GEO INSIGHTS

ACCESS THE LATEST GLOBAL EQUITY COMPENSATION INSIGHTS

Read industry news, explore technical updates, access ideas on global employee compensation innovation, and find ways to connect.

CONTINUING EDUCATION INFORMATION

IN-PERSON CHAPTER EVENT

27 May 2026, 9:30am - 12pm CEST

SPAIN CHAPTER MEETING

Barcelona, Spain

Spain

Join GEO in Barcelona: GEO Chapter Meeting on Spanish Equity Plans and AI

We’re delighted to invite you to an upcoming GEO Chapter meeting in Barcelona—bringing together industry experts and peers to explore what’s working (and what isn’t) in Spanish equity plans, and how aligning incentives can support long-term success.

SPEAKERS: Gilad Barnoy, Deel | Pol Cots, Cuatrecasas | Augustin Serban, The Magnum Ice Cream Company | Joao Teque, Galderma | Sergio Perez, J.P. Morgan Workplace Solutions

SESSION ONE – Navigating Payroll Challenges in Equity Compensation: A Practical Review for Spain
Take part in a practical deep dive into the most common payroll challenges faced when managing equity incentives in Spain. Featuring insights from experts at Deel and Cuatrecasas, this session will explore real-world scenarios, highlight compliance pitfalls, and share actionable best practices to help you manage equity payroll with confidence.

SESSION TWO – Unregulated Intelligence: AI’s Growing Impact on Equity Incentives and Data Protection
As AI continues to reshape equity compensation, new opportunities—and risks—are emerging. Hear from industry leaders as they examine the implications of limited regulation, evolving data protection concerns, and what organisations should be doing now to stay ahead in this rapidly changing space.

Stay with us after the sessions for our interactive “AI in an Equity World” quiz game, hosted by quizmaster Christian Hyldig—a fun and engaging way to wrap up the day while testing your knowledge alongside peers.

We look forward to welcoming you in Barcelona!

LOCATION
Av. Diagonal
191
Sant Martí
08018 Barcelona

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.

IN-PERSON CHAPTER EVENT

20 May 2026, 11:30am - 1:30pm EDT

CANADA CHAPTER MEETING - MONTREAL

Montreal, Quebec

Trending now

All plan types

Canada

The GEO Toronto Chapter is delighted to invite you to a special in-person event in Montreal, bringing together the local equity compensation community for an engaging afternoon of learning, insight, and connection.

This dynamic program is designed to explore the latest trends, challenges, and strategies shaping today’s equity compensation landscape—equipping you with practical ideas and actionable takeaways to strengthen your programmes and enhance your impact as an equity leader.

Speakers: Amelie Desrochers, Deloitte; Sheila Frierson, Computershare

SESSION ONE: Myth Busters – Global Share Plans Unveiled
Cut through the noise and challenge common misconceptions around implementing global share plans. This interactive session will explore how local qualified plans—across the UK, US, and Ireland—can continue to deliver value within a global framework. Hear directly from industry experts and take the opportunity to have your questions answered in an open discussion.

SESSION TWO: Curious About the Future of Equity Compensation?
Be among the first to hear exclusive insights from the 2025 Global Equity Insights Survey. We’ll dive into emerging trends in reporting, equal pay, and the growing influence of AI on equity programmes—alongside key considerations for Canadian-based issuers. Expect fresh perspectives and practical insights you can apply immediately.

A light lunch will be provided, offering additional time to network with peers and continue the conversation.

We look forward to welcoming you in Montreal!

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.

LOCATION
La Tour Deloitte
1190 Avenue des Canadiens-de-Montréal
Suite 500
Quebec H3B 0M7

Register

IN-PERSON CHAPTER EVENT

28 May 2026, 12:30 - 2:30pm MDT

GREATER ROCKIES CHAPTER MEETING

Salt Lake City, UT

Trending now

All plan types

USA

JOIN GEO IN SALT LAKE CITY: EQUITY COMPENSATION ROUNDTABLE AND NETWORKING

SPEAKERS: Lenka Haase, Fidelity; | Andrew Barrus, Procore Technologies | Amberly Fullmer, Reddit | Michael McComas, Morgan Stanley | Adam McDonald, Insightsoftware

We’re pleased to invite you to an engaging afternoon in Salt Lake City, bringing together equity compensation professionals for a focused and collaborative discussion on the evolving landscape of our field.

