Atlanta

NORTH AMERICA CHAPTER

ATLANTA
NETWORKING EVENTS
PEOPLE

CHAPTER TEAM:

Mike Palermo, Morgan Stanley At Work

 

GEO BOARD CHAPTER LIAISON:

Maya Wright

WELCOME TO THE ATLANTA 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. 

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people together
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cheers drnks

REGIONAL RESOURCES

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IN-PERSON CHAPTER EVENT
17 September 2025, 10am - 5pm PDT
15TH ANNUAL NORCAL FORUM
NORCAL

San Mateo, CA 

USA

Save the date to connect with your NorCal community this September in San Mateo, CA! 

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 OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:   

ASIA-PAC - 10am AEDT | 12pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
THE AMERICAS - 4/9 8pm ET | 5pm PT | 10am PT | 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 OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

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

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 OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

  • ASIA-PAC - 10am AEDT | 12pm IST
  • EUROPE - 10am GMT | 11am CET |  | 5pm GMT
  • AMERICAS -  3/17 7pm ET | 4pm PT 10am PT | 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.

IN-PERSON CHAPTER EVENT
5 March 2025, 5:30 - 7:30pm PST
NORCAL CHAPTER MEETING
NorCal

Redwood City, CA

USA

NORCAL ANNUAL WINTER SOCIAL

The GEO NorCal Chapter wish you a happy and successful new year!

To start off 2025 in the spirit of togetherness, we are once again organizing our annual winter social to be held in-person on Wednesday, March 5, 2025.
We will be at Gourmet Haus Staudt in Redwood City. We look forward to seeing you and to kicking off the year with a bang. 

Looking forward to see you there! 

Sponsored by: 

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ARTICLE
13 February 2025
TOP 11 EMPLOYEE OWNERSHIP TRENDS FOR 2025
External News

Project Equity

USA

In 2025, employee ownership (EO) is expected to expand globally, with the United Nations declaring it the International Year of Cooperatives, emphasizing the role of worker cooperatives in sustainable development. Government policies at the local and national levels will increasingly support EO as a strategy for economic resilience, with new legislation and funding mechanisms promoting transitions to employee-owned businesses. Additionally, private equity, diversified capital providers, and rising trust conversions will contribute to a broader adoption of EO models, helping workers build wealth, preserve business legacies, and strengthen local economies.

LIVE WEBCAST
13 February 2025, 10 - 11am PST
THE POWER OF PARTNERSHIPS IN MODERN EQUITY ADMINSTRATION
webcast

Hannah McCullough, insightsoftware | Dan Mullen, 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.

ARTICLE
12 February 2025
EXECUTIVE EQUITY COMPENSATION: CURRENT TRENDS
External News

J.P. Morgan

USA

Employee equity compensation is expanding beyond executives to include employees at all levels, with companies offering more flexible equity options such as performance units and restricted stock. However, increased regulatory complexity, particularly around 10b5-1 trading plans and SEC rules, requires careful planning and compliance. As equity compensation evolves, companies are encouraged to seek external expertise to navigate these changes effectively.

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 GEOS MEMBER ONLY
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The future of global share ownership