INDUSTRY PRACTICAL INSIGHTS

Save the date for 8 Sept - this is a day you won't want to miss!

Join us for an engaging event hosted by Microsoft Reactor, where a distinguished panel of experts will delve into the intricacies of equity share plans and their profound impact on the Israeli landscape, especially during these trying times.

In anticipation of providing the most impactful content, we invite you to help us shape the agenda, tailored to the subjects important to you - Complete the Survey

We look forward to seeing you there! 

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION:
UBS Financial Services
4400 Post Oak Parkway,
16th and 17th Floor
Houston, Texas 78701
 

HAPPY HOUR IMMEDIATELY FOLLOWING
Liberty Kitchen & Oysterette
4224 San Felipe St
Houston, Texas 77027

THANK YOU TO OUR SPONSORS

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION
UBS Financial Services 
98 San Jacinto Blvd 
#600 
Austin, Texas 78701 
(UBS First Floor Conference Room)

THANK YOU TO OUR SPONSORS

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION
UBS Financial Services
100 Crescent Court #400
Dallas, Texas 75201

THANK YOU TO OUR SPONSORS

PLANNING FOR THE 2026 ANNUAL EQUITY GRANT

We’re excited to welcome you to the inaugural Southwest Chapter meeting!

As we head into fall, it’s time to start planning for your 2026 equity grants. In this webcast, we discuss emerging trends and best practices in plan design and administration, as well as key forecasting considerations across share pool, expense, and dilution.

Join us for this kickoff chapter meeting as we explore the evolving proxy landscape and share best practices to help you stay ahead.

KEY TAKEAWAYS:

• How to prepare for the rapidly approaching proxy season
• Why cross-functional collaboration is essential for proxy success
• Best practices for managing evolving proxy requirements

LOCATION:
Equity Methods Office 
8801 E Raintree Drive
Scottsdale, AZ 85260
 

Lunch and dessert provided by Flower Child.

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

CPE Credit is available:
Learning Objectives:

• Planning and goal-setting considerations against a backdrop of market uncertainty
• Trends in LTI designs and retirement eligibility
• Tips on handling the administration of annual grant issuances and settlements
• A deep dive on forecasting stock-based compensation to avoid future surprises
• Share pool tracking so you’re ahead of the game

CPE Credits: 1.0
Field of Study: Specialized Knowledge
Program Level: Overview
Advance Preparation: none required
Prerequisites: none required
Additional CPE details

GLOBAL SHARE PLANS: UNVEILING THE FUTURE OF EQUITY COMPENSATION

Join us for an engaging and informative session designed to empower you with the latest insights and strategies in the ever-changing world of equity compensation. We'll delve into key trends, best practices, and proven approaches to help you optimize your programs and elevate your leadership.

Expect practical takeaways you can immediately apply to navigate challenges and drive impactful outcomes in your equity role.

SESSION ONE: MYTH BUSTERS: GLOBAL SHARE PLANS UNVEILED

Join us for this Myth Busters session, where we will dispel common misconceptions about implementing global share plans. Discover how local qualified plans—such as those in the UK, US, and Ireland—can remain relevant and effective when expanding equity programs worldwide. Gain valuable insights from industry leaders and take advantage of the opportunity to have your questions addressed by our expert panel. 
 

SESSION TWO: CURIOUS ABOUT THE FUTURE OF EQUITY COMPENSATION?

Be the first to hear the exclusive results of the 2025 Global Equity Insights Survey! We’ll explore the latest trends in reporting, equal pay, and the impact of AI on equity programs, with a special focus on key takeaways for Canadian-based issuers. Gain actionable insights from leading experts!

Light lunch will be provided. 

There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.
 

LOCATION
Deloitte Toronto 
8 Adelaide St W
Toronto, ON 
M5H 0A9
Canada

Thank you to our sponsor: