GEO INSIGHTS

Join the GEO Canada Chapter in Toronto for an engaging discussion on the evolving challenges of equity plan design, legal developments and practical strategies for managing equity compensation in Canada.

Our expert speakers will explore the impact of changing employment laws, shareholder expectations and market conditions, sharing real-world examples and actionable insights to help companies optimise their equity programmes.

Following the discussions, connect with fellow equity and share plan professionals over food and drinks, generously sponsored by Osler, Hoskin & Harcourt LLP.

ABOUT THE SESSIONS

PLAN DESIGN UNDER PRESSURE

SPEAKERS: Lynne Lacoursière, Osler, Hoskin & Harcourt LLP  | Narendra Acharya, Baker McKenzie | Amanda Waldie, Southlea

Explore how evolving employment laws and recent court decisions are shaping equity plan design in Canada. Our experts will discuss termination provisions, retirement treatment, post-employment vesting, restrictive covenants and the challenges of adapting U.S. plans for Canadian employees, sharing practical drafting lessons and real-world examples.

SESSION 2: THE EQUITY TOOLKIT

SPEAKERS: Amanda Waldie, Southlea | Assad Mallick, Interac Corp. | Amélie Desrochers, Deloitte

Discover practical approaches to designing competitive and sustainable equity programmes. Our panel will explore share reserves, dilution, equity award mix, shareholder approvals, investor expectations, employee retention and settlement choices.

KEY LEARNING POINTS

• Understand how evolving Canadian employment laws and court decisions impact equity plan design and administration.
• Evaluate strategies for balancing share reserves, dilution, award structures and shareholder expectations.
• Explore practical approaches to strengthening employee retention and optimising equity compensation programmes.

REGISTER NOW AND JOIN US IN TORONTO!

LOCATION:
1 First Canadian Place,
100 King Street West, Suite 6200,
P.O. Box 50, Toronto ON M5X 1B8
 

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.

Join the GEO Denver Chapter for a practical discussion on year-end equity and ESPP administration, followed by a networking Happy Hour at Great Divide Brewery.

As the year draws to a close, equity compensation teams face important deadlines, reconciliations and reporting responsibilities. Our speakers will explore what to look out for when wrapping up the year and the key boxes to check to help ensure a smooth transition into 2027.

Following the session, connect with fellow equity and share plan professionals over drinks and networking at Great Divide Brewery.

ABOUT THE SESSION

YEAR-END EQUITY AND ESPP ADMINISTRATION: YOUR CHECKLIST

SPEAKERS: Eaton Williamson, Seagate Technology | Julie Morton, Charles Schwab | Christina Mugleston, Samsara

Explore practical considerations for closing out the year across equity and employee stock purchase plan administration. The discussion will focus on common year-end challenges, key checks and preparation for the year ahead, with insights from issuer and service-provider perspectives.

KEY LEARNING POINTS

• Identify the key year-end checks for equity and ESPP administration.
• Recognise common close-out challenges and areas that may require additional attention.
• Explore practical approaches to preparing for a smooth start to the new plan year.

REGISTER NOW AND JOIN US IN LONE TREE!

LOCATION:
The Conference Center at Ridge Gate
9977 Sky Ridge Ave, Suite 401
Lone Tree, CO 80124

 REGISTRATION AND COST:

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

View the event attendee terms and conditions.
 

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.

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.