GEO INSIGHTS

Canada Revenue has authorized a wide range of equity compensation plans for Canadian employees, each with its own set of advantages, compliance requirements, and tax reporting obligations. This session is designed to equip stock plan administrators with practical, real-world guidance on navigating the tax tracking and reporting complexities associated with these plans.

Through a panel discussion addressing issuer, administrator, and employee perspectives, attendees will gain a clearer understanding of how different Canadian equity plans are administered throughout the lifecycle—from grant to taxation and reporting. The session will also include a comprehensive end-to-end issuer case study, illustrating how these requirements come together in practice and highlighting common challenges and best practices.
 

KEY LEARNING POINTS

• Learn the key differences between Canada-approved equity plans, including their benefits, limitations, and applicable tax and reporting requirements.
• Gain practical insight into issuer, administrator, and employee responsibilities for accurate tax tracking, withholding, and reporting for Canadian participants.
• See how an administrator manages Canadian equity plans end-to-end, and take away actionable best practices to improve compliance and administration.

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!

ASIA-PAC: 17 February- 8am HKT I 11am AEDT I 3:30pm IST (India)
EUROPE/MIDDLE EAST: 17 February - 10am or 6pm GMT | 11am or 7pm CET | 12pm IST (Israel)
THE AMERICAS: 16 February - 4pm PT | 7pm ET or 17 February - 10am PT | 12pm CT | 1pm ET

The role of the equity professional is rapidly transforming. Once viewed primarily as plan administrators and reactive problem solvers, today’s equity leaders are stepping into far more strategic positions—serving as trusted advisors, cross-functional connectors, and educators across the enterprise. As companies place greater emphasis on talent strategy, retention, and long-term value creation, equity leaders are increasingly influencing conversations at the highest levels of the business.

In this session, speakers will explore how equity professionals can move beyond execution and into a more proactive, advisory role—guiding executives on strategic decisions, anticipating challenges, and translating complex equity concepts into clear, business-relevant insights. Attendees will gain practical perspectives on how to elevate their influence, build enterprise-wide equity literacy, and position equity as a critical driver of informed decision-making across all levels of the company.

KEY LEARNING POINTS

• Understand how the equity leader role is evolving from administrator to strategic advisor, coordinator, and educator
• Learn practical ways to drive cross-functional collaboration and increase equity literacy among executives and key stakeholders
• Identify strategies to shift from reactive problem-solving to proactive guidance that supports better decisions and stronger company outcomes

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 $350/year and watch every webcast free—live or on-demand plus more member perks!

With pay transparency and equity requirements tightening across both the U.S. and Europe, understanding how equity fits into the broader pay equity framework has never been more important. This session will explore how companies can proactively manage compensation fairness, mitigate legal risk, and prepare for upcoming EU regulations. Experts will discuss how to incorporate equity awards—such as RSUs, options, and performance grants—into pay equity
analyses and offer practical steps for compliance across regions.

KEY LEARNING POINTS:

• Understand why U.S.-based companies should routinely conduct pay equity analyses under federal and state laws—and how equity awards factor into those reviews.
• Learn how to value and integrate equity compensation (RSUs, options, performance grants) into pay equity assessments to ensure accurate and defensible results.
• Gain insights into the EU’s new pay transparency and equity testing requirements—and how U.S. companies can conduct “look-ahead” testing now to identify and address potential compliance gaps before implementation.

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 $350/year and watch every webcast free—live or on-demand plus more member perks!

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.

Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.

In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.

Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.
 

KEY LEARNING POINTS:

• Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
• How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
• Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.

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.

Artificial intelligence is reshaping the way we work—but what does that really mean for today’s business landscape? This session provides a clear, accessible overview of AI, including the current state of the technology, real-world examples of generative AI and machine learning in action, and the challenges organizations face in adopting it. We'll also explore internal roadblocks, such as resistance to change and data concerns, and take a realistic look at AI’s current limitations. Whether you’re new to the conversation or navigating AI integration within your organization, this session will leave you better equipped to evaluate its potential and prepare for what’s next.

KEY LEARNING POINTS:

• Gain a foundational understanding of the current AI landscape and how it’s evolving.
• Explore practical examples of generative AI and machine learning use cases in business.
• Identify common internal challenges and limitations when implementing AI-driven solutions.

 
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.

ATTENDEE COST:
Members: $0
Non-Members - $85

Please visit our Continuing Education and Event Policies pages for more information.

The equity compensation industry is facing a critical talent shortage—with more than 60% of finance teams struggling to hire qualified professionals and a shrinking pool of experienced talent creating long-term risks for business continuity. This timely webinar explores how organizations can proactively address this challenge by developing scalable strategies to attract, grow, and retain top equity talent.

Join us to discover how strategic career development, succession planning, and emerging technologies can future-proof your equity programs and ensure long-term success. Whether you're leading a team or building one, walk away with proven approaches to elevate your equity function in a competitive market.
 

KEY LEARNING POINTS:

• Understand the root causes of the talent gap and how it's impacting equity functions across industries
• Explore practical strategies for attracting, developing, and retaining skilled equity professionals
• Learn how to leverage automation and technology to optimize workflows and reduce dependency on hard-to-fill roles

 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.

ATTENDEE COST:
Members: $0
Non-Members - $85

Please visit our Continuing Education and Event Policies pages for more information.

Thinking about offering equity in Israel? This session breaks down the fundamentals of Section 102 of the Israeli Tax Ordinance and offers a clear roadmap for getting started. From aligning with local cultural expectations to managing administration and navigating recent regulatory updates, you’ll gain actionable insights tailored to this unique market.
 

KEY LEARNING POINTS:

• Understand the core requirements and tax benefits of Section 102.
• Learn how to identify and coordinate with key stakeholders in the process.
• Stay informed on the latest regulatory changes and discover best practices tailored to the Israeli market.
  
   

 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.

Navigating payroll tax obligations for mobile employees is a complex challenge, often complicated by unreliable data, payroll system limitations, and employee expectations. Without a solid strategy, compliance risks and administrative headaches can quickly pile up.
Join this expert panel to uncover common pitfalls and practical solutions for streamlining mobility tax compliance. Learn how to clean up key data, navigate payroll constraints, and implement best practices to minimize surprises and improve the employee experience.

KEY LEARNING POINTS:

• Educate internal stakeholders to align expectations and improve compliance.
• Navigate payroll system limitations and enhance communication with payroll teams.
• Manage unexpected tax outcomes, including double social security taxation, with proactive planning.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

ASIA-PAC: 19 May - 9am AEDT
EUROPE: 20 May- 10am GMT | 11am CET | 12pm IST
THE AMERICAS: 19 May - 4pm PT | 7pm ET – 20 May - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

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.