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Equilar Institute



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May 31 - June 2, 2023
JW Marriott  |  Nashville, TN

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Featured Speakers

Keynote Speaker

Guy Adami

One of CNBC’s original “Fast Money Five” and charismatic Wall Street veteran

Guy Adami, one of the original Fast Money traders, shares his latest breaking insights on how to navigate the extreme market volatility from coronavirus and other major global events, and what this means for investors, businesses and the health of the U.S. economy.

Guy made his name as one of the original “Fast Money Five” traders on CNBC's Fast Money, which spotlights news on Wall Street after closing. Alongside a roundtable of top traders, Guy analyzes the day’s news in stocks – and gives advice on investment strategies for the first trades of the next day on Wall Street in a popular segment called Your First Trade of the Day.

Mike Andresino

ArentFox Schiff LLP

Yonat Assayag

ClearBridge Compensation Group

Dean Baylor

Applied Materials
Global Stock Programs Analyst

Kristine Bhalla

Clearbridge Compensation Group

David Bixby

Meridian Compensation Partners

Sara Bourdouane

Semler Brossy

Anna Catalano

Board Member
Frontdoor, HF Sinclair Corporation, Ecovyst and National Association of Corporate Directors

Emily Cervino

Head of Industry Relationships and Thought Leadership
Fidelity Stock Plan Services

Chris Dohrmann

SVP of Strategic Partnerships
Global Shares

Jennifer Durbin

Vice President and CHRO
Commercial Metals Company

Carly Griffin

Executive Director
Morgan Stanley

Chris Hamilton

Principal, Workforce Transformation

Adam Hearn

Lead Consultant
Meridian Compensation Partners

Eric Hosken

Compensation Advisory Partners

Janis Hoyt

Chief People Officer
The Honest Company

Vijay Iyer

SVP, Associate General Counsel and Corporate Secretary
Booking Holdings

Sinead Kelly

Baker McKenzie

Melissa Kersey

EVP & Chief Human Resources Officer
Tractor Supply Company

L. David Kingsley

Chief People Officer

Isabel Lazar

Associate General Counsel – Labor & Employment
Baxter International Inc.

Evans Longacre

Fidelity Workplace Consulting

Takis Makridis

Equity Methods

David Martin

Managing Director
PJT Camberview

Michael McLernon

VP Total Rewards

Rob Miceli

Director, Equity Award Services AwardChoice Financial Reporting
Merrill Lynch

Scott Orr

Vice President Government Relations, Head of Southern Regional Public Affairs
Fidelity Investments

David Outlaw

Managing Director
Equity Methods

Tom Penque

Chief Talent Officer
Definitive Healthcare

Stephania Sanon

McDermott Will & Emery LLP

Therese Sebastian

Associate Director
Equity Methods

Aalap Shah

Managing Director
Pearl Meyer

Aaron Shapiro

Founder & CEO
Carver Edison

Tommy Swindle

Director, Equity Plan Program Management

Jon Szabo

Meridian Compensation Partners

Ryan Trent

Stock Plan Manager
Charles River Laboratories

Susan Wetzel

Haynes & Boone

Amy Wheeler

Director, Payroll Shared Accounting Services

Chris Wightman

PJT Camberview



Opening Day Events

Sponsored by


Golf Tournament at Vanderbilt Legends Golf Club

The Vanderbilt Legends Club includes many first-class amenities with a touch of southern refinement. Few golf courses in Tennessee have the championship tradition of Vanderbilt Legends Club. In its brief history, the club has been a proud host to nearly two dozen major golf events. Transportation will be provided to/from the Vanderbilt Legends Club Golf Course and the JW Marriott Nashville. You are permitted to bring your own clubs or may opt to rent clubs for an additional fee.


Country Music Hall of Fame Followed by Lunch and Line Dancing at Wildhorse Saloon

Guests will head over to the Country Music Hall of Fame for a unique songwriting experience followed by a self-guided tour. The group will work closely with one of Nashville’s most accomplished songwriters as they compose original lyrics. Following your experience, tour the Country Music Hall of Fame and Museum which has been home to the growing collection of 2.5 million artifacts, including on-of-a-kind recordings, films, instruments and more. Guests will then head to Wildhorse Saloon for lunch and line dancing lessons!


