Join us for a panel discussion presented by KPMG, followed by food, drinks, and conversation with fellow equity professionals!

Industry experts will share the latest global equity trends affecting compensation, mobility, and compliance. The session will provide practical insights for professionals managing international tax and regulatory challenges.

KEY LEARNING POINTS

• Understand how equity compensation is evolving across multinational organizations.
• Gain practical guidance for navigating international regulations and tax requirements.
• Learn strategies to enhance employee engagement and program performance.

After the panel, celebrate the season with GEO Atlanta at a holiday networking reception. Connect with peers, share experiences, and reflect on the year’s achievements in a relaxed and festive setting.

LOCATION:
Druid Hills Golf Club
740 Clifton Rd., NE 
Atlanta, GA 30307

There is no cost for this chapter meeting.  

Members and non-members are welcome to attend.  Registration is required.

View the event attendee terms and conditions.

THANK YOU TO OUR SPONSOR KPMG

Get your employee benefit and equity programs ready for a strong year-end and a seamless start to the busy season.

Join fellow Denver-area compensation and benefits professionals for a dynamic, insight-packed session designed to help you navigate the most critical aspects of year-end preparation and beyond. Gain practical strategies and proven best practices in four key areas:

• Equity Plan Health Checks
Identify and resolve potential issues before year-end filings to ensure accuracy, compliance, and confidence going into Q1.

• Year-End, Q1, and Busy Season Readiness
Follow a comprehensive roadmap to streamline administration, stay ahead of deadlines, and prepare effectively for audits.

• Maximizing ROI on Participant Education
Discover impactful ways to boost employee engagement — and measure the real return on your financial wellness and retirement communications.

• Smarter Plan Design for Better Administration
Learn how strategic design decisions can simplify administration, minimize compliance risk, and improve employee outcomes.

Prepare your programs, empower your people, and set your organization up for success in the year ahead.

LOCATION
6400 S Fiddler's Green Circle 
Suite 1100
Greenwood Village, CO
80111

There is no cost for this chapter meeting. 

Members and non-members are welcome to attend. Registration is required.  

View the event attendee terms and conditions.

END OF YEAR TIPS AND TRICKS

As the year draws to a close, it’s time to make sure your stock plan administration is wrapped up smoothly and efficiently. Join Colby Lish from My Equity Comp for this practical and informative session designed to help Stock Plan Administrators prepare for year-end with confidence.

Colby will walk through essential year-end tasks, share expert insights, and highlight valuable tips and tricks to help streamline your processes and avoid common pitfalls. Whether you’re new to equity compensation or a seasoned professional, this session will provide actionable takeaways to make your year-end close as seamless as possible.

LOCATION:
This is a virtual meeting. Login details for Zoom will be provided upon registration.

FEES:
There is no cost to attend this chapter meeting, but registration is required.

Both GEO members and non-members are welcome.

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION:
UBS Financial Services
4400 Post Oak Parkway,
16th and 17th Floor
Houston, Texas 78701
 

HAPPY HOUR IMMEDIATELY FOLLOWING
Liberty Kitchen & Oysterette
4224 San Felipe St
Houston, Texas 77027

THANK YOU TO OUR SPONSORS

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION
UBS Financial Services 
98 San Jacinto Blvd 
#600 
Austin, Texas 78701 
(UBS First Floor Conference Room)

THANK YOU TO OUR SPONSORS