Upcoming industry events

Join us at the following events, where you'll get the latest insights from thought leaders and industry experts while connecting with other industry professionals.

This unique one-day equity compensation event offers a mix of educational and networking opportunities offered throughout the day. Attendees leave the event with new knowledge, updates on important and timely topics, and new industry connections!

Navigating the Surge: Essential Insights for Mastering Mergers and Acquisitions in 2024

As experts predict a rise in M&A in 2024, it's crucial for stock plan professionals to be ready to tackle the challenges that come with potential deals. The primary goals of any M&A journey include navigating through intricate changes efficiently, ensuring the retention of essential personnel and the enhancement of shareholder value. Our seasoned panel will deliver an in-depth exploration of how to ensure your readiness to add value during the M&A process. Equipped with our ten essential insights, attendees will understand the types of deals to expect, the critical phases of a deal and its effects on a company's equity plans, and the crucial strategic and operational factors that are essential for your success.



Rob Miceli
Director, Equity Award Services
Workplace Benefits

Jim Kuzmich
Director, Senior Retirement Relationship Manager
Workplace Benefits

GEO's NorCal Annual Forum

September 18

San Mateo, CA

Join us at the annual forum where you’ll receive the latest insights on current industry trends and challenges. This is your golden opportunity to stay at the forefront of your field. But it's not just about learning; it's about connecting.


Imagine engaging with your local chapter friends and the extended GEO family. Exchange ideas, build valuable relationships, and fuel your professional growth. It's more than an event; it's a vibrant community coming together to inspire, learn, and grow.

NASPP National Conference

October 14 – 17

San Francisco, CA

Join us and your peers for all the equity enlightenment you’re craving. NASPP will leave no equity topic uncovered. Expect to find sessions that provide actionable takeaways, appeal to your learning style, and meet you at your professional level.

Building an A+ Equity Plan: One Size Does Not Fit All

October 15, 3:30 p.m. - 4:30 p.m. PDT

Imagine building an optimal plan from scratch. What critical factors would guide your design and support your case for a top-tier equity compensation framework? Creating a cutting-edge plan is essential for attracting top talent, boosting performance, and aligning employee and shareholder goals. Avoid the common pitfall of a one-size-fits-all strategy that mirrors competitors but neglects your workforce's unique needs and your industry's dynamics. Dive into the strategic development of an unmatched equity plan, including optimal equity vehicles, vesting conditions and other levers key to plan design, and innovations to fully engage employees, such as employee choice and matching shares.



Dave Lanka
Director, Equity Award Services Specialist
Workplace Benefits

Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits

A Stock Plan Administrator's Guide to Investor Relations

October 16, 12:15 p.m. - 12:45 p.m. PDT

Explore the critical intersection of stock plan administration and investor relations and discover how equity compensation strategies can be a pivotal element in your broader investor narrative. Learn how these strategies can support your company’s strategic goals, enhance financial health, and meet investor expectations, ensuring a harmonious alignment between employee rewards and shareholder value.


Sean O'Brien
Managing Director, Head of Equity Trading

Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits

How to Master Mergers and Acquisitions

October 16, 2:15 p.m. - 3:15 p.m. PDT

With experts predicting a surge in M&A activity in 2024, it's crucial for you to be prepared for the challenges that accompany potential deals. Navigating complex changes efficiently, retaining essential personnel, and enhancing shareholder value are key goals on any M&A journey. Gain ten essential insights from issuers at companies with significant M&A activity and understand the types of deals to expect, the critical phases of a deal, how deals affect equity plans, and crucial strategic and operational factors for success.

Jim Kuzmich,
Senior Workplace Benefits Relationship Manager Workplace Benefits

Rob Miceli
Equity Award Services Workplace Benefits

P&I Defined Contribution West

October 20 – 22

Pasadena, CA

If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and manage an array of other responsibilities. Join us at DC West, where you'll have the chance to gain invaluable insights into how your counterparts are successfully tackling the complexities of retirement plan oversight.

GEO’s Pan European Regional Event

November 13

London, England

This year, GEO will bring together more than 200 attendees from Europe, the US, and across the globe.


With influential equity compensation decision-makers under one roof and three essential content streams, PERE 2024 offers a unique opportunity to strengthen your connections and enhance your global share plan knowledge.

Past events

Take a look at the past events we have participated in and may have seen you at.

EQUILAR Summit24

June 5 – 7, 2024

Boston, MA


NASPP New England Summit

June 5 – 6, 2024

Smithfield, RI


PLANSPONSOR National Conference

June 4 – 7, 2024

Chicago, IL


WorldatWork® Total Rewards ‘24

May 20 – 22, 2024

Cincinnati, OH


PSCA National

May 15 – 17, 2024

Salt Lake City, UT


24th Annual Employee Healthcare Conference

April 16 – 17, 2024

New York, NY



April 10 – 11, 2024

Virtual livestream


GEO 25th Annual Conference

April 9 – 11, 2024

Nashville, TN


NAPA 401(k) Summit

April 7 – 9, 2024

Nashville, TN


24th Annual Employee Healthcare Conference

March 19 – 20, 2024

San Diego, CA


P&I Defined Contribution East

March 10 – 12, 2024

Orlando, FL


DCIIA Innovation Forum

February 28, 2024

Newport Beach, CA


Diversity, Equity & Inclusion Awards

February 27, 2024

Newport Beach, CA


National Labor & Management Conference

February 15 – 20, 2024

Hollywood, FL


GEO'S 13th ANNUAL NORCAL FORUM | Global Equity Organization

October 26, 2023

San Mateo, CA


P&I Defined Contributions West

October 22 – 24, 2023

San Diego, CA


P&I Managing Pension Risk & Liabilities

October 10 - 11, 2023

Atlanta, GA


Employee Benefits Conference (International Foundation of Employee Benefit Plans)

October 1 – 5, 2023

Boston, MA



September 26 – 29, 2023

Washington, DC


19th Annual CEPI and Silicon Valley NASPP Symposium

July 11, 2023

Santa Clara, CA