September 18
San Mateo, CA
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.
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.
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.
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.
Speakers:
Dave Lanka
Director, Equity Award Services Specialist
Workplace Benefits
Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits
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
Merrill
Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits
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,
Director,
Senior Workplace Benefits Relationship Manager Workplace Benefits
Rob Miceli
Director,
Equity Award Services Workplace Benefits
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.
What it Takes to Craft an Effective Financial Wellness Program Today
Industry research shows that employees who are financially fit tend to be more productive, and a majority of DC plans today provide financial wellness programs in order to enhance talent retention and workforce engagement. This session will explore the key elements of a robust financial wellness program, highlighting opportunities to leverage modern technology and more personalized solutions. Topics will include:
Attendees will gain valuable insights into designing a comprehensive financial wellness program that addresses the diverse needs of their workforce, promoting both financial stability and overall well-being.
Moderator:
Jillian Verspyck
Managing Director, Participant Engagement & Experience
Workplace Benefits
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.
Annual CEPI and Silicon Valley NASPP Symposium
July 23, 2024
Santa Clara, CA
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
PLANSPONSOR HSA Conference
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
NASPP
September 26 – 29, 2023
Washington, DC