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June 24–26, 2026
Chicago Marriott Downtown Magnificent Mile  |  Chicago, IL

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Agenda

9:00 AM - 1:00 PM

Opening Day Events (Separate registration required)

Sponsored by

9:00 AM - 1:00 PM

Sailing Regatta

Ready, set, sail! Teams will hop aboard sailboats for a hands-on sailing lesson led by professional captains before jumping into a friendly regatta race across Lake Michigan. After crossing the finish line, the fleet will anchor near one of Chicago's beaches for a relaxed on-the-water lunch. Everyone will have the chance to raft up, swap stories from the race, and enjoy skyline views, sunshine, and laughter with their crew.

11:00 AM - 1:00 PM

Deep–Dish Pizza Class

Go hands-on with one of Chicago's most iconic dishes! In this interactive cooking class, guests will learn the art of authentic deep–dish pizza — from crafting the buttery crust to layering cheese, sauce, and classic toppings like a true local. Guided by a professional chef, you'll roll up your sleeves and get a behind-the-scenes look at what makes Chicago-style pizza legendary.

12:00 PM - 8:00 PM

Registration Opens

Attendees may begin event registration check-in at 12:00 PM on Wednesday, June 24, 2026. Excursion attendees will be provided with name badges upon arrival for the off-site excursions and will need to pick up event materials at the registration desk when they return.

5:30 PM - 7:00 PM

Partner Showcase / Exhibit Hall Opens & Cocktail Reception

Sponsored by

7:00 PM - 9:30 PM

Welcome Dinner Reception

Sponsored by

Kick off Summit 2026 with a memorable welcome dinner aboard The Odyssey as it cruises along the Chicago River. Guests will enjoy a chef-curated dinner, cocktails, and sweeping views of the city’s illuminated skyline—an iconic introduction to Chicago and the perfect setting to connect and unwind. Space is limited. Separate registration is required.

7:00 AM - 8:00 AM

Breakfast/Exhibit Hall Opens

8:00 AM - 8:20 AM

Welcome Remarks

8:20 AM - 9:00 AM

Keynote Presentation

9:00 AM - 10:00 AM

Workforce Strategy in an AI-Driven Economy

AI is reshaping roles, skills, and workforce planning at every level of the organization. This session examines how organizations are preparing their workforce for AI adoption while balancing productivity, risk, and employee trust. Panelists will discuss where to invest, where to experiment, and how to lead responsibly.

10:00 AM - 10:20 AM

Networking Break/Snacks

10:20 AM - 11:20 AM

Breakout Panel Sessions

PSUs: An Effective Tool for Aligning Pay and Performance?

This panel will explore diverse perspectives on PSUs, sharing real-world experiences, research findings, and market trends. Attendees will gain insights on how to design and implement PSUs to better align pay with performance.

A Global Slice of The Equity Pie:
Strategic Considerations and Practical Insights for Delivering Long Term Incentives Worldwide

This panel will examine global executive long-term incentive programs, covering strategy, retention, and shareholder alignment. It will also address tax, legal, and administrative challenges, with insights from administrators, legal experts, and issuers.

Executive Compensation 3.0 — The Regulatory Sea Change

The SEC is preparing to revisit executive compensation disclosure rules for the first time since 2006, potentially marking a major overhaul. This session will explore possible changes, from a full rewrite to a more principles-based approach, and discuss the practical implications for proxy preparation, investor engagement, and board oversight.

CHRO Track: The CHRO as Enterprise Strategist (For CHROs only)

Presented in Partnership with

CHROs are increasingly expected to operate as enterprise leaders, not just functional heads. This session explores how CHROs are shaping business strategy, advising CEOs and boards, and aligning talent decisions with long-term growth. Panelists will share how they’ve elevated HR’s voice at the executive table.

11:30 AM - 12:30 PM

Fidelity Keynote Session

Sponsored by

12:30 PM - 1:30 PM

Fidelity Networking Lunch

Sponsored by

1:45 PM - 3:00 PM

Topical Roundtables

Communicating Executive
Pay Decisions to Stakeholders

Sponsored by

Short-Term Incentives in a Volatile
Performance Environment

Sponsored by

Designing Effective Long-Term
Incentive Programs

Sponsored by

CHRO Roundtable (For CHROs only)

Sponsored by

Navigating Evolving SEC and Proxy Disclosure Expectations Sponsored by Equity Methods

Sponsored by

Equilar Product Lab:
From Data to Board Brief — Mastering Board Prep

Hosted by

3:00 PM - 3:30 PM

Networking Break

3:30 PM - 4:30 PM

Breakout Panel Sessions

Magnificent Mile(stones): Making Your Exec Comp Plans The Best They Can Be

Today’s top talent seeks more than a paycheck—they want flexibility, a mix of short- and long-term rewards, and alignment with personal success. This session shows how to elevate your plan from standard to standout, featuring strategies like inducement grants, choice programs, NQ deferrals, and post-vest holding periods.

Executive Compensation at a Crossroads:
Navigating Shifting Shareholder Priorities and a Changing External Landscape

This session examines how shifting investor expectations, evolving ESG and DEI metrics, and potential SEC disclosure changes are transforming executive compensation. Attendees will gain a forward-looking framework to adapt pay programs, refine disclosures, anticipate emerging risks, and strengthen investor trust in 2026 and beyond.

