NORTH AMERICA CHAPTER

COLORADO

NETWORKING EVENTS

CHAPTER TEAM:

Sureyya Kennedy, Bank of America

GEO BOARD CHAPTER LIAISON:

Amelie Desrochers. Deloitte

CONTACT THE CHAPTER TEAM

WELCOME TO THE COLORADO 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.

Follow the Colorado Chapter on LinkedIn

IN-PERSON CHAPTER EVENT

12 August 2026, 3 - 6pm PDT

Pacific Northwest Chapter Meeting - SEATTLE

Seattle, WA

USA

Join us for a relaxed summer gathering designed to bring our Pacific Northwest community together! Whether you’re a long-time member or new to the group, this is a great opportunity to step away from the day-to-day, connect with colleagues, and strengthen relationships across our network in a casual setting.

What to expect:

A welcoming environment to connect and unwind with peers
Fun, interactive activities at the start to help spark conversations and build connections
A happy hour with drinks available until 5PM
Light finger foods to enjoy throughout the event

We hope you can join us for an afternoon of networking, conversation, and summer fun!

LOCATION:
Madison Center, First Floor Conference Room
920 5th Ave
Seattle, WA 98104

GENEROUSLY HOSTED BY:

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

LIVE WEBCAST

16 July 2026, 10 - 11am PDT

Building the Business Case for Equity Compensation (GEO Future Leaders Class of 2024) - ZOOM

Jordan Dorich, Gallagher
Lewis Dulley, Tapestry
Nicole Thomas, Shopify
Meho Cerimovic, Baker McKenzie
Danielle Roseland, Morgan Stanley at Work

Data and business intelligence

All plan types

Global

Join the inaugural class of the Future Leaders of Global Equity as they examine the evolving business case for equity compensation. Drawing on fresh survey data, broader industry research, and insights from the thought leadership paper Making the Business Case for Equity-Based Compensation: A Practical Framework for Driving Equity Adoption, this forward-looking session moves beyond foundational concepts to deliver a structured, outcome-driven approach to equity strategy.

Designed for practitioners ready to elevate their influence, this session explores how equity programs can be intentionally aligned with organizational strategy, talent philosophy, and measurable business outcomes. Attendees will gain practical insights into how equity compensation can accelerate high-impact performance, support global growth, strengthen retention, and foster an ownership-driven culture across the workforce.

KEY LEARNING POINTS:

Identify the core business drivers that make equity compensation a strategic tool for talent, growth, and organizational performance.
Apply a practical framework for aligning equity programs with company strategy, workforce philosophy, and measurable outcomes.
Strengthen your ability to communicate and defend the value of equity compensation to leadership and key stakeholders.

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.

COST

Members: Free access — Live and on-demand
Non-members: $85 per webcast — Live and on-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

ARTICLE

13 July 2026

Yay! You've Been Awarded Stock! Boo, The Tax Hit Is Massive: How To Avoid The Mistakes High Earners Make Before They Even Realize It

kiplinger

Finance, tax and accounting

All plan types

USA

Explores common mistakes employees make with RSUs, stock options and ESPPs. It explains how poor tax planning, under-withholding in employer stock can erode wealth, and offers practical strategies for managing equity compensation effectively.

READ ARTICLE

ARTICLE

10 July 2026

U.S. Backup Withholding Tax: What Every Non-U.S. Investor Needs To Know

Sprintax

Finance, tax and accounting

All plan types

Global

Summarizes the importance of submitting a valid W-8BEN (for shareholders outside the US holding US stock) . This usually prevents this withholding, ensures the correct tax treatment, and may qualify them for reduced withholding under a tax treaty.

READ ARTICLE

ARTICLE

9 July 2026

7 Ai Prompts Every Compensation Analyst Should Know

Pave

Trending now

Global

Which AI prompts should compensation analysts trust with generic tools—and which need a true comp agent? 7 ranked prompts, from safe to specialist-only.

READ ARTICLE

LIVE WEBCAST

30 June 2026, 7 - 7:45am PDT

EXCELLENCE IN GLOBAL SHARE PLANS: BEST PRACTICE INSIGHTS (HOSTED BY COMPUTERSHARE)

Elliot Alexander, Computershare
Ceri Newby, Diageo
Jennifer Ritchie, Anglo American

Case Study

GEO award excellence

All plan types

Global

BEST PRACTICE INSIGHTS: WHAT AWARD-WINNING EMPLOYEE SHARE PLANS DO DIFFERENTLY
HOSTED BY COMPUTERSHARE

Join Elliot Alexander, Associate Director, Relationship Management at Computershare, for a webinar discussion featuring Diageo and Anglo American, as they explore what sets award-winning employee share plans apart.

From driving broad participation and inclusive ownership to delivering clear, engaging communications that help employees understand and act with confidence, this session will provide practical insights you can apply.

Use their expertise to help you navigate employee share plan strategies with confidence and success.

WHY ATTEND:

Learn what top-performing share plans do differently – and how to apply it
Gain practical ideas to increase participation and engagement
Discover communication strategies that drive understanding and action
Take away actionable insights you can implement immediately

COST

Members: Free access — Live and on-demand
Non-members: Free access - Live I $85 per webcast — On-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

VIEW THE RECORDING

ARTICLE

27 June 2026

Jeff Bezos' 2016 'Lottery Ticket' Warning Comes True As Blue Origin Workers Miss Out On Spacex-Style IPO Windfall

Yahoo finance

General

Stock options

USA

Povides explaination on why many early Blue Origin employees never realized value from their options and how the new plan attempts to address those shortcomings.

READ ARTICLE

LIVE WEBCAST

24 June 2026, 10 - 11am PDT

CROSS-BORDER EQUITY PLANS: MANAGING VALUATION COMPLEXITY AND AUDIT RISK

Amit Majumder, Qapita
Evelyn Tay, Qapita

Legal and regulatory

All plan types

Global

Cross-border equity plans can create a complex web of valuation requirements, especially when companies must align US 409A valuations, Indian merchant banker reports, and fair value measurements under ASC 718 or IFRS 2.

In this session, we’ll explore the most common mistakes companies make when managing global equity valuations across multiple entities and jurisdictions. Using practical examples and firsthand lessons from issuers operating internationally, attendees will gain a clearer understanding of how to approach fair market value versus fair value assessments, avoid audit and compliance issues, and strengthen their readiness for the next reporting cycle.

KEY LEARNING POINTS:

Explain common valuation challenges in multi-entity and cross-border structures, including volatility, peer groups, discounts, and PWERM.
Describe common audit and compliance risks, including stale valuations, missed material events, and unsupported assumptions.
Define practical lessons and best practices for managing cross-border equity plans and audit readiness.

COST

Members: Free access — Live and on-demand
Non-members: $85 per webcast — Live and on-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

ARTICLE

24 June 2026

WHAT GEO AWARDS JUDGES REALLY LOOK FOR: 10 TIPS FOR A STRONGER SUBMISSION

GEO award excellence

All plan types

Global

Successful GEO Award submissions clearly tell the story behind the achievement by defining the challenge, explaining the solution, and demonstrating measurable business impact. Judges value authentic, issuer-led innovation supported by data, clear outcomes, and lessons that can benefit the broader equity compensation community. Companies of any size can submit a winning entry by focusing on meaningful results, creativity, and compelling storytelling.

READ THE ARTICLE

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.

Explore GEOlearn

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 GEOS MEMBER ONLY

NORTH AMERICA CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE COLORADO CHAPTER

REGIONAL RESOURCES

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership