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GEO INSIGHTS

ACCESS THE LATEST GLOBAL EQUITY COMPENSATION INSIGHTS

Read industry news, explore technical updates, access ideas on global employee compensation innovation, and find ways to connect.

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FILTER INSIGHTS

IN-PERSON REGIONAL EVENT
10 December 2025, 9am - 6pm EST
EAST COAST REGIONAL EVENT
BOSTON MA

Boston, MA

USA

This East Coast Regional Event brings together company directors, senior managers, and experts in stock plans, executive compensation, HR, reward, and compliance from across the U.S. and around the globe.

Designed to foster connection and collaboration, this focused gathering will explore U.S. and global best practices in equity compensation, evolving regulatory developments, and innovative strategies to drive employee engagement through share ownership.

IN-PERSON REGIONAL EVENT
12 November 2025, 9am - 6pm GMT
PAN EUROPEAN REGIONAL EVENT
PERE

London UK

Global

This year, we’re excited to host our event at a brand-new, centrally located venue, bringing together more than 200 attendees from Europe, the US, and across the globe. 

With influential equity compensation decision-makers under one roof and three essential content streams,  PERE 2025 offers a unique opportunity to strengthen your connections and enhance your global share plan knowledge.

IN-PERSON CHAPTER EVENT
17 September 2025, 10am - 5pm PDT
15TH ANNUAL NORCAL FORUM
NORCAL

San Mateo, CA 

USA

Save the date to connect with your NorCal community this September in San Mateo, CA! 

LIVE WEBCAST
9 September 2025, 10 - 11am PDT
NO SURPRISES: BUILDING A CAP TABLE INVESTORS CAN TRUST
Webcast

Chris Hoffmann, Equity Admin
Jason Mann, The Players Company

All plan types
Global

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.

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

Matt McKittrick, Moss Adams
Loren Den Herder, Moss Adams

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.

LIVE WEBCAST
15 July 2025, 10 - 11am PDT
CRACKING THE CODE: A PRACTICAL GUIDE TO EQUITY IN ISRAEL
july

Odelia Pollak, Independent Consultant
Yael Elbaz Roiter, FGE, Infinite Equity

Finance, tax and accounting
All plan types
Israel

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.

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

Bellevue, WA

Trending now
USA
ARTICLE
1 July 2025
NEWSPAD
External News

ESOP Centre

General
All plan types
UK and Channel Islands

HMRC’s latest statistics for tax years ending 2022 to 2024 show that employees received £790 million in Income Tax relief and £500 million in National Insurance relief from tax-advantaged Employee Share Schemes in 2024—a combined 18% increase from the previous year. Save As You Earn (SAYE) became the largest contributor to tax relief and had the highest total value of options granted and gains, driven by increased participation post-Covid and asset price growth. The number of companies operating ESS rose to 20,370, while the Company Share Option Plan (CSOP) saw significant growth following the doubling of its option limit.

ARTICLE
20 June 2025
LUXEMBOURG CARRIED INTEREST AND SPECIAL TAX REFORM ‘GOOD NEWS’ FOR BUSINESSES
External News

Pinsent Masons

Private and pre-IPO companies
All plan types
European Union

Luxembourg is introducing a modern carried interest tax regime and a special stock option regime for startup employees to attract top fund managers and support early-stage talent. Finance Minister Gilles Roth also emphasized the country’s push for digital transformation, including blockchain legislation, the MiCA directive, and the launch of the ‘peak accelerator’ to boost digital finance services. These reforms aim to strengthen Luxembourg’s position as a leading global financial center amid evolving economic and technological landscapes.

GO FURTHER WITH GEO

VIRTUAL 2023 ON DEMAND

GEO VIRTUAL 2023 - ON DEMAND

Access 20+ live, 30 'Best of Edinburgh sessions and an inspiring keynote on-demand.

Available until 15 September

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