Northern California

NORTH AMERICA CHAPTER

NORTHERN CALIFORNIA
NETWORKING EVENTS
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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

 

CONTACT THE CHAPTER TEAM

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. 

SUBSCRIBE TO CHAPTER NEWSLETTER - COMING SOON!

THANK YOU TO OUR CHAPTER SPONSORS

VISIT SPONSOR PAGE
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REGIONAL RESOURCES

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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! 

SAVE THE DATE
ARTICLE
22 November 2024
INSIDE EXECUTIVE COMP IN 2024
External News

Chief Executive

Executive pay
Executive plans
USA

The 2023–24 CEO & Senior Executive Compensation Report for Private Companies reveals that CEO base salaries saw modest growth of 4.1% in 2023, with similar trends expected in 2024, while bonuses increased significantly, contributing to a nearly 10% rise in total cash compensation. Senior executives experienced smaller salary increases, averaging 3.5%, but benefited from a 30% rise in performance-based incentives in 2023, with median total compensation reaching $239,000 excluding presidents. Middle managers and front-line workers saw the largest salary increases of 4.2% in 2023, driven by talent competition, though 2024 pay raises across all levels are projected to remain modest, influenced by factors like company size, growth, and profitability.

READ ARTICLE
LIVE WEBCAST
18 November 2024, 5 - 6pm EST
NAVIGATING AUSTRALIAN EMPLOYEE SHARE SCHEME TAXATION IN MERGERS, ACQUISITIONS, AND DEMERGERS
Webcast

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
bootcamp

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
PERE

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
Bootcamp

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
UK chapter

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
ARTICLE
11 November 2024
MPHASIS GRANTS 25,000 STOCK OPTIONS, 12,000 RSUS TO EMPLOYEES UNDER ESOP 2016, RSU PLAN 2021
External News

mint

Design and strategy
Stock options
India
USA

Mphasis Limited announced the granting of 25,000 stock options under its ESOP 2016 and 12,000 restricted stock units (RSUs) under its RSU Plan 2021 to eligible employees, effective November 7, 2024, as approved by its ESOP Compensation Committee. The stock options have an exercise price of ₹2,900, with equal vesting over five years and a 60-month exercise period, while the RSUs, priced at ₹10, follow a progressive vesting schedule of 10%, 20%, 30%, and 30% over five years, catering to both Indian and US-based employees. These equity grants are administered through the Mphasis Employees Equity Reward Trust, ensuring compliance with SEBI regulations, and the announcement was officially submitted to the BSE and NSE by Senior Vice President and Company Secretary Subramanian Narayan

READ ARTICLE
VIRTUAL COURSE
7 November 2024, 7 - 9am PST
GEO'S SHARE PLAN BASICS BOOTCAMP - Day 2
bootcamp

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

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
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