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
100 Crescent Court #400
Dallas, Texas 75201

THANK YOU TO OUR SPONSORS

PLANNING FOR THE 2026 ANNUAL EQUITY GRANT

We’re excited to welcome you to the inaugural Southwest Chapter meeting!

As we head into fall, it’s time to start planning for your 2026 equity grants. In this webcast, we discuss emerging trends and best practices in plan design and administration, as well as key forecasting considerations across share pool, expense, and dilution.

Join us for this kickoff chapter meeting as we explore the evolving proxy landscape and share best practices to help you stay ahead.

KEY TAKEAWAYS:

• How to prepare for the rapidly approaching proxy season
• Why cross-functional collaboration is essential for proxy success
• Best practices for managing evolving proxy requirements

LOCATION:
Equity Methods Office 
8801 E Raintree Drive
Scottsdale, AZ 85260
 

Lunch and dessert provided by Flower Child.

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

CPE Credit is available:
Learning Objectives:

• Planning and goal-setting considerations against a backdrop of market uncertainty
• Trends in LTI designs and retirement eligibility
• Tips on handling the administration of annual grant issuances and settlements
• A deep dive on forecasting stock-based compensation to avoid future surprises
• Share pool tracking so you’re ahead of the game

CPE Credits: 1.0
Field of Study: Specialized Knowledge
Program Level: Overview
Advance Preparation: none required
Prerequisites: none required
Additional CPE details

GLOBAL SHARE PLANS: UNVEILING THE FUTURE OF EQUITY COMPENSATION

Join us for an engaging and informative session designed to empower you with the latest insights and strategies in the ever-changing world of equity compensation. We'll delve into key trends, best practices, and proven approaches to help you optimize your programs and elevate your leadership.

Expect practical takeaways you can immediately apply to navigate challenges and drive impactful outcomes in your equity role.

SESSION ONE: MYTH BUSTERS: GLOBAL SHARE PLANS UNVEILED

Join us for this Myth Busters session, where we will dispel common misconceptions about implementing global share plans. Discover how local qualified plans—such as those in the UK, US, and Ireland—can remain relevant and effective when expanding equity programs worldwide. Gain valuable insights from industry leaders and take advantage of the opportunity to have your questions addressed by our expert panel. 
 

SESSION TWO: CURIOUS ABOUT THE FUTURE OF EQUITY COMPENSATION?

Be the first to hear the exclusive results of the 2025 Global Equity Insights Survey! We’ll explore the latest trends in reporting, equal pay, and the impact of AI on equity programs, with a special focus on key takeaways for Canadian-based issuers. Gain actionable insights from leading experts!

Light lunch will be provided. 

There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.
 

LOCATION
Deloitte Toronto 
8 Adelaide St W
Toronto, ON 
M5H 0A9
Canada

Thank you to our sponsor:

NAVIGATING NORDIC REWARDS: AI, TAX AND SHARE PLAN COMPLIANCE

SPEAKERS:
SIMONA VASILE, BDO | OLIVIA RODRIGO, TAPESTRY COMPLIANCE

Join us for a focused session exploring the rapidly evolving rewards landscape in the Nordic region — where innovation, regulation, and technology intersect.

In the first segment, BDO will lead a forward-looking discussion on the growing influence of Artificial Intelligence on compensation strategies. We’ll examine how new job architectures and the rise of the skills-based economy are transforming reward frameworks across Nordic countries — and what strategic shifts organizations should start planning for now.

In the second segment, Tapestry Compliance will take you on a practical “hop, skip, and jump” tour through the key tax and compliance considerations for employee share plans in Denmark, Finland, Norway, and Sweden. This concise overview will highlight local regulatory nuances and equip attendees with the foundational knowledge to navigate cross-border compliance with confidence.

Whether you're designing future-ready rewards or managing day-to-day compliance, this session offers essential insights tailored to the unique challenges of the Nordic market.

LOCATION: 
Zoom

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

Both GEO members and non-members are welcome.

THE TAX BUCKET CHALLANGE

SPEAKERS: JOHN HAMMOND AND PAM CHERNOFF, AON

What’s more wishy-washy than a bucket of water dumped over your head? How legal departments want you to explain taxes to participants.

But you know your global employees need information they can easily understand so they have a sense of what their awards mean and their personal responsibilities on getting their taxes right. Where is the line on advice and what are some better options in the world of tax explanation?

Join us for a brief session where we take a closer look at failures and wins and give you some tips on how to move past your company’s past weaknesses and deliver a flood of great info without getting wet.

After our educational session, our sponsor, Aon will be hosting a Happy Hour immediately following.  We hope you will join us for both.

Thank you to our Happy Hour sponsor, Aon.

NAVIGATING THE EVOLVING LANDSCAPE OF EQUITY COMPENSATION

As the equity compensation landscape continues to shift, staying ahead requires both strategic insight and operational agility.

Join us for a dynamic panel discussion featuring industry leaders who will share their experiences, challenges, and best practices in managing equity programs in today’s fast-changing environment. From emerging trends and regulatory developments to practical tips for enhancing participant engagement and plan effectiveness, this session will offer a wealth of knowledge for equity professionals at all levels.

Walk away with actionable takeaways to strengthen your equity strategy and lead with confidence through change.

Thank you to Andrew Barrus, part of the Greater Rockies Chapter Team for hosting at his home.  Following will be a BBQ social with food and drinks being provided. You are invited to bring something as well but there is no obligation to.  

Join the UK and Channel Islands chapter on 24th July 2025, where we will explore the new PISCES implementation. Our panel of experts will break down key developments, followed by an evening of networking and drinks at our annual Summer Social, starting at 5:00 p.m.

The Private Intermittent Securities and Capital Exchange System (PISCES) is a new initiative in the UK designed to create a regulated secondary market for trading shares in private companies. It's essentially a new type of "private stock market" that aims to bridge the gap between private and public markets.  PISCES represents a significant shift in the landscape for private company equity. For share plan administrators, understanding this new system is crucial for ensuring compliance, optimizing employee share plan design for liquidity, managing tax implications, and effectively communicating these changes to employee shareholders.

KEY TAKEAWAYS

• How PISCES creates new liquidity opportunities for private company shares, but with significant implications for employer tax and National Insurance Contributions (NICs) on employee share gains.
• The recent legislative changes allowing existing EMI and CSOP schemes to be amended to facilitate PISCES-driven exercises while preserving their tax advantages.
• How share prices established on PISCES will impact the valuation of shares for tax purposes, potentially affecting typical discounts for private company holdings.

We look foward to see you there.

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

LOCATION
CMS Cameron McKenna Nabarro Olswang LLP
Cannon Place
78 Cannon Street
London
EC4N 6AF
United Kingdom