Midwset

NORTH AMERICA CHAPTER

MIDWEST
NETWORKING EVENTS
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CHAPTER TEAM:

Joe Pancamo, BDO

Bojan Balaban, Verano

Thinh Nguyen, KPMG

Anne Hajigeorgiou, Morgan Stanley At Work

GEO BOARD CHAPTER LIAISON:

Julie Vander Veen, UBS

Amy Reback, Edelweiss Consulting

WELCOME TO THE MIDWEST 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. 

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REGIONAL RESOURCES

FILTER:
Country
IN-PERSON CHAPTER EVENT
17 September 2025, 10am - 5pm PDT
15TH ANNUAL NORCAL FORUM
NORCAL

San Mateo, CA 

USA

Save the date to connect with your NorCal community this September in San Mateo, CA! 

IN-PERSON CHAPTER EVENT
17 June 2025, 11:30am - 2:30pm EDT
NEW YORK CHAPTER MEETING
new york chapter meeting

New York, NY

All plan types
USA

In today’s dynamic global landscape, equity compensation is evolving at the intersection of technology, policy, and practice. These two forward-looking sessions examine the forces reshaping our field—from the disruptive potential of artificial intelligence to groundbreaking global research on employee share ownership. Whether you're exploring how AI tools like ChatGPT can complement human expertise, or uncovering international trends from GEO’s Global Share Plans Ranking Project, these sessions will equip you with fresh insights to navigate the future of equity compensation with confidence and clarity.

SESSION ONE: 
AI vs. Human Expertise:  Exploring ChatGPT’s Role in Equity Compensation

In a rapidly changing technological landscape, artificial intelligence (AI) is making its mark across countless industries—including equity compensation. This session explores the evolving role of tools like ChatGPT and examines whether AI can truly replicate or complement human expertise in this nuanced field. Join us for an engaging discussion on the promises, pitfalls, and practical applications of AI in equity compensation strategy, compliance, and communication.

KEY LEARNING POINTS:

  • Understand the current capabilities and limitations of AI tools like ChatGPT in the context of equity compensation.
  • Identify areas within equity compensation where AI may enhance efficiency, accuracy, and decision-making—and where human judgment remains essential.
  • Evaluate ethical, legal, and practical considerations when integrating AI into equity compensation processes.

     

SESSION TWO:
Global Share Plans Ranking Study:  Insights, Opportunities, and the Future of Employee Ownership

GEO’s Global Share Plans Ranking Project breaks new ground as the first initiative to provide a country-by-country snapshot of employee share ownership across the globe. This session highlights key findings from the expanded report, offering insights into which countries are embracing employee equity—and which markets may present emerging opportunities. Discover where support for employee ownership is thriving and explore the global trends shaping the future of equity compensation.

KEY LEARNING POINTS: 

  • Understand the methodology and scope of GEO’s Global Share Plans Ranking Project and its significance to the equity compensation community.
  • Identify top-performing countries in terms of employee share ownership support and participation.
  • Recognize emerging markets with growth potential and explore strategies for expanding employee equity initiatives globally.

     

LOCATION
UBS
1285 Avenue of the Americas
New York, NY, 10019

*Please indicate any dietary requirements in your registration as lunch will be provided. 

Members and non-members are welcome to join this chapter meeting.  Registration is required.

IN-PERSON CHAPTER EVENT
21 May 2025, 3 - 5pm CEST
NETHERLANDS CHAPTER MEETING
NETHERLANDS MEETING
Netherlands
USA

Equity and Privately Held Companies - It's a Matter of Value


As the event’s main sponsor, Baker McKenzie will kick off the meeting by introducing the core concepts and key valuation methods for equity-based compensation items that their specialists see being used in the market.

Following this introduction, we will have a panel of esteemed industry specialists who have personal experience in valuing non-listed companies, be it from the perspective of international private equity firms, start- or scale-up companies or family-owned businesses. They will bring a wealth of expertise in this matter to the table, and are eager to answer any questions you might have on this topic.

Thank you to our sponsor:

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LOCATION:
Baker McKenzie Amsterdam
Claude Debussylaan 54 
1082 MD 
Amsterdam, Netherlands
 

There is no cost for this chapter meeting.  Both GEO Member and Non-Members are welcome.  But registration is required.  

IN-PERSON CHAPTER EVENT
21 May 2025, 12 - 2pm PDT
NORCAL CHAPTER MEETING
norcal chapter

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

LIVE WEBCAST
20 May 2025, 10 - 11am PDT
MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES
20 May

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: 

ASIA-PAC: 19 May - 9am AEDT
EUROPE: 20 May- 10am GMT | 11am CET | 12pm IST
THE AMERICAS: 19 May - 4pm PT | 7pm ET – 20 May - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

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.

LIVE WEBCAST
13 May 2025, 10 - 11am PDT
VESTING UNDER PRESSURE: NVAVIGATING T1 TIMELINES AND EXECUTIVE MANAGEMENT
webcast

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

 

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST
ASIA-PAC: 12 May - 9am AEDT
EUROPE: 13 May- 10am GMT | 11am CET | 12pm IDT | 2.30pm IST
THE AMERICAS: 12 May - 4pm PT | 7pm ET – 13 May - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

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.

IN-PERSON CHAPTER EVENT
8 May 2025, 11:30am - 1:30pm PDT
PACIFIC NORTHWEST CHAPTER MEETING
PacWest

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

PRAGUE

All plan types
Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 28-30 APRIL 2025

STAY TUNED FOR DETAILS! 

IN-PERSON CHAPTER EVENT
17 April 2025, 12 - 2pm MDT
GREATER ROCKIES, UTAH CHAPTER MEETING
Rockies

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

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

 

CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

AVAILABLE TO GEO MEMBER ONLY

PAST EVENTS AND RESOURCES

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. 

AVAILABLE TO GEO MEMBER ONLY

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. 

AVAILABLE TO GEO MEMBER ONLY
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