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

IN-PERSON CONFERENCE

29 January 2026, 9am - 12pm GMT

PRIVATE COMPANY EQUITY MATTERS

London, UK

UK and Channel Islands

Building Value: Designing Private Company Share Plans for Growth, Retention and Exit

Join us for this exclusive event designed for senior-level HR and employee incentives professionals from private companies who want to make the most of employee share plans.

Hosted and sponsored by PwC, this focused program will provide strategic insights into how private businesses can design and implement plans that attract, retain, and reward top talent, while also preparing for future milestones such as a potential exit.

The agenda features:

Expert insights from PwC on frameworks like PISCES to support effective planning and decision-making.
Real-world case studies that share lessons learned and best practices of successful equity compensation provision in the private company setting.
Networking opportunities over tea and coffee with peers facing similar challenges and opportunities.

Don’t miss this opportunity to connect with industry leaders, gain actionable strategies, and expand your professional network in an engaging and collaborative setting.

AGENDA

9.00 - 9.20 REGISTRATION OPENS Coffee and pastries & networking

9.20 - 9.30 WELCOME Introduction to GEO

9.30 - 10.15 SESSION I: Planning for the Future: Designing Private Company Plans with an Eye on Exit
How can private companies design incentive plans that not only attract, retain, and reward top talent today but also set the stage for tomorrow’s success? This session will explore practical approaches to building effective equity plans while planning ahead for potential exit events. We’ll also examine how frameworks such as PISCES can support strategy, structure, and long-term readiness.
Presented by PwC

10.15 - 10.30 BREAK

10.30 - 11.00 SESSION II: Inside the Playbook: A GEO Member Plan Administrator and Client Case Study

11.00 - 11.30 SESSION III: Unlocking Value: Using an EBT for Private Company Shares – A GEO Member Provider and Client Case Study

11.30 -12.00 NETWORKING REFRESHMENTS

12.00 Event close

There is no cost for this meeting

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

View the event attendee terms and conditions.

THANK YOU TO OUR SPONSOR:

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IN-PERSON CHAPTER EVENT

4 December 2025, 4:30 - 6:30pm CET

GEO DACH CHAPTER MEETING

Frankfurt, DE

Germany

NAVIGATING THE INTERSECTION OF STRATEGY, TECHNOLOGY AND GERMAN LAW IN GLOBAL EQUITY

Join your DACH chapter colleagues for a critical discussion on the forces shaping global equity compensation in 2025 and beyond.

We will start with a review of key findings from the Global Equity Insights Survey to benchmark current market practices and strategic trends. Next, we will feature a unique case study from a major European company on how they are leveraging Technology and AI to optimize their global equity programs, sharing best practices for advanced administration.

Finally, we will cover the critical implications of the recent BAG Urteil (German Federal Labor Court decision) regarding the validity of leaver clauses in ESOPs/VSOPs. This is a crucial, high-priority ruling that demands immediate review and action for all German-governed plans.

LOCATION:
Commerzbank Tower
Kaiserstraße 16
60311 Frankfurt am Main

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.

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VIRTUAL CHAPTER EVENT

3 December 2025, 7 - 8:30am EST

GEO BRAZIL CHAPTER MEETING

Brazil
Virtual

All plan types

Brazil

GLOBAL PERSPECTIVES IN EQUITY COMPENSATION: THE VIEW OF BRAZILIANS ABROAD

This online session, organized by GEO Brazil, brings together Brazilian professionals working across Europe to explore global perspectives in equity compensation — from design and compliance to governance, technology, and investor expectations.

The discussion will highlight how different market contexts shape the administration and communication of equity plans worldwide.

We will also hear from experts regarding an update on the Supreme Court decision regarding the taxation of stock options for individual income tax purposes

The 90-minute event will feature three segments offering complementary viewpoints — issuer, system provider, and investor — followed by a discussion on international career experiences and professional development in the equity compensation field.

SESSION ONE: Issuer Perspective
This panel will examine the challenges and opportunities companies face when implementing global equity plans. Topics include balancing compliance, taxation, and employee experience; managing differences between jurisdictions; and sharing practical lessons learned in communication and financial education.

SESSION TWO: System Provider and Investor Perspective
This segment focuses on how technology providers and investors contribute to strong governance and transparency in global equity programs. The panel will discuss emerging trends, compliance best practices, and how investors assess equity plans in multinational organizations.

