, nos intervenants aborderont les principales questions soulevées lors des contrôles fiscaux et URSSAF, les difficultés rencontrées, les bonnes pratiques pour anticiper les demandes des administrations et préparer au mieux la documentation nécessaire. 

 Cette session sera l'occasion d'échanger sur les bonnes pratiques permettant d'aborder ces contrôles avec sérénité. 

 INTERVENANTS : Agnès Charpenet, Baker McKenzie; Colin Bernier, EY Société d'Avocats 

Retour sur les conférences GEO 2026 d'Austin et de Londres 

Quels ont été les sujets marquants de l'année en matière d'actionnariat salarié ? Quelles tendances émergent à l'international et quelles évolutions les entreprises françaises doivent-elles anticiper ? 

Nos intervenants reviendront sur les principaux enseignements de la conférence annuelle GEO à Austin et de l'événement régional paneuropéen (PERE) à Londres, en partageant les évolutions du marché, les tendances observées et leurs implications pour les entreprises françaises. 

INTERVENANTS : Agnès Charpenet, Baker McKenzie; Colin Bernier, EY Société d'Avocats; Mathieu Sabonnadière, Banque Transatlantique Belgique et coordinateur du GEO Belgium Chapter 

INSCRIVEZ-VOUS DÈS MAINTENANT ET REJOIGNEZ-NOUS À PARIS ! 

LIEU : 
Baker McKenzie 
1 rue Paul Baudry 
75008 Paris, France 

LANGUE : 
Cet événement se déroulera exclusivement en français. 

AVEC LE SOUTIEN DE :

INSCRIPTION ET TARIF : 
Cet événement est ouvert aux membres et aux non-membres de GEO. La participation est gratuite, mais l'inscription est obligatoire. 

Consultez les conditions générales de participation aux événements.

Join the GEO Belgium Chapter for an engaging session on designing and defending LTIPs at board level, followed by drinks, light bites and networking with fellow equity professionals.

SPEAKERS: Erik Mathys, Etex | Matthieu Sabonnadiere, Banque Transatlantique

As organizations balance talent retention, cost control and increasing scrutiny of compensation outcomes, the design and effectiveness of long-term incentive plans are receiving greater attention from boards and other stakeholders. Using Etex’s LTI policy as a practical case study, this session examines key considerations when developing an LTIP, including the decision to implement a plan, choice of award instrument, selection of performance measures and KPIs, and approaches to structuring payouts. The speakers will also explore the challenges companies can face when presenting LTIP proposals to the board and share practical approaches for building the business case and supporting effective decision-making.

KEY LEARNING POINTS

• Identify key considerations when determining whether to implement an LTIP and selecting an appropriate award structure.
• Assess approaches to selecting performance measures, KPIs and payout structures that support organizational objectives.
• Evaluate strategies for developing and presenting the business case for an LTIP to the board.

LOCATION:
KPMG
Luchthaven Brussel Nationaal 1K 
1930 Zaventem 
Belgium
 

GENEROUSLY HOSTED BY: 

REGISTRATION AND COST:
Members and non-members are welcome to attend. There is no cost for this chapter meeting; registration is required.

View the event attendee terms and conditions.