Northern California | Global Equity Organization

THANK YOU TO OUR CHAPTER SPONSORS

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IN-PERSON CONFERENCE

28 April 2025, 8am - 30 April 2025, 3pm CEST

GEO'S 26TH ANNUAL CONFERENCE

PRAGUE

All plan types

Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 28-30 APRIL 2025

STAY TUNED FOR DETAILS!

SAVE THE DATE

LIVE WEBCAST

18 November 2024, 5 - 6pm EST

NAVIGATING AUSTRALIAN EMPLOYEE SHARE SCHEME TAXATION IN MERGERS, ACQUISITIONS, AND DEMERGERS

Stewart Williams, Deloitte
Sandra Buth, Deloitte
Jodie Rowden, Fuse HR

All plan types

Global

Join us for an in-depth session on the intricacies of Australian Employee Share Scheme (ESS) tax implications during mergers, acquisitions, and demergers. Understand the critical aspects of immediate versus deferred ESS tax on shares and rights, and learn about the provisions and application of ESS tax rollovers. Discover effective communication strategies to help employees navigate the impact of corporate transactions on their ESS.

KEY LEARNING POINTS:

Gain insights into when ESS tax rollovers can be applied, avoiding immediate taxing points during corporate takeovers or restructures, and understand the importance of obtaining a class ruling from the Commissioner of Taxation.
Learn about the ESS reporting responsibilities of both the old and new companies involved in a corporate event, and explore whether payroll withholding can prevent double taxation.
Discover proven strategies for effectively communicating with employees about the impact of corporate events on their ESS, ensuring they understand the treatment of both vested and unvested shares and rights.

COST
GEO members: No charge
GEO non-members: No charge

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

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.

REGISTER

VIRTUAL COURSE

14 November 2024, 7 - 9am PST

GEO'S SHARE PLAN BASICS BOOTCAMP - Day 4

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Register to master global share plan basics!

REGISTER

IN-PERSON REGIONAL EVENT

13 November 2024, All day GMT

GEO'S PAN EUROPEAN REGIONAL EVENT

LONDON

Global

SAVE THE DATE FOR GEO'S PAN EUROPEAN REGIONAL EVENT

LONDON - 13 NOVEMBER 2024

REGISTER

VIRTUAL COURSE

12 November 2024, 7 - 9am PST

GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - Day 3

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Register to master global share plan basics!

REGISTER

IN-PERSON CHAPTER EVENT

12 November 2024, 5 - 9pm GMT

UK CHAPTER MEETING - PRE-PERE EVENT

LONDON

Global

UK and Channel Islands

Explore London and give back with GEO

Join GEO’s UK and Channel Islands chapter for a special pre-PERE event. If you’re travelling to PERE from overseas, come a little earlier and enjoy the city's iconic sights in great company!

Discover London together: Explore the city with fellow attendees as we form teams for an exciting charity challenge. Experience the best of London while bonding with peers from around the globe.
Charity challenge: Participate in a friendly competition where teams will work together to complete fun tasks and challenges around London. The money raised during the event will be donated to the winning team’s chosen charity, making your experience even more meaningful.
Community spirit: This event is part of our annual initiative to give back to the local community. It's a chance to make a positive impact while enjoying the camaraderie of the GEO network and discovering the beauty and culture of the capital.

Register to join us in London for this memorable and fun event!

This event is free for members and non-members, however, registration is required.

WPP
Sea Containers House
18 Upper Ground
London SE1 9GL

REGISTER

VIRTUAL COURSE

7 November 2024, 7 - 9am PST

GEO'S SHARE PLAN BASICS BOOTCAMP - Day 2

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Register to master global share plan basics!

REGISTER

VIRTUAL COURSE

5 November 2024, 7 - 9am PST

GEO'S SHARE PLAN BASICS BOOTCAMP - Day 1

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Register to master global share plan basics!

REGISTER

LIVE WEBCAST

31 October 2024, 5 - 6am PDT

EMPOWERING EMPLOYEES WITH EFFECTIVE EQUITY COMMUNICATION

BONNIE GRASSMAN, INSIGHTSOFTWARE
DINA THEISSEN, INSIGHTSOFTWARE
KATIE GRAFFIS, NELNET

Communications

Employee engagement

All plan types

USA

Are you looking to improve how your company communicates about its equity plans? Join experts from insightsoftware and Nelnet as they share proven strategies to engage employees and build trust in your equity programs.

KEY LEARNING POINTS:

Learn how to customize messaging to meet your employees’ unique needs and address common equity plan questions.
Discover how to use technology for real-time access to equity information, enhancing transparency and employee engagement.
Explore effective techniques to ensure your employees fully understand and appreciate the value of their equity benefits.

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: Communications and Marketing
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.

REGISTER

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.

VIEW CHAPTER Discussion BOARD

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.

Coming Soon

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.

View regional news & resources

AVAILABLE TO GEO MEMBERS ONLY

NORTH AMERICA CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE NORTHERN CALIFORNIA CHAPTER

THANK YOU TO OUR CHAPTER SPONSORS

REGIONAL RESOURCES

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership