NORTH AMERICA CHAPTER

Revolutionizing equity compensation the Silicon Valley way

Join us at the historic Het West-Indisch Huis for an insightful panel discussion that delves into the dynamic world of Equity Compensation Administration. In this intellectually stimulating gathering, industry experts, thought leaders, and professionals will come together to explore key aspects of equity compensation management, including the new plan design concepts straight from the venture capital community, trends in U.S. share plan design and the role of AI and how administration is changing in response to AI.

In this session, you will learn about

• Recent share plan design changes in the start-up world with views from Silicon Valley
• The role of AI and Equity Compensation administration
• Getting the right reward benchmarking data
• Public versus private company design changes

AGENDA

4:00 PM - 4:30 PM Arrival
4:30 PM - 6:00 PM Presentation from Compass Equity & Panel Discussion 
6:00 PM - 7:00 PM Networking drinks/Borrel

LOCATION:

Het West-Indisch Huis
Herenmarkt 99
1013 EC Amsterdam

There is no cost for this chapter meeting.  Both GEO Member and Non-Members are welcome.  But registration is required.  Please click Registration and Register Now in the above menu.

The 13th Annual NorCal Forum gives you the chance to experience and participate in the most forward-thinking equity and executive compensation discussions and attracts industry experts, policy makers, academics, thought leaders, influencers and decision makers.

The GEO New York and Boston Chapters are pleased to present this half-day chapter meeting across Philadelphia, New Jersey, New York and Boston. We are excited to offer two sessions that are sure to inform, educate, and spark new ideas for your plan designs, and with speakers across all the locations, no matter which city calls to you, you’ll have a front row seat for the action.

SESSION ONE: 
Fresh ideas to keep your stock plans in style
Stagnation stinks!  With a constantly evolving workplace landscape, changing needs of employees and employers facing new challenges every day, stock plan stagnation can leave you unprepared.  Join these stock plan experts to explore new ideas for your stock compensation radar.

Key learning points:

• Modernization strategies to enhance stock programs, reduce costs, promote equity, differentiation, and prepare for future challenges, including M&A
• How to evaluate automatic exercise at expiration,  and how you can get a head start on T+1 readiness with prior day close.
• Discover the role that LTI plays in gender pay gap,
• ...and more.

SESSION TWO:
Industry updates from the front lines

This great discussion with representatives from Deloitte and KPMG will explore tax, regulatory, process and trends they are seeing from their desks.  These sage professionals will bring their experience and thought leadership to the table to consider for your incentive programs.

Key learning points:

• Discuss equity industry trends we are seeing.
• Review the regulatory and legislative views that are affecting the plan design landscape.
• The rising trends that affect people, processes, and the current technology

Agenda:
12:00  to 12:30 – Registration, welcome and lunch
12:30 to 1:30 – Session one - Fresh ideas to keep your stock plans in style
1:30 to 2:30 –Session two - Industry updates from the front lines
2:30-3:30 - End of simulcast and table top discussions

*Please indicate any dietary requirements in your registration as lunch will be provided. 

We will be holding a simulcast for our chapter meeting, to give you more location options so you can attend. 

Deploying and implementing an effective equity compensation program is no easy feat and challenges are rampant. If your program is struggling to make a real difference, there are things you can do to ensure the benefits you offer are valued. We’ve rounded up the top reasons equity compensation programs struggle and ways to make them work for the better

In this session, we will explore:

• Why it’s important to maximize the impact on your equity compensation programs
• Ways to make an impact in your communications and strategy
• Success stories/case studies from other organizations that overcame the challenges presented to them

We will be holding a simulcast for our chapter meeting, to give you more location options so you can attend. 

Agenda:
11:30  a.m. – 12:00 p.m. -  Registration, welcome and lunch
12:30 – 1:30 p.m. – Presentation with Robyn Shutak and Elizabeth Stoudt of Infinite Equity -  “Texas Fall Roundup - Why Equity Compensation Programs Fall Short with Solutions”
1:30 – 2:00 p.m. – Roundtable discussions/networking

• Lunch will be provided.  Please indicate any dietary requirements in your registration. 
• Drawing for complimentary pass for corporate issuer in each location to GEO Annual Conference in Nashville, April 9 – 11, 2024 will occur.  Must be present to win!