GEO INSIGHTS

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CONTINUING EDUCATION INFORMATION

IN-PERSON CONFERENCE

19 April 2027, 8:30am - 21 April 2027, 3pm CEST

28TH ANNUAL CONFERENCE - COPENHAGEN

Copenhagen, Denmark

Denmark

From 19–21 April 2027, more than 400 global share plan and executive compensation professionals will gather at the Tivoli Hotel in Copenhagen for GEO’s flagship Annual Conference.

Carefully curated to create the right balance of scale and access, GEO Copenhagen attracts a high-calibre audience of senior decision-makers, company directors, stock plan leaders, HR, reward, legal, tax, and benefits professionals from around the world — maximizing opportunities for meaningful networking, strategic conversations, and lasting business connections.

Recognised as the premier global event for the equity compensation industry, GEO Annual brings together leading academics, thought leaders, policy makers, and industry experts to share best practice, explore emerging trends, and help shape the future of employee share ownership worldwide.

Whether you are looking to deepen your expertise, expand your global network, or discover new ideas and opportunities, GEO Copenhagen 2027 will deliver insights, inspiration, and connections that matter.

SAVE THE DATE

IN-PERSON REGIONAL EVENT

12 November 2026, 9am - 5pm GMT

PAN EUROPEAN REGIONAL EVENT

12 November 2026

All plan types

UK and Channel Islands

REGISTRATION IS NOW OPEN!

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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.

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IN-PERSON REGIONAL EVENT

17 September 2026, 8:30am - 6:30pm EDT

EAST COAST REGIONAL EVENT - NEW YORK

New York, NY

USA

Join fellow share plan professionals for a high-impact, one-day East Coast Regional Event in New York City, hosted by Morgan Stanley at One New York Plaza in the heart of Manhattan’s Financial District. This premier gathering brings together company directors, senior leaders, and experts in stock plans, HR, reward, and employee benefits from across the U.S. and the wider global equity community.

Building on the continued success of GEO’s regional events, the 2026 East Coast Regional Event will deliver a dynamic day of learning, networking, and collaboration, set against the backdrop of downtown Manhattan. Attendees will gain practical insights into the evolving landscape of employee share ownership and equity compensation while exchanging ideas with peers and industry leaders.

Designed to foster meaningful connections and valuable takeaways, the event offers a unique opportunity to expand your network, strengthen your expertise in global share plans, and engage with professionals shaping the future of equity compensation.

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IN-PERSON CHAPTER EVENT

30 July 2026, 6 - 7pm HKT

GREATER CHINA CHAPTER MEETING - HONG KONG

Hong Kong, China

Greater China

EXPLORE THE EQUITY AND TAX LANDSCAPE FOR 2026

SPEAKERS: Gabriel Ho, KPMG | Iris Lai, Vialto Partners

Join your local share plan community on 30 July at the Vialto Partners offices for an engaging discussion on the latest trends and tax developments shaping equity incentives in Hong Kong.

As Hong Kong’s individual tax filing season gets underway, many organisations are taking stock of their equity compensation arrangements and their related tax implications. This makes it an opportune time to revisit how share awards, share options and other equity plans are taxed in Hong Kong, and how overseas tax rules can affect both employers and employees with cross border roles.

This interactive forum will focus on the practical issues that arise when implementing and administering equity plans. We invite HR, reward, tax, finance and mobility professionals to join our forum which will include sharing from our hosts, opening the floor for participants to discuss real-life cases and share experiences, and networking opportunities.

KEY LEARNING POINTS

How equity awards and options are taxed in Hong Kong.
The impact of overseas tax rules on cross-border roles.
Practical solutions for administering and implementing equity plans.

Bringing together industry leaders and policymakers, this interactive roundtable will provide an opportunity to discuss how these legislative and market developments are influencing investment decisions, growth opportunities, and the future of equity participation in Hong Kong.

LOCATION:
25/F, Lee Garden Two
28 Yun Ping Road Causeway
Hong Kong
China

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.

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LIVE WEBCAST

23 July 2026, 10 - 11am PDT

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!

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LIVE WEBCAST

16 July 2026, 10 - 11am PDT

FUTURE LEADERS OF GLOBAL EQUITY BUILDING THE BUSINESS CASE OF EQUITY COMPENSATION

Jordan Dorich, Gallagher
Lewis Dulley, Tapestry
Nicole Thomas, Spotify
Meho Cerimovic, Baker McKenzie
Danielle Roseland, Morgan Stanley at Work

Data and business intelligence

All plan types

Global

Join the inaugural class of the Future Leaders of Global Equity as they examine the evolving business case for equity compensation. Drawing on fresh survey data, broader industry research, and insights from the thought leadership paper Making the Business Case for Equity-Based Compensation: A Practical Framework for Driving Equity Adoption, this forward-looking session moves beyond foundational concepts to deliver a structured, outcome-driven approach to equity strategy.

Designed for practitioners ready to elevate their influence, this session explores how equity programs can be intentionally aligned with organizational strategy, talent philosophy, and measurable business outcomes. Attendees will gain practical insights into how equity compensation can accelerate high-impact performance, support global growth, strengthen retention, and foster an ownership-driven culture across the workforce.

KEY LEARNING POINTS:

Identify the core business drivers that make equity compensation a strategic tool for talent, growth, and organizational performance.
Apply a practical framework for aligning equity programs with company strategy, workforce philosophy, and measurable outcomes.
Strengthen your ability to communicate and defend the value of equity compensation to leadership and key stakeholders.

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!

REGISTER

LIVE WEBCAST

24 June 2026, 10 - 11am PDT

CROSS-BORDER EQUITY PLANS: MANAGING VALUATION COMPLEXITY AND AUDIT RISK

Amit Majumder, Qapita
Evelyn Tay, Qapita

Legal and regulatory

All plan types

Global

Cross-border equity plans can create a complex web of valuation requirements, especially when companies must align US 409A valuations, Indian merchant banker reports, and fair value measurements under ASC 718 or IFRS 2.

In this session, we’ll explore the most common mistakes companies make when managing global equity valuations across multiple entities and jurisdictions. Using practical examples and firsthand lessons from issuers operating internationally, attendees will gain a clearer understanding of how to approach fair market value versus fair value assessments, avoid audit and compliance issues, and strengthen their readiness for the next reporting cycle.

KEY LEARNING POINTS:

Explain common valuation challenges in multi-entity and cross-border structures, including volatility, peer groups, discounts, and PWERM.
Describe common audit and compliance risks, including stale valuations, missed material events, and unsupported assumptions.
Define practical lessons and best practices for managing cross-border equity plans and audit readiness.

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!

REGISTER

IN-PERSON CONFERENCE

11 June 2026, 8:30 - 11:30am IST

CONNECTED EQUITY - DUBLIN

Dublin, IE

Ireland

Join IPSA in Dublin this June at Connected Equity: A Joint Share Plans Forum exploring the evolving landscape of equity compensation

Connected Equity brings together leading voices from Ireland, the UK and the wider global employee share ownership community for a landmark joint forum in Dublin this June.

Hosted by the Irish ProShare Association in partnership with the Global Equity Organisation and ProShare UK, this special event will explore the evolving landscape of employee share plans and equity compensation, offering practical insights, international perspectives, and opportunities to connect with peers from across our industry.

Kindly sponsored by Sprintax, Connected Equity 2026 will feature a keynote address from David Collings, Professor of Sustainable Business at Trinity Business School, Trinity College Dublin, and one of Ireland’s leading international experts on talent management, global mobility, and the future of work.

REGISTER