EUROPEANCHAPTER

UK AND CHANNEL ISLANDS

NETWORKING EVENTS

CHAPTER TEAM:

Sophie Altaf, Fidelity (Chapter Leader)

Peter Ahern, Ledgy
Elliot Alexander, Computershare
Sarah Fearnley, J P Morgan Workplace Solutions
Mark Higgins, WPP
Onyee Yip, Howells
Adva Lewitte, Shareforce
Frances Morgan-Smith, Fidelity
Jennifer Rudman, Equiniti
Nick Newman, Deloitte
Catherine Rylah, bp
Bryony Wilson, J P Morgan Workplace Solutions
Tom Gwinnell, RewardPro
Ben Brettell, RewardPro
Jake Dear, MUFG
Rianna Sergeant, GAM

GEO BOARD CHAPTER LIAISON:

Hannah Needle, FGE, Tapestry Compliance

CONTACT THE CHAPTER TEAM

WELCOME TO THE UK AND CHANNEL ISLANDS 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.

JOIN THE UK & CI CHAPTER

THANK YOU TO OUR CHAPTER SUPPORTERS

IN-PERSON REGIONAL EVENT

12 November 2025, 9am - 6pm GMT

PAN EUROPEAN REGIONAL EVENT

London UK

Global

This year, we’re excited to host our event at a brand-new, centrally located venue, bringing together more than 200 attendees from Europe, the US, and across the globe.

With influential equity compensation decision-makers under one roof and three essential content streams, PERE 2025 offers a unique opportunity to strengthen your connections and enhance your global share plan knowledge.

MORE INFORMATION

LIVE WEBCAST

9 September 2025, 10 - 11am PDT

NO SURPRISES: BUILDING A CAP TABLE INVESTORS CAN TRUST

Chris Hoffmann, Equity Admin
Jason Mann, The Players Company

All plan types

Global

Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.

In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.

Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.

KEY LEARNING POINTS:

Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.

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.

IN-PERSON CHAPTER EVENT

5 June 2025, 3 - 5pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING - EDINBURGH

Edinburgh, Scotland

Trending now

All plan types

UK and Channel Islands

Join the UK Chapter In Edinburgh

Join the GEO UK Chapter in Edinburgh, Scotland, for a compelling afternoon discussing some of the latest hot topics in equity compensation. We will be sharing highlights from GEO's Annual Conference in Prague, a Sharesave case study where we will hear from a selection of organisations about the effectiveness of the communication and financial education methods used to highlight key messages for their recent Sharesave maturities, Marcus Wright (NatWest) will be discussing and analysing the latest economic updates. We will also be taking some time to focus on our Next Gen, and this will be followed by networking. We look forward to seeing you in Edinburgh soon!

Please bring valid ID to access the event.

LOCATION
NatWest Group
Gogarburn
175 Glasgow Road
Edinburgh
EH12 1HQ

GEO members and non-members are welcome to join. Registration is required.

ARTICLE

2 June 2025

MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES

Panel: Marlene Zobayan, FGE, Rutlen Associates; Andrea Kagan, NVIDIA; Marianne Friebel, Dolby Laboratories

Finance, tax and accounting

All plan types

Global

As the modern workforce becomes increasingly mobile, companies face a new frontier of complexity: payroll tax compliance for employees who cross borders, whether temporarily or permanently. Organizations that proactively address these challenges are better equipped to reduce risk, maintain compliance, and support their global talent effectively.

Drawing on deep expertise in global mobility and equity compensation, Marlene Zobayan (Rutlen Associates), Andrea Kagan (NVIDIA), and Marianne Friebel (Dolby) shared actionable insights and strategies for navigating the evolving landscape of payroll tax for mobile employees.

The global mobility ecosystem
Effective management of payroll tax for mobile employees requires collaboration across a network of internal and external stakeholders:

HR and mobility teams: Track employee movements, manage assignments, and coordinate with payroll.
Payroll providers: Calculate and remit taxes in multiple jurisdictions, ensuring timely and accurate payments.
Tax advisors: Interpret complex, ever-changing tax laws and provide guidance on compliance.
Legal and compliance teams: Monitor regulatory changes and mitigate risk.
Technology providers: Offer tracking, reporting, and automation tools for mobile workforce data.
Employees: Must be educated on their responsibilities and the impact of mobility on their compensation.

The challenge is threefold: first, accurately tracking employee movements and assignments; second, managing the tax obligations; third, ensuring seamless data flow and communication among all parties. As Marianne Friebel emphasized, ‘Visibility and real-time data are critical for staying ahead of compliance risks.’

Key challenges for employers
Managing payroll tax for a mobile workforce presents unique hurdles:

Complex, fragmented tax regulations: Each jurisdiction has its own rules, thresholds, and reporting requirements.
Tracking employee location and days worked: Even short business trips can trigger tax obligations.
Data accuracy and integration: Disparate systems and manual processes increase the risk of errors.
Employee communication and education: Employees may be unaware of the tax implications of their mobility.
Cost management: Unexpected tax liabilities can impact both the company and the employee.

