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13-15 September 2017
Rancho Palos Verdes, CA

Conference Agenda

This unique conference brought the most forward-thinking equity and executive compensation discussions to an intimate gathering of innovators, issuers, suppliers and thought leaders.
 

Conference Schedule

Wednesday, 13 September 2017

10:00am

8:30pm

Registration & Information Desk Open

11:00am

12:30pm

Issuer Roundtable and Luncheon

12:30pm

12:45pm

Room Transition

12:45pm

1:00pm

Opening Remarks

1:00pm

2:00pm

Keynote I - Diversity and Inclusion

2:00pm

2:45pm

Moderated Discussions

2:45pm

3:00pm

Room Transition

3:00pm

4:00pm

Breakout Series I

Design Strategy
& Trends

1.1 Don’t Get Caught in the News! 10 Factors Companies Need to Understand Before Designing an LTI Program
Terry Adamson, Aon Equity Services; Katie Gaynor, FTI Consulting; Jill Stipanov, Qualcomm; Jarret Sues, FTI Consulting

Communications

1.2 Seven Steps to Equity Effectiveness
Suzie Bentley, NVIDIA; Joe Saari, Financial Fitness Group; Renee Trotta, Charles Schwab

Program
Management

1.3 Project "By the Slice"—Alphabet's Fractional Share Project
Jessica Townsend, Solium; Keirstin Wright, Morgan Stanley; Stacy Zhang, Google

Finance & Tax

1.4 US Tax Reform: What Does It Mean for Global Share Plans?
Paul Gladman, Deloitte Tax

Finance & Tax

1.5 Beyond ASU 2016 09—What's Next?
Garry Devine, Horizon Pharma; Raul Fajardo, Certent; Jillian Forusz, Adobe; Ken Stoler, PwC

4:00pm

4:30pm

Refreshment Break

4:30pm

5:30pm

Breakout Series II

Design Strategy
& Trends

2.1 Anatomy of a Successful Global ESPP Design
Jillian Forusz, Adobe; Jennifer George, PwC; Nancy Kobs, Twitter; Michelle May, E*TRADE Financial Corporate Services

Finance & Tax

2.2 Basics on Basis
Maria Acevedo-Pichardo, American Stock Transfer & Trust Company; Jonathan Jackel, EY; Joanne Wendler, Tetra Tech

Executive Pay

2.3 Navigating the Executive Compensation Landscape: Where the Dots Align and the Lines Cross
Kristin Johnson, QuintilesMS; Silvana Nuzzo, International Flavors & Fragrances; Sandra Pace, Steven Hall & Partners; Joseph Sorrentino, Steven Hall & Partners

Finance & Tax

2.4 Taxation and Income Sourcing for the Mobile Employee: Where Strategy Intersects with Compliance
Valerie Diamond, Baker McKenzie; Melissa Howell, Charles Schwab; Emily McIntryre, SunPower; Stacie Sands, Charles Schwab

Business
Intelligence

2.5 Your Personal Brand & Social Media – Finding the “Sweet Spot” Specialty Session
Deborah Dietzler, ePresence; Mark Galvin, ePresence

6:00pm

8:30pm

Opening Evening - Casino Royale
Guest registration is available, please contact us for more information.

8:30pm

 

Dinner on Your Own or Optional Vendor Events

Thursday, 14 September 2017

8:00am

5:00pm

Registration & Information Desk Open

8:00am

8:45am

Mimosa and Pancake Breakfast

8:45am

10:15am

Charity Networking Event – Rise Against Hunger

10:15am

10:30am

Room Transition

10:30am

10:35am

Welcome Remarks

10:35am

11:35am

Keynote II - Personal Security from All Angles

11:35am

1:30pm

Moderated Discussions with Lunch

1:30pm

1:45pm

Room Transition

1:45pm

2:45pm

Breakout Series III

Program
Management

3.1 Cracking the Code on Global ESPP Data Management
Stephanie Greenwald, Qualcomm; Jeff Kilik, Computershare; Karen Needham, Oyster Pond Associates

Compliance
& Regulatory

3.2 EU Requirements in Bite-Size Pieces—The Impact for Global Companies
Alexy Armitage, KPMG; Sheila Frierson, Computershare; Clinton Shoap, Cargill

Design Strategy
& Trends

3.3 Long Term Incentive Design and the Corporate Life Cycle
Kyle Eastman, Compensation Advisory Partners; Dan Laddin, Compensation Advisory Partners

Executive Pay

3.4 Compensation and Rewards for Millennials
Emily Cervino, Fidelity Investments; Alice Chang, First American; AmyLynn Flood, PwC; Aftab Ibrahim, T-Mobile

Executive Pay

3.5 New Regulatory and Legislative Developments in Global Executive Compensation
Caskie Lewis-Clapper, Magellan Health; Christyne Mayberry, Microsoft; Maura Ann Mcbreen, Baker McKenzie; Joseph Sorrentino, Steven Hall & Partners

Business
Intelligence

3.6 Power Networking: Six Tips for Working a Room Specialty Session
Ann Marie Sabath, At Ease

2:45pm

3:00pm

Room Transition

3:00pm

4:00pm

Breakout Series IV

Program
Management

4.1 Surprise! You’re Being Acquired! Lessons Learned from Unexpected Corporate Events
Wendy Jennings, Cisco Systems; Debbie Tsoi-A-Sue, Altaba; George Ward, Charles Schwab

