All plan types | Global Equity Organization

LIVE WEBCAST

23 July 2026, 1 - 2pm EDT

THE GLOBAL EQUITY GAP: WHY OWNERSHIP DOESN'T ALWAYS TRAVEL

Computershare

Finance, tax and accounting

Legal and regulatory

All plan types

Global

Companies often position equity compensation as a cornerstone of their ownership culture—but that promise doesn’t always translate globally. Regulatory complexity, tax considerations, and operational barriers can result in international employees being excluded from share plans or shifted into cash-settled alternatives, creating a disconnect between intention and reality. This session challenges those assumptions and explores what it really means for employees everywhere to own a piece of your company.

We’ll explore the “compliance gap” in cross-border equity and its impact on culture, alignment, and growth. Attendees will gain insight into the realities of balancing global consistency with local requirements, examine whether cash-settled awards truly deliver ownership, and uncover hidden risks while rethinking how to design equity programs that are both globally consistent and locally compliant.

KEY LEARNING POINTS

Identify the key regulatory, tax, and operational challenges that create the cross-border equity “compliance gap”
Evaluate the effectiveness of cash-settled awards versus equity in delivering true ownership and alignment
Apply practical strategies to design globally consistent, locally compliant equity programs

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.

COST

Members: Free access — Live and on-demand
Non-members: $85 per webcast — Live and on-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

IN-PERSON CHAPTER EVENT

22 September 2026, 10am - 5pm PDT

16TH ANNUAL NORCAL FORUM

San Mateo, CA

All plan types

USA

Join your Bay Area equity compensation peers on 22 September at Pinstripes in San Mateo, CA!

We're bringing you the latest insights on current industry trends and challenges. This is your golden opportunity to stay at the forefront of your field. But it's not just about learning; it's about connecting.

Meet us there to engage with your local NorCal chapter friends and other GEO members. Exchange ideas, build valuable relationships, and fuel your professional growth.

It's more than an event; it's a vibrant community coming together to inspire, learn, and grow.

SAVE THE DATE

IN-PERSON CHAPTER EVENT

13 August 2026, 4 - 6:30pm MDT

GREATER ROCKIES CHAPTER MEETING-TAYLORSVILLE

Taylorsville, UT

Trending now

All plan types

USA

Greater Rockies Chapter Equity Compensation Event and BBQ Social

We’re excited to invite you to a unique Greater Rockies Chapter gathering—an engaging and insightful session followed by a relaxed BBQ social. This is a fantastic opportunity to connect with peers, exchange ideas, and enjoy a more informal networking experience.

SPEAKERS: Lenka Haase, Fidelity; | Andrew Barrus, Procore Technologies| Amberly Fullmer, Reddit | Michael McComas, Morgan Stanley | Adam McDonald, Insightsoftware

Join us for a thought-provoking session designed to equip you with the latest insights and strategies in the ever-evolving world of equity compensation. We’ll explore key trends, best practices, and proven approaches to help you optimise your programmes and elevate your impact as an equity leader.

Expect practical, actionable takeaways that you can immediately apply to navigate challenges and drive meaningful results in your role.

A special thank you to Andrew Barrus and the Greater Rockies Chapter team for graciously hosting this event at Andrew’s home—creating a welcoming and collaborative environment for learning and connection.

Following the session, stay and unwind at our BBQ social. Food and drinks will be provided, and while you’re welcome to bring something to share, there’s absolutely no obligation—just come along, relax, and enjoy the conversation.

We look forward to seeing you there!

LOCATION
Andrew's House
1140 W Turnberry Way
Taylorsville, UT 84123

1140 W 4720 S, Taylorsville, UT

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.

IN-PERSON CHAPTER EVENT

20 May 2026, 11:30am - 1:30pm EDT

CANADA CHAPTER MEETING - MONTREAL

Montreal, Quebec

Trending now

All plan types

Canada

The GEO Toronto Chapter is delighted to invite you to a special in-person event in Montreal, bringing together the local equity compensation community for an engaging afternoon of learning, insight, and connection.

This dynamic program is designed to explore the latest trends, challenges, and strategies shaping today’s equity compensation landscape—equipping you with practical ideas and actionable takeaways to strengthen your programmes and enhance your impact as an equity leader.

Speakers: Amelie Desrochers, Deloitte; Sheila Frierson, Computershare

SESSION ONE: Myth Busters – Global Share Plans Unveiled
Cut through the noise and challenge common misconceptions around implementing global share plans. This interactive session will explore how local qualified plans—across the UK, US, and Ireland—can continue to deliver value within a global framework. Hear directly from industry experts and take the opportunity to have your questions answered in an open discussion.

SESSION TWO: Curious About the Future of Equity Compensation?
Be among the first to hear exclusive insights from the 2025 Global Equity Insights Survey. We’ll dive into emerging trends in reporting, equal pay, and the growing influence of AI on equity programmes—alongside key considerations for Canadian-based issuers. Expect fresh perspectives and practical insights you can apply immediately.

