BRAZIL CHAPTER

BRAZIL

NETWORKING EVENTS

CHAPTER TEAM:

Alex De Souza, Remote - Chapter Leader
Gustavo Fujimoto, Distu
Nadia Leme, Deloitte
Carlos Henrique de Oliveira, Mannrich Advogados
Luiz Goedert Leite, Mattos Filho
Danielle de Santi Bibbo, KPMG

GEO BOARD CHAPTER LIAISON:

Julie Vander Veen, UBS

CONTACT THE CHAPTER TEAM

WELCOME TO THE BRAZIL CHAPTER

This local chapter community is dedicated to sharing knowledge, experiences, and resources to help members develop their skills, expand their networks, and make a positive impact in their communities. You will have access to a wide range of valuable resources and opportunities including educational sessions and networking events.

LIVE WEBCAST

14 May 2026, 1 - 2pm EDT

INSIDE CANADIAN EQUITY PLANS: WHAT YOU NEED TO KNOW

Andrew Schwartz, Computershare
Cynthia Gosselin, Computershare
Katherine Leung, EY

All plan types

Canada

Canada offers a wide range of equity compensation plans for Canadian employees, each with its own set of advantages, compliance requirements, and tax reporting obligations.

Through a panel discussion addressing issuer, administrator, and employee perspectives, attendees will gain a clearer understanding of how different Canadian equity plans are administered throughout the lifecycle—from initial enrollment, to dividend payment, to sale of shares, and the resulting taxation and reporting requirements. The panel will also discuss how these requirements come together in practice, current CRA enforcement activities, and best practices.

KEY LEARNING POINTS

Learn the key differences between Canadian equity plans, including their benefits, limitations, and applicable tax and reporting requirements.
Gain practical insight into issuer, administrator, and employee responsibilities for accurate tax tracking, withholding, and reporting for Canadian participants.
Take away actionable best practices to improve compliance and administration.

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.

COST

Members: Free access — Live and on-demand
Non-members: $85 per webcast — Live and on-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

IN-PERSON CONFERENCE

22 April 2026, 7 - 11:59pm CDT

25TH GEO AWARDS

AUSTIN, TX

All plan types

Global

ATTEND THE 25TH GEO AWARDS GALA

Join the global share plan community in Austin, Texas on 22 April 2026 as we celebrate the 25th GEO Awards.

This milestone event will take place in the Lone Star Ballroom of the JW Marriott Austin, where we will honor the most innovative and impactful share plan and executive compensation strategies from around the world.

The celebration continues with an exclusive after party at The Edge rooftop, offering spectacular views and the perfect setting to connect with peers and friends across the GEO community.

REGISTRATION OPENS SOON!

MORE INFORMATION

IN-PERSON CONFERENCE

21 April 2026, 7am - 23 April 2026, 5pm CDT

GEO'S 27TH ANNUAL CONFERENCE

AUSTIN, TX

All plan types

Global

JOIN THE GLOBAL SHARE PLAN COMMUNITY AT GEO'S 27TH ANNUAL CONFERENCE

On 21 - 23 April 2026 more than 350+ global share plan and executive compensation professionals, company directors, senior managers, stock plan, HR, reward and benefits professionals will fill the halls at the JW Marriott in Austin, Texas.

Our flagship conference is where the best equity minds meet. It brings together academics, thought leaders, stock plan experts and policy makers from across the globe to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

Unlock a world of possibilities – igniting inspiration regardless of your experience!

REGISTRATION OPENS SOON!

MORE INFORMATION

IN-PERSON CHAPTER EVENT

20 May 2026, 11:30am - 1:30pm EDT

TORONTO CHAPTER MEETING

Toronto

Trending now

All plan types

Canada

The GEO Toronto Chapter is delighted to invite you to a special in-person event in Montreal, bringing together the local equity compensation community for an engaging afternoon of learning, insight, and connection.

This dynamic program is designed to explore the latest trends, challenges, and strategies shaping today’s equity compensation landscape—equipping you with practical ideas and actionable takeaways to strengthen your programmes and enhance your impact as an equity leader.

Speakers: Amelie Desrochers, Deloitte; Sheila Frierson, Computershare

SESSION ONE: Myth Busters – Global Share Plans Unveiled
Cut through the noise and challenge common misconceptions around implementing global share plans. This interactive session will explore how local qualified plans—across the UK, US, and Ireland—can continue to deliver value within a global framework. Hear directly from industry experts and take the opportunity to have your questions answered in an open discussion.

