All plan types | Global Equity Organization

LIVE WEBCAST

17 February 2026, 1 - 2pm EST

FROM ADMINISTRATOR TO ADVISOR: THE EVOLVING ROLE OF THE EQUITY LEADER

Sponsored by insightsoftware

Trending now

All plan types

Global

ASIA-PAC: 17 February- 8am HKT I 11am AEDT I 3:30pm IST (India)
EUROPE/MIDDLE EAST: 17 February - 10am or 6pm GMT | 11am or 7pm CET | 12pm IST (Israel)
THE AMERICAS: 16 February - 4pm PT | 7pm ET or 17 February - 10am PT | 12pm CT | 1pm ET

The role of the equity professional is rapidly transforming. Once viewed primarily as plan administrators and reactive problem solvers, today’s equity leaders are stepping into far more strategic positions—serving as trusted advisors, cross-functional connectors, and educators across the enterprise. As companies place greater emphasis on talent strategy, retention, and long-term value creation, equity leaders are increasingly influencing conversations at the highest levels of the business.

In this session, speakers will explore how equity professionals can move beyond execution and into a more proactive, advisory role—guiding executives on strategic decisions, anticipating challenges, and translating complex equity concepts into clear, business-relevant insights. Attendees will gain practical perspectives on how to elevate their influence, build enterprise-wide equity literacy, and position equity as a critical driver of informed decision-making across all levels of the company.

KEY LEARNING POINTS

Understand how the equity leader role is evolving from administrator to strategic advisor, coordinator, and educator
Learn practical ways to drive cross-functional collaboration and increase equity literacy among executives and key stakeholders
Identify strategies to shift from reactive problem-solving to proactive guidance that supports better decisions and stronger company outcomes

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 $350/year and watch every webcast free—live or on-demand plus more member perks!

WATCH THE WEBCAST

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:

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.

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:

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.

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:

IN-PERSON CHAPTER EVENT

2 December 2025, 5:30 - 7:30pm EST

GEO ATLANTA CHAPTER MEETING

Atlanta, GA

Trending now

All plan types

USA

Join us for a panel discussion presented by KPMG, followed by food, drinks, and conversation with fellow equity professionals!

Industry experts will share the latest global equity trends affecting compensation, mobility, and compliance. The session will provide practical insights for professionals managing international tax and regulatory challenges.

KEY LEARNING POINTS

Understand how equity compensation is evolving across multinational organizations.
Gain practical guidance for navigating international regulations and tax requirements.
Learn strategies to enhance employee engagement and program performance.

After the panel, celebrate the season with GEO Atlanta at a holiday networking reception. Connect with peers, share experiences, and reflect on the year’s achievements in a relaxed and festive setting.

LOCATION:
Druid Hills Golf Club
740 Clifton Rd., NE
Atlanta, GA 30307

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 SPONSOR KPMG

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.

LIVE WEBCAST

16 December 2025, 1 - 2pm EST

BRIDGING PAY EQUITY ACROSS BORDERS: INTEGRATING EQUITY AWARDS INTO U.S. AND EU PAY TRANSPARENCY COMPLIANCE

Stephen Popowski, Aon
Ray Henry, Aon

Legal and regulatory

Trending now

All plan types

European Union

USA

With pay transparency and equity requirements tightening across both the U.S. and Europe, understanding how equity fits into the broader pay equity framework has never been more important. This session will explore how companies can proactively manage compensation fairness, mitigate legal risk, and prepare for upcoming EU regulations. Experts will discuss how to incorporate equity awards—such as RSUs, options, and performance grants—into pay equity
analyses and offer practical steps for compliance across regions.

KEY LEARNING POINTS:

Understand why U.S.-based companies should routinely conduct pay equity analyses under federal and state laws—and how equity awards factor into those reviews.
Learn how to value and integrate equity compensation (RSUs, options, performance grants) into pay equity assessments to ensure accurate and defensible results.
Gain insights into the EU’s new pay transparency and equity testing requirements—and how U.S. companies can conduct “look-ahead” testing now to identify and address potential compliance gaps before implementation.

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 $350/year and watch every webcast free—live or on-demand plus more member perks!

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.

VIRTUAL CHAPTER EVENT

13 November 2025, 2:30 - 4pm EST

VIRTUAL GREATER ROCKIES CHAPTER MEETING

Salt Lake City, UT

Trending now

All plan types

USA

END OF YEAR TIPS AND TRICKS

As the year draws to a close, it’s time to make sure your stock plan administration is wrapped up smoothly and efficiently. Join Colby Lish from My Equity Comp for this practical and informative session designed to help Stock Plan Administrators prepare for year-end with confidence.

Colby will walk through essential year-end tasks, share expert insights, and highlight valuable tips and tricks to help streamline your processes and avoid common pitfalls. Whether you’re new to equity compensation or a seasoned professional, this session will provide actionable takeaways to make your year-end close as seamless as possible.

LOCATION:
This is a virtual meeting. Login details for Zoom will be provided upon registration.

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

Both GEO members and non-members are welcome.

3.1 OBBB, ARPA, TCJA: Navigating the Impact of Global Equity Programs on IRC Section 162(m) Deductions

Read more about 3.1 OBBB, ARPA, TCJA: Navigating the Impact of Global Equity Programs on IRC Section 162(m) Deductions

Recent changes in US corporate tax law have created important implications for public companies, particularly around the deduction of executive compensation under IRC Section 162(m). This targeted session will explore how global equity programs can influence who qualifies as a “covered employee” and which elements of compensation must be considered, starting from 2016 and 2017. Attendees will gain practical insights into navigating these changes to ensure compliance while optimizing their equity plans.

KEY LEARNINGS:

How recent US tax law changes affect corporate deductions and covered employee designations.
The role of global equity programs in determining which compensation is subject to IRC Section 162(m).
Practical steps for aligning equity plan strategy with tax compliance and corporate objectives.

Speaker/Author

Sharmon Priaulx, PwC
Nathan Swartz, PwC

Event date

Wednesday, 10 Dec 2025, 13:20 - 14:10

Plan type

All plan types

Country

USA

Breakout series

BREAKOUT III

Location

Park A/B

Field of Study

Tax

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