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:

Michelle Tomasetti, Infinite Equity

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

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IN-PERSON CHAPTER EVENT
21 October 2026, 11am - 5pm PDT
Pacific Northwest Chapter Meeting - BELLEVUE
bellevue, wa

Bellevue, WA

USA

GEO Pacific Northwest Chapter Fall Event

Join the GEO Pacific Northwest Chapter for Stocktoberfest, an afternoon of learning, networking and conversation focused on the latest developments in equity compensation and long-term incentives.

Enjoy lunch with fellow professionals before diving into three educational sessions exploring the issues and trends shaping the equity landscape today.

WHAT TO EXPECT:

  • Lunch and networking with the Pacific Northwest equity community
  • Three educational sessions focused on timely equity compensation and LTI topics
  • Practical insights and peer connections to take back to your organisation

Speakers and full session details will be announced soon.

LOCATION:

Deloitte Bellevue
1285 122nd Ave NE Ste 300
Bellevue, WA 98005
 

GENEROUSLY HOSTED BY:

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

View the event attendee terms and conditions.

 

IN-PERSON REGIONAL EVENT
17 September 2026, 8:30am - 6:30pm EDT
East Coast Regional Event - NEW YORK
NYC

New York, NY

USA

Join fellow share plan professionals for a high-impact, one-day East Coast Regional Event in New York City, hosted by Morgan Stanley at One New York Plaza in the heart of Manhattan’s Financial District. This premier gathering brings together company directors, senior leaders, and experts in stock plans, HR, reward, and employee benefits from across the U.S. and the wider global equity community.

Building on the continued success of GEO’s regional events, the 2026 East Coast Regional Event will deliver a dynamic day of learning, networking, and collaboration, set against the backdrop of downtown Manhattan. Attendees will gain practical insights into the evolving landscape of employee share ownership and equity compensation while exchanging ideas with peers and industry leaders.

Designed to foster meaningful connections and valuable takeaways, the event offers a unique opportunity to expand your network, strengthen your expertise in global share plans, and engage with professionals shaping the future of equity compensation.

ARTICLE
16 September 2026
US House Passes ESOP Valuation Reform Legislation
External News

The ESOP Association

Legal and regulatory
All plan types
USA

The House approved the Retire Through Ownership Act by 401–14, advancing clearer standards for valuation of privately held ESOP shares.

ARTICLE
15 September 2026
Valeo Opens Shares4U Employee Shareholding Offer Across 21 Countries
External News

Valeo

Employee engagement
Discount shares
France
Global

Valeo's Shares4U subscription opens today, offering eligible employees a 20% subscription-price reduction and, in participating structures, a company contribution delivered as free shares.

ARTICLE
10 September 2026
Retire Through Ownership Act Moves Toward Final US House Vote
External News

The ESOP Association

Legal and regulatory
All plan types
USA

The bipartisan bill would provide greater certainty around ESOP adequate-consideration valuations by allowing fiduciaries to rely on qualifying independent appraisers using established valuation practices.

ARTICLE
10 September 2026
Capgemini Launches 13th Employee Share Ownership Plan for 97% of Workforce
External News

Capgemini

Employee engagement
Discount shares
France
Global

Capgemini's thirteenth ESOP is offered to around 97% of employees and is designed to maintain employee ownership at around 8% of share capital.

ARTICLE
9 September 2026
AXA Opens Shareplan 2026 to More Than 110,000 Employees Across 40 Countries
External News

AXA / market coverage

Employee engagement
Discount shares
France
Global

AXA launched its latest broad-based employee share offering, continuing a programme that has operated for more than 30 years.

ARTICLE
5 September 2026
Keeping an ESOP Compliant: Why Annual Independent Valuation Matters
External News

Cummings & Cummings Law

Legal and regulatory
All plan types
USA

Explains annual ESOP valuation requirements, fiduciary responsibilities and the risks of using an inadequately supported employer-stock valuation.

ARTICLE
2 September 2026
US ESOP Association Sets Core Principles for the Future of Employee Ownership
External News

The ESOP Association

Legal and regulatory
All plan types
USA

Sets out principles the association will use when assessing proposals that could change the legal definition or structure of US ESOPs.

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 MEMBERS 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 MEMBERS 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 MEMBERS ONLY
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The future of global share ownership

Be part of our vibrant network or industry professionals and access
new and relevant content, events and learning experience.