SESSION TWO: Curious About the Future of Equity Compensation?
Be among the first to hear exclusive insights from the 2025 Global Equity Insights Survey. We’ll dive into emerging trends in reporting, equal pay, and the growing influence of AI on equity programmes—alongside key considerations for Canadian-based issuers. Expect fresh perspectives and practical insights you can apply immediately.

A light lunch will be provided, offering additional time to network with peers and continue the conversation.

We look forward to welcoming you in Montreal!

REGISTRATION AND COST
Members and non-members are welcome to attend. There is no cost for this chapter meeting, but registration is required.

View the event attendee terms and conditions.

LOCATION
La Tour Deloitte
1190 Avenue des Canadiens-de-Montréal
Suite 500
Quebec H3B 0M7

VIRTUAL COURSE

5 May 2026, 8am - 14 May 2026, 10am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

ARTICLE

4 March 2026

AVOIDING COSTLY EXECUTIVE COMPENSATION MISTAKES: A STRATEGIC GUIDE

Pave

Executive pay

Executive plans

Global

How can boards identify executive compensation mistakes? Learn the most common errors in C-suite pay that cost companies millions and how automated platforms prevent them.

READ ARTICLE

ARTICLE

3 March 2026

IS A 4-YEAR VESTING SCHEDULE STILL STANDARD?

Pave

Trending now

Stock options

Global

Is a 4-year vesting schedule still standard? At private companies, yes. But public company grant durations have declined steadily since 2020.

READ ARTICLE

LIVE WEBCAST

17 February 2026, 10 - 11am PST

FROM ADMINISTRATOR TO ADVISOR: THE EVOLVING ROLE OF THE EQUITY LEADER

Sponsored by insightsoftware

Trending now

All plan types

Global

ASIA-PAC: 17 February- 8am HKT I 11am AEDT I 3:30pm IST (India)
EUROPE/MIDDLE EAST: 17 February - 10am or 6pm GMT | 11am or 7pm CET | 12pm IST (Israel)
THE AMERICAS: 16 February - 4pm PT | 7pm ET or 17 February - 10am PT | 12pm CT | 1pm ET

The role of the equity professional is rapidly transforming. Once viewed primarily as plan administrators and reactive problem solvers, today’s equity leaders are stepping into far more strategic positions—serving as trusted advisors, cross-functional connectors, and educators across the enterprise. As companies place greater emphasis on talent strategy, retention, and long-term value creation, equity leaders are increasingly influencing conversations at the highest levels of the business.

In this session, speakers will explore how equity professionals can move beyond execution and into a more proactive, advisory role—guiding executives on strategic decisions, anticipating challenges, and translating complex equity concepts into clear, business-relevant insights. Attendees will gain practical perspectives on how to elevate their influence, build enterprise-wide equity literacy, and position equity as a critical driver of informed decision-making across all levels of the company.

KEY LEARNING POINTS

Understand how the equity leader role is evolving from administrator to strategic advisor, coordinator, and educator
Learn practical ways to drive cross-functional collaboration and increase equity literacy among executives and key stakeholders
Identify strategies to shift from reactive problem-solving to proactive guidance that supports better decisions and stronger company outcomes

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.

COST

Members: Free access — Live and on-demand
Non-members: $85 per webcast — Live and on-demand

Unlock unlimited access! Join GEO from just $350/year and watch every webcast free—live or on-demand plus more member perks!

WATCH THE WEBCAST

ARTICLE

1 November 2025

UNLOCKING HIDDEN VALUE WITHIN YOUR ESOP PROGRAM

Sprintax Dividends

Design and strategy

Stock options

Global

Employee Stock Ownership Plans and other forms of equity compensation have become essential tools for attracting, retaining, and aligning top talent. Once limited to senior executives, these programs are now widely used across job levels and geographies, reflecting a broader shift toward long-term incentives and ownership driven culture.

But for all the attention paid to plan design, grant size, and vesting schedules, a critical part of the employee experience often goes unnoticed: dividend income, and more specifically, how much of it is silently lost to Dividend Withholding Tax (DWT).

In this whitepaper, you’ll explore:
• What DWT is and why it’s often overlooked in ESOP administration
• How recovery works and what’s legally reclaimable
• The strategic upside of integrating DWT recovery into your total rewards model
• Practical implementation options that minimize administrative burden
• A powerful DWT reclaim impact study, demonstrating the scale of opportunity

CONTRIBUTED BY SPRINTAX DIVIDENDS

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CHAPTER DISCUSSION BOARD

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Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions.

Coming soon

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REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content.

View regional news & resources

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BRAZIL CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE BRAZIL CHAPTER

REGIONAL RESOURCES

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership