IN-PERSON CHAPTER EVENT

AP EMPLOYEE MOBILITY: ADVANCE MOBILE EMPLOYEE ISSUES AND SOLUTIONS

Join us for an interactive deep dive into the complex world of mobility and its impact on equity plans. This session will explore common mobility-related challenges faced by Stock Plan Administrators—from tax implications and compliance concerns to tracking employee movement across jurisdictions. Come ready to share your experiences, ask questions, and learn from your peers’ best practices. Light refreshments will be served

KEY LEARNING POINTS:

• Identify common mobility challenges that affect stock plan compliance, taxation, and reporting.
• Explore practical solutions and strategies to manage mobile employees across different regions.
• Share and learn best practices through peer discussion and interactive problem-solving.
   

LOCATION
95 S State St
Suite 900
Salt Lake City, UT 84111
 

There is no charge to attend this meeting.  Both members and non-members are welcome to join.  

Lors de cette conférence, nous étudierons les défis auxquels sont confrontés les sociétés non cotées pour convaincre l’ensemble des parties prenantes des avantages d’une offre d’actionnariat salarié

Nos experts vous feront part de leurs retours d’expérience pour vous donner des « outils » vous permettant de mettre en place des programmes d’actionnariat salarié dans les ETI et aborderont, notamment, les questions suivantes :
 

• Comment convaincre les parties prenantes de la pertinence d’outils d’actionnariat salarié pour accroître la valeur de l’entreprise et fidéliser les équipes?
• Comment utiliser une offre d’actionnariat salarié pour préparer et accompagner l’entrée au capital de fonds d’investissement ou la transmission de son entreprise?
• Quels arguments mettre en avant pour promouvoir l’actionnariat salarié au sein des ETI?

Pour nous aider à mieux appréhender cette vaste thématique, nous bénéficierons de l'expérience d’intervenants aux profils différents et complémentaires :

• Lorna Lucet, Directrice de l’ESG chez Amundi Private Equity Midcap
• Etienne Pujol, Associé Fondateur et responsable de la pratique droit social chez BerryLaw
• Jérôme Laurre, Associé Fondateur de BeyondSolutions
• Maxence Lavollé, Directeur stratégie et ESG chez Cerea Partners
• Jean-Pierre Bouyer, Directeur des Ressources Humaines de Novarc
• Nam Tran Metzger, Associée chez Turenne

Les échanges se poursuivront autour d’un cocktail dans les jardins de Baker McKenzie (si le temps le permet).
 

Lieu :
Baker Mckenzie
1 rue Paul Baudry
75008 Paris

Aucun frais n’est requis pour cette réunion du Chapter France. Les membres et non-membres du GEO sont les bienvenus, l’inscription à l’événement est obligatoire.

Nous remercions notre Sponsor pour cet évènement

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:

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.  

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