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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 CHAPTER EVENT
21 May 2025, 3 - 5pm CEST
NETHERLANDS CHAPTER MEETING
NETHERLANDS MEETING
Netherlands
USA

Equity and Privately Held Companies - It's a Matter of Value


As the event’s main sponsor, Baker McKenzie will kick off the meeting by introducing the core concepts and key valuation methods for equity-based compensation items that their specialists see being used in the market.

Following this introduction, we will have a panel of esteemed industry specialists who have personal experience in valuing non-listed companies, be it from the perspective of international private equity firms, start- or scale-up companies or family-owned businesses. They will bring a wealth of expertise in this matter to the table, and are eager to answer any questions you might have on this topic.

Thank you to our sponsor:

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LOCATION:
Baker McKenzie Amsterdam
Claude Debussylaan 54 
1082 MD 
Amsterdam, Netherlands
 

There is no cost for this chapter meeting.  Both GEO Member and Non-Members are welcome.  But registration is required.  

IN-PERSON CHAPTER EVENT
21 May 2025, 12 - 2pm PDT
NORCAL CHAPTER MEETING
norcal chapter

Menlo Park, CA

USA

Hands On: Advancing Equity Through AI Tech Solutions

Join us for an engaging and interactive session exploring the transformative potential of AI technology in advancing equity plan administration. This hands-on workshop will dive into practical applications and innovative solutions that leverage AI to streamline workflows, reduce manual effort, and improve accuracy.
Participants will gain insights into cutting-edge AI tools and methodologies designed to make day-to-day equity administration more efficient. Through real-world case studies and collaborative activities, you’ll discover how to implement AI-driven strategies that ease the burden of complex tasks and improve overall effectiveness.

If you work in equity administration, this session will provide valuable knowledge, tools, and actionable steps to harness AI for a smarter, more streamlined future.

Key Learning Points:
 

  • Discover practical ways AI can streamline equity plan administration and reduce manual workload.
  • Explore real-world examples of how AI is being used to drive efficiency and improve accuracy.
  • Learn how to evaluate and implement AI tools that align with your organization’s equity goals.

Both GEO members and non-members are welcome.  Registration is required.

Lunch will be provided

LOCATION:
Morgan Stanley 
Menlo Park Office
4500 Bohannon Dr
Menlo Park, CA  94025

We hope to see you there!

The GEO NorCal Chapter Team

LIVE WEBCAST
20 May 2025, 1 - 2pm EDT
MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES
20 May

Marelene Zobayan, Rutlen Associates, Andrea Kagan, NVIDIA, Marianne Friebel, Dolby

Design and strategy
Employee engagement
All plan types
Global

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.

ARTICLE
20 May 2025
SOCIETE GENERALE LAUNCHES A NEW GLOBAL EMPLOYEE SHARE OWNERSHIP PROGRAMME
External News

Societe Generale

General
All plan types
France

Société Générale has launched its 2025 global employee share ownership program, allowing eligible employees and retired former employees to subscribe to a capital increase under preferential terms, with the subscription period running from June 2 to June 16, 2025. Up to 12 million new shares will be offered at a 20% discount (€35.76 per share), with the capital increase scheduled for July 24, 2025, and the new shares becoming tradable around July 29. The program, the Group’s 32nd of its kind, aims to foster long-term employee involvement and aligns with its broader policy to engage staff in the company’s development and value creation.

ARTICLE
20 May 2025
BUDGET 2025 PROPOSED TAX CHANGES
External News

Nexia

Legal and regulatory
All plan types
New Zealand

Budget 2025 allocates $75 million over four years to tax changes aimed at boosting foreign investment in infrastructure and helping startups attract and retain talent. This includes $10 million to allow deferral of tax on employee share schemes until a liquidity event, easing cashflow issues for employees. Additionally, $65 million is set aside for potential reforms to thin capitalisation rules to encourage debt-financed foreign investment, especially in infrastructure.

ARTICLE
16 May 2025
PISCES TAX BREAK: GOOD NEWS FOR EMPLOYEE SHARE OPTIONS
External News

TaylorWessing

Finance, tax and accounting
Stock options
UK and Channel Islands

The UK government is launching PISCES, a new regulated marketplace allowing periodic secondary trading of private company shares, primarily for sophisticated investors, employees, and select insiders. New legislation will enable employee stock options under EMI and CSOP schemes to be exercised during PISCES trading events without losing their tax benefits, addressing liquidity challenges in private markets. PISCES also offers advantages like Stamp Duty exemptions, lighter disclosure requirements, and greater flexibility, potentially providing private companies with a new pathway toward liquidity and eventual public listing.

ARTICLE
16 May 2025
ESOP BILLS INTRODUCED IN SENATE
External News

planadviser

Legal and regulatory
Employee stock purchase plans (ESPP)
USA

Two new Senate bills aim to strengthen employee stock ownership plans (ESOPs) by removing certain contribution limits and giving ESOPs formal representation on the ERISA Advisory Council. The Employee Ownership Fairness Act proposes excluding ESOP contributions from defined contribution plan caps to allow employees more flexibility in retirement savings, while the Employee Ownership Representation Act adds two ESOP advocates to the ERISA Council. Separately, the American Ownership and Resilience Act was introduced to promote selling American businesses to employees through ESOPs, helping prevent offshoring and support domestic manufacturing.

IN-PERSON CHAPTER EVENT
15 May 2025, 4 - 5:30pm BST
UK AND CHANNEL ISLANDS CHAPTER MEETING - LEEDS
Leeds

Leeds, UK

Trending now
All plan types
UK and Channel Islands

Meet us in the North and Midlands

Join the GEO UK Chapter in the North of England, for an insightful session discussing some of the latest hot topics in equity compensation. We will also chat about some of the highlights from GEO's Annual Conference in Prague followed by networking. We look forward to seeing you for our first regional event of 2025!

Please bring valid ID to access the event.

LOCATION
MUFG Offices
Central Square
29 Wellington St
Leeds
LS1 4DL

GEO members and non-members are welcome to join.  Registration is required.

ARTICLE
14 May 2025
THE EMPLOYEE OWNERSHIP FAIRNESS ACT OF 2025: A GAME-CHANGER FOR ESOP COMPANIES AND THEIR PEOPLE
External News

Menke

Legal and regulatory
All plan types
USA

The Employee Ownership Fairness Act of 2025, introduced in Congress, aims to ease tax limitations that have hindered ESOP-owned companies from fully funding both ESOPs and 401(k) plans. The bill proposes that stock contributions and ESOP loan repayments no longer count toward annual contribution and allocation limits, allowing employees to maximize benefits in both retirement plans. This change would benefit companies, selling shareholders, and employees alike by removing outdated tax barriers and supporting broader employee ownership and retirement savings.

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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