Executive Pay

4.2 Expanding Pay for Performance Assessment Beyond TSR: Reasons, Implications, and Best Practices
Michael Chavira, Frederic W. Cook & Co.; Hale LaBore, AECOM; Nathan O’Connor, Equity Methods

Design Strategy
& Trends

4.3 ESG: What It Is, How It Impacts Your Business, and Considerations for Your Plan Design!
Nicole Sloane, Kimberly-Clark; Steve Ulian, Bank of America Merrill Lynch; Brandon Yerre, PwC

Design Strategy
& Trends

4.4 Global Grant Strategies and Practices
Bob Case, Micron Technology; Jennifer Jolin, Morgan Stanley; Nora McCord, Radford, an Aon Hewitt Company

Design Strategy
& Trends

4.5 Incorporating Charitable Opportunities in Your Equity Programs
Amy Grossman, Fidelity Charitable; Christine McCarthy, Orrick; Carine Schneider, Nua Group

4:00pm

4:30pm

Afternoon Networking Break

4:30pm

5:30pm

Breakout Series V

Program
Management

5.1 Equity and the IPO Simplified: Strategy and Process are the Key to Controlling the Chaos!
Georgina Lai, Pinterest; Dustin Lewis, Deloitte Tax; Aaron Oberg, E*TRADE Financial Corporate Services

Program
Management

5.2 Global ESPPs: Innovative Trends and Strategic Considerations
Samantha Adams, MuleSoft; Valerie Diamond, Baker McKenzie; Melissa Howell, Charles Schwab; Stacie Sands, Charles Schwab

Design Strategy
& Trends

5.3 To Cap or Not? That is the Plan Design Question
Alec Lentz, Frederic W. Cook & Co.; Carly Sanfilipo, Aon Equity Services; Mike Zimmer, Tivo

Executive Pay

5.4 Command Performance: Strategies for Your Performance Plans in Good Times and Not!
Mary Ann Ankeny, Mattel; Matthew MacDougall, Fidelity Investments; Thomas Paleka, Arthur J. Gallagher & Co.

Business
Intelligence

5.5 Improve Your Personal LinkedIn Presence Specialty Session
Deborah Dietzler, ePresence; Mark Galvin, ePresence

5:45pm

7:00pm

Sunset and Sushi Poolside Happy Hour
Guest registration is available, please contact us for more information.

7:00pm

 

Dinner on Your Own or Optional Vendor Events

Friday, 15 September 2017

7:00am

8:00am

Morning Leisure Activity - Seaside Cycle (on own), Spa Fitness Center

8:00am

9:00am

Morning Leisure Activity - Seaside Yoga (on own), Spa Fitness Center

9:00am

2:00pm

Registration & Information Desk Open

9:00am

9:45am

Breakfast

9:45am

10:45am

Breakout Series VI

Communications

6.1 Opening Pandora’s Box: Edutainment, Financial Wellness and More
John Hammond, Aon Equity Services; Christie Lincoln, Pandora; Aaron Westlake, Fidelity Investments

Program
Management

6.2 Global Mobility, Equity and Efficiency for Small, Medium and Large Programs - Lessons Learned
Leann Balbona, KPMG; Diederik Blanken, Wal-mart Stores, Inc.; Karen Kraus, Monsanto; Robin Schroeder, Phillips 66

Program
Management

6.3 Secrets to Avoiding Equity-related Payroll Pitfalls
Carolina Ellerker, Google; Victoria Malyovanny, Google; Sheila Matias, The Coca-Cola Company; Kerri McKenna, PwC

Design Strategy
& Trends

6.4 Gen Y and Z: Engaging the Global Workforce of the Future
Patrick Gabel, Aon Equity Services; Kelly Geerts, E*TRADE Financial Corporate Services; Donna Hammer, Yelp; Laura Hammond, Amazon

Finance & Tax

6.5 Tax Qualified Plans and Other Tax Exemptions—Blessing or Curse?
Jennie Anderson, Microsoft; Wendy Jennings, Cisco Systems; Barbara Klementz, Baker McKenzie

Business
Intelligence

6.6 Eight Strategies for Enhancing Your Global Savvy Specialty Session
Ann Marie Sabath, At Ease

10:45am

11:15am

Morning Networking Break

11:15am

12:15pm

Breakout Series VII

Design Strategy
& Trends

7.1 Reimagining Global Employee Equity Plans
Ingrid Freire, HP; Sheila Frierson, Computershare; Jill Stipanov, Qualcomm

Communications

7.2 A Different Kind of Tech Boom: Why Your Global Communications Strategy Must Embrace Technology
Dee Crosby, CEPI; John Hammond, Aon Equity Services; Patricia Landry, Solium; Elizabeth Stoudt, Aon Equity Services

Compliance
& Regulatory

7.3 Statutory Audits IQ
Raul Fajardo, Certent; Ty Phimmasone, Qualcomm; Kelly Wallace, Illumina

Finance & Tax

7.4 What You Need to Know Now: Global Tax and Regulatory Changes in Equity Compensation
Sara Beitler, Activision Blizzard; Emily Del Toro, Intuit; David Johnson, Deloitte; Peter Simeonidis, Deloitte

12:15pm

12:30pm

Room Transition

12:30pm

2:15pm

Keynote III - Going Against the Grain: Overcoming Adversity in Pursuit of Your Dreams and Lunch