IN-PERSON CHAPTER EVENT
24 July 2025, 3:30 - 7pm BST
UK AND CHANNEL ISLANDS CHAPTER MEETING - ANNUAL SUMMER SOCIAL
JULY UK CHAPTER MEETING

London, England

Trending now
All plan types
UK and Channel Islands

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

IN-PERSON CHAPTER EVENT
4 September 2025, 12 - 5pm PDT
GEO PACIFIC NORTHWEST CHAPTER MEETING
half day event

Bellevue, WA

Trending now
USA
LIVE WEBCAST
20 August 2025, 10 - 11am PDT
DEMYSTIFYING AI: OPPORTUNITIES, LIMITATIONS, AND THE PATH FORWARD
WEBCAST

Matt McKittrick, Baker Tilly
Loren Den Herder, Baker Tilly

Operational effectiveness
Trending now
All plan types
Global

Artificial intelligence is reshaping the way we work—but what does that really mean for today’s business landscape? This session provides a clear, accessible overview of AI, including the current state of the technology, real-world examples of generative AI and machine learning in action, and the challenges organizations face in adopting it. We'll also explore internal roadblocks, such as resistance to change and data concerns, and take a realistic look at AI’s current limitations. Whether you’re new to the conversation or navigating AI integration within your organization, this session will leave you better equipped to evaluate its potential and prepare for what’s next.

KEY LEARNING POINTS:

  • Gain a foundational understanding of the current AI landscape and how it’s evolving.
  • Explore practical examples of generative AI and machine learning use cases in business.
  • Identify common internal challenges and limitations when implementing AI-driven solutions.

 
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.

ATTENDEE COST:
Members: $0
Non-Members - $85

Please visit our Continuing Education and Event Policies pages for more information.

IN-PERSON CHAPTER EVENT
10 July 2025, 3 - 4:30pm MDT
IN-PERSON GREATER ROCKIES CHAPTER MEETING
GREATER ROCKIES

Salt Lake City, UT

Trending now
All plan types
USA

AP EMPLOYEE MOBILITY: ADVANCE MOBILE EMPLOYEE ISSUES AND SOLUTIONS

Join us for an interactive deep dive into the complex world of mobility and its impact on equity plans. This session will explore common mobility-related challenges faced by Stock Plan Administrators—from tax implications and compliance concerns to tracking employee movement across jurisdictions. Come ready to share your experiences, ask questions, and learn from your peers’ best practices. Light refreshments will be served

KEY LEARNING POINTS:

  • Identify common mobility challenges that affect stock plan compliance, taxation, and reporting.
  • Explore practical solutions and strategies to manage mobile employees across different regions.
  • Share and learn best practices through peer discussion and interactive problem-solving.
     

LOCATION
95 S State St
Suite 900
Salt Lake City, UT 84111
 

There is no charge to attend this meeting.  Both members and non-members are welcome to join.  

 

ARTICLE
15 February 2025
ADOPTION OF EMPLOYEE SHARE PLANS RISE OVER 10% AMONGST HKEX LISTING COMPANIES
External News

Hong Kong Business

Trending now
All plan types
Hong Kong

The adoption of employee share plans among companies listing on the Hong Kong Stock Exchange (HKEX) rose from 57.3% in 2013 to 68.5% in 2023, reflecting a significant increase over the decade. While share option schemes were once the norm, companies in 2023 increasingly favored share awards as their preferred incentive method. The IT and healthcare sectors led this trend, with share-based compensation making up 42% of total remuneration for key healthcare executives—the highest among all industries.

4.5 Global Tariffs & Share Plans: Risks, Reactions, and Resilience

As global trade policies evolve, tariffs are increasingly influencing more than just goods—they’re affecting how multinational companies design and administer employee share plans. In this session, industry experts will explore how tariff-driven costs and shifting regulations are adding complexity to equity compensation.

We'll consider how companies might adapt their strategies, redesign plans for resilience, and communicate effectively in a rapidly changing global landscape.

KEY LEARNING POINTS:

  • Discover how tariff pressures may reshape award design, plan localization, and performance metrics.
  • Learn ways to keep participants engaged despite rising uncertainty and regional volatility.
  • Get practical insights into “tariff-proofing” your equity plans for the future
Speaker/Author

Zoe Denny, GEO (UK)
Mark Higgins, WPP (UK)

Event date
Tuesday, 29 Apr 2025, 13:15 - 14:00
Topic
Plan type
Country
Breakout series
Location
Karlin 4
Field of Study
Specialized Knowledge
Level
O
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
22 May 2025, 3 - 5pm BST
UK AND CHANNEL ISLANDS CHAPTER MEETING - LONDON
London

London, UK

Trending now
All plan types
UK and Channel Islands

Bringing the Conference Highlights To You

Join the GEO UK Chapter for an insightful afternoon of learning about some of the latest hot topics in equity compensation. We will listen to insightful stories from issuers, and also hear some of the highlights from Prague, followed by networking. Whether you were at the latest GEO Annual Conference or not, this won't be an event to miss!

Please bring valid ID to access the event.

LOCATION
Aon Offices
122 Leadenhall St
London
EC3V 4AN
 

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

IN-PERSON CHAPTER EVENT
15 May 2025, 4 - 5:30pm BST
UK AND CHANNEL ISLANDS CHAPTER MEETING - LEEDS
Leeds

Leeds, UK

Trending now
All plan types
UK and Channel Islands

Meet us in the North and Midlands

Join the GEO UK Chapter in the North of England, for an insightful session discussing some of the latest hot topics in equity compensation. We will also chat about some of the highlights from GEO's Annual Conference in Prague followed by networking. We look forward to seeing you for our first regional event of 2025!

Please bring valid ID to access the event.

LOCATION
MUFG Offices
Central Square
29 Wellington St
Leeds
LS1 4DL

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

LIVE WEBCAST
13 May 2025, 1 - 2pm EDT
VESTING UNDER PRESSURE: NAVIGATING T1 TIMELINES AND EXECUTIVE MANAGEMENT
webcast

Ben Brettell, Reward Pro 
Will Broad, Winterflood
Tom Giles, Winterflood
Tom Gwinnell, Reward Pro
Adva Lewitte, Shareforce

Trending now
All plan types
Global

When it comes to executive share plans, the vesting process is already complex—but add T1 into the mix, and the stakes get even higher. With tighter timelines, increased scrutiny, and more stakeholders involved, ensuring a smooth, compliant, and well-communicated vesting process is critical.

Join experts from ShareForce, RewardPro, and Winterfloods as we navigate the biggest challenges in executive plan communications and reveal strategies to stay ahead under T1 constraints. Packed with real-world insights and actionable solutions, this session is essential for issuers looking to improve efficiency, accuracy, and executive engagement in their share plans.

KEY LEARNING POINTS:

  • Streamline vesting workflows and stakeholder coordination to maintain accuracy and efficiency under accelerated timelines.
  • Enhance executive understanding of share plans by simplifying complex concepts and reinforcing their value.
  • Leverage technology and clear communication to improve engagement and ensure a seamless experience

 

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST
ASIA-PAC: 12 May - 9am AEDT
EUROPE: 13 May- 10am GMT | 11am CET | 12pm IDT | 2.30pm IST
THE AMERICAS: 12 May - 4pm PT | 7pm ET – 13 May - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

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.