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June 5-7, 2024
Westin Copley Place  |  Boston, MA

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Featured Speakers

Keynote Speaker

Rachel Wilson

Managing Director, Wealth Management Chief Data Officer
Morgan Stanley

As cybersecurity threats have evolved over recent years, how should businesses be responding? Rachel Wilson draws from her experience at the National Security Agency and in the financial sector to discuss how we can best navigate an increasingly hostile landscape.

Linda Aiello

Chief People Officer
DraftKings Inc.

Supriya Bahri

VP Total Rewards
Roblox

Jennifer Banner

Board Member
Truist Financial Corporation, Elme Communities, Uniti Group

Lisa Bisaccia

Board Member
Chesapeake Utilities Corporation

Lisa Buckingham

Chief Human Resources Officer
U.S. Soccer Federation

Shaun Bisman

Partner
Compensation Advisory Partners

Mark Breer

Senior Director, Executive Compensation
Microsoft Corporation

Peter Browning

Board Member
ScanSource and GMS

Emily Cervino

Head of Industry Relationships and Thought Leadership
Fidelity Investments

Jacqueline Condron

SVP, Governance & Proxy Voting Manager
Mellon

Jennifer Connor

Senior Director, Global Compensation & Benefits and Executive Rewards
Motorola Solutions

Joanne Cordeiro

Compensation Committee Chair
VBI Vaccines

Chris Dohrmann

Executive Director
J.P. Morgan

Ken Foulks

Principal
ClearBridge Compensation Group

Anthony Garcia

Senior Director- Investment Stewardship Nuveen Responsible Investing
Nuveen

Alec Glassman

VP Business Operations & Strategy
Carver Edison

Craig Hazenfield

Chief People Officer
Definitive Healthcare

Liz Herron

Head of Executive Compensation & Benefits
KeyBank

Shalom Huber

Partner, Executive Compensation & Benefits
Skadden, Arps, Slate, Meagher & Flom LLP

James Humza

Managing Director, Equity Award Services
Bank of America

John Husson

Vice President, Nonqualified Deferred Compensation Plans
Morgan Stanley at Work

Kenneth Kuk

Senior Director, Rewards Practice Leader
Willis Towers Watson

Dan Laddin

Founding Partner
Compensation Advisory Partners

Takis Makridis

CEO
Equity Methods

Robert Martin

Senior Consultant
Semler Brossy

Shannon Nelson

Governance and Sustainability Leader
BlackRock

Michelle O'Hara

Executive Vice President and Chief Human Resources Officer
SAIC

Kelley Morgan

Chief People Officer
T2 Biosystems

Courtney Petroski

Head of Executive Compensation & Global Compensation Policy
GE Aerospace

Vicky Phrydas

ECA, Director, Equity Plan Corporate Trainer
UBS Workplace Wealth Solutions

Laura Plourde

Compensation and Benefits Program Manager
Hanover

Robert Purser

Partner
PwC

Carine Schneider

Board Member
LogicMark

Aalap Shah

Managing Director
Pearl Meyer

Lisa Shall

Managing Director
Pearl Meyer

Marisa Terpkosh

Vice President, Human Resources
Envista Holdings Corporation

Olivia Wakefield

Partner
Pay Governance

Susan Wetzel

Partner
Haynes Boone

Matthew Wolfson

Global Head of Executive Compensation
GE Healthcare

Agenda

6:00-5:00pm

Opening Day Events (Separate registration required.)

Sponsored by

6:45-3:00pm

Golf Outing at Indian Pond

Indian Pond Country Club is a championship golf club surrounded by wooded conservation lands and a community of homes known as Indian Pond Estates. Dramatically cut into the wooded hills of Kingston, MA this 18 hole championship course measure almost 6800 yards. Transportation will be provided to and from the Indian Pond Golf Course and the Westin Copley Place. You are permitted to bring your own clubs or may opt to rent clubs for an additional fee.

12:00-5:00pm

Baseball Game at Fenway Park: Boston Red Sox vs. Atlanta Braves

Experience America's favorite pastime with an exclusive baseball game experience at the historic Fenway Park! Immerse yourself in the excitement of the game while enjoying the private terrace with Equilar and Morgan Stanley. Feel the energy of the crowd, savor delicious bites, and cheer for your favorite team as you witness the action from the Backyard Terrace.