Practical steps to payroll tax compliance
The panelists agreed: success requires a blend of clear processes, and cross-functional collaboration. Here’s how leading companies are tackling the challenge:

Centralize data collection: Use technology to track employee movements and assignments in real time.
Establish clear policies: Define mobility, tax, and reporting policies that are communicated to all stakeholders.
Engage experienced partners: Tax advisors and technology providers can help interpret regulations, share best practices from their client base, leverage existing systems and if appropriate, automate compliance.
Conduct regular training: Equip HR, payroll, and employees with up-to-date knowledge on mobility tax issues.
Monitor and audit: Implement regular reviews to identify gaps and ensure ongoing compliance.

Andrea Kagan highlighted the importance of ‘building strong bridges between HR, payroll, and tax teams, so everyone is working from the same playbook’.

Embracing mobility for competitive advantage
Global mobility is no longer a niche concern—it’s a strategic imperative for companies seeking to attract, retain, and deploy top talent worldwide. By investing in integrated solutions, expert partnerships, and clear communication, organizations can turn mobility compliance from a risk into a competitive advantage.

As the workforce becomes more mobile, proactive management of payroll tax is essential—not just for avoiding penalties, but for supporting business growth and employee satisfaction.

For more information or to arrange a consultation, contact Marlene, Andrea, or Marianne directly.

Watch a recording of the webcast on GEOlearn: WATCH THE WEBCAST

IN-PERSON CHAPTER EVENT

22 May 2025, 3 - 5pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING - LONDON

London, UK

Trending now

All plan types

UK and Channel Islands

Bringing the Conference Highlights To You

Join the GEO UK Chapter for an insightful afternoon of learning about some of the latest hot topics in equity compensation. We will listen to insightful stories from issuers, and also hear some of the highlights from Prague, followed by networking. Whether you were at the latest GEO Annual Conference or not, this won't be an event to miss!

Please bring valid ID to access the event.

LOCATION
Aon Offices
122 Leadenhall St
London
EC3V 4AN

GEO members and non-members are welcome to join. Registration is required.

LIVE WEBCAST

20 May 2025, 10 - 11am PDT

MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES

Marelene Zobayan, Rutlen Associates, Andrea Kagan, NVIDIA, Marianne Friebel, Dolby

Design and strategy

Employee engagement

All plan types

Global

Navigating payroll tax obligations for mobile employees is a complex challenge, often complicated by unreliable data, payroll system limitations, and employee expectations. Without a solid strategy, compliance risks and administrative headaches can quickly pile up.
Join this expert panel to uncover common pitfalls and practical solutions for streamlining mobility tax compliance. Learn how to clean up key data, navigate payroll constraints, and implement best practices to minimize surprises and improve the employee experience.

KEY LEARNING POINTS:

Educate internal stakeholders to align expectations and improve compliance.
Navigate payroll system limitations and enhance communication with payroll teams.
Manage unexpected tax outcomes, including double social security taxation, with proactive planning.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL 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.

WATCH THE WEBCAST

IN-PERSON CHAPTER EVENT

15 May 2025, 4 - 5:30pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING - LEEDS

Leeds, UK

Trending now

All plan types

UK and Channel Islands

Meet us in the North and Midlands

Join the GEO UK Chapter in the North of England, for an insightful session discussing some of the latest hot topics in equity compensation. We will also chat about some of the highlights from GEO's Annual Conference in Prague followed by networking. We look forward to seeing you for our first regional event of 2025!

Please bring valid ID to access the event.

LOCATION
MUFG Offices
Central Square
29 Wellington St
Leeds
LS1 4DL

GEO members and non-members are welcome to join. Registration is required.

LIVE WEBCAST

13 May 2025, 10 - 11am PDT

VESTING UNDER PRESSURE: NVAVIGATING T1 TIMELINES AND EXECUTIVE MANAGEMENT

Ben Brettell, Reward Pro
Will Broad, Winterflood
Tom Giles, Winterflood
Tom Gwinnell, Reward Pro
Adva Lewitte, Shareforce

Trending now

All plan types

Global

When it comes to executive share plans, the vesting process is already complex—but add T1 into the mix, and the stakes get even higher. With tighter timelines, increased scrutiny, and more stakeholders involved, ensuring a smooth, compliant, and well-communicated vesting process is critical.

Join experts from ShareForce, RewardPro, and Winterfloods as we navigate the biggest challenges in executive plan communications and reveal strategies to stay ahead under T1 constraints. Packed with real-world insights and actionable solutions, this session is essential for issuers looking to improve efficiency, accuracy, and executive engagement in their share plans.

KEY LEARNING POINTS:

Streamline vesting workflows and stakeholder coordination to maintain accuracy and efficiency under accelerated timelines.
Enhance executive understanding of share plans by simplifying complex concepts and reinforcing their value.
Leverage technology and clear communication to improve engagement and ensure a seamless experience

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.

WATCH THE WEBCAST

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

CHAPTER DISCUSSION BOARD

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CHAPTER TEAM:

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WELCOME TO THE UK AND CHANNEL ISLANDS CHAPTER

THANK YOU TO OUR CHAPTER SUPPORTERS

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