Boston | Global Equity Organization

IN-PERSON CHAPTER EVENT

21 May 2025, 12 - 2pm PDT

NORCAL CHAPTER MEETING

Menlo Park, CA

USA

Hands On: Advancing Equity Through AI Tech Solutions

Join us for an engaging and interactive session exploring the transformative potential of AI technology in advancing equity plan administration. This hands-on workshop will dive into practical applications and innovative solutions that leverage AI to streamline workflows, reduce manual effort, and improve accuracy.
Participants will gain insights into cutting-edge AI tools and methodologies designed to make day-to-day equity administration more efficient. Through real-world case studies and collaborative activities, you’ll discover how to implement AI-driven strategies that ease the burden of complex tasks and improve overall effectiveness.

If you work in equity administration, this session will provide valuable knowledge, tools, and actionable steps to harness AI for a smarter, more streamlined future.

Key Learning Points:

Discover practical ways AI can streamline equity plan administration and reduce manual workload.
Explore real-world examples of how AI is being used to drive efficiency and improve accuracy.
Learn how to evaluate and implement AI tools that align with your organization’s equity goals.

Both GEO members and non-members are welcome. Registration is required.

Lunch will be provided

LOCATION:
Morgan Stanley
Menlo Park Office
4500 Bohannon Dr
Menlo Park, CA 94025

We hope to see you there!

The GEO NorCal Chapter Team

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LIVE WEBCAST

20 May 2025, 10 - 11am PDT

MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES

Marelene Zobayan, Rutlen Associates, Andrea Kagan, NVIDIA, Marianne Friebel, Dolby

Design and strategy

Employee engagement

All plan types

Global

Navigating payroll tax obligations for mobile employees is a complex challenge, often complicated by unreliable data, payroll system limitations, and employee expectations. Without a solid strategy, compliance risks and administrative headaches can quickly pile up.
Join this expert panel to uncover common pitfalls and practical solutions for streamlining mobility tax compliance. Learn how to clean up key data, navigate payroll constraints, and implement best practices to minimize surprises and improve the employee experience.

KEY LEARNING POINTS:

Educate internal stakeholders to align expectations and improve compliance.
Navigate payroll system limitations and enhance communication with payroll teams.
Manage unexpected tax outcomes, including double social security taxation, with proactive planning.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

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.

WATCH THE WEBCAST

ARTICLE

16 May 2025

ESOP BILLS INTRODUCED IN SENATE

planadviser

Legal and regulatory

Employee stock purchase plans (ESPP)

USA

Two new Senate bills aim to strengthen employee stock ownership plans (ESOPs) by removing certain contribution limits and giving ESOPs formal representation on the ERISA Advisory Council. The Employee Ownership Fairness Act proposes excluding ESOP contributions from defined contribution plan caps to allow employees more flexibility in retirement savings, while the Employee Ownership Representation Act adds two ESOP advocates to the ERISA Council. Separately, the American Ownership and Resilience Act was introduced to promote selling American businesses to employees through ESOPs, helping prevent offshoring and support domestic manufacturing.

READ ARTICLE

ARTICLE

14 May 2025

THE EMPLOYEE OWNERSHIP FAIRNESS ACT OF 2025: A GAME-CHANGER FOR ESOP COMPANIES AND THEIR PEOPLE

Menke

Legal and regulatory

All plan types

USA

The Employee Ownership Fairness Act of 2025, introduced in Congress, aims to ease tax limitations that have hindered ESOP-owned companies from fully funding both ESOPs and 401(k) plans. The bill proposes that stock contributions and ESOP loan repayments no longer count toward annual contribution and allocation limits, allowing employees to maximize benefits in both retirement plans. This change would benefit companies, selling shareholders, and employees alike by removing outdated tax barriers and supporting broader employee ownership and retirement savings.