12:00-8:00pm

Registration Opens

Attendees may begin event registration check-in at 12:00pm on Wednesday, June 5. 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.

5:30-7:00pm

Partner Showcase / Exhibit Hall Opens & Cocktail Reception

Sponsored by

7:00-9:30pm

Welcome Dinner Reception

Sponsored by

Dinner, drinks and entertainment for all attendees compliments of Morgan Stanley at Work.

7:00-8:00am

Breakfast/Exhibit Hall Opens

8:00-8:20am

Welcome Remarks

8:20-9:00am

Keynote Presentation

9:00-10:00am

Navigating the Future: Firsthand CHRO Perspectives

This distinguished panel of CHROs will share firsthand insights, delving into the intersection of human capital management and corporate governance. Attendees can expect a deep dive into critical topics, including DEI initiatives, talent management strategies, executive compensation structures and the evolving dynamics of the modern workforce. Learn how CHROs are driving positive organizational change, fostering a culture of transparency and addressing the pressing issues that impact both employees and stakeholders.

10:00-10:20am

Networking Break/Snacks

10:20-11:20am

Breakout Panel Sessions (select one)

Striking the Right Balance: Discretion in Incentive Plans – Taboo or a Must?

Discretion is often considered taboo in the executive compensation world. Compensation committees that use discretion in determining incentive payouts risk receiving criticism from investors and proxy advisory firms, whose policies tend to prefer formulaic incentive plans. However, discretion is an important feature of many annual incentive plans that, if used appropriately, can enhance the pay and performance relationship. The panel will cover the different approaches to using discretion, how discretion can be positive, and the potential challenges of applying discretion.

Strategic Equity Planning: Navigating Shareholder Approval and Long-Term Incentive Design

Join this dynamic panel discussion which will delve into the intricacies of equity planning for publicly-traded companies. Our panel will focus on the essentials of securing shareholder approval for equity plans, including requests for additional shares. Our discussion will draw on real-world experiences and recent insights from a comprehensive study of share requests among the Russell 3000. In this engaging session, we'll spotlight effective strategies for securing shareholder approval of equity plans and we will discuss long-term incentive plan design from a share usage perspective.

What’s next for U.S. Pay Transparency? Reporting Requirements for Your Equity Compensation

U.S. pay transparency laws are changing, and while pay transparency has been a subject of much contention for employers and employees alike, proposed legislation aims to require employers to disclose salary information to prospective and existing employees. Our panel will provide an overview of the pay transparency laws, before diving into how to report on equity compensation and highlighting the challenges this may bring for companies. During the session, our speakers will also cover how pay transparency laws will impact remote workers, who live in one jurisdiction but report to headquarters in another. The aim of the panel is to demystify regulatory changes and provide solutions to make the process more seamless. In doing so, the audience will leave with foundational building blocks to help ensure their reporting meets necessary standards.

11:30-12:30pm

Fidelity Keynote Session

Sponsored by

12:30-1:30pm

Networking Lunch

Sponsored by

1:45-3:00pm

Topical Roundtables

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

Pay v. Performance Year 2 Lessons Learned

Innovations in Short-Term and Long-Term Incentive Plans

Award Design: Pay Delivery Efficiency

Impact of Market Volatility on Executive Compensation

Talent Retention and Succession Planning

Regulatory Updates and Compliance Challenges

Pay Transparency sponsored by J.P. Morgan

CHRO Roundtable (Invitation Only)

3:00-3:30pm

Networking Break

3:30-4:30pm

Breakout Panel Sessions (select one)

Where SEC Rule-Making, Shareholder Reporting, and Plan Design Collide

The SEC has issued a flurry of new rules covering insider trading, clawbacks, proxy reporting, and more. These rules have plan design implications and, therefore, accounting and disclosure consequences. This session will look at the trifecta of how SEC rule-making, plan design, and investor reporting come together to create new opportunities for differentiation, shareholder / external reporting risk, and incentive design challenges. We’ll walk through each new regulation and its effects across plan design and accounting. Our session will help answer the question of how current total rewards practices may evolve over the upcoming three to five years as a result of the recent flurry in regulation and interest coming from the office of the CFO.