Registration Opens

Attendees may begin event registration check-in at 12:00pm on Wednesday, May 31. Excursion attendees will be provided with their name badges upon arrival for the off-site excursions and will need to pick up event materials at the registration desk when they return.


Partner Showcase / Exhibit Hall Opens & Cocktail Reception


Welcome Reception

Sponsored by

Summit kicks off with the opening night reception on May 31. Dinner, drinks and entertainment hosted on the pool deck for all attendees compliments of Morgan Stanley at Work.


Breakfast/Exhibit Hall Opens


Welcome Remarks


Keynote Presentation


CHRO Insights: Forecasting the Future of Work

This panel of expert HR executives will provide valuable insight on the changing workplace and the evolving compensation committee agenda to stay ahead of the curve. The speakers will explore how HR leaders can effectively collaborate with their compensation committees to ensure their organizations are well-positioned for the future of work. Our panelists will also discuss the challenges and successes they have experienced navigating the changing landscape, and offer guidance on how to ensure your organization is not left behind.


Networking Break/Snacks


Breakout Panel Sessions (select one)

Evolving Compensation Strategies to Adapt to Market Volatility

Companies across the market, particularly within the technology sector, have experienced a significant reset in valuations over the last year. General industry companies experienced a similar trend to a lesser degree, and all now operate under greater market volatility as they seek to attract and retain talent. At this session, you’ll hear from Instacart’s Vice President of Total Rewards, Michael McLernon, about the short- and long-term actions developed in response to the challenges from this shift. The panel will dive into the questions that arise along the way, frameworks used to evaluate potential responses, messaging of new compensation strategies, and implications for the company’s go-forward pay philosophy.

Strategic Role of Cross-Functional Collaboration in Driving Pay Equity Progress

Recent events in the labor market, broader economy, and the legal landscape are all contributing to heightened scrutiny around pay equity. In tandem, proactive boards are asking more questions and expecting greater transparency. This panel will delve into the key opportunities and challenges in driving sustainable pay equity progress, including a discussion of the following topics: 1. How executive compensation can play a strategic role in driving pay equity efforts, and serving as a conduit between the CHRO and the board and collaborating with HR BPs to remediate and investigate issues flagged in a pay equity study. 2. Legal standard around pay equity in the US: discussion of key legal risks to manage and an overview of how legal cases unfold. 3. External disclosure of pay equity results: discussion of pros, cons, and challenges (in particular, lack of standardization on how these studies are done).

Is the ESG on the Rise or Fall?

After a tidal wave of ESG metrics in incentive plans, are we starting to see companies pull back? This panel of experts will discuss the latest trends in ESG in compensation plans. We will have a dynamic discussion about the pros and cons from the perspective of the employee, the shareholder, and other stakeholders.


Washington Update: Navigating Political Conflict in Congress and Across the States

Sponsored by


Networking & Power Lunch

Sponsored by


Topical Roundtables

If you would like to participate in a peer roundtable discussion, please select your preferred topic below.

CD&A Strategies: Telling Your Compensation Story

Employee Equity Programs Best Practices

Implications of Final SEC Clawback Rules

Incorporating ESG Metrics in Your Incentive Plan Design

Managing Rewards as the Labor Bubble Begins to Burst

Pay Equity on the Rocks: The Mixology of the Great Resignation, Mobility, and More

Pay Vs. Performance: Proxy Lessons Learned & Product Lab


Networking Break


Breakout Panel Sessions (select one)

Evolution of the Compensation Committee: Are You Prepared?

Talent management at all levels is becoming increasingly intertwined with an organization’s business strategy. Compensation decisions need to be considered as one piece of a larger picture that includes succession planning, leadership development, and employee engagement. It’s clear that none of these concerns can be managed separately. How can the HR team unlock the expanding people puzzle and support its board in dealing with an ever-growing list of responsibilities and oversight. At a minimum, HR professionals will need to rethink and then influence how the compensation committee of the future conducts its business. This distinguished group will discuss and provide concrete examples of mapping business strategy to human capital strategy, engagement and ESG dashboards, diving deep on talent acquisition and employee turnover statistics, assessment of retention/hold power, succession planning (executive and next level) framework and milestones, and talent pipeline monitoring.

Executive Compensation Practices: Should They Stay or Should They Go?

This panel will discuss the executive compensation practices that have outlived their usefulness, as well as innovative or different approaches that we do not see enough. Expect a lively debate among our diverse panel, as not all executive compensation practitioners agree on what should stay and what should go.

