NEW YORK CHAPTER

NEW YORK

NETWORKING EVENTS

CHAPTER TEAM:

Jack McArthur, Aon
Rosalie Borzumato, FGE, Paramount
Deena Kutch, KPMG
Oscar Contreras, Lucid Motors
Danielle Roseland, Morgan Stanley at Work
Matthew Salomonsen, UBS

GEO BOARD CHAPTER LIAISON:

Leann Balbona, FGE, KPMG

CONTACT THE CHAPTER TEAM

WELCOME TO THE NEW YORK CHAPTER

When you join a GEO chapter, you become part of an organization dedicated to your personal development and professional success Our education programs will inspire insights and provide lessons to strengthen your skills.

At our signature networking events, you'll meet passionate, like-minded people and develop genuine connections.

Follow the New York Chapter on LinkedIn

IN-PERSON CHAPTER EVENT

22 September 2026, 10am - 5pm PDT

16TH ANNUAL NORCAL FORUM

San Mateo, CA

All plan types

USA

Join your Bay Area equity compensation peers on 22 September at Pinstripes in San Mateo, CA!

We're bringing you the latest insights on current industry trends and challenges. This is your golden opportunity to stay at the forefront of your field. But it's not just about learning; it's about connecting.

Meet us there to engage with your local NorCal chapter friends and other GEO members. Exchange ideas, build valuable relationships, and fuel your professional growth.

It's more than an event; it's a vibrant community coming together to inspire, learn, and grow.

IN-PERSON REGIONAL EVENT

17 September 2026, 8:30am - 6:30pm EDT

EAST COAST REGIONAL EVENT - NEW YORK

New York, NY

USA

Join fellow share plan professionals for a high-impact, one-day East Coast Regional Event in New York City, hosted by Morgan Stanley at One New York Plaza in the heart of Manhattan’s Financial District. This premier gathering brings together company directors, senior leaders, and experts in stock plans, HR, reward, and employee benefits from across the U.S. and the wider global equity community.

Building on the continued success of GEO’s regional events, the 2026 East Coast Regional Event will deliver a dynamic day of learning, networking, and collaboration, set against the backdrop of downtown Manhattan. Attendees will gain practical insights into the evolving landscape of employee share ownership and equity compensation while exchanging ideas with peers and industry leaders.

Designed to foster meaningful connections and valuable takeaways, the event offers a unique opportunity to expand your network, strengthen your expertise in global share plans, and engage with professionals shaping the future of equity compensation.

LIVE WEBCAST

5 August 2026, 10 - 11am EDT

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

Anete Grinfogele, Allianz
Andrew Forsythe, Unilever
Augustin Serban, The Magnum Ice Cream Company

Case Study

GEO award excellence

All plan types

Global

BEST PRACTICE INSIGHTS: HOW AWARD-WINNING EMPLOYEE SHARE PLANS DRIVE GREATER IMPACT
HOSTED BY COMPUTERSHARE

Join Arezo Heydari, EU Director, Relationship Management at Computershare, for a webinar discussion featuring Allianz, The Magnum Ice Cream Company, and Unilever, as we explore what sets award-winning employee share plans apart.

Winners at the GEO Awards 2026, these companies delivered standout strategies across very different challenges—from executing one of the most complex global demergers in recent years to driving strong participation through innovative, technology-enabled communications.

In this session, you’ll hear how:

Allianz leveraged data, digital tools and financial education to drive participation and engagement at global scale
The Magnum Ice Cream Company used a global free share award and fairness measures to establish ownership and trust from day one
Unilever delivered one of the most complex global corporate actions at scale, preserving employee value while executing millions of transactions with precision

Together, they demonstrate how technical precision, inclusive design, and effective communication can be combined to deliver real impact.

WHY ATTEND:

Learn how to deliver fairness, continuity, and value protection during major corporate events
Understand how to design share plans that build ownership and engagement from day one
Explore how to drive participation through effective communications, data and digital tools
Take away practical approaches to executing and scaling share plans globally

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!

LIVE WEBCAST

23 July 2026, 1 - 2pm EDT

THE GLOBAL EQUITY GAP: WHY OWNERSHIP DOESN'T ALWAYS TRAVEL

Computershare

Finance, tax and accounting

Legal and regulatory

All plan types

Global

Companies often position equity compensation as a cornerstone of their ownership culture—but that promise doesn’t always translate globally. Regulatory complexity, tax considerations, and operational barriers can result in international employees being excluded from share plans or shifted into cash-settled alternatives, creating a disconnect between intention and reality. This session challenges those assumptions and explores what it really means for employees everywhere to own a piece of your company.

We’ll explore the “compliance gap” in cross-border equity and its impact on culture, alignment, and growth. Attendees will gain insight into the realities of balancing global consistency with local requirements, examine whether cash-settled awards truly deliver ownership, and uncover hidden risks while rethinking how to design equity programs that are both globally consistent and locally compliant.

KEY LEARNING POINTS

Identify the key regulatory, tax, and operational challenges that create the cross-border equity “compliance gap”
Evaluate the effectiveness of cash-settled awards versus equity in delivering true ownership and alignment
Apply practical strategies to design globally consistent, locally compliant equity programs

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!

LIVE WEBCAST

16 July 2026, 1 - 2pm EDT

BUILDING THE BUSINESS CASE FOR EQUITY COMPENSATION (GEO FUTURE LEADERS CLASS OF 2024)

Jordan Dorich, Gallagher
Lewis Dulley, Tapestry
Nicole Thomas, Spotify
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.

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!

LIVE WEBCAST

30 June 2026, 10 - 10:45am EDT

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!

LIVE WEBCAST

24 June 2026, 1 - 2pm EDT

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

IN-PERSON CHAPTER EVENT

15 July 2026, 2:30 - 4:30pm EDT

NEW YORK CHAPTER MEETING - NEW YORK CITY

New York

USA

Join us for a deep dive into the GEO Austin 2026 Conference

SPEAKERS: Rob Miceli, Bank of America Merrill Lynch | David Lanka, Bank of America Merrill Lynch

The New York Chapter is bringing the energy of the annual GEO Conference home to the big apple! Join us as we recreate one of the conference’s fan-favorite interactive sessions and unpack the most important insights from this year's annual conference.

We’ll start with an interactive roundtable, where attendees will share their experiences, standout sessions, and key takeaways. In this recreated, high-energy format, you’ll have the chance to ask questions, challenge ideas, and compare how different companies are responding to emerging trends in global equity—across plan design, compliance, mobility, taxation, technology, and engagement.

Then, we’ll dive into an engaging GEO Austin presentation: “The Equity Games: The Global Stock Plan Showdown.” This lively, game-style session will pit real-world global stock plan approaches against each other, highlighting trade-offs, pitfalls, and best practices in a fun, competitive format.

Whether or not you attended GEO 2026, this session will make you feel like you were in the room—and help you bring fresh thinking back to your organization.

After the meeting, plan to continue the conversation and socialize with fellow members at a nearby location.

Please note: this informal gathering is not a GEO-sponsored event. Additional details will be shared closer to the date.

LOCATION
Aon
165 Broadway
New York, NY 10006

Thank you to our generous host.

REGISTRATION AND COST:
Members and non-members are welcome to attend. There is no cost for this chapter meeting, but registration is required.

View the event attendee terms and conditions.

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.

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PAST EVENTS AND RESOURCES

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Explore GEOlearn

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REGIONAL NEWS AND RESOURCES

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

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NEW YORK CHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE NEW YORK CHAPTER

REGIONAL RESOURCES

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND RESOURCES