Optimizing Equity & Nonqualified Deferred Compensation Plans

The integration of Equity and Nonqualified Deferred Compensation Plans is imperative in today's competitive work environment. Both Equity & Nonqualified Plans provide flexibility that allows plan sponsors to attract and retain talent while aligning with corporate goals and objectives.In this session, experts will cover: competitive practice plan design, the integration of the plans, administrative platforms, client service teams and participant education, and how both can increase the value and appreciation of the plans for participants and plan sponsors.

The Storm is Gathering – Can We Learn from the Past?

The impact of multiple years of significant wage inflation followed by multiple years of depressed equity markets and workforce reductions has raised the question: Have we strayed too far from fundamental principles? As equity markets improve, so will deal activity. The storm is gathering for another hyper competitive labor market – pent up demand for IPOs, PE firms on the hunt for key talent and continued employee desire for greater flexibility. The panel will examine the lessons learned over the past five years and provide counsel on how to engage through times of uncertainty and in the face of talent competitors with deeper pockets, key identifiers that demonstrate a compensation model needs to evolve, and how to identify and articulate your company value proposition to an employee.

4:30-5:30pm

Cocktail Reception

Sponsored by

8:00-8:45am

Breakfast in Exhibit Hall

9:00-10:00am

Fireside Chat: Compensation Committee Insights Unveiled

Join us for an exclusive fireside chat with a seasoned compensation committee member. Explore the intricacies of executive pay, emerging trends and the committee's role in shaping organizational success. Gain unique perspectives on aligning compensation strategies with corporate objectives in this intimate and insightful conversation.

10:15-11:15am

Breakout Panel Sessions (select one)

Reimagining Incentive Designs: What Would You Do With a Clean Slate?

Companies routinely conduct annual reviews of compensation plans, typically making incremental adjustments. However, transformative scenarios like spin-offs and mergers require a more comprehensive approach. Join a discussion with experts who have recently undergone complete reviews of their compensation plans and philosophy. Hear how they made wholesale changes to align with the demands of their new corporate forms and lessons learned for continuing operations companies.

Revolutionizing Executive Compensation with Cutting-Edge strategies

It is fitting in the “birthplace of the American Revolution” to consider strategies that can revolutionize your executive comp plans. This session explores some revolutionary concepts that can improve plan design and benefit both executives and plan sponsors. Our reconnaissance will expose ways to bring your executive compensation strategy to the next level through a variety of topics. You’ll learn about the benefits of automatic exercise at expiration, explore potential blind spots with respect to long term incentives and pay equity, explore how NQDC and equity can work together, understand how to empower your employees with equity choice, and learn about tax efficient ways for executives to maximize charitable giving.

Success Strategies for Partnering with your High Performing Comp Committee

Partnering with your Compensation Committee is a key skill and critical to the success of your organization. In this panel session, we will talk with two executives who have extensive experience sitting on or working with Compensation Committees. The discussion will focus on Compensation Committee structure and governance, the changing remit of the Compensation Committee (DE&I, Talent, ESG, etc.), typical committee cycle, high performing committee practices, and lessons learned.

11:30-12:30pm

Under (Investor) Pressure? Here’s What You Need to Know

Hear perspectives on addressing and mitigating potential pressures from top institutional investors. Gain actionable insights into proactive measures and effective communication strategies, ensuring your organization is well-prepared to navigate the complex landscape of investor activism. Whether it’s focused on executive compensation or other areas of governance investors will be focused on in 2024, this panel will help support effective engagement strategies.

12:20-12:35pm

Closing Remarks

12:35-1:30pm

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 Boston, MA.

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 15th annual Summit. That means that in-between all the learning you’re sure to have some fun too - and Boston is the perfect venue!

Venue

The Westin Copley Place, Boston

10 Huntington Ave
Boston, MA 02116
Phone: (617) 262-9600

Step into a AAA Four-Diamond hotel in the celebrated Back Bay neighborhood of Boston, MA which is a short stroll from fine dining destinations and upscale clothing stores at Copley Place shopping mall. Boston Symphony Hall, Fenway Park and other downtown attractions are within easy reach of The Westin Copley Place, Boston.

Reserve Now

Registration

Equilar clients please contact us at events@equilar.com to receive your client rate discount code.

Register Now

Equilar Corporate Client Rate

$1,895

Standard Registration Rate

$3,790