Northern California | Global Equity Organization

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IN-PERSON CHAPTER EVENT

18 November 2025, 11am - 1pm MST

COLORADO CHAPTER MEETING

Greenwood, CO

Trending now

All plan types

USA

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.

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.

REGISTER

IN-PERSON CHAPTER EVENT

13 November 2025, 9 - 11am EST

NEW YORK CHAPTER MEETING

New York, NY

USA

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.

VIRTUAL COURSE

15 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 4

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 15 October! Register today

VIRTUAL COURSE

14 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 3

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 14 October! Register today

VIRTUAL CHAPTER EVENT

13 November 2025, 2:30 - 4pm EST

VIRTUAL GREATER ROCKIES CHAPTER MEETING

Salt Lake City, UT

Trending now

All plan types

USA

END OF YEAR TIPS AND TRICKS

As the year draws to a close, it’s time to make sure your stock plan administration is wrapped up smoothly and efficiently. Join Colby Lish from My Equity Comp for this practical and informative session designed to help Stock Plan Administrators prepare for year-end with confidence.

Colby will walk through essential year-end tasks, share expert insights, and highlight valuable tips and tricks to help streamline your processes and avoid common pitfalls. Whether you’re new to equity compensation or a seasoned professional, this session will provide actionable takeaways to make your year-end close as seamless as possible.

LOCATION:
This is a virtual meeting. Login details for Zoom will be provided upon registration.

FEES:
There is no cost to attend this chapter meeting, but registration is required.

Both GEO members and non-members are welcome.

REGISTER

LIVE WEBCAST

9 October 2025, 11am - 1pm EDT

SHARE PLAN EXCEL ESSENTIALS

Virtual

Operational effectiveness

All plan types

Global

EXCEL ESSENTIALS FOR SHARE PLANS

Join us for a comprehensive hands-on session that takes you through the Excel essentials tailored for managing and optimizing share plan data. This stand-alone course provides attendees with a practical, interactive experience designed to enhance your proficiency in working with common functions and real-world scenarios.

In this course, you will:

Learn essential Excel tools tailored for share plan management
Solve common share plan challenges through interactive exercises
Use Excel to analyze, interpret, and make informed decisions

COST
Please refer to our Event Attendee Terms and Conditions for information.

Members: 129.00
Non-Members:159.00

ATTN: Bootcamp registrants! If you have enrolled (or are planning to enroll) for the October 2025 Virtual Bootcamp program, this course is included in your registration. You do not have to sign up for this course.

ANY QUESTIONS?
Please contact GEO's Program Services.

REGISTER

VIRTUAL COURSE

8 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 2

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 8 October! Register today

VIRTUAL COURSE

7 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 1

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 7 October! Register today

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

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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.

Coming Soon

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 GEO MEMBERS ONLY

NORTH AMERICA CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE NORTHERN CALIFORNIA CHAPTER

THANK YOU TO OUR CHAPTER SPONSORS

REGIONAL RESOURCES

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership