NORTH AMERICA CHAPTER

Join us for a panel discussion presented by KPMG, followed by food, drinks, and conversation with fellow equity professionals!

Industry experts will share the latest global equity trends affecting compensation, mobility, and compliance. The session will provide practical insights for professionals managing international tax and regulatory challenges.

KEY LEARNING POINTS

• Understand how equity compensation is evolving across multinational organizations.
• Gain practical guidance for navigating international regulations and tax requirements.
• Learn strategies to enhance employee engagement and program performance.

After the panel, celebrate the season with GEO Atlanta at a holiday networking reception. Connect with peers, share experiences, and reflect on the year’s achievements in a relaxed and festive setting.

LOCATION:
Druid Hills Golf Club
740 Clifton Rd., NE 
Atlanta, GA 30307

There is no cost for this chapter meeting.  

Members and non-members are welcome to attend.  Registration is required.

View the event attendee terms and conditions.

THANK YOU TO OUR SPONSOR KPMG

ACCOUNTING FOR EQUITY COMP: TODAY AND TOMORROW

Start the new year with a forward-focused session on how accounting and stock administration teams can drive greater alignment, accuracy, and innovation in equity compensation reporting.

Join us on January 6th for a hosted happy hour beginning at 4:00 PM, followed by the formal session starting around 4:30 PM.

This event features real-world perspectives from Amazon’s equity compensation team and explores the full financial reporting lifecycle—from the core mechanics of the annual close to the growing role of AI in transforming how equity compensation is managed and reported.

Andrea Bosenberg, Equity Accounting at Amazon, will share practical accounting insights, including key dependencies, common challenges, and lessons learned that contribute to accurate and efficient financial reporting.

Michael Sanders, Stock Administration at Amazon, will provide the administrator’s viewpoint, highlighting how AI tools are enhancing productivity, reducing manual work, and improving collaboration with accounting during the close process and beyond.

The session will conclude with a live Q&A panel, giving attendees a chance to engage directly with Andrea and Michael on their roles, cross-functional coordination, and how they see equity compensation evolving in the year ahead.

Who Should Attend
While this session is designed for stock plan professionals, we encourage you to invite your accounting and finance colleagues—especially those involved in close processes, financial reporting, or audit support.

This session is eligible for CPE credit for those attending the full session.

Thank you to our sponsor!

Join your fellow chapter members for an evening of high-level networking at one of the city's most prestigious and beautiful venues, the River Oaks Country Club.

This event is dedicated solely to connection and relationship building within our professional community. Step inside this private setting to forge new connections, reconnect with peers, and discuss industry trends in an elegant and relaxed atmosphere.

LOCATION:
River Oaks Country Club
1600 River Oaks Boulevard
Houston, TX 77019

There is no cost for this chapter meeting.  

Members and non-members are welcome to attend.  Registration is required.

View the event attendee terms and conditions.

We look forward to seeing you.

The Texas Chapter Team

SPONSORED BY:

Join your fellow chapter members for an evening of high-level networking at the lovely Juliet Italian Kitchen in the Arboretum.

This event is dedicated solely to connection and relationship building within our professional community. Step inside this private setting to forge new connections, reconnect with peers, and discuss industry trends in an elegant and relaxed atmosphere.

LOCATION:
Juliet-Arboretum
10000 Research Blvd
Austin, TX 78759

There is no cost for this chapter meeting.  

Members and non-members are welcome to attend.  Registration is required.

View the event attendee terms and conditions.

We look forward to seeing you.

The Texas Chapter Team

SPONSORED BY:

Join your fellow chapter members for an evening of high-level networking at one of the city's most prestigious and exclusive venues, The Cowboy's Club.

This event is dedicated solely to connection and relationship building within our professional community. Step inside this private setting to forge new connections, reconnect with peers, and discuss industry trends in an elegant and relaxed atmosphere.

LOCATION:
The Cowboy Club
The Star in Frisco, at 5 Cowboys Way
Suite 200
Frisco, TX 75034
 

There is no cost for this chapter meeting.  

Members and non-members are welcome to attend.  Registration is required.

View the event attendee terms and conditions.

We look forward to seeing you.

The Texas Chapter Team

SPONSORED BY:

Get your employee benefit and equity programs ready for a strong year-end and a seamless start to the busy season.

Join fellow Denver-area compensation and benefits professionals for a dynamic, insight-packed session designed to help you navigate the most critical aspects of year-end preparation and beyond. Gain practical strategies and proven best practices in four key areas:

• Equity Plan Health Checks
Identify and resolve potential issues before year-end filings to ensure accuracy, compliance, and confidence going into Q1.

• Year-End, Q1, and Busy Season Readiness
Follow a comprehensive roadmap to streamline administration, stay ahead of deadlines, and prepare effectively for audits.

• Maximizing ROI on Participant Education
Discover impactful ways to boost employee engagement — and measure the real return on your financial wellness and retirement communications.

• Smarter Plan Design for Better Administration
Learn how strategic design decisions can simplify administration, minimize compliance risk, and improve employee outcomes.

Prepare your programs, empower your people, and set your organization up for success in the year ahead.

LOCATION
6400 S Fiddler's Green Circle 
Suite 1100
Greenwood Village, CO
80111

There is no cost for this chapter meeting. 

Members and non-members are welcome to attend. Registration is required.  

View the event attendee terms and conditions.

As the crisp air of fall arrives, so too do new developments in equity regulations and compliance standards.

Join us on 13 November as Baker McKenzie explores the latest trends, tax implications, and legal changes shaping incentive plans around the world. This timely session will provide valuable insights into recent legislative updates, compliance requirements, and best practices to help you keep your equity programs both compliant and competitive — across domestic and international landscapes.

Topics will include:
• Key legislative and regulatory updates in the U.S. and globally
• Effective compliance strategies for global share plans
• Practical tips to optimize incentive programs
• Emerging trends and hot topics in equity compensation

Expand your expertise and reconnect with the New York area equity community as we embrace this season of change — and prepare for what’s next in the world of global equity.

LOCATION
Baker McKenzie
452 5th Ave
New York, NY 10018

There is no cost for this chapter meeting. 

Members and non-members are welcome to attend. Registration is required.  

View the event attendee terms and conditions.