NORTH AMERICA CHAPTER

SPEAKER: Pam Chernoff, Aon

3.00 PM – 4.00 PM: The Tax Bucket Challenge
4.00 PM onwards: Networking Happy Hour, sponsored by Morgan Stanley at Work

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Morgan Stanley at Work.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted and sponsored by:

LOCATION:
Morgan Stanley 
845 Texas Ave
Houston, TX 77002
 

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley 
301 Congress Ave, 
Austin, TX 78701

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley
5001 Spring Valley Rd, Suite 900W
Dallas, TX 75244

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

Join your Bay Area equity compensation peers on 22 September at Pinstripes in San Mateo, CA! 

We're bringing you the latest insights on current industry trends and challenges. This is your golden opportunity to stay at the forefront of your field. But it's not just about learning; it's about connecting.

Meet us there to engage with your local NorCal chapter friends and other GEO members. Exchange ideas, build valuable relationships, and fuel your professional growth. 

It's more than an event; it's a vibrant community coming together to inspire, learn, and grow.

SPEAKERS: Robert Zeiher, Computershare | Andrew Schwartz, Computershare | Amy Reina, Deloitte 

Industry professionals from Deloitte and Computershare will lead a timely discussion on the latest proxy and ISS developments impacting equity compensation plans. The session will examine emerging trends, areas of heightened scrutiny, and key considerations for companies navigating shareholder expectations, equity plan proposals, and evolving governance practices.

Panelists will also share recent industry survey data and benchmarking insights, providing a view into how companies are designing, administering, and governing their equity programs. By combining market data with practical perspectives, the discussion will examine how peer practices and evolving proxy considerations can inform equity plan strategy and decision-making.

KEY LEARNING POINTS

• Identify current proxy and ISS developments, emerging trends, and areas of heightened scrutiny affecting equity compensation plans.
• Assess key considerations related to shareholder expectations, equity plan proposals, and evolving governance practices.
• Evaluate industry survey data and benchmarking insights to compare equity plan design, administration, and governance practices.

LOCATION
Deloitte
30 Rockefeller Center
New York, NY 10006

Thank you to our generous host:
 

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.