Join us for an afternoon dedicated to exploring the latest developments in equity compensation. Whether you’re navigating the complexities of plan administration or aiming to stay ahead of regulatory changes, this session offers a valuable opportunity to step away from day-to-day demands and engage in high-level, strategic discussion with your peers.

Through an interactive roundtable format, you’ll gain fresh perspectives, share experiences, and walk away with practical insights to help you address current challenges and plan for what’s ahead.

Following the session, stay with us for networking and a relaxed social gathering—an ideal chance to continue the conversation and strengthen connections within the local community.

We look forward to welcoming you in Salt Lake City!

LOCATION
Fidelity Salt Lake Office
49 N 400 W
Salt Lake City, UT 84101

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.

REGISTER

LIVE WEBCAST

5 May 2026, 8am - 14 May 2026, 10am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

REGISTER

LIVE WEBCAST

20 May 2026, 8 - 10am PDT

SHARE PLAN EXCEL ESSENTIALS

Virtual

Operational effectiveness

All plan types

Global

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.

$129.00

ATTN: Bootcamp registrants! If you have enrolled (or are planning to enroll) for the May 2026 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.

REGISTER

ARTICLE

30 March 2026

AI MATURITY IN TOTAL REWARDS: WHERE COMPENSATION LEADERS SHOULD START

Pave

Employee engagement

All plan types

USA

AI adoption in compensation and total rewards has moved beyond experimentation, with most professionals already using AI tools, but few organizations have developed the strategic infrastructure needed to fully realize their value. Companies progress through stages of AI maturity—from basic experimentation to advanced integration—depending on the strength of their data quality, governance, cross-functional alignment, and ability to measure impact. Organizations that build strong AI foundations can improve efficiency and decision-making, while those with immature adoption risk compliance issues, bias, low trust, and unreliable compensation outcomes.

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ARTICLE

26 March 2026

CAN AN ESOP INDEMNIFY YOU IN A TRANSACTION?

Bricker Graydon

Legal and regulatory

USA

Employee Stock Ownership Plans (ESOPs) are governed by the strict fiduciary rules of Employee Retirement Income Security Act, which prohibit plan assets from being used to indemnify sellers, trustees, officers, or other parties because doing so would violate the exclusive benefit rule and participants’ retirement interests. Indemnification would also create prohibited transactions and fiduciary breaches, exposing trustees and other parties to significant legal and financial penalties. Instead, ESOP transactions use alternative risk-allocation tools such as company indemnities, representation and warranty insurance, seller-funded escrows, and purchase price adjustments to remain compliant while protecting employee benefits.

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ARTICLE

23 March 2026

UK SHARE PLAN REPORTING 2026: DEADLINES, HMRC REQUIREMENTS AND KEY STEPS

Abbiss Cadres

Finance, tax and accounting

All plan types

UK and Channel Islands

Companies with UK employees participating in share plans must complete their annual Employment Related Securities (ERS) reporting with HM Revenue & Customs by 6 July 2026 to avoid penalties and maintain compliance. Employers must register new plans, file annual or nil returns for all registered schemes, and self-certify tax-advantaged plans such as SIP, SAYE, and CSOP while ensuring accurate reporting of all relevant share-related events. Missing deadlines or making common filing errors can lead to escalating fines and the loss of valuable tax advantages for both employers and employees.

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ARTICLE

20 March 2026

EMPLOYEE SHARE OPTION SCHEMES IN 2026: FROM INCENTIVE TOOL TO STRATEGIC IMPERATIVE

Global Law Experts

Finance, tax and accounting

Stock options

Artificial intelligence is reshaping modern businesses by concentrating value creation in a smaller number of highly skilled individuals, making employee alignment and retention more important than ever. Employee Share Option Schemes (ESOPs) allow companies to grant selected employees the right to acquire shares over time, with their success depending on careful legal structuring around vesting, governance, and participation terms. Cyprus has strengthened ESOP incentives through its 2026 tax reform, introducing an 8% flat tax rate for approved schemes that meet specific conditions, with companies able to use a transitional approval period until 30 June 2026 to benefit from the new regime.

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