Basics of Nonqualified Deferred Compensation Plans & Synergies with Equity Plans

This panel will provide a general overview of NQDC as well as equity plans and how they can integrate and work together to provide a more holistic benefit offering for our company's executives and highly compensated employees.

CHRO Track: Succession Planning in a High-Turnover Leadership Era (For CHROs only)

Presented in Partnership with

Executive and senior leadership turnover remains elevated across industries. This session focuses on how CHROs are rethinking succession planning to be more dynamic, data-driven, and aligned with future skill needs. Panelists will share practical approaches to identifying, developing, and retaining next-generation leaders.

4:30 PM - 5:30 PM

Cocktail Reception

Sponsored by

8:00 AM - 9:00 AM

Breakfast in Exhibit Hall

9:00 AM - 10:00 AM

Talent Risk: What Keeps CHROs Up at Night

From leadership gaps to burnout and skills shortages, talent risk is now enterprise risk. This panel will examine the people-related risks CHROs are actively managing and how they’re prioritizing mitigation efforts. Speakers will discuss how they communicate talent risk to executive leadership and boards.

10:15 AM - 11:15 AM

Breakout Panel Sessions

Cracking the Code: Simplifying Local Plans in Global Equity

This session challenges the idea that global share plans are overly complex and highlights their accessibility. Experts will share practical insights and examples of how local, qualified plans can enhance global equity programs. Attendees will gain clarity and confidence in expanding their equity plans.

AI as a Strategic Enabler: Sensible Integration for Real-Time Insights

AI should deliver real business value. This session shows how leaders can use AI to quickly access reports and insights, streamline compliance, and support better decision-making — while maintaining data integrity and human oversight.

Equity Compensation Integration in an M&A Situation

This session will discuss compensation considerations around mergers and acquisitions and what every company needs to think about each year even if a deal is not on the table. We will examine the nuances of equity compensation in the M&A context from both an acquirer and target perspective, including communicating with participants.

11:30 AM - 12:30 PM

Board and CEO Alignment on Executive Compensation Matters

Executive compensation remains one of the most visible and challenged areas of governance. Misalignment between boards and CEOs can erode trust with investors, employees, and other stakeholders. This session will focus on how directors can foster constructive dialogue with CEOs, ensuring pay structures reinforce strategy, culture, and stakeholder confidence.

12:30 PM - 12:35 PM

Closing Remarks

12:35 PM - 1:30 PM

Grab & Go Lunch

Featured Speakers

Additional Speakers To Be Announced

Danyle Anderson

Director, Industry and Consultant Relations
Bank of America

Kristine Bhalla

Partner
ClearBridge Compensation Group

Mike Bonner

Partner
Compensation Advisory Partners

Jeremy Boraks

Vice President, Workplace Consulting
Fidelity

Mark Breer

Vice President, Executive Compensation, M&A and Global Stock
Microsoft

Melissa Burek

Founding Partner
Compensation Advisory Partners

David Chun

Founder & CEO
Equilar

Matt Connor

Director, Global Equity Management
Lucid Motors

Julie Coulter

Director, Head of Onboarding
UBS

Zackary Crumpton

Head of Relationship Management
Computershare

Sara Decker

Vice President, Non-Qualified Deferred Compensation
Morgan Stanley at Work

Rich Floersch

Senior Strategic Advisor (Former CHRO at McDonald’s)
CHRO Association

Matthew Hunter

Senior Associate
Tapestry Compliance

John Husson

Head of Deferred Compensation Plan Solutions
Morgan Stanley at Work

Takis Makridis

CEO
Equity Methods

Jessica Page

Senior Director, M&A and Executive Compensation
Zebra Technologies

Timothy Richmond

Former Executive Vice President, Chief Human Resources Officer
AbbVie

Bob Romanchek

Partner
Meridian Compensation Partners

Kyoko Takahashi Lin

Partner
Davis Polk

Marisa Terpkosh

Vice President, Human Resources
Envista Holdings Corporation

Chris Wightman

Partner, Strategic Advisory
PJT Camberview

Event Overview

The Equilar Summit is the premier event for senior HR executives, governance leaders, and executive compensation professionals, addressing critical topics such as AI’s transformative role in HR, innovative pay and performance alignment strategies, leadership and boardroom collaboration, and the future of work. Held in Chicago, IL, the Summit offers a unique opportunity to engage with industry visionaries, explore actionable insights, and connect with peers.

Expert Advice & Solutions

Gain valuable insights from industry experts, experienced board members and HR executives to objectively evaluate executive and board compensation practices.

Collaborative Education

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

Great Memories

We’re preparing for a celebration worthy of being our 17th annual Summit. That means that in between all the learning you’re sure to have some fun too — and Chicago is the perfect venue!

Venue

Chicago Marriott Downtown Magnificent Mile

540 North Michigan Avenue, 541 N Rush St
Chicago, IL 60611
Phone: (312) 836-0100

Chicago Marriott Downtown Magnificent Mile is set in one of the city's most vibrant areas.

Reserve Now

Registration

Register Now

Standard Registration
Standard With Early Bird Code
$3,650 $3,350

EARLY BIRD CODE
EQEARLY

Client Registration
Standard With Early Bird Code
$1,825 $1,525

EARLY BIRD CODE
EQEARLYCLIENT