June 6-8, 2022   |   Event Concluded
Hotel Del Coronado, CA

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Featured Speakers

Dominic Andwan

Vice President, Executive Compensation
Thermo Fisher Scientific

Irv Becker

Vice Chairman of Executive Pay & Governance
Korn Ferry

Dan Bird

Director, Executive Compensation
Boston Scientific

Shaun Bisman

Principal
Compensation Advisory Partners

Steve Cahoon

UBS Workplace Wealth Solutions
UBS

Sydney Carlock

Managing Director- Governance
Teneo

Steve Chan

Vice President
Total Rewards for Papa John’s International

Denise Chisholm

Director of Quantitative Market Strategy
Fidelity Investments

David Chun

Founder and CEO
Equilar

Chris Dohrmann

SVP of Strategic Partnerships
Global Shares

Ann Glackin

Director of Executive compensation
Jabil

Michael Gorski

Principal
Semler Brossy

Kristin Gustafson

CHRO
Mirati Therapeutics

Stuart Hall

ESG Stewardship Manager
Capital Group

Drew Hambly

Executive Director, Corporate Governance
Morgan Stanley

Margaret Hylas

Principal
Semler Brossy

Eric Labourdette

Principal
ClearBridge Compensation Group

Daniel Laddin

Partner
Compensation Advisory Partners

Holly Lichtenfield

Chief Growth & Strategic Alliances Officer
SustainaBase

Edwin Linares

Head of Executive Compensation
Uber

Takis Makridis

CEO
Equity Methods

Jon Nally

Senior Director Compensation & Equity
Integer Holdings Corp

Nathan O’Connor

Managing Director
Equity Methods

George Paulin

Partner
Meridian Compensation Partners

Susan Pippin

Vice President
Fidelity Workplace Consulting

Andy Pritti

Senior Research
Neuberger Berman

Peter Reali

Managing Director, Responsible Investing Team
Nuveen

Craig Rhines

Associate Investment Manager
CalPERS

Ron Schneider

Director, Corporate Governance Solutions
DFIN

Aalap Shah

Managing Director
Pearl Meyer

Megan Shattuck

Head of Strategy, US Talent Advisory
Teneo

Robyn Shutak

Managing Director
Infinite Equity

Robert Slaughter

Principal of Product Management
Morgan Stanley at Work

Tracy Stewart

Director of Research
CII

Liz Stoudt

Partner
Infinite Equity

Ben Stradley

Managing Partner
Pay Governance

Kristy Sundjaja

Chief People Officer
Taboola

Louis Taormina

Managing Director
FW Cook

Tara Tays

Partner
Pay Governance

Tracy Ting

Chief Human Resources Officer
Encore Capital Group

Melanie Tinto

CHRO
WEX Inc.

Olivia Wakefield

Partner
Pay Governance

Andy Welt

Senior Vice President, Broad Based Rewards Practice Leader
Fidelity

Susan Wetzel

Partner
Haynes & Boone

Teresa Wolownik

Senior Director, Compensation and Benefits
Qualcomm

Joe Yaffe

Partner, Executive Compensation & Benefits
Skadden

Agenda

11:00-3:00pm

Opening Day Summit Excursions

Sponsored by

Reserve your seat during the registration process. $75.00 per person. Space is limited.

11:00-2:00pm

Epicurean Culinary Foodie Farm-to-Table Tour

Be treated to the ultimate farm-to-table experience on a unique culinary tour. Explore local foods and beverages as guests taste their way through San Diego. You’ll leave with an experience you (and your taste buds) won’t forget.

12:00-3:00pm

Adventuress Luxury Catamaran Cruise

San Diego has both fabulous weather year-round and 34 miles of scenic waterfront from: the rugged cliffs of Pt. Loma with its historic lighthouses, to the beautiful skyline of Downtown with charming Seaport Village & the Maritime Museum, to the elegant Coronado Bridge. Join us on a day-time cruise on the Adventuress Luxury Catamaran. Mix and mingle with great drinks, cuisine, and company on the water!

12:00-8:00pm

Registration Opens & Welcome Drink

Sponsored by

Attendees may begin event registration check-in at 12:00 noon on Monday, June 6. If attending an off-site excursion, registration will remain open until 8:00 PM for guest convenience.

