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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.

 

5.2 From Molecules to Millions: Biotech’s Transition from Lab to Market

As biotechnology firms evolve from research-focused organizations into commercial powerhouses, their equity compensation strategies must undergo a strategic shift. This session will explore the “why” and “how” of updating pre-commercial frameworks, equity vehicles, and performance metrics to align with the demands of a commercial environment. Participants will examine the challenges of balancing stakeholder expectations, maintaining executive focus, and designing equity programs that drive long-term commercial success.

KEY LEARNINGS:

  • How to evolve equity compensation frameworks as biotech firms transition from research to commercial operations.
  • Strategies for aligning equity vehicles and performance metrics with stakeholder priorities and commercial goals.
  • Practical insights for maintaining executive focus while supporting the firm’s path to sustainable growth.
Speaker/Author

Stephen Popowski, Aon
Karen Needham, FGE, Wave Life Sciences

Event date
Wednesday, 10 Dec 2025, 15:25 - 16:15
Country
Breakout series
Location
Park C
Field of Study
Specialized Knowledge

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
Country
Breakout series
Location
Park A/B
Field of Study
Tax

2.1 Pay vs. Performance: Navigating the New SEC Disclosure Rules

The SEC’s forthcoming executive compensation disclosure rulemaking is set to redefine transparency, corporate accountability, and reporting expectations for public companies. While details are still emerging, this session will provide attendees with insights and strategic guidance to anticipate and prepare for the impact of these changes. Participants will explore how to align internal processes, enhance disclosure practices, and ensure readiness for a new era of executive compensation reporting.

KEY LEARNINGS:

  • Key anticipated changes in SEC executive compensation disclosure requirements.
  • Strategies to prepare internal processes and reporting frameworks for compliance.
  • How enhanced transparency can support corporate accountability and investor confidence.
Speaker/Author

Elizabeth Stoudt, Infinite Equity
Carly Sanfilipo, Infinite Equity

Event date
Wednesday, 10 Dec 2025, 11:30 - 12:20
Country
Breakout series
Location
Park A/B
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.