NORTH AMERICA CHAPTER

MIDWEST

NETWORKING EVENTS

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

CONTACT THE CHAPTER TEAM

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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IN-PERSON CHAPTER EVENT

20 August 2026, 4 - 6pm EDT

Atlanta Chapter Meeting - ATLANTA

Atlanta, GA

Trending now

All plan types

USA

Join the Atlanta Chapter for an update on the latest compliance developments affecting employee share plans around the world.

SPEAKER: Aimee Bell, Baker McKenzie

Managing multinational share plans continues to grow more complex as organizations navigate evolving tax rules, regulatory changes, reporting requirements, and increasing scrutiny across jurisdictions.

Join Baker McKenzie Partner Aimee Bell for a practical overview of the key legal, tax, and regulatory developments shaping global equity compensation in 2026. You'll gain actionable insights into emerging compliance risks, administrative best practices, and strategies for maintaining compliant and effective share plans across multiple countries.

KEY LEARNING POINTS

- Identify emerging global compliance risks and tax developments affecting multinational share plans.
- Evaluate regulatory and legal changes to help adapt your equity compensation strategy.
- Implement administrative best practices to reduce cross-border risk and improve global plan operations.

LOCATION
Morgan Stanley
3280 Peachtree Rd, NE
20th Floor
Atlanta, GA 30305

There is no cost for this chapter meeting.

Members and non-members are welcome to attend. Registration is required.

View the event attendee terms and conditions.

ARTICLE

14 August 2026

2026 ESOP RECRUITMENT AND RETENTION SURVEY

National Center for Employee Ownership (NCEO)

Employee engagement

All plan types

USA

New survey based on 433 respondents examining whether employee ownership helps companies attract and incentivise employees and how ESOP companies communicate ownership.

READ ARTICLE

ARTICLE

7 August 2026

ORIC PHARMACEUTICALS USES OPTIONS AND RSUS TO RECRUIT NEW EMPLOYEES

ORIC Pharmaceuticals / Business Insider Markets

Employee engagement

Non-qualified plans

USA

ORIC granted non-qualified stock options and RSUs to five new non-executive employees as inducement awards.

READ ARTICLE

ARTICLE

7 August 2026

SPYRE THERAPEUTICS GRANTS STOCK OPTIONS AND RSUS TO NEW EMPLOYEES

Spyre Therapeutics / Business Insider Markets

Employee engagement

Non-qualified plans

USA

Stock options and RSUs were granted as material inducements to new employees under Nasdaq Listing Rule 5635(c)(4).

READ ARTICLE

ARTICLE

6 August 2026

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National Center for Employee Ownership (NCEO)

Operational effectiveness

All plan types

USA

Technical content covering US ESOP diversification rules, calculations, participant communications, early withdrawals and extended diversification.

READ ARTICLE

LIVE WEBCAST

6 August 2026, 1 - 2pm EDT

Beyond the Tax Notice: Delivering Effective Tax Communications to a Global Workforce - ZOOM

Morgan Stanley at Work

Communications

Finance, tax and accounting

All plan types

Global

Knowledge is power, particularly when it comes to understanding the tax implications of equity compensation. While many companies provide tools and resources to help participants navigate tax-related decisions, ensuring those communications are understood and acted upon across a diverse, global workforce remains a significant challenge.

This session will explore best practices for designing and delivering effective tax communications that resonate across different demographics, geographies, and levels of financial literacy. Through practical examples and client success stories, attendees will gain insights into creating accessible, engaging, and impactful communication strategies that improve participant understanding and support informed decision-making.

KEY LEARNING POINTS:

Identify common challenges and barriers to delivering effective tax communications across a diverse and geographically dispersed workforce.
Evaluate communication strategies and tools that improve accessibility, understanding, and engagement with equity-related tax information.
Determine best practices for developing participant-centric tax communication programs that support informed decision-making and enhance the employee experience.

CPE CREDIT HOURS: 1.0*

Field of study: Communications
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!

ARTICLE

4 August 2026

NAVIGATING ESOP-TO-ESOP MERGERS

National Center for Employee Ownership (NCEO)

Design and strategy

All plan types

USA

Explores the roles of the corporation and ESOP trust, structuring challenges and strategies for executing ESOP-to-ESOP mergers.

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ARTICLE

4 August 2026

VEOLIA GLOBAL EMPLOYEE SHARE PLAN REACHES SUBSCRIPTION STAGE ACROSS 55 JURISDICTIONS

Veolia / Euronext

Employee engagement

Discount shares

France

Global

Veolia's 2026 employee shareholding operation reached its subscription stage, with eligibility across 55 jurisdictions and a 15% discount to the reference price.

READ ARTICLE

ARTICLE

4 August 2026

INTERNATIONAL SYMPOSIUM ON EMPLOYEE OWNERSHIP 2026

The ESOP Association

Trending now

All plan types

Global

USA

International employee ownership programme bringing together practitioners and stakeholders to discuss developments in employee-owned business.

READ ARTICLE

CHAPTER DISCUSSION BOARD

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View regional news & resources

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NORTH AMERICA CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE MIDWEST CHAPTER

REGIONAL RESOURCES

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership