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June 25-27, 2025
Hotel Del Coronado  |  San Diego, CA

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Keynote Speaker

Matthew Harrington

Global President & COO
Edelman

Matthew Harrington oversees global operations for Edelman, including the firm's operating regions — the United States, Canada & Latin America, Asia Pacific and Europe, Middle East and Africa — as well as our People, Citizenship and Sustainability efforts. A trusted C-suite adviser, Matthew is a specialist in corporate positioning and reputation management, working with some of the world’s largest and most complex organizations. His expertise includes crisis communications, merger and acquisition activity and IPOs. He speaks regularly on Trust in Institutions and the nature of today’s multi-stakeholder business environment and has been a participant of the World Economic Forum Annual Meeting in Davos for more than a decade.

Featured Speakers

Additional Speakers To Be Announced

Kartik Balaram

Principal
Meridian

Kevin Brady

Senior Manager Compensation & Equity
CLEAR Secure

Jon Burg

Partner
Infinite Equity

Andrew Campbell

Client Services Manager: Executive Compensation & Governance Practice
Equilar

Emily Cervino

Head of Thought Leadership
Fidelity Investments

Matt Connor

Director, Global Equity Management
Lucid Motors

Sara Decker

Vice President, Consulting Plan Manager
Morgan Stanley

Chris Dohrmann

Executive Director
Global Shares, a J.P. Morgan Company

Donald Hairston

Equity Product Manager
UBS Workplace Wealth Solutions

Shalom Huber

Executive Compensation Partner
Skadden

Matthew Hunter

Senior Associate
Tapestry Compliance Limited

John Husson

Vice President, Head of NQ Plan Consulting
Morgan Stanley

Eric Hosken

Partner
Compensation Advisory Partners

Shannon Kehle

EVP, Chief People Officer
Realty Income Corporation

Dave Lanka

Director
Bank of America

Patricia Leckman

Chief People Officer
Illumina

Takis Makridis

President & CEO
Equity Methods

Logan McMeekin

Senior Director, Executive Compensation
