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IN-PERSON CHAPTER EVENT
25 February 2026, 8 - 10am GMT
UK AND CHANNEL ISLANDS EVENT
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London, England

UK and Channel Islands

Join us for the first GEO UK and Channel Islands Chapter meeting of 2026!

The first GEO UK and Channel Islands chapter event of 2026 is here!

Start the year with us over coffee, croissants, and great conversations. This is the perfect opportunity to reconnect with the share plans community, ask your questions, and share insights.

We’re excited to announce that Lee Cooper from MUFG will be joining us to lead a discussion on dematerialization - a key topic shaping the future of share plans.

Our in-person location registration has been closed.  Please join us virtually! This is an event you won’t want to miss!

Timings:

8am – Arrival time for in person attendees & pre-content networking over breakfast (in-person only)
 

9am – Content & discussion start (online attendees to join)

  • 30 min – share dematerialisation (Lee Cooper, MUFG)
  • 30 min – hot topics (including IA guideline updates, dividend tax changes and questions from the floor!)

10am – Event to conclude

Location:
Deloitte Offices 
2 New Street Square
London, EC4A 3BZ

Cost:

Members and non-members are welcome to attend. Non-member providers will incur a fee.  Registration is required.

View the event attendee terms and conditions.

3.1 Around the World in 60 Minutes: Global Equity Edition

From China to Chile, the U.S. to the UK—and everywhere in between—this session takes a practical look at the legal, regulatory, and tax updates shaping global equity incentive plans. 
Designed for professionals balancing compliance, cost, and complexity, this session cuts through the noise with candid discussion, practical guidance, and hard-earned lessons on managing global incentive plans without losing your sanity—or your budget. Whether you’re a seasoned global equity leader or just expanding internationally, you’ll walk away with actionable insights you can apply immediately.
 

KEY LEARNING POINTS:

  • Understand the latest regulatory and tax developments impacting equity compensation across key global markets.
  • Learn strategies to control compliance costs while minimizing legal, tax, and operational risk.
  • Gain real-world tips from issuers and advisors on keeping plans compliant, scalable, and efficient across multiple jurisdictions.
Speaker/Author

Ian Gassner, Weir Group (UK)
Tom Parker, Tapestry (UK)
Lewis Dulley, Tapestry (UK)
Vanda Kiss, Nokia (NL)

Event date
Wednesday, 22 Apr 2026, 10:45 - 11:45
Breakout series
Location
JW Grand Salon 1
Field of Study
Specialized Knowledge
Level
O

2.6 A Tax-Qualified Trio: Benefits and Tradeoffs of Tax-Advantaged Plans in the UK, Israel, and France

Tax-qualified equity plans can feel daunting to implement and manage across different countries—but when used strategically, they can offer meaningful advantages for both employers and employees. In this session, local experts from France, Israel, and the UK will share practical insights into the benefits, challenges, and success factors of tax-advantaged equity plans in their respective regions.
 

Recognizing that tax-qualified plans aren’t always the right fit, the discussion will also explore alternative approaches to encouraging employee equity participation when these plans are not viable. Attendees will gain a balanced, real-world perspective on how to evaluate options, manage complexity, and design equity programs that align with local regulations and workforce needs.
 

KEY LEARNING POINTS:

  • Learn the key benefits, structures, and compliance considerations for tax-advantaged equity plans in France, Israel, and the UK.
  • Identify scenarios where tax-qualified plans may not be appropriate and explore alternative strategies to promote employee equity participation.
  • Gain practical strategies for navigating tax and legal risks, working across cultures and time zones, and ensuring compliance in European and global equity programs.
Speaker/Author

Hannah Needle, FGE, Tapestry (UK)
Alexis Despres, Banque Transatlantique (FR)
Odelia Pollak, IBI Capital (IS)
 

Event date
Tuesday, 21 Apr 2026, 14:45 - 15:35
Breakout series
Location
401
Field of Study
Tax
Level
I

1.2 Global Share Plans in Motion: What’s New, What’s Risky, and What to Watch

Global share plan compliance continues to evolve—sometimes in helpful ways, sometimes in unexpected (and challenging) ones. This session delivers a fast-paced update on recent legal, tax, and regulatory developments across key jurisdictions, including Argentina, China, Denmark, Israel, Japan, Singapore, the United Kingdom, the United States, and Vietnam.

Experienced issuer leaders and a global share plan advisor will share how these changes are affecting real-world equity programs, highlighting where companies are adjusting plan design, administration, and compliance strategies. The discussion will focus on practical approaches for monitoring global developments, responding to regulatory change, and maintaining compliant share plans across diverse jurisdictions.

KEY LEARNING POINTS:

  • Key global regulatory and tax developments impacting share plans across major jurisdictions.
  • How companies are adapting plan design and compliance strategies in response to change.
  • Practical methods for staying ahead of global developments without overburdening internal teams.
Speaker/Author

Barbara Klementz, Baker McKenzie (US)
Mike Browning, Equinix (US)
Andrea Kagan, NVIDIA (US)
Cherie Curry, FGE, FGS Global (US)
Sepehr Samari, Microsoft (US)

Event date
Tuesday, 21 Apr 2026, 13:30 - 14:30
Breakout series
Location
JW Grand Salon 2
Field of Study
Tax
Level
I
IN-PERSON CONFERENCE
29 January 2026, 9am - 12pm GMT
PRIVATE COMPANY EQUITY MATTERS
private company equity matters

London, UK

UK and Channel Islands

 Building Value: Designing Private Company Share Plans for Growth, Retention and Exit

Join us for this exclusive event designed for senior-level HR and employee incentives professionals from private companies who want to make the most of employee share plans. 

Hosted and sponsored by PwC, this focused program will provide strategic insights into how private businesses can design and implement plans that attract, retain, and reward top talent, while also preparing for future milestones such as a potential exit.

The agenda features:

  • Expert insights from PwC on frameworks like PISCES to support effective planning and decision-making.
  • Real-world case studies that share lessons learned and best practices of successful equity compensation provision in the private company setting.
  • Networking opportunities over tea and coffee with peers facing similar challenges and opportunities.

Don’t miss this opportunity to connect with industry leaders, gain actionable strategies, and expand your professional network in an engaging and collaborative setting.

AGENDA

9.00 - 9.20 REGISTRATION OPENS Coffee and pastries & networking

9.20 - 9.30 WELCOME Introduction to GEO

9.30 - 10.15 SESSION I: Planning for the Future: Designing Private Company Plans with an Eye on Exit
How can private companies design incentive plans that not only attract, retain, and reward top talent today but also set the stage for tomorrow’s success? This session will explore practical approaches to building effective equity plans while planning ahead for potential exit events. We’ll also examine how frameworks such as PISCES can support strategy, structure, and long-term readiness. 
Presented by PwC

10.15 - 10.30  BREAK

10.30 - 11.00 SESSION II: Inside the Playbook: A GEO Member Plan Administrator and Client Case Study

11.00 - 11.30 SESSION III: Unlocking Value: Using an EBT for Private Company Shares – A GEO Member Provider and Client Case Study

11.30 -12.00 NETWORKING REFRESHMENTS

12.00 Event close

There is no cost for this meeting

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

View the event attendee terms and conditions.

 

THANK YOU TO OUR SPONSOR:

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