NORTH AMERICA CHAPTER

THE TAX BUCKET CHALLANGE

SPEAKERS: JOHN HAMMOND AND PAM CHERNOFF, AON

What’s more wishy-washy than a bucket of water dumped over your head? How legal departments want you to explain taxes to participants.

But you know your global employees need information they can easily understand so they have a sense of what their awards mean and their personal responsibilities on getting their taxes right. Where is the line on advice and what are some better options in the world of tax explanation?

Join us for a brief session where we take a closer look at failures and wins and give you some tips on how to move past your company’s past weaknesses and deliver a flood of great info without getting wet.

After our educational session, our sponsor, Aon will be hosting a Happy Hour immediately following.  We hope you will join us for both.

Thank you to our Happy Hour sponsor, Aon.

NAVIGATING THE EVOLVING LANDSCAPE OF EQUITY COMPENSATION

As the equity compensation landscape continues to shift, staying ahead requires both strategic insight and operational agility.

Join us for a dynamic panel discussion featuring industry leaders who will share their experiences, challenges, and best practices in managing equity programs in today’s fast-changing environment. From emerging trends and regulatory developments to practical tips for enhancing participant engagement and plan effectiveness, this session will offer a wealth of knowledge for equity professionals at all levels.

Walk away with actionable takeaways to strengthen your equity strategy and lead with confidence through change.

Thank you to Andrew Barrus, part of the Greater Rockies Chapter Team for hosting at his home.  Following will be a BBQ social with food and drinks being provided. You are invited to bring something as well but there is no obligation to.  

AP EMPLOYEE MOBILITY: ADVANCE MOBILE EMPLOYEE ISSUES AND SOLUTIONS

Join us for an interactive deep dive into the complex world of mobility and its impact on equity plans. This session will explore common mobility-related challenges faced by Stock Plan Administrators—from tax implications and compliance concerns to tracking employee movement across jurisdictions. Come ready to share your experiences, ask questions, and learn from your peers’ best practices. Light refreshments will be served

KEY LEARNING POINTS:

• Identify common mobility challenges that affect stock plan compliance, taxation, and reporting.
• Explore practical solutions and strategies to manage mobile employees across different regions.
• Share and learn best practices through peer discussion and interactive problem-solving.
   

LOCATION
95 S State St
Suite 900
Salt Lake City, UT 84111
 

There is no charge to attend this meeting.  Both members and non-members are welcome to join.  

In today’s dynamic global landscape, equity compensation is evolving at the intersection of technology, policy, and practice. These two forward-looking sessions examine the forces reshaping our field—from the disruptive potential of artificial intelligence to groundbreaking global research on employee share ownership. Whether you're exploring how AI tools like ChatGPT can complement human expertise, or uncovering international trends from GEO’s Global Share Plans Ranking Project, these sessions will equip you with fresh insights to navigate the future of equity compensation with confidence and clarity.

SESSION ONE: 
AI vs. Human Expertise:  Exploring ChatGPT’s Role in Equity Compensation

In a rapidly changing technological landscape, artificial intelligence (AI) is making its mark across countless industries—including equity compensation. This session explores the evolving role of tools like ChatGPT and examines whether AI can truly replicate or complement human expertise in this nuanced field. Join us for an engaging discussion on the promises, pitfalls, and practical applications of AI in equity compensation strategy, compliance, and communication.

KEY LEARNING POINTS:

• Understand the current capabilities and limitations of AI tools like ChatGPT in the context of equity compensation.
• Identify areas within equity compensation where AI may enhance efficiency, accuracy, and decision-making—and where human judgment remains essential.
• Evaluate ethical, legal, and practical considerations when integrating AI into equity compensation processes.
  
   

SESSION TWO:
Global Share Plans Ranking Study:  Insights, Opportunities, and the Future of Employee Ownership

GEO’s Global Share Plans Ranking Project breaks new ground as the first initiative to provide a country-by-country snapshot of employee share ownership across the globe. This session highlights key findings from the expanded report, offering insights into which countries are embracing employee equity—and which markets may present emerging opportunities. Discover where support for employee ownership is thriving and explore the global trends shaping the future of equity compensation.

KEY LEARNING POINTS: 

• Understand the methodology and scope of GEO’s Global Share Plans Ranking Project and its significance to the equity compensation community.
• Identify top-performing countries in terms of employee share ownership support and participation.
• Recognize emerging markets with growth potential and explore strategies for expanding employee equity initiatives globally.
  
   

LOCATION
UBS
1285 Avenue of the Americas
New York, NY, 10019

*Please indicate any dietary requirements in your registration as lunch will be provided. 

Members and non-members are welcome to join this chapter meeting.  Registration is required.