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9 June 2016

GEO's 2016 N. California Forum

On 9 June 2016, GEO was pleased to host attendees at our 2015 Northern California Forum. Thank you to everyone who attended, as well as to our speakers and event sponsors for their support. Stay tuned for more information on upcoming activities in the Northern California region.

Issuers who attended the Forum were entered into a raffle for a chance to win complimentary attendance to GEO's 18th Annual Conference in Rome, Italy or our 2017 NECF Event to be held at the Terranea Resort in S. California. Two lucky winners were drawn!

Upon arrival, attendees were greeted with complimentary valet parking compliments of Charles Schwab. Everyone dressed up for a refresh of their professional headshots compliments of Sharespost. Thanks to E*TRADE, throughout the event attendees enjoyed a hosted beverage bar, including in-house crafted beers and root beer as well as enjoyed the beauty of the fresh floral arrangements, courtesy of Deloitte. After lunch, participants satisfied their palates with dessert from the Sweet Retreat, compliments of SOS. During happy hour, we enjoyed the tasty snacks from Sam's Chowdermobile gourmet food truck, compliments of Certent. And in keeping with the theme of the event, each attendee took home a 6-can cooler bag 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   Keynote - Election Year Cheers or Jeers? What the Markets Might be Telling Us and How it Factors into Financial Wellness
Emanuella Enenajor, BofA Merrill Lynch Rob Rickles, Merrill Lynch
Emanuella Enenajor
Senior North America Economist,
BofA Merrill Lynch Global Research
Rob Rickles
Vice President, Merrill Lynch Global
Corporate & Institutional Advisory
12:55 pm   What’s New in Accounting for Stock Compensation (ASC718 Updates)
- Robert Purser, E*TRADE Corporate Services
- Jillian Forusz, Adobe
- Ken Stoler, PwC
1:50 pm   Networking Break
2:05 pm   Money Talks: The Role of Cash Awards in Global Equity Compensation
- Barbara Klementz, Baker & McKenzie LLP
- Jon Burg, Radford
3:00 pm   Brave New World: The Transformation of Cisco’s Stock Program
- Dustin Lewis, Deloitte
- Ritu Aggarwal, Cisco
- Tierney Dowling, Charles Schwab
3:55 pm   Paid to Perform: Trends in Long Term Incentive Plan Design
- Belen Gomez, Equilar
- Linda Steffen, Meridian
4:50 pm   Closing Comments and Raffles!
5:00 pm   Happy Hour, featuring Sam's Chowder Mobile food truck
6:00 pm   Event Concludes

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

Thank you for joining 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 Closed

Thursday, 9 June 2016

11:00am – 11:45am
Registration & Lunch
11:45am – 12:00pm
Opening Remarks
12:00 - 12:55pm
12:55pm – 5:00pm
5:00pm – 6:00pm
Happy Hour, featuring Sam's Chowder Mobile food truck

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






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