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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

LIVE WEBCAST
23 July 2026, 1 - 2pm EDT
The Global Equity Gap: Why Ownership Doesn't Always Travel - ZOOM
equity gap

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!

LIVE WEBCAST
16 July 2026, 1 - 2pm EDT
Building the Business Case for Equity Compensation (GEO Future Leaders Class of 2024) - ZOOM
future leaders

Jordan Dorich, Gallagher 
Lewis Dulley, Tapestry 
Nicole Thomas, Shopify 
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!

LIVE WEBCAST
30 June 2026, 10 - 10:45am EDT
EXCELLENCE IN GLOBAL SHARE PLANS: BEST PRACTICE INSIGHTS (HOSTED BY COMPUTERSHARE)
computershare

Elliot Alexander, Computershare 
Ceri Newby, Diageo
Jennifer Ritchie, Anglo American

Case Study
GEO award excellence
All plan types
Global

BEST PRACTICE INSIGHTS: WHAT AWARD-WINNING EMPLOYEE SHARE PLANS DO DIFFERENTLY 
HOSTED BY COMPUTERSHARE

Join Elliot Alexander, Associate Director, Relationship Management at Computershare, for a webinar discussion featuring Diageo and Anglo American, as they explore what sets award-winning employee share plans apart.

From driving broad participation and inclusive ownership to delivering clear, engaging communications that help employees understand and act with confidence, this session will provide practical insights you can apply.

Use their expertise to help you navigate employee share plan strategies with confidence and success.

WHY ATTEND:

  • Learn what top-performing share plans do differently – and how to apply it
  • Gain practical ideas to increase participation and engagement
  • Discover communication strategies that drive understanding and action
  • Take away actionable insights you can implement immediately


COST

  • Members: Free access — Live and on-demand
  • Non-members: Free access - Live I $85 per webcast — On-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

LIVE WEBCAST
24 June 2026, 1 - 2pm EDT
CROSS-BORDER EQUITY PLANS: MANAGING VALUATION COMPLEXITY AND AUDIT RISK
23/2 June

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!

ARTICLE
24 June 2026
WHAT GEO AWARDS JUDGES REALLY LOOK FOR: 10 TIPS FOR A STRONGER SUBMISSION
Awards
GEO award excellence
All plan types
Global

Successful GEO Award submissions clearly tell the story behind the achievement by defining the challenge, explaining the solution, and demonstrating measurable business impact. Judges value authentic, issuer-led innovation supported by data, clear outcomes, and lessons that can benefit the broader equity compensation community. Companies of any size can submit a winning entry by focusing on meaningful results, creativity, and compelling storytelling.

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.

IN-PERSON CHAPTER EVENT
15 July 2026, 2:30 - 4:30pm EDT
New York Chapter Meeting - NEW YORK CITY
NYC

New York

USA

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.
 

aon

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.  

IN-PERSON CHAPTER EVENT
25 June 2026, 2:30 - 7:30pm CEST
NETHERLANDS CHAPTER MEETING - AMSTERDAM
amsterdam

Amsterdam

Netherlands

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.
 

kpmg


 

 

 

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.  

IN-PERSON CHAPTER EVENT
16 June 2026, 11:30am - 1:30pm PDT
NORCAL CHAPTER MEETING - SAN FRANCISCO OR SANTA CLARA
norcal chapter

San Francisco, CA

Santa Clara, CA

USA

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

Speakers: Tara Hagen, Aon | Kate Hall, Aon | Kelcie Urstad, Aon | Yavan Foster, Lyft | Susanna Zhang, Gap | Kris Kovacs, Databricks | Stacy Zhang, Canva

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 organizations.

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 
3979 Freedom Cir #620
Santa Clara, CA 95054

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

Thank you to our generous host and sponsor:

 aon

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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