Greater Rockies Chapter Equity Compensation Event and BBQ Social

We’re excited to invite you to a unique Greater Rockies Chapter gathering—an engaging and insightful session followed by a relaxed BBQ social. This is a fantastic opportunity to connect with peers, exchange ideas, and enjoy a more informal networking experience.

SPEAKERS: Lenka Haase, Fidelity; | Andrew Barrus, Procore Technologies|  Amberly Fullmer, Reddit | Michael McComas, Morgan Stanley | Adam McDonald, Insightsoftware

Join us for a thought-provoking session designed to equip you with the latest insights and strategies in the ever-evolving world of equity compensation. We’ll explore key trends, best practices, and proven approaches to help you optimise your programmes and elevate your impact as an equity leader.

Expect practical, actionable takeaways that you can immediately apply to navigate challenges and drive meaningful results in your role.

A special thank you to Andrew Barrus and the Greater Rockies Chapter team for graciously hosting this event at Andrew’s home—creating a welcoming and collaborative environment for learning and connection.

Following the session, stay and unwind at our BBQ social. Food and drinks will be provided, and while you’re welcome to bring something to share, there’s absolutely no obligation—just come along, relax, and enjoy the conversation.

We look forward to seeing you there!

LOCATION
Andrew's House
1140 W Turnberry Way
Taylorsville, UT 84123

1140 W 4720 S, Taylorsville, UT

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.

The GEO Toronto Chapter is delighted to invite you to a special in-person event in Montreal, bringing together the local equity compensation community for an engaging afternoon of learning, insight, and connection.

This dynamic program is designed to explore the latest trends, challenges, and strategies shaping today’s equity compensation landscape—equipping you with practical ideas and actionable takeaways to strengthen your programmes and enhance your impact as an equity leader.

Speakers: Amelie Desrochers, Deloitte; Sheila Frierson, Computershare

SESSION ONE: Myth Busters – Global Share Plans Unveiled
Cut through the noise and challenge common misconceptions around implementing global share plans. This interactive session will explore how local qualified plans—across the UK, US, and Ireland—can continue to deliver value within a global framework. Hear directly from industry experts and take the opportunity to have your questions answered in an open discussion.

SESSION TWO: Curious About the Future of Equity Compensation?
Be among the first to hear exclusive insights from the 2025 Global Equity Insights Survey. We’ll dive into emerging trends in reporting, equal pay, and the growing influence of AI on equity programmes—alongside key considerations for Canadian-based issuers. Expect fresh perspectives and practical insights you can apply immediately.

A light lunch will be provided, offering additional time to network with peers and continue the conversation.

We look forward to welcoming you in Montreal!

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.

LOCATION
La Tour Deloitte
1190 Avenue des Canadiens-de-Montréal
Suite 500
Quebec H3B 0M7
 

JOIN GEO IN SALT LAKE CITY: EQUITY COMPENSATION ROUNDTABLE AND NETWORKING

SPEAKERS: Lenka Haase, Fidelity; | Andrew Barrus, Procore Technologies | Amberly Fullmer, Reddit | Michael McComas, Morgan Stanley | Adam McDonald, Insightsoftware

We’re pleased to invite you to an engaging afternoon in Salt Lake City, bringing together equity compensation professionals for a focused and collaborative discussion on the evolving landscape of our field.

Join us for an afternoon dedicated to exploring the latest developments in equity compensation. Whether you’re navigating the complexities of plan administration or aiming to stay ahead of regulatory changes, this session offers a valuable opportunity to step away from day-to-day demands and engage in high-level, strategic discussion with your peers.

Through an interactive roundtable format, you’ll gain fresh perspectives, share experiences, and walk away with practical insights to help you address current challenges and plan for what’s ahead.

Following the session, stay with us for networking and a relaxed social gathering—an ideal chance to continue the conversation and strengthen connections within the local community.

We look forward to welcoming you in Salt Lake City!

LOCATION
Fidelity Salt Lake Office
49 N 400 W
Salt Lake City, UT 84101

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.

JOIN US FOR THE FIRST ATLANTA CHAPTER MEETING OF 2026

Kick off the year with an interactive discussion exploring the evolution of Rule 10b5-1 trading plans—where they originated, how they’ve changed, and what those changes mean in practice today.

This session will break down what a 10b5-1 trading plan is, the regulatory backdrop behind its original design, and how recent mandates have reshaped their implementation and use.

KEY LEARNING POINTS

• The core mechanics of 10b5-1 trading plans and the historical context that shaped their original intent
• How recent regulatory developments have significantly changed plan requirements, governance, and reporting
• Practical strategies for navigating today’s landscape—balancing compliance while still meeting executive needs

LOCATION
OpenArc Corporate Advisory Office
One Phipps Plaza
6th Floor
3550 Peachtree Rd NE
Atlanta, GA 30326

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.

Thank you to our host:

NORCAL ANNUAL WINTER SOCIAL

The GEO NorCal Chapter wishes you a happy, healthy, and successful New Year!

To kick off 2026 together, we are delighted to invite you to our Annual Winter Social, taking place in person on Wednesday, 11 February 2026, at the Harborview Restaurant in the downtown San Francisco Financial District.

Join us for an evening of great conversation, networking, and celebration as we reconnect and start the year on a high note. We look forward to welcoming you and celebrating the beginning of another exciting year for our NorCal community.

We hope to see you there!

The GEO NorCal Chapter Team

LOCATION:
Harbourview Restaurant
4 Embarcadero Center, 
Street Level Drumm Street &, Sacramento St, 
San Francisco, CA 94111

We hope to see you there!

The GEO NorCal Chapter Team

SPONSORED BY

FROM STRATEGY TO PSYCHOLOGY: MASTERING EQUITY INCENTIVES IN THE NORDICS

SPEAKERS: Michal Henrik, PWC | Peter Sigfrid, PWC | Kristina Wichmann, Allshares

Session One: Trends and Benchmarks for Equity-Based Incentive Programs in the Nordics

Stay ahead of the curve in the evolving Nordic compensation landscape. This session provides a deep dive into the latest benchmark data and market shifts impacting equity-based rewards across the region. We will move beyond the numbers to analyze the primary drivers behind these trends and offer a practical framework for designing multi-country Long-Term Incentive Plans (LTIPs) that remain compliant, competitive, and scalable.

Session Two: The Human Behaviors Behind Equity Incentives

A perfectly structured equity plan only delivers value if your employees understand and appreciate it. This session bridges the gap between financial design and human psychology. Featuring the latest findings from the Allshares Equity Participant and Engagement Survey, we explore the "why" behind participant behavior. Join us to discover how data-driven changes in communication and administration can maximize the perceived value of your plans while simultaneously reducing operational costs.

LOCATION: 
PwC
Torsgatan 21 
Stockholm, Sweden

FEES:
There is no cost to attend this chapter meeting, but registration is required.

Both GEO members and non-members are welcome.