GEO INSIGHTS

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.

Join us for a deep dive into the GEO Austin 2026 Conference

SPEAKERS: Rob Miceli, Bank of America Merrill Lynch | David Lanka, Bank of America Merrill Lynch 

The New York Chapter is bringing the energy of the annual GEO Conference home to the big apple! Join us as we recreate one of the conference’s fan-favorite interactive sessions and unpack the most important insights from this year's annual conference.

We’ll start with an interactive roundtable, where attendees will share their experiences, standout sessions, and key takeaways. In this recreated, high-energy format, you’ll have the chance to ask questions, challenge ideas, and compare how different companies are responding to emerging trends in global equity—across plan design, compliance, mobility, taxation, technology, and engagement.

Then, we’ll dive into an engaging GEO Austin presentation: “The Equity Games: The Global Stock Plan Showdown.” This lively, game-style session will pit real-world global stock plan approaches against each other, highlighting trade-offs, pitfalls, and best practices in a fun, competitive format.

Whether or not you attended GEO 2026, this session will make you feel like you were in the room—and help you bring fresh thinking back to your organization.

After the meeting, plan to continue the conversation and socialize with fellow members at a nearby location.

Please note: this informal gathering is not a GEO-sponsored event. Additional details will be shared closer to the date.

LOCATION
Aon 
165 Broadway
New York, NY 10006

Thank you to our generous host.
 

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.  

EXPLORE THE EQUITY AND TAX LANDSCAPE FOR 2026

Join your local share plan community on 25 June at the KPMG offices for an engaging discussion on the latest trends and tax developments shaping equity incentives in the Netherlands, followed by networking drinks.

As the competition for talent continues to intensify, organisations are adapting their equity strategies to remain attractive in a rapidly evolving market. During this session, we will explore the impact of new stock option rules for startups and scale-ups, and discuss how larger and listed companies can continue to compete effectively in attracting and retaining key talent.

The session will also examine current market trends in equity incentives and Management Incentive Plans (MIPs) within the Dutch investment landscape. In addition, we will unpack recent and upcoming tax developments relating to Box 2 and Box 3, with a focus on the implications for employee investors, entrepreneurs, and long-term value creation.

LOCATION:
KPMG Meiburg
Laan van Langerhuize 1
1186 DS Amstelveen 
The Netherlands

Thank you to our generous host.
 

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.  

FROM AUSTIN TO BRISTOL: YOUR GEO CONFERENCE HIGHLIGHTS TOUR

The GEO UK and Channel Islands Chapter is delighted to bring its GEO Austin Conference Highlights Roadshow to Bristol — marking our very first GEO Chapter meeting in the South West.

This interactive session will bring key insights and takeaways from GEO's 27th Annual Conference in Austin directly to the region, while also creating an opportunity for local members to help shape the future of GEO activity in the South West.

Designed to encourage open discussion and peer exchange, the event will combine conference highlights, issuer perspectives, practical examples, and collaborative conversation on the topics and support most valuable to the regional community.

Join fellow issuers and industry professionals to connect, share experiences, exchange ideas, and help define how the GEO Chapter can best support members across the South West going forward.

LOCATION:
JTC Offices
Crescent, Temple Back
Redcliffe
Bristol, BS1 6EZ
United Kingdom

REGISTRATION AND COST
Members and non-members are welcome to attend. Non-member providers will incur a fee - join GEO.  Registration is required.
View the event attendee terms and conditions.

Join the AI Club for Equity with the GEO NorCal Chapter!

Speakers: Tara Hagen, Aon | Kate Hall, Aon | Kelcie Urstad, Aon | Lamont Walker, Applied Intunition

Artificial intelligence is rapidly transforming the equity compensation landscape, creating both new opportunities and new challenges for equity professionals. From streamlining day-to-day administration to reshaping talent markets and compensation strategies, AI is becoming an increasingly important topic across the industry.

Join the “AI Club for Equity” session, live in San Francisco and streamed in Santa Clara, where industry practitioners will share practical insights into how AI is currently being used — and where its limitations still exist — within equity administration and operations.

The session will also explore emerging data on AI-related talent premiums and examine how companies are adapting equity plan design to attract and retain AI-critical talent across both private and public organisations.

Designed as an interactive and forward-looking discussion, this session will provide attendees with practical examples, market perspectives, and valuable peer insights into one of the most significant shifts currently impacting the equity compensation profession.

LOCATIONS: 
Aon - Santa Clara (Streamed)
3979 Freedom Cir #620
Santa Clara, CA 95054

Aon - San Francisco (Live)
425 Market St., #2800
San Francisco, CA 94105

Thank you to our generous host and sponsor:

 

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.