15 June 2017

GEO's 2017 N. California Forum

We are pleased to announce our annual Northern California GEO Forum again this year. Back by popular demand, the event will be held at Devil's Canyon Brewery. Please join us for an amazing day of education, networking, and prizes. Our line-up of top-notch speakers is sure to leave you smarter than when you arrived. Prepare to be pampered in true GEO fashion thanks to the great line-up of sponsors for this year's event.

Upon arrival, you'll be greeted with complimentary valet parking compliments of Charles Schwab. Grab an espresso from our barista compliments of Aon. Thanks to E*TRADE Corporate Services, throughout the event you can delight in a hosted beverage bar and keepsake stein, including in-house crafted beers and root beer as well as enjoy the beauty of the fresh floral arrangements, courtesy of PwC. After lunch, be sure to satisfy your palate with dessert from the Sweet Retreat, compliments of SOS. During happy hour, enjoy the tasty snacks from Senor Sisig gourmet food truck, compliments of Certent. And in keeping with the theme of the event, each attendee can take home a beverage opener for going to the beach or packing a snack for a tail gate, compliments of Computershare.

AGENDA (subject to change)
11:00 am   Registration & Lunch
Come early to discuss hot topics with your peers! Visit sponsors in the expo area for a chance to win raffle prizes!

11:45 am   Opening Remarks

12:00 pm   Fiona Ma, CPA, California Board of EqualizationKeynote – International and Domestic Changes and their Effect on California
Fiona Ma, CPA
Board Member, California Board of Equalization

1:05 pm   Global Award Agreements – Time for a Check-Up?
Denise Glagau, Baker McKenzie
Barbara Klementz, Baker McKenzie
Jean Wong, Gilead Sciences
Kimberly Woolley, Oracle

2:10 pm   Networking Break

2:40 pm   Choose Your Own Equity Adventure: Audience Driven Hot Topics
Melisa Enke, Fidelity
Sorrell Johnson, Stock & Option Solutions
Ryan Ross, Radford
Lydia Terrill, Vocera Communications

3:45 pm   Global Best Practices – Stay Compliant And Stay Sane!
Veena Bhatia
Tracy de Swiet, ISP Advisors
Andrea Kagan, Gilead Sciences
Marlene Zobayan, Rutlen Associates

4:50 pm   Closing Comments and Raffles!

5:00 pm   Happy Hour, Senor Sisig’s Gourmet Food Truck

6:00 pm   Event Concludes

Location: Devil's Canyon Brewery, 935 Washington Street, San Carlos, California 94070, http://devilscanyon.com/


on or before 12 May

after 12 May


Issuer Members
Issuer NonMembers
Service Provider Members
Service Provider NonMembers




Registration: GEO members and non-members are welcome to attend this event. Registration is required.

Join us for another 1/2 day Forum filled with educational panels, networking breaks, break out discussions, wine served all day long and lots of raffles/give aways!




Registration Now Open

Thursday, 15 June 2017

11:00am - 11:45am
11:45am - 12:00pm
Opening Remarks
12:00pm - 1:05pm
1:05pm - 5:00pm
5:00pm – 6:00pm
Happy Hour

Devil's Canyon Brewery
935 Washington Street
San Carlos, California 94070






Stock and Options Solutoins Fidelity Investments


Site Map | Contact GEO | ©2017 Global Equity Organization | Site Design | Website Feedback