Northern California

NORTH AMERICA CHAPTER

NORTHERN CALIFORNIA
NETWORKING EVENTS
Norcal crew

CHAPTER TEAM:

Nadine Francyzk, FGE (Chapter Leader)

Tim Gow, Morgan Stanley
Taylor Slayton, Infinite Equity
Jeff Bauman, Baker McKenzie
Brian Kirkpatrick, Marvell
Carrie Kovak, Elastic
Madeline VanHoorickx, UBS
Cory Anderson, KPMG
Alisha Hom, Lyft

GEO BOARD CHAPTER LIAISON:

Tara Hagen, FGE, Global Tax Network

 

WELCOME TO THE NORTHERN CALIFORNIA 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. 

THANK YOU TO OUR CHAPTER SPONSORS

VISIT SPONSOR PAGE
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REGIONAL RESOURCES

FILTER:
Country
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! 

LIVE WEBCAST
10 April 2025, 1 - 2pm EDT
GLOBAL EQUITY UPDATES Q1 2025
Webcast

SPEAKERS: Barbara Klementz, Baker McKenzie | Kela Shang, Baker McKenzie

Trending now
All plan types
Global

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

KEY LEARNING POINTS:

  • Gain insights into the latest regulatory changes impacting equity compensation globally
  • Understand new reporting obligations and compliance requirements affecting your company's equity plans
  • Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation


We are providing three different opportunities to join this webinar.  Join whatever time works best for you!  

ASIA-PAC - 10am AEDT | 4/9 8pm ET | 5pm PT
EUROPE - 10am GMT | 11am CET | 12pm IST
THE AMERICAS - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

LIVE WEBCAST
1 April 2025, 1 - 2pm EDT
DOING MORE WITH LESS: CUTTING THE NUMBER OF QUESTIONS IN HALF
webcast

SPEAKERS: Amit Gupta, Salus Financial | Robyn Shutak, FGE, Infinite Equity

Communications
All plan types
Global

Join us as we explore strategies and evidence-based approaches to cut the number of questions your team has to answer in half. Answering equity compensation questions from employees requires reading up on an individual's situation, understanding regional nuances, and taking on personal reputation risk when answering. But, that’s just one of the many drains on your time we will dive into. 

KEY LEARNING POINTS:

  • Understand the moments in time that create the most confusion for employees
  • Learn actionable strategies to free up your team's time while also leveling up your participants' expertise
  • Set yourself up to access further time-saving opportunities in your day-to-day work even with a limited budget


We are providing three different opportunities to join this webinar. 

ASIA-PAC - 10am AEDT | 3/31 7pm ET | 4pm PT
EUROPE - 10am GMT | 11am CET | 12pm IDT | 2.30pm IST
THE AMERICAS - 10am PT | 12pm CT | 1pm ET | 6pm GMT
 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

LIVE WEBCAST
18 March 2025, 1 - 2pm EDT
AUTOMATION IN SHARE PLANS: A GLOBAL ISSUER ROUNDTABLE DISCUSSION
Webcast

SPEAKERS: Dexter Tang (Moderator), Google | Jennie Anderson, Microsoft | Lamont Walker, Lyft | Annemarie Kalsbeek, S&P Global

Operational effectiveness
All plan types
Global

Automation is revolutionizing how organizations manage share plans, enabling streamlined workflows, improved accuracy, and enhanced participant experiences. But how do you determine where to begin, prioritize effectively, and navigate inevitable challenges along the way?

Join experts from Lyft, Microsoft, and S&P Global, moderated by Google, for an in-depth discussion on share plan automation. This session will explore how leading organizations evaluate existing processes, implement solutions, and involve key stakeholders to ensure success. Gain insights on overcoming hurdles like data migration and employee resistance while balancing efficiency with a personalized participant experience.

KEY LEARNING POINTS:

  • Craft a roadmap for automating share plan processes, including evaluation, prioritization, and collaboration with stakeholders.
  • Tackle common challenges such as data migration and participant resistance while maintaining a human-centered approach.
  • Learn practical strategies for achieving impactful automation on a limited budget and preparing for AI-driven advancements in share plan management.

We are providing three different opportunities to join this webinar.  Join whatever time works best for you!  

  • 10am AEDT | 3/17 7pm ET | 4pm PT
  • 10am GMT | 11am CET | 12pm IST
  • 10am PT | 12pm CT | 1pm ET | 5pm GMT


COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

LIVE WEBCAST
13 February 2025, 1 - 2pm EST
THE POWER OF PARTNERSHIPS IN MODERN EQUITY ADMINSTRATION
webcast

Sponsored by insightsoftware

Employee engagement
All plan types
Global

In today’s dynamic equity compensation landscape, partnerships and collaborative networks are key to delivering scalable, efficient, and client-centric solutions. Sponsored by Insightsoftware, this engaging session explores how robust partner and relationship networks enhance equity plan management.