Choose Your Own Adventure: Empowering Employees with Equity Choice Plans

Who doesn’t love choice? Companies are looking to differentiate their programs to maximize attraction and retention while employees are increasingly valuing flexibility and choice in their rewards and benefits. To meet these needs, increasingly employers are considering Equity Choice Plans to deliver individual flexibility and help employees maximize the impact of their equity awards. These plans offer employees the opportunity to choose what types of equity awards make up their total compensation package. Join us in a discussion with organizations who have paved the way on equity choice to learn more about the pros, cons, and considerations around equity choice.


Cocktail Reception

Sponsored by


Breakfast in Exhibit Hall


Compensation Committee: Fireside Chat (Without the Fire)

Join this engaging discussion with an experienced compensation committee member who will share their knowledge and experience on the ever-changing compensation committee agenda. We will explore the challenges as the scope of the committee expands and covers human capital management, ESG, and more. Our speakers will discuss the impact of decisions made on their respective organizations, and the key considerations taken into account when making decisions.


Breakout Panel Sessions (select one)

Big Changes From the SEC: New Rule 10b5-1 and Rule 144

Ground-breaking changes to Rule 10b5-1 and Rule 144 have just become effective, so now’s the time to make sure you are in the know. Don’t let the SEC’s long-awaited, totally new Rule 10b5-1 trading plan requirements catch you and your company insiders unaware. Learn about the new cooling off periods, restrictions on multiple plans, certification requirements, quarterly and annual insider trading and grant disclosures, and changes in Section 16 filings. In addition, hear from our panelists about how the SEC has modernized Rule 144 to require electronic filing of Forms 144 via EDGAR. This panel brings together the corporate, brokerage and legal perspectives necessary to help your company and its insiders comply with these new requirements.

The ESPP that Boosts Your ESG and DE&I

What if we told you there was an ESPP that can bolster your ESG efforts and propel your DE&I initiatives? These days, stock plans are not just a basic company incentive; they are a meaningful way to make a tangible impact on the lives of your employees and even to have a wider impact on society in general. In our panel discussion, we’ll be looking at the Cashless ESPP as a means to give your employees more equity without shrinking their paychecks, and as a valuable tool that can make a considerable impact on your organization’s ESG and DE&I strategy. This includes: 1) How Cashless Participation works. 2) How it links with ESG and DE&I performance metrics. 3) The potential of stock plans to contribute to important societal issues. 4) What this all may mean when it comes to your Plan Document.

Taking the Lead: Boost Perceived Value of Equity Awards

As uncertainty in the stock market persists and inflation remains stubbornly high, the perceived value of equity awards among plan participants has decreased, reversing a long-term upward trend. However, in this latest edition of UBS Workplace Voice, we show how employers can help plan participants realize the value of their equity compensation. Join our session for actionable insights on employers’ unique opportunity not only to lead in these uncertain times but to also attract top talent.


Navigating the New SEC Pay Versus Performance Rules, Lessons Learned and What’s Around the Corner

In the fall of 2022, senior executive compensation leaders were challenged with new SEC disclosure rules on Pay Versus Performance. Following the first year of required disclosure there are many insights to be gleaned. Join the closing panel of experts who will provide invaluable knowledge on best practices and lessons learned from the 2023 proxy season - and gain key insights on what’s to come.


Closing Remarks


Grab & Go Lunch

Event Overview

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 Nashville, Tennessee.

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 14th annual Summit. That means that in-between all the learning you’re sure to have some fun too - and Nashville is the perfect venue!


JW Marriott Nashville

201 8th Ave S
Nashville, TN 37203
Phone: (615) 291-8600

Step into modern luxury at JW Marriott Nashville; Music City’s first luxury hotel, located downtown, directly across from Music City Center, and 2 blocks from the famous “Honky Tonk Highway” on Lower Broadway. Redefining the skyline, this sparkling 33-story glass tower offers stunning skyline views from all 533 guest rooms and suites. The room block discount for Summit has expired. Registrants can make a room reservation directly through the registration portal.

Reservation Closed


Nashville’s downtown area features a diverse assortment of entertainment, dining, cultural and architectural attractions.


Equilar clients please contact us at to receive your client rate discount code.

Registration Closed

Equilar Corporate Client Rate


Standard Registration Rate