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LIVE WEBCAST

13 May 2025, 10 - 11am PDT

VESTING UNDER PRESSURE: NAVIGATING T1 TIMELINES AND EXECUTIVE MANAGEMENT

Ben Brettell, Reward Pro
Will Broad, Winterflood
Tom Giles, Winterflood
Tom Gwinnell, Reward Pro
Adva Lewitte, Shareforce

Trending now

All plan types

Global

When it comes to executive share plans, the vesting process is already complex—but add T1 into the mix, and the stakes get even higher. With tighter timelines, increased scrutiny, and more stakeholders involved, ensuring a smooth, compliant, and well-communicated vesting process is critical.

Join experts from ShareForce, RewardPro, and Winterfloods as we navigate the biggest challenges in executive plan communications and reveal strategies to stay ahead under T1 constraints. Packed with real-world insights and actionable solutions, this session is essential for issuers looking to improve efficiency, accuracy, and executive engagement in their share plans.

KEY LEARNING POINTS:

Streamline vesting workflows and stakeholder coordination to maintain accuracy and efficiency under accelerated timelines.
Enhance executive understanding of share plans by simplifying complex concepts and reinforcing their value.
Leverage technology and clear communication to improve engagement and ensure a seamless experience

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.

WATCH THE WEBCAST

ARTICLE

12 May 2025

DASHED IPO PLANS ARE SHIFTING CONVERSATIONS AROUND EQUITY COMPENSATION

HR Brew

Private and pre-IPO companies

All plan types

Global

With IPOs increasingly delayed, employees at private companies are questioning the value of equity compensation, which was once seen as a path to significant wealth. To retain and motivate staff, HR teams are emphasizing transparency, educating employees about equity, and exploring alternatives like tender offers to provide liquidity before an IPO. As equity becomes a less certain benefit, companies are also highlighting other aspects of compensation and promoting a culture of ownership and open communication.

READ ARTICLE

IN-PERSON CHAPTER EVENT

8 May 2025, 11:30am - 1:30pm PDT

PACIFIC NORTHWEST CHAPTER MEETING

Seattle, WA or Virtual

Legal and regulatory

All plan types

USA

Navigating the Future of U.S. Business Immigration: Challenges and Changes

Join us for an insightful discussion on the current state of U.S. business immigration, focusing on H-1B and other work permits, the impact of federal government cuts, the status of travel bans, and predictions for what lies ahead in immigration policy and how it impacts world of global equity.

LOCATIONS

In-Person
KPMG Seattle
401 Union St
28th Floor
Seattle, WA 98101

Virtual - Join us from wherever you are - virtual details will be emailed after registration

Generously hosted KPMG

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IN-PERSON CONFERENCE

28 April 2025, 8am - 30 April 2025, 3pm CEST

GEO'S 26TH ANNUAL CONFERENCE

PRAGUE

All plan types

Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 28-30 APRIL 2025

STAY TUNED FOR DETAILS!

SAVE THE DATE

IN-PERSON CHAPTER EVENT

17 April 2025, 12 - 2pm MDT

GREATER ROCKIES, UTAH CHAPTER MEETING

Lehi, Utah

Operational effectiveness

All plan types

USA

THE OPERATIONAL DEBATE: STREAMLINING EQUITY PLANS

In the world of equity compensation, operational hurdles are where the real debates begin. How do you strike the right balance between automation and hands-on management? Should compliance be centralized or tailored to local requirements? This session dives deep into the key operational challenges of equity plan execution, from data management and participant communications to administrative efficiency and compliance oversight. Experts will debate the pros and cons of different operational strategies, offering insights to help you optimize processes, reduce complexity, and ensure your equity plan runs like a well-oiled machine. Prepare to engage in this discussion on the most effective ways to handle operational roadblocks.

This session will include a lunch.

LOCATION
Adobe
3900 Adobe Way
Lehi, UT

Thank you to our sponsor

There is no charge to attend this meeting. Both members and non-members are welcome to join.

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NORTH AMERICA CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE BOSTON CHAPTER

REGIONAL RESOURCES

THE OPERATIONAL DEBATE: STREAMLINING EQUITY PLANS

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership