GEO INSIGHTS

SPEAKER: Pam Chernoff, Aon

3.00 PM – 4.00 PM: The Tax Bucket Challenge
4.00 PM onwards: Networking Happy Hour, sponsored by Morgan Stanley at Work

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Morgan Stanley at Work.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted and sponsored by:

LOCATION:
Morgan Stanley 
845 Texas Ave
Houston, TX 77002
 

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley 
301 Congress Ave, 
Austin, TX 78701

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

SPEAKER: Pam Chernoff, Aon

11.30 AM - 12.00 PM: Lunch and Networking, sponsored by Aon
12.00 PM - 1.00 PM: Session

The Tax Bucket Challenge
What’s more confusing than a bucket of water dumped over your head? Trying to explain equity taxes without crossing the line into tax advice.

Participants want to understand what their awards mean, what happens when they sell and what they may need to consider at tax time. For equity teams, the challenge is providing clear, useful information while maintaining appropriate boundaries.

Using practical examples—including the often-confusing relationship between Form 1099-B reporting and taxable gains—this lively session will explore what works, what doesn’t and how organizations can make equity tax communications easier for participants to understand.

Then stay and continue the conversation at our Networking Happy Hour, sponsored by Aon.

KEY LEARNING OBJECTIVES
By the end of this session, participants will be able to:

• Identify approaches for simplifying complex equity tax information for participants.
• Distinguish between participant tax education and individual tax advice.
• Evaluate common tax communication challenges and apply strategies to improve participant understanding.

Generously hosted by 

Lunch sponsored by

LOCATION:
Morgan Stanley
5001 Spring Valley Rd, Suite 900W
Dallas, TX 75244

CONTINUING EDUCATION CREDITS:
This session is eligible for CPE and CEP credits. Attendees must sign in and out of the session to qualify.

COST:
Members and non-members are welcome to attend. Registration is free.

View the event attendee terms and conditions.

Join the GEO Italy Chapter in Milan for an afternoon of industry insights, real-world case studies and networking, exploring how employee share ownership and equity incentives can engage and reward individuals at every level of an organization.

From broad-based share plans designed for operational workforces to executive incentives and bespoke CEO arrangements, our speakers from three leading Italian companies will share distinct approaches to equity compensation.

Discover how organizations tailor plan design, communication and engagement strategies to different employee populations, balancing business objectives with the needs of participants.

Following the discussion, connect with fellow equity and share plan professionals over drinks and light bites.

ABOUT THE SESSION:

Italgas | All-Employee Share Ownership
Discover how Italgas has developed an all-employee share plan spanning Italy and Greece, designed to engage a predominantly operational workforce, and explore the practical considerations of making share ownership accessible to a diverse employee population.

Prysmian | Executive Equity Incentives
As one of the first Italian companies to introduce employee share plans, Prysmian will share its approach to executive equity incentives, exploring how share-based rewards can support leadership engagement, performance and long-term business objectives.

Executive Equity Awards 
From incentive design to investor engagement and shareholder approval: key considerations behind a targeted CEO equity award. 

Together, these perspectives will offer valuable insights into the flexibility of equity compensation, and the different approaches organisations can take to engage, motivate and reward their people.

REGISTER NOW AND JOIN US IN MILAN!

LOCATION:
Gianni & Origoni
Piazza Belgioioso, 2
20121 Milan, Italy

LANGUAGE: 
This event will be conducted in Italian.

GENEROUSLY HOSTED BY: Gianni & Origoni

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.

Join the GEO Belgium Chapter for an engaging session on designing and defending LTIPs at board level, followed by drinks, light bites and networking with fellow equity professionals.

SPEAKERS: Erik Mathys, Etex | Matthieu Sabonnadiere, Banque Transatlantique

As organizations balance talent retention, cost control and increasing scrutiny of compensation outcomes, the design and effectiveness of long-term incentive plans are receiving greater attention from boards and other stakeholders. Using Etex’s LTI policy as a practical case study, this session examines key considerations when developing an LTIP, including the decision to implement a plan, choice of award instrument, selection of performance measures and KPIs, and approaches to structuring payouts. The speakers will also explore the challenges companies can face when presenting LTIP proposals to the board and share practical approaches for building the business case and supporting effective decision-making.

KEY LEARNING POINTS

• Identify key considerations when determining whether to implement an LTIP and selecting an appropriate award structure.
• Assess approaches to selecting performance measures, KPIs and payout structures that support organizational objectives.
• Evaluate strategies for developing and presenting the business case for an LTIP to the board.

LOCATION:
KPMG
Luchthaven Brussel Nationaal 1K 
1930 Zaventem 
Belgium
 

GENEROUSLY HOSTED BY: 

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

View the event attendee terms and conditions.