LOCATION:
This meeting is online. Zoom instructions will be sent to you as the meeting date approaches.

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.

REGISTER

IN-PERSON CHAPTER EVENT

3 December 2025, 4 - 7pm CST

GEO TEXAS CHAPTER - AUSTIN

AUSTIN, TX

Trending now

All plan types

USA

Join your fellow chapter members for an evening of high-level networking at the lovely Juliet Italian Kitchen in the Arboretum.

This event is dedicated solely to connection and relationship building within our professional community. Step inside this private setting to forge new connections, reconnect with peers, and discuss industry trends in an elegant and relaxed atmosphere.

LOCATION:
Juliet-Arboretum
10000 Research Blvd
Austin, TX 78759

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.

We look forward to seeing you.

The Texas Chapter Team

SPONSORED BY:

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IN-PERSON CHAPTER EVENT

2 December 2025, 4 - 7pm CST

GEO TEXAS CHAPTER - DALLAS

DALLAS, TX

Trending now

All plan types

USA

Join your fellow chapter members for an evening of high-level networking at one of the city's most prestigious and exclusive venues, The Cowboy's Club.

This event is dedicated solely to connection and relationship building within our professional community. Step inside this private setting to forge new connections, reconnect with peers, and discuss industry trends in an elegant and relaxed atmosphere.

LOCATION:
The Cowboy Club
The Star in Frisco, at 5 Cowboys Way
Suite 200
Frisco, TX 75034

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.

We look forward to seeing you.

The Texas Chapter Team

SPONSORED BY:

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IN-PERSON CHAPTER EVENT

4 December 2025, 4 - 7pm CST

GEO TEXAS CHAPTER - HOUSTON

HOUSTON, TX

Trending now

All plan types

USA

Join your fellow chapter members for an evening of high-level networking at one of the city's most prestigious and beautiful venues, the River Oaks Country Club.

This event is dedicated solely to connection and relationship building within our professional community. Step inside this private setting to forge new connections, reconnect with peers, and discuss industry trends in an elegant and relaxed atmosphere.

LOCATION:
River Oaks Country Club
1600 River Oaks Boulevard
Houston, TX 77019

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.

We look forward to seeing you.

The Texas Chapter Team

SPONSORED BY:

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IN-PERSON CHAPTER EVENT

18 November 2025, 11am - 1pm MST

COLORADO CHAPTER MEETING

Greenwood, CO

Trending now

All plan types

USA

Get your employee benefit and equity programs ready for a strong year-end and a seamless start to the busy season.

Join fellow Denver-area compensation and benefits professionals for a dynamic, insight-packed session designed to help you navigate the most critical aspects of year-end preparation and beyond. Gain practical strategies and proven best practices in four key areas:

• Equity Plan Health Checks
Identify and resolve potential issues before year-end filings to ensure accuracy, compliance, and confidence going into Q1.

• Year-End, Q1, and Busy Season Readiness
Follow a comprehensive roadmap to streamline administration, stay ahead of deadlines, and prepare effectively for audits.

• Maximizing ROI on Participant Education
Discover impactful ways to boost employee engagement — and measure the real return on your financial wellness and retirement communications.

• Smarter Plan Design for Better Administration
Learn how strategic design decisions can simplify administration, minimize compliance risk, and improve employee outcomes.

Prepare your programs, empower your people, and set your organization up for success in the year ahead.

LOCATION
6400 S Fiddler's Green Circle
Suite 1100
Greenwood Village, CO
80111

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.

ARTICLE

15 November 2025

HOW AN EMPLOYEE SHARE SCHEME FUELS GROWTH FOR TECH STARTUP

RSM

Private and pre-IPO companies

All plan types

Australia

Australian tech startups can use Employee Share Schemes (ESS) to attract and retain skilled talent by offering employees equity that aligns their interests with the company’s growth, especially when cash is tight. The ESS startup concessional regime makes this tax-effective by taxing employees only at a liquidity event and allowing shares to be offered at a discount, giving employees real ownership and potential upside. Eligible companies and employees must meet specific criteria, and when set up correctly, ESS can turn staff into true partners in growth, helping startups move from early-stage survival to long-term success.

READ ARTICLE

IN-PERSON REGIONAL EVENT

12 November 2025, 9am - 6pm GMT

PAN EUROPEAN REGIONAL EVENT

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.

REGISTER