IN-PERSON CHAPTER EVENT
2 December 2025, 4 - 7pm CST
GEO TEXAS CHAPTER - DALLAS
dallas networking

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
2 December 2025, 5:30 - 7:30pm EST
GEO ATLANTA CHAPTER MEETING
Atlanta December

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

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VIRTUAL CHAPTER EVENT
3 December 2025, 7 - 8:30am EST
GEO BRAZIL CHAPTER MEETING
brazil virtual

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.

 

 

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LIVE WEBCAST
16 December 2025, 1 - 2pm EST
BRIDGING PAY EQUITY ACROSS BORDERS: INTEGRATING EQUITY AWARDS INTO U.S. AND EU PAY TRANSPARENCY COMPLIANCE
Webcast

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!

WATCH THE WEBCAST
IN-PERSON CHAPTER EVENT
18 November 2025, 11am - 1pm MST
COLORADO CHAPTER MEETING
colorado chapter

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
UTAH

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.

 

REGISTER

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

1.1 From Taboo to Transparency: What’s Next for U.S. Salary and Equity Disclosure Laws

U.S. pay transparency laws are rapidly evolving, bringing one of the last workplace taboos—discussing salaries—into the open. New and proposed legislation requires employers to disclose compensation details to both prospective and existing employees, including posting salaries in job listings. While long-established in the public sector, these laws represent a major shift for private companies, with variations across states and jurisdictions. Some regions, such as Massachusetts, are expected to extend reporting requirements to all forms of compensation, including equity from company stock plans. This panel will provide an overview of current and emerging pay transparency requirements, explore how equity reporting is affected, and address challenges such as implications for remote workers across multiple jurisdictions. Attendees will leave with practical insights and foundational tools to ensure compliant and efficient reporting.

KEY LEARNINGS:

  • Understanding the evolving landscape of U.S. pay transparency laws and their impact on private sector employers.
  • How equity compensation reporting is affected, including jurisdictional and remote work considerations.
  • Practical strategies to implement compliant reporting processes and address challenges proactively.
Speaker/Author

Chris Dohrmann, FGE, J.P. Morgan Workplace Solutions
Silvana Nuzzo, Pay Governance
Melissa Jackmin, Mohawk Industries

Event date
Wednesday, 10 Dec 2025, 10:30 - 11:20
Plan type
All plan types
Country
Global
Breakout series
BREAKOUT I
Location
Park A/B

6.1 The Equity Games: Battle of the Global Stock Plans

Get ready for a fresh, interactive take on the ever-evolving world of global stock plan administration. This high-energy session blends valuable learning with fast-paced fun and a little friendly competition. Participants will explore the latest updates and trends in global equity while testing their knowledge through a lively trivia challenge with fellow equity professionals. Along the way, you’ll tackle real-world scenarios, gain insights on topics ranging from global mobility strategies and ESPPs to 10b5-1 planning, Section 16 & Rule 144 filings, tax withholding, payroll optimization, 409A valuations, and financial reporting best practices. Expect practical learning, peer connection, and maybe even a prize—plus bragging rights for the trivia champs.
 

KEY LEARNINGS:

  • Stay current on emerging trends, regulatory changes, and best practices in global equity.
  • Strengthen technical knowledge across compliance, administration, and reporting.
  • Apply learning in real-time through an interactive, game-based trivia format.
Speaker/Author

Rob Miceli, Bank of America
David Lanka, Bank of America
Susan Ford, Cytel
Tara Hagen, FGE, Aon
Shantale Greenson, Alkermes

Event date
Wednesday, 10 Dec 2025, 16:25 - 17:15
Plan type
All plan types
Country
Global
Breakout series
BREAKOUT VI
Location
Park A/B

1.1 Turning Complexity into Clarity: Navigating CGT for Share Plan Participants

Navigating Capital Gains Tax (CGT) can be a daunting challenge for UK employees, but NatWest Group is turning complexity into clarity. This session will explore how NatWest supports employees throughout the CGT journey—from initial awareness to understanding available options, such as ISA, pension, or spousal/civil partner transfers, through to confidently completing tax returns. Central to this approach is NatWest’s bespoke CGT base cost calculator, which simplifies calculations across multiple share plans while serving as an educational resource. Attendees will discover how effective tools, resources, and guidance can transform a complex tax scenario into an engaging and empowering employee experience, increasing appreciation for the value of share ownership across the organization.

KEY LEARNINGS:

  • How to provide employees with practical tools and guidance to navigate CGT across multiple share plans. 
  • The impact of effective CGT support on employee engagement, confidence, and overall experience. 
  • Lessons from NatWest’s approach to transforming complex tax scenarios into accessible and educational experiences.
Speaker/Author

David Edwards, NatWest
Alex Cook, Deloitte
Andrew Moreton, Deloitte

Event date
Wednesday, 12 Nov 2025, 05:35 - 06:35
Plan type
All plan types
Country
Global
Breakout series
BREAKOUT I
Location
Monument
Field of Study
Specialized Knowledge
Level
O
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