5:00-7:00pm

Partner Showcase / Exhibit Hall Opens & Cocktail Reception

7:00-10:00pm

Beach Welcome Reception

Sponsored by

Summit kicks off with the opening night reception on June 6. Dinner, drinks and entertainment hosted on the beach for all attendees compliments of Morgan Stanley at Work.

7:00-8:00am

Breakfast/Exhibit Hall Open

8:00-8:20am

Welcome Remarks

8:20-9:10am

Keynote Speaker - Carla Harris

Sponsored by

9:10-10:10am

CHRO Perspectives: Human Resources Enters the Spotlight

The Chief Human Resources Officer (CHRO) operates at the intersection of talent strategy, culture, retention, and overall business strategy. The COVID years gave rise to new challenges and opportunities in the remote-to-hybrid work environment where HR teams and their leaders were critical to maintaining business continuity. Join us for a lively panel discussion with individuals who serve in the role of CHRO as they discuss the future of work and how HR plays a critical role in organizational success.

10:10-10:30am

Networking Break

10:40-11:45am

Breakout Panel Sessions (select one)

From the Mouths of Execs: Real Questions from Executives That Will Make You Rethink Your Equity Communications

Have you ever wondered what actual questions your executives ask about their equity compensation awards? Well, now you can hear them loud and clear. Join us as we dive into scenarios based on real calls received from executives. We’ll explore new ways to enhance your equity communications with the C-Suite.

The Evolution of ESG within Executive Incentive Program Design: Where Do We Go From Here?

This session will provide an update on the SEC’s guidance regarding ESG disclosure rules, how these rules could impact executive incentive program design, and an overview of the ever-evolving ESG trends within incentive design. Importantly, we will discuss how companies should consider the balance between executive accountability for achieving corporate ESG objectives and rewarding executives for ESG-related outcomes.

Exec Comp and Talent: Balancing Retention and Recruitment Needs in a Shifting Landscape

Attracting, retaining and awarding top executive talent while addressing multiple stakeholder views on pay is a delicate balancing act. This panel will bring together experts with different perspectives on the process to discuss how to thread the needle.

12:00-1:15pm

Power Lunch - Denise Chisholm

Sponsored by

1:30-3:00pm

Industry Roundtables

Attendees have the option to select an industry-specific peer group discussion led by corporate governance thought leaders.

Retail Industry Roundtable

sponsored by

Financial Services Industry Roundtable

sponsored by

Energy Industry Roundtable

sponsored by

Technology Industry Roundtable

sponsored by

Healthcare Industry Roundtable

sponsored by

Industrials Industry Roundtable

sponsored by

3:00-3:30pm

Networking Break

3:45-4:50pm

Breakout Panel Sessions (select one)

The Equity Compensation Landscape in 2022

The pandemic years brought major changes to the daily work of equity compensation professionals. Market volatility and other macroeconomic and social factors led to broken equity incentives, share pool volatility, and a host of new challenges to be overcome in the WFH environment. Compensation professionals have had to attend to award modifications, the exercise of discretion in awards, and an increased emphasis on design changes. As society recovers from the pandemic this year, many latent challenges remain for equity professionals. Join us as we explore the major issues that stock administration, accounting, and executive compensation professionals are grappling with in the current work environment, including an update on rulemaking at the SEC related to equity compensation.

Uncertainty, ESG and Adjustments to LTI and the Chaos they Create

A global pandemic, supply chain issues, inflation, looming uncertainty, and unprecedented pressure to fold ESG metrics into compensation are tempting companies to make adjustments, adopt non-financial ESG metrics, or allow the compensation committees to exercise more discretion in determining LTI payouts.

Whereas these trends are simply meant for keeping up with the times, they create major potential proxy disclosure and accounting challenges. The use of non-financial ESG metrics can trigger grant date problems, resulting in summary compensation table volatility. Adjustments to prior goals can inadvertently trigger modification accounting, also giving rise to disclosure shocks. As proxy advisors and investors take a harder line view toward award adjustments and unexpected jumps in pay quantum, the adage “no good deed goes unpunished” might come true.

This panel will cover examples of these situations that have arisen in practice. We’ll cover the proxy, accounting, legal, and investor perspectives, and how to work through issues in a cross-functional capacity while focusing on creative win-win outcomes.

