15 June 2017

GEO's 2017 N. California Forum

On 15 June 2017, GEO was pleased to host attendees at our 2017 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.

Upon arrival, attendees were greeted with complimentary valet parking compliments of Charles Schwab. Everyone grabbed an espresso from our barista compliments of Aon. Thanks to E*TRADE Corporate Services, throughout the event attendees delighted 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, we satisfied our palates with dessert from the Sweet Retreat, compliments of SOS. During happy hour, we enjoyed the tasty snacks from Senor Sisig gourmet food truck, compliments of Certent. And in keeping with the theme of the event, each attendee took 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
Sinead Kelly, 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/

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 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






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