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IN-PERSON CHAPTER EVENT
16 October 2025, 2:30 - 4:30pm EDT
GEO BOSTON CHAPTER MEETING
BOSTON THUMB

Boston, MA

USA

Equity Excellence: Strategic Equity Plan Design and Year-End Execution 
presented by Stock and Options Solutions

SPEAKERS: Marc Tipton, Stock and Options Solutions | Jacqueline Read, Stock and Option Solutions

Year-end can be one of the most challenging times for equity plan professionals, requiring careful coordination of design, administration, compliance, and communication.

Join us to share best practices for designing effective equity compensation plans that align with organizational goals and attract top talent, while also addressing the practical realities of year-end execution.

Topics will include plan structure, grant types, vesting schedules, participant communication, and the administration of timelines, compliance requirements, tax considerations, and reporting.

Attendees will walk away with actionable strategies to optimize their equity programs and ensure a smooth and efficient year-end close.

KEY LEARNINGS:

  • Best practices for designing equity compensation plans that balance organizational goals and employee needs.
  • Key year-end administration considerations including compliance, tax, and reporting requirements.
  • Practical strategies to streamline timelines, communication, and execution for a successful year-end close.

LOCATION:
BDO Boston Office 
One International Place
Boston, MA 02110

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

View the event attendee terms and conditions.