GEO INSIGHTS

JOIN US FOR THE FIRST ATLANTA CHAPTER MEETING OF 2026

Kick off the year with an interactive discussion exploring the evolution of Rule 10b5-1 trading plans—where they originated, how they’ve changed, and what those changes mean in practice today.

This session will break down what a 10b5-1 trading plan is, the regulatory backdrop behind its original design, and how recent mandates have reshaped their implementation and use.

KEY LEARNING POINTS

• The core mechanics of 10b5-1 trading plans and the historical context that shaped their original intent
• How recent regulatory developments have significantly changed plan requirements, governance, and reporting
• Practical strategies for navigating today’s landscape—balancing compliance while still meeting executive needs

LOCATION
OpenArc Corporate Advisory Office
One Phipps Plaza
6th Floor
3550 Peachtree Rd NE
Atlanta, GA 30326

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 host:

NORCAL ANNUAL WINTER SOCIAL

The GEO NorCal Chapter wishes you a happy, healthy, and successful New Year!

To kick off 2026 together, we are delighted to invite you to our Annual Winter Social, taking place in person on Wednesday, 11 February 2026, at the Harborview Restaurant in the downtown San Francisco Financial District.

Join us for an evening of great conversation, networking, and celebration as we reconnect and start the year on a high note. We look forward to welcoming you and celebrating the beginning of another exciting year for our NorCal community.

We hope to see you there!

The GEO NorCal Chapter Team

LOCATION:
Harbourview Restaurant
4 Embarcadero Center, 
Street Level Drumm Street &, Sacramento St, 
San Francisco, CA 94111

We hope to see you there!

The GEO NorCal Chapter Team

SPONSORED BY

DON'T MISS OUR FIRST CHAPTER MEETING OF 2026!

Join our Texas-based experts as they lead a live roundtable discussion from Austin, with in-person networking watch parties in Dallas and Houston.

Equity compensation is evolving rapidly—and some of the most impactful innovation starts with a great conversation. This interactive roundtable brings together stock plan professionals to exchange insights, share real-world experiences, and explore what’s next in equity compensation.

Expect a fast-moving, practitioner-led discussion covering plan design, communication, and administration, with practical takeaways on today’s biggest challenges—and the opportunities hidden within them.

Enjoy food, networking, and engaging conversation with peers who understand the realities of managing equity compensation today.

As an added bonus, attendees will be entered for a chance to win a free pass to the GEO Annual Conference in Austin, 21-23 April 2026.

LOCATIONS:

In-Person:
BDO
Austin Office
600 W. 5th Street
Suite 1400
Austin, TX 78701

Watch Party:
BDO
Dallas Office
600 North Pearl Street
Suite 1700
Dallas, TX 75201

Watch Party:
BDO
Houston Office
2929 Allen Parkway
20th Floor
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

THANK YOU TO OUR SPONSORS

FROM STRATEGY TO PSYCHOLOGY: MASTERING EQUITY INCENTIVES IN THE NORDICS

SPEAKERS: Michal Henrik, PWC | Peter Sigfrid, PWC | Kristina Wichmann, Allshares

Session One: Trends and Benchmarks for Equity-Based Incentive Programs in the Nordics

Stay ahead of the curve in the evolving Nordic compensation landscape. This session provides a deep dive into the latest benchmark data and market shifts impacting equity-based rewards across the region. We will move beyond the numbers to analyze the primary drivers behind these trends and offer a practical framework for designing multi-country Long-Term Incentive Plans (LTIPs) that remain compliant, competitive, and scalable.

Session Two: The Human Behaviors Behind Equity Incentives

A perfectly structured equity plan only delivers value if your employees understand and appreciate it. This session bridges the gap between financial design and human psychology. Featuring the latest findings from the Allshares Equity Participant and Engagement Survey, we explore the "why" behind participant behavior. Join us to discover how data-driven changes in communication and administration can maximize the perceived value of your plans while simultaneously reducing operational costs.

LOCATION: 
PwC
Torsgatan 21 
Stockholm, Sweden

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

Both GEO members and non-members are welcome.

Join us for the first GEO UK and Channel Islands Chapter meeting of 2026!

The first GEO UK and Channel Islands chapter event of 2026 is here!

Start the year with us over coffee, croissants, and great conversations. This is the perfect opportunity to reconnect with the share plans community, ask your questions, and share insights.

We’re excited to announce that Lee Cooper from MUFG will be joining us to lead a discussion on dematerialization - a key topic shaping the future of share plans.

Whether you join us in person at Deloitte’s London offices or virtually, this is an event you won’t want to miss!

Timings:

8am – Arrival time for in person attendees & pre-content networking over breakfast (in-person only)
 

9am – Content & discussion start (online attendees to join)

• 30 min – share dematerialisation (Lee Cooper, MUFG)
• 30 min – hot topics (including IA guideline updates, dividend tax changes and questions from the floor!)

10am – Event to conclude

Location:
Deloitte Offices 
2 New Street Square
London, EC4A 3BZ

Cost:

Members and non-members are welcome to attend. Non-member providers will incur a fee.  Registration is required.

View the event attendee terms and conditions.