GEO INSIGHTS

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION:
UBS Financial Services
4400 Post Oak Parkway,
16th and 17th Floor
Houston, Texas 78701
 

HAPPY HOUR IMMEDIATELY FOLLOWING
Liberty Kitchen & Oysterette
4224 San Felipe St
Houston, Texas 77027

THANK YOU TO OUR SPONSORS

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION
UBS Financial Services
100 Crescent Court #400
Dallas, Texas 75201

THANK YOU TO OUR SPONSORS

GLOBAL SHARE PLANS: UNVEILING THE FUTURE OF EQUITY COMPENSATION

Join us for an engaging and informative session designed to empower you with the latest insights and strategies in the ever-changing world of equity compensation. We'll delve into key trends, best practices, and proven approaches to help you optimize your programs and elevate your leadership.

Expect practical takeaways you can immediately apply to navigate challenges and drive impactful outcomes in your equity role.

SESSION ONE: MYTH BUSTERS: GLOBAL SHARE PLANS UNVEILED

Join us for this Myth Busters session, where we will dispel common misconceptions about implementing global share plans. Discover how local qualified plans—such as those in the UK, US, and Ireland—can remain relevant and effective when expanding equity programs worldwide. Gain valuable insights from industry leaders and take advantage of the opportunity to have your questions addressed by our expert panel. 
 

SESSION TWO: CURIOUS ABOUT THE FUTURE OF EQUITY COMPENSATION?

Be the first to hear the exclusive results of the 2025 Global Equity Insights Survey! We’ll explore the latest trends in reporting, equal pay, and the impact of AI on equity programs, with a special focus on key takeaways for Canadian-based issuers. Gain actionable insights from leading experts!

Light lunch will be provided. 

There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.
 

LOCATION
Deloitte Toronto 
8 Adelaide St W
Toronto, ON 
M5H 0A9
Canada

Thank you to our sponsor:

TEXAS FALL ROADSHOW

EQUITY EXCELLENCE: STRATEGIC EQUITY PLAN DESIGN AND YEAR-END EXECUTION

Join us this fall for this great session, presented by Stock & Option Solutions! We're offering three convenient dates and locations to make it easy for you to attend. This session will guide you through the best practices for designing and managing effective equity compensation plans that attract top talent and align with your organization's goals. We'll cover essential considerations like plan structure, grant types, vesting schedules, and participant communication.

You'll also get a comprehensive guide to year-end administration, including critical timelines, compliance requirements, tax considerations, and strategies for efficient reporting. Leave with actionable insights to optimize your equity programs and ensure a smooth year-end close.

KEY TAKEAWAYS:

• Learn to design equity plans that attract talent and meet business objectives.
• Master key aspects of plan structure, grants, and clear communication.
• Navigate year-end administration, compliance, and reporting with confidence.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATION
UBS Financial Services 
98 San Jacinto Blvd 
#600 
Austin, Texas 78701 
(UBS First Floor Conference Room)

THANK YOU TO OUR SPONSORS

GETTING READY FOR PROXY SEASON

We are excited to welcome you at our first Southwest Chapter meeting!

Ready or not, here it comes! Proxy season is quickly approaching and will be here before you know it. The proxy requires collaboration from multiple stakeholders, from accounting, to HR, Executive Compensation and Legal, it's all hands on deck! New tables required in the Proxy, such as Pay Versus Performance make collaboration even more critical!

Join us at this first meeting of the Southwest chapter as we discuss this ever evolving document and best practices surrounding it!

KEY TAKEAWAYS

• How to prepare for the fast-approaching proxy season.
• The necessity of cross-functional collaboration for proxy success.
• Best practices for navigating evolving proxy document requirements.
  
   

LOCATION:
Equity Methods Office 
8801 E Raintree Drive
Scottsdale, AZ 85260
 

Members and non-members are welcome to attend.  Registration is required.

NAVEGANDO PELA REMUNERAÇÃO EM AÇÕES NO BRASIL: UMA PERSPECTIVA DUPLA

Esta série de sessões oferece uma exploração abrangente sobre a remuneração em ações no Brasil, examinando tanto as práticas de gestão dos planos de ações quanto a interação crítica entre reformas legislativas e interpretações judiciais. Por meio das perspectivas de empresas líderes, especialistas jurídicos e formuladores de políticas públicas, vamos analisar as complexidades e a evolução do cenário da remuneração em ações, oferecendo orientações valiosas para empresas que atuam ou pretendem atuar no mercado brasileiro.

SESSÃO 1: Gerenciando Planos de Ações Local e Globalmente – Lições das Empresas de Tecnologia Brasileiras
Com representantes do QuintoAndar e iFood, e contribuições da Deloitte sobre aspectos tributários. O painel abordará os desafios práticos e as soluções para a gestão de planos de ações no Brasil e no exterior.

SESSÃO 2: Abordagens Legislativas vs. Judiciais para a Remuneração em Ações no Brasil
Com o Senador Carlos Portinho, Cassio Spina (Anjos do Brasil), Dr. Carlos Henrique de Oliveira e Luiz Fernando Goedert Leite. Este painel comparará os recentes avanços legislativos com a mais recente decisão do Superior Tribunal de Justiça (STJ).

LOCAL:
Golden Tower
Av. Dr. Chucri Zaidan, 1240
Chácara Santo Antônio (Zona Sul),
São Paulo - SP, 04711-130

Tanto membros quanto não-membros da GEO são bem-vindos. A participação é gratuita, mas a inscrição é obrigatória.

INDUSTRY PRACTICAL INSIGHTS

Save the date for 8 Sept - this is a day you won't want to miss!

Join us for an engaging event hosted by Microsoft Reactor, where a distinguished panel of experts will delve into the intricacies of equity share plans and their profound impact on the Israeli landscape, especially during these trying times.

In anticipation of providing the most impactful content, we invite you to help us shape the agenda, tailored to the subjects important to you - Complete the Survey

We look forward to seeing you there!