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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

VIRTUAL CHAPTER EVENT
13 November 2025, 2:30 - 4pm EST
VIRTUAL GREATER ROCKIES CHAPTER MEETING
UTAH

Salt Lake City, UT

Trending now
All plan types
USA

END OF YEAR TIPS AND TRICKS

As the year draws to a close, it’s time to make sure your stock plan administration is wrapped up smoothly and efficiently. Join Colby Lish from My Equity Comp for this practical and informative session designed to help Stock Plan Administrators prepare for year-end with confidence.

Colby will walk through essential year-end tasks, share expert insights, and highlight valuable tips and tricks to help streamline your processes and avoid common pitfalls. Whether you’re new to equity compensation or a seasoned professional, this session will provide actionable takeaways to make your year-end close as seamless as possible.

LOCATION:
This is a virtual meeting. Login details for Zoom will be provided upon registration.

FEES:
There is no cost to attend this chapter meeting, but registration is required.

Both GEO members and non-members are welcome.

 

LIVE WEBCAST
9 October 2025, 11am - 1pm EDT
SHARE PLAN EXCEL ESSENTIALS
BOOTCAMP

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.

Members: 129.00
Non-Members:159.00

ATTN: Bootcamp registrants!  If you have enrolled (or are planning to enroll) for the October 2025 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.

 

VIRTUAL COURSE
8 October 2025, 7 - 9:30am PDT
GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 2
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.

Get ready — the next Bootcamp will be held on 8 October! Register today

VIRTUAL COURSE
7 October 2025, 7 - 9:30am PDT
GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 1
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.


Get ready — the next Bootcamp will be held on 7 October! Register today

 

IN-PERSON CHAPTER EVENT
7 October 2025, 9 - 11am CEST
GEO SPAIN CHAPTER MEETING
spain chapter meeting
Madrid, Spain
Spain

SPEAKERS: 
AUGUSTINE SERBAN, MAGNUM ICE CREAM COMPANY 
ANTONIO CARCELES, EY 
GIANPAOLO MOSCHETTI, OPTIO INCENTIVES 
CESAREA SANCHEZ, SANOMA 
JAIME PAVIA, CUATRECASAS 
ANA GONZALEZ, IAG

 

Join us in Madrid for a GEO Chapter meeting exploring what’s working—and what isn’t—in Spanish equity plans, and how aligning incentives can drive long-term success. 

SESSION ONE – Spanish Equity Plans: What Is and Isn’t Working
In this session, three leading equity experts will explore the strengths and weaknesses of the current equity landscape in Spain. Discussion will focus on the €12,000 tax benefit currently available and whether revisions are needed to create a more supportive environment for equity incentive plans.

SESSION TWO – Aligning Incentives: Transforming Performance Frameworks into Equity Success
The alignment of equity incentive plans—both short-term incentives (STI) and long-term incentives (LTI)—with business strategy is essential to driving organizational success. While STI metrics often target annual performance, LTI metrics are designed to reinforce long-term strategic objectives. This session will examine how to structure both effectively so they strengthen a company’s vision and mission, foster sustainable growth, and maximize shareholder value.

LOCATION
C. de Almagro, 9
Chamberí
28010 Madrid
Spain

Both GEO members and non-members are welcome.  There is no cost for this chapter meeting, but registration is required. 

IN-PERSON CHAPTER EVENT
16 October 2025, 2:30 - 4:30pm EDT
GEO BOSTON CHAPTER MEETING
BOSTON THUMB

Boston, MA

USA

Equity Excellence: Strategic Equity Plan Design and Year-End Execution 
presented by Stock and Options Solutions

SPEAKERS: Marc Tipton, Stock and Options Solutions | Jacqueline Read, Stock and Option Solutions

Year-end can be one of the most challenging times for equity plan professionals, requiring careful coordination of design, administration, compliance, and communication.

Join us to share best practices for designing effective equity compensation plans that align with organizational goals and attract top talent, while also addressing the practical realities of year-end execution.

Topics will include plan structure, grant types, vesting schedules, participant communication, and the administration of timelines, compliance requirements, tax considerations, and reporting.

Attendees will walk away with actionable strategies to optimize their equity programs and ensure a smooth and efficient year-end close.

KEY LEARNINGS:

  • Best practices for designing equity compensation plans that balance organizational goals and employee needs.
  • Key year-end administration considerations including compliance, tax, and reporting requirements.
  • Practical strategies to streamline timelines, communication, and execution for a successful year-end close.

LOCATION:
BDO Boston Office 
One International Place
Boston, MA 02110

There is no cost to attend this chapter meeting, and GEO members and non-members are welcome, but registration is required.

View the event attendee terms and conditions.

IN-PERSON CHAPTER EVENT
16 October 2025, 5:30 - 7:30pm CEST
GEO NETHERLANDS CHAPTER MEETING
NETHERLANDS MEETING

Amsterdam, Netherlands

Netherlands

KICK OFF THE NEW FISCAL YEAR WITH THE NETHERLANDS CHAPTER!

To mark the start of GEO’s FY25/26 season, we’re excited to revive a much-loved GEO tradition from the pre-COVID years: informal networking drinks!

These relaxed gatherings provide practitioners in the field of equity-based compensation with the perfect opportunity to connect with peers, share experiences, and exchange perspectives on the latest developments in our industry.

We’re delighted to launch this first edition of the revitalized GEO Networking Drinks, generously sponsored by Shareforce, provider of all-in-one employee incentive compensation management.

LOCATION:
Grand Café Mahler,
Gustav Mahlerlaan 2970,
1081LA
Amsterdam, The Netherlands

There is no cost for this chapter meeting.  

Members and non-members are welcome to attend.  Registration is required.

View the event attendee terms and conditions.

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

San Mateo, CA 

USA

Join your Bay Area equity compensation peers on 17 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.

This year, we’re thrilled to welcome Brandi Chastain to the Forum—proudly sponsored by Bank of America—as our keynote speaker, presenting Motivation, Performance, and Ownership: From Athletics to Business.

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.

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

Gracie Arnold, Carta
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.

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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