Next Generation Relative TSR

The upheaval in the market caused by the pandemic has only exacerbated challenges that have existed when trying to set realistic yet stretch incentive plan goals. Even further, over the past year, volatility in stock prices have had more to do with the macro effects of the health crisis than any one company’s business performance. Nevertheless, shareholders’ expectation for performance-based pay has not wavered. As companies are faced with a new set of incentive design challenges, a renewed focus on LTI awards tied to relative TSR performance has emerged. Come chat with us as we discuss various design considerations in relative TSR plans today.

5:00-6:00pm

Cocktail Reception

Sponsored by

7:30-8:30am

Breakfast in Exhibit Hall

8:30-9:45am

The New Normal: Future Trends in Executive Compensation

A distinguished panel will look at key takeaways from the 2022 proxy season and provide valuable guidance and insight into how companies should prepare for future trends in executive compensation.

10:00-11:05am

Breakout Panel Sessions (select one)

A Storyteller's Guide to Equity Plans: Implementing, Communicating and Promoting

Several experts will share stories about design, communication, enrollment, etc. The panelists will use a "story" to show how to A) increase uptake and enrollment in ESPP and B) ensure that Management Understands and Appreciates Performance Metrics in long term incentive plans.

Radical Compensation: Are We Going to Pay a Price?

We are in an unprecedented time of workforce disruption. Wage inflation across all compensation elements and at all levels of an organization is stunning. The seemingly permanent work-from-home option for many has unlocked new and far-reaching opportunities for both employees and employers. Retirement rates and general non-participation in the labor market remains high, while engagement is low. Further, as companies process engagement survey data, compensation is frequently in the top three areas of dissatisfaction. Some companies are reacting by adopting higher than median compensation philosophies, extremely large at-hire grants, immediate vesting, and increased differentiation amongst different populations within the organization and doing so without a clear understanding of how that may affect their workforce as a whole in the long-term.

Fearlessly Accelerating Your Human Capital Management Strategy with Compensation Design and Governance Practices

Experts will share how companies leading on Human Capital Management (HCM) tie it to their strategy, values, and incentive plans. We'll also share insights on developing a robust process for governing and evaluating HCM progress and orienting bold efforts that align with financial strategy.

11:15-12:20pm

The Investors Speak: Shareholder Priorities in 2022 and Beyond

How are investors really evaluating executive pay practices? Hear from an esteemed group of investors as they share firsthand insights on expectations regarding ESG, metric selection, red flags that garner scrutiny, as well as when and how they want to engage with companies in the upcoming engagement season.

12:20-1:30pm

Grab & Go Lunch

Event Overview

Equilar is thrilled to host its 13th annual Summit this year. Summit brings together 400+ executive compensation and corporate governance professionals for a three-day conference.
The Equilar Summit is the largest conference dedicated to executive compensation, attracting the brightest visionaries in the field to explore the complex, interrelated issues around Say on Pay, pay for performance, shareholder engagement, and executive pay regulations. This year, we’re particularly excited to host Summit in San Diego, CA.

Why Attend?

Expert advice and solutions. Gain valuable insights from industry experts, experienced board members and HR executives to objectively evaluate executive and board compensation practices. Learn about the latest strategies being used to ensure constructive interaction with key shareholders and advisors.

Collaborative education. Engage with peers through in-depth, discussion-based sessions, and exchange business challenges, ideas and practical solutions to reach your business goals.

A good time. We’re preparing for a celebration worthy of being our 13th annual Summit. That means that in-between all the learning you’re sure to have some fun too - and San Diego is the perfect venue!

Gathering Safely

We are taking all precautions as advised by the CDC and following all local COVID-19 policies to promote the health and safety of our attendees.

At the Summit registration desk, you will be required to show your photo ID and vaccination card. If you do not have a vaccine card, a negative COVID test taken within 48 hours prior to the event start date is required. COVID tests from any testing center in the U.S. will be accepted. Printed or email confirmation of negative results are acceptable.

Please contact us at events@equilar.com for further details or if you have any questions.

“Features a great blend of informative sessions led by top consultants and other experts in the compensation field, active participation of major institutional investors, and great networking opportunities.”

2019 Equilar Executive Compensation Summit Attendee

Cost of Attendance

Equilar Corporate Client Rate $1,795
Standard Registration Rate $3,590

Event Venue

Hotel Del Coronado - 1500 Orange Ave, Coronado