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.

CONTINUING EDUCATION INFORMATION

LIVE WEBCAST

7 August 2026, 1 - 2am CST

Beyond the Tax Notice: Delivering Effective Tax Communications to a Global Workforce - ZOOM

Morgan Stanley at Work

Communications

Finance, tax and accounting

All plan types

Global

Knowledge is power, particularly when it comes to understanding the tax implications of equity compensation. While many companies provide tools and resources to help participants navigate tax-related decisions, ensuring those communications are understood and acted upon across a diverse, global workforce remains a significant challenge.

This session will explore best practices for designing and delivering effective tax communications that resonate across different demographics, geographies, and levels of financial literacy. Through practical examples and client success stories, attendees will gain insights into creating accessible, engaging, and impactful communication strategies that improve participant understanding and support informed decision-making.

KEY LEARNING POINTS:

Identify common challenges and barriers to delivering effective tax communications across a diverse and geographically dispersed workforce.
Evaluate communication strategies and tools that improve accessibility, understanding, and engagement with equity-related tax information.
Determine best practices for developing participant-centric tax communication programs that support informed decision-making and enhance the employee experience.

CPE CREDIT HOURS: 1.0*

Field of study: Communications
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

5 August 2026, 10 - 11pm CST

Excellence in Global Share Plans: Best Practice Insights - HOSTED BY COMPUTERSHARE

Arezo Heydari, Computershare
Anete Grinfogele, Allianz
Andrew Forsythe, Unilever
Augustin Serban, The Magnum Ice Cream Company

Case Study

GEO award excellence

All plan types

Global

BEST PRACTICE INSIGHTS: HOW AWARD-WINNING EMPLOYEE SHARE PLANS DRIVE GREATER IMPACT
HOSTED BY COMPUTERSHARE

Join Arezo Heydari, EU Director, Relationship Management at Computershare, for a webinar discussion featuring Allianz, The Magnum Ice Cream Company, and Unilever, as we explore what sets award-winning employee share plans apart.

Winners at the GEO Awards 2026, these companies delivered standout strategies across very different challenges—from executing one of the most complex global demergers in recent years to driving strong participation through innovative, technology-enabled communications.

In this session, you’ll hear how:

Allianz leveraged data, digital tools and financial education to drive participation and engagement at global scale
The Magnum Ice Cream Company used a global free share award and fairness measures to establish ownership and trust from day one
Unilever delivered one of the most complex global corporate actions at scale, preserving employee value while executing millions of transactions with precision

Together, they demonstrate how technical precision, inclusive design, and effective communication can be combined to deliver real impact.

WHY ATTEND:

Learn how to deliver fairness, continuity, and value protection during major corporate events
Understand how to design share plans that build ownership and engagement from day one
Explore how to drive participation through effective communications, data and digital tools
Take away practical approaches to executing and scaling share plans globally

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!

REGISTER

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.

REGISTER

IN-PERSON CHAPTER EVENT

3 September 2026, 1 - 4pm CEST

Nordic Chapter Meeting - HELLERUP

Hellerup, Denmark

Denmark

Join us in Hellerup for an afternoon of practical insights, real-world case studies and networking with equity professionals from across the Nordic region.

SESSION ONE: Three Paths to Higher ESPP Enrollment: Discount, Localization, and On-Site Trust-Building

Discover how organisations have successfully increased ESPP participation by tackling affordability, improving employee understanding and building trust. Through three real-world case studies, you'll learn how plan design, localisation and in-person engagement can help drive higher enrolment.

KEY LEARNING POINTS:

Choosing the right mix of plan design and communications to maximise participation.
Building trust through local-language communications and regional ambassadors.
Using face-to-face education to engage hard-to-reach employee groups.

SESSION TWO: Going Global: The Ascendis Journey

Join Ascendis Pharma and Tapestry as they share practical lessons from expanding a global share plan, including the legal, tax and operational challenges they faced—and how they overcame them.

KEY LEARNING POINTS:

Overcoming the key legal, tax and operational challenges of global expansion.
Lessons learned from Ascendis Pharma's international rollout.
Using advisor expertise to simplify cross-border compliance.

SESSION THREE: EU Pay Transparency: Challenges Around the Inclusion of Share Plans

The new EU Pay Transparency Directive will have a significant impact on share plans as a form of variable pay. This session explores the implications for Nordic employers and the practical steps organisations should take to prepare.

KEY LEARNING POINTS:

How the Directive applies to equity and share plans.
Nordic perspectives on the evolving regulatory landscape.
Practical actions to prepare for compliance.

Networking Reception

After the sessions, continue the conversation over networking drinks at JOLIE Eatery, just across the street from the venue. Networking is generously sponsored by:

LOCATION:
Ascendis Pharma
Tuborg Boulevard 12,
2900 Hellerup, Denmark

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

REGISTER TODAY

IN-PERSON CHAPTER EVENT

12 August 2026, 3 - 6pm PDT

Pacific Northwest Chapter Meeting - SEATTLE

Seattle, WA

USA

Join us for a relaxed summer gathering designed to bring our Pacific Northwest community together! Whether you’re a long-time member or new to the group, this is a great opportunity to step away from the day-to-day, connect with colleagues, and strengthen relationships across our network in a casual setting.

What to expect:

A welcoming environment to connect and unwind with peers
Fun, interactive activities at the start to help spark conversations and build connections
A happy hour with drinks available until 5PM
Light finger foods to enjoy throughout the event

We hope you can join us for an afternoon of networking, conversation, and summer fun!

LOCATION:
Madison Center, First Floor Conference Room
920 5th Ave
Seattle, WA 98104

GENEROUSLY HOSTED BY:

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

REGISTER TODAY

LIVE WEBCAST

16 July 2026, 10 - 11am PDT

Building the Business Case for Equity Compensation (GEO Future Leaders Class of 2024) - ZOOM

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!

REGISTER

LIVE WEBCAST

30 June 2026, 7 - 7:45am PDT

EXCELLENCE IN GLOBAL SHARE PLANS: BEST PRACTICE INSIGHTS (HOSTED BY 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!

VIEW THE RECORDING

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

ARTICLE

24 June 2026

WHAT GEO AWARDS JUDGES REALLY LOOK FOR: 10 TIPS FOR A STRONGER SUBMISSION

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.

READ THE ARTICLE