GEO INSIGHTS

Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.

In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.

Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.
 

KEY LEARNING POINTS:

• Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
• How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
• Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.

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.

Thinking about offering equity in Israel? This session breaks down the fundamentals of Section 102 of the Israeli Tax Ordinance and offers a clear roadmap for getting started. From aligning with local cultural expectations to managing administration and navigating recent regulatory updates, you’ll gain actionable insights tailored to this unique market.
 

KEY LEARNING POINTS:

• Understand the core requirements and tax benefits of Section 102.
• Learn how to identify and coordinate with key stakeholders in the process.
• Stay informed on the latest regulatory changes and discover best practices tailored to the Israeli market.
  
   

 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.

Navigating payroll tax obligations for mobile employees is a complex challenge, often complicated by unreliable data, payroll system limitations, and employee expectations. Without a solid strategy, compliance risks and administrative headaches can quickly pile up.
Join this expert panel to uncover common pitfalls and practical solutions for streamlining mobility tax compliance. Learn how to clean up key data, navigate payroll constraints, and implement best practices to minimize surprises and improve the employee experience.

KEY LEARNING POINTS:

• Educate internal stakeholders to align expectations and improve compliance.
• Navigate payroll system limitations and enhance communication with payroll teams.
• Manage unexpected tax outcomes, including double social security taxation, with proactive planning.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

ASIA-PAC: 19 May - 9am AEDT
EUROPE: 20 May- 10am GMT | 11am CET | 12pm IST
THE AMERICAS: 19 May - 4pm PT | 7pm ET – 20 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.

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.

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

KEY LEARNING POINTS:

• Gain insights into the latest regulatory changes impacting equity compensation globally
• Understand new reporting obligations and compliance requirements affecting your company's equity plans
• Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:   

ASIA-PAC - 10am AEDT | 12pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
THE AMERICAS - 4/9 8pm ET | 5pm PT | 10am PT | 1pm ET | 6pm GMT

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

Join us as we explore strategies and evidence-based approaches to cut the number of questions your team has to answer in half. Answering equity compensation questions from employees requires reading up on an individual's situation, understanding regional nuances, and taking on personal reputation risk when answering. But, that’s just one of the many drains on your time we will dive into. 

KEY LEARNING POINTS:

• Understand the moments in time that create the most confusion for employees
• Learn actionable strategies to free up your team's time while also leveling up your participants' expertise
• Set yourself up to access further time-saving opportunities in your day-to-day work even with a limited budget

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

ASIA-PAC - 10am AEDT | 12pm IDT | 2.30pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
THE AMERICAS -  3/31 7pm ET | 4pm PT | 10am PT |1pm ET 
 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

Automation is revolutionizing how organizations manage share plans, enabling streamlined workflows, improved accuracy, and enhanced participant experiences. But how do you determine where to begin, prioritize effectively, and navigate inevitable challenges along the way?

Join experts from Lyft, Microsoft, and S&P Global, moderated by Google, for an in-depth discussion on share plan automation. This session will explore how leading organizations evaluate existing processes, implement solutions, and involve key stakeholders to ensure success. Gain insights on overcoming hurdles like data migration and employee resistance while balancing efficiency with a personalized participant experience.

KEY LEARNING POINTS:

• Craft a roadmap for automating share plan processes, including evaluation, prioritization, and collaboration with stakeholders.
• Tackle common challenges such as data migration and participant resistance while maintaining a human-centered approach.
• Learn practical strategies for achieving impactful automation on a limited budget and preparing for AI-driven advancements in share plan management.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

• ASIA-PAC - 10am AEDT | 12pm IST
• EUROPE - 10am GMT | 11am CET |  | 5pm GMT
• AMERICAS -  3/17 7pm ET | 4pm PT 10am PT | 1pm ET | 5pm GMT

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

A recente decisão do Superior Tribunal de Justiça (STJ) introduziu avanços significativos no cenário jurídico e tributário que afetam os planos de ações na região. Este webcast oferecerá uma análise detalhada da decisão, abordando perspectivas jurídicas, implicações fiscais e tendências de design de planos de ações.

Principais Pontos de Aprendizado:

• Compreenda o alcance e as implicações da decisão do STJ, bem como seu impacto potencial nos requisitos de conformidade para organizações no Brasil.
• Obtenha insights sobre como essa decisão influencia os custos tributários e aprenda estratégias práticas para lidar com esses desafios de forma eficaz.
• Explore tendências inovadoras e ajustes práticos no design e na implementação de planos de ações à luz do impacto da decisão.
   

Estamos oferecendo três oportunidades diferentes para participar deste webinar.

ÁSIA-PAC - 10h AEDT | 26/02 18h horário do leste | 15h PT
EUROPA - 10h GMT | 11h CET | 12h IST
AMÉRICAS - 10h PT | 12h CT | 13h horário do leste dos EUA | 18h GMT

FOS: Conhecimento Especializado 
Nível: O
Crédito: 1,0 

CUSTO
Membros GEO: Sem custo
Não-membros GEO*: US$ 85 

Torne-se um membro GEO para assistir a webcasts gratuitamente no futuro!

*As taxas não são reembolsáveis. As gravações estão disponíveis para acesso sob demanda após o webcast.

INSCREVA-SE DOIS DEZOITO
O registro é obrigatório. As instruções de conexão e login são enviadas aos participantes registrados antes deste webcast.

In today’s dynamic equity compensation landscape, partnerships and collaborative networks are key to delivering scalable, efficient, and client-centric solutions. Sponsored by Insightsoftware, this engaging session explores how robust partner and relationship networks enhance equity plan management.

Discover how insightsoftware's approach to partnerships creates a seamless experience for administrators and participants alike, while addressing the challenges of growth and complexity. This session offers actionable insights to help you build stronger relationships and create value through innovative solutions.

KEY LEARNING POINTS:

• Explore scalable solutions that adapt to growing organizational needs, enabling the delivery of premium equity management services through a network of flexible relationships.
• Uncover strategies for enhancing administrative efficiency and navigating complexities through collaboration and the optimization of existing processes.
• Learn how leveraging partnerships can drive sustainable growth, improve client retention, and elevate the overall participant experience.

We are providing three different opportunities to join this webinar. 

ASIA-PAC - 10am AEDT | 2/12 6pm ET | 3pm PT
EUROPE - 10am GMT | 11am CET | 1pm IST
THE AMERICAS - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.