A light lunch will be provided, offering additional time to network with peers and continue the conversation.

We look forward to welcoming you in Montreal!

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.

LOCATION
La Tour Deloitte
1190 Avenue des Canadiens-de-Montréal
Suite 500
Quebec H3B 0M7

IN-PERSON CHAPTER EVENT

28 May 2026, 12:30 - 2:30pm MDT

GREATER ROCKIES CHAPTER MEETING-SALT LAKE CITY

Salt Lake City, UT

Trending now

All plan types

USA

JOIN GEO IN SALT LAKE CITY: EQUITY COMPENSATION ROUNDTABLE AND NETWORKING

SPEAKERS: Lenka Haase, Fidelity; | Andrew Barrus, Procore Technologies | Amberly Fullmer, Reddit | Michael McComas, Morgan Stanley | Adam McDonald, Insightsoftware

We’re pleased to invite you to an engaging afternoon in Salt Lake City, bringing together equity compensation professionals for a focused and collaborative discussion on the evolving landscape of our field.

Join us for an afternoon dedicated to exploring the latest developments in equity compensation. Whether you’re navigating the complexities of plan administration or aiming to stay ahead of regulatory changes, this session offers a valuable opportunity to step away from day-to-day demands and engage in high-level, strategic discussion with your peers.

Through an interactive roundtable format, you’ll gain fresh perspectives, share experiences, and walk away with practical insights to help you address current challenges and plan for what’s ahead.

Following the session, stay with us for networking and a relaxed social gathering—an ideal chance to continue the conversation and strengthen connections within the local community.

We look forward to welcoming you in Salt Lake City!

LOCATION
Fidelity Salt Lake Office
49 N 400 W
Salt Lake City, UT 84101

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.

LIVE WEBCAST

20 May 2026, 11am - 1pm EDT

SHARE PLAN EXCEL ESSENTIALS

Virtual

Operational effectiveness

All plan types

Global

EXCEL ESSENTIALS FOR SHARE PLANS

Join us for a comprehensive hands-on session that takes you through the Excel essentials tailored for managing and optimizing share plan data. This stand-alone course provides attendees with a practical, interactive experience designed to enhance your proficiency in working with common functions and real-world scenarios.

In this course, you will:

Learn essential Excel tools tailored for share plan management
Solve common share plan challenges through interactive exercises
Use Excel to analyze, interpret, and make informed decisions

COST
Please refer to our Event Attendee Terms and Conditions for information.

$129.00

ATTN: Bootcamp registrants! If you have enrolled (or are planning to enroll) for the May 2026 Virtual Bootcamp program, this course is included in your registration. You do not have to sign up for this course.

ANY QUESTIONS?
Please contact GEO's Program Services.

LIVE WEBCAST

5 May 2026, 11am - 14 May 2026, 1pm EDT

GLOBAL SHARE PLAN BASICS BOOTCAMP

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

ARTICLE

9 February 2026

CYPRUS’S NEW 8% TAX ON EMPLOYEE SHARE OPTIONS: A GAME-CHANGER FOR TECH COMPANIES AND STARTUPS

Cyprus

Finance, tax and accounting

All plan types

Cyprus has introduced a new, innovation-friendly tax regime for employee share options, with a flat 8% rate on gains from approved schemes starting 1 January 2026, replacing the previous progressive rates of up to 35%. This change, part of broader 2026 tax reforms, makes Cyprus highly competitive in Europe for startups and tech companies, allowing employers to offer attractive equity packages and helping employees retain more value from their options. The reform signals Cyprus’s commitment to becoming a European tech hub, encouraging both companies and talent to base operations and careers on the island.

READ ARTICLE

ARTICLE

9 February 2026

CYPRUS’S NEW 8% TAX ON EMPLOYEE SHARE OPTIONS: A GAME-CHANGER FOR TECH COMPANIES AND STARTUPS

Cyprus

Finance, tax and accounting

All plan types

READ ARTICLE

ARTICLE

16 October 2025

TURNING EQUITY COMPENSATION INTO A STRATEGIC ASSET

Cerity Partners

Design and strategy

All plan types

USA

Equity compensation—such as restricted stock units (RSUs), stock options (ISOs and NQSOs), and employee stock purchase plans—has become increasingly common, offering employees potential wealth-building opportunities but also creating complex tax considerations. Understanding vesting schedules, tax treatment, strategies like Section 83(b) elections and net unrealized appreciation, and risks such as concentrated stock positions is essential to maximizing value and avoiding costly surprises. With proper planning and coordination with tax and financial advisors, equity awards can be transformed into a strategic asset that supports both short-term financial needs and long-term goals.

READ ARTICLE

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