Discover how insightsoftware's approach to partnerships creates a seamless experience for administrators and participants alike, while addressing the challenges of growth and complexity. This session offers actionable insights to help you build stronger relationships and create value through innovative solutions.

KEY LEARNING POINTS:

  • Explore scalable solutions that adapt to growing organizational needs, enabling the delivery of premium equity management services through a network of flexible relationships.
  • Uncover strategies for enhancing administrative efficiency and navigating complexities through collaboration and the optimization of existing processes.
  • Learn how leveraging partnerships can drive sustainable growth, improve client retention, and elevate the overall participant experience.


We are providing three different opportunities to join this webinar. 

ASIA-PAC - 10am AEDT | 2/12 6pm ET | 3pm PT
EUROPE - 10am GMT | 11am CET | 1pm IST
THE AMERICAS - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

LIVE WEBCAST
30 January 2025, 1 - 2pm EST
GLOBAL EQUITY INSIGHTS SURVEY 2024: REFLECTING ON THE PAST, PRESENT, AND FUTURE TRENDS
Webcast

GEIS Sponsor Panel 

Data and business intelligence
All plan types
Global

Join us for an engaging webcast as we explore the key takeaways from the Global Equity Insights Survey.  In this session, we’ll reflect on the standout findings from the 2024 survey, uncovering global trends in equity compensation and analyzing their impact on organizations worldwide.  Additionally, we’ll provide an exclusive glimpse into the compelling questions shaping the upcoming 2025 survey, offering a forward-looking perspective.
 

KEY LEARNING POINTS:

  • Discover key trends in global equity compensation from the 2024 survey, examining how the shifting landscape influences organizations around the globe.
  • Gain an insider’s look at the new 2025 survey questions, addressing emerging topics such as the role of HCM reporting and equal pay in equity compensation.
  • Participate in an interactive discussion with industry experts, sharing your perspectives on pivotal survey topics.


We are providing three different opportunities to join this webinar.  Join whatever time works best for you!  

  • 10am AEDT | 1/29 6pm ET | 3pm PT
  • 10am GMT | 11am CET | 1pm IST
  • 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

IN-PERSON CHAPTER EVENT
15 January 2025, 11:30am - 1:30pm GMT
GEO TEXAS CHAPTER MEETING
texas

Houston, Dallas and Austin

Design and strategy
All plan types
USA

Employee stock purchase plans can be a great benefit for participants, but many organizations struggle with low participation rates and lack of awareness among employees. Whether you are considering implementing an ESPP or looking to increase participation among your employees, join us for a panel discussion covering tips and strategies for driving ESPP engagement. Hear from others on their experiences around operating an ESPP and boosting awareness of programs through employee education.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATIONS:

IN PERSON LOCATION
Morgan Stanley
Houston
717 Texas Ave, Suite 3050
Houston, TX 77002

WATCH PARTY LOCATIONS
Morgan Stanley
Austin
301 Congress Ave, Suite 1400
Austin, TX 78701

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

ARTICLE
5 December 2024
ARCONTECH AWARDS STOCK OPTIONS TO KEY EMPLOYEE
External News

Investing

Employee engagement
Executive plans
USA

Arcontech Group PLC has granted 30,000 stock options to Mark Maguire, Head of Customer Support, under its Employee Stock Option Plan, with an exercise price of 125.5 pence per share and a vesting date of June 30, 2027. This brings the total outstanding options to 610,500, representing 4.5% of the company’s issued share capital, with earnings calculations based on a consistent 19% UK corporation tax rate. The grant, which lacks performance criteria, reflects a strategic focus on long-term employee retention and alignment with shareholder interests while balancing potential dilution with the benefits of enhanced employee motivation.

ARTICLE
4 December 2024
US GROWTH STOCKS WITH HIGH INSIDER OWNERSHIP IN DECEMBER 2024
External News

Yahoo Finance 

Trending now
All plan types
USA

The U.S. stock market's rally has spotlighted growth companies with high insider ownership, seen as a sign of confidence in future performance. Companies like EHang Holdings (32.8% insider ownership, 81.5% earnings growth) and Alkami Technology (10.9% insider ownership, 98.6% earnings growth) lead in this category, while firms like Atour Lifestyle and KULR Technology Group boast strong growth forecasts, with projected annual revenue increases of 21.1% and 57.9%, respectively. Pinterest also demonstrates robust growth potential with insider ownership of 11.5%, annual revenue growth of 13.1%, and a $2 billion share buyback program, signaling confidence in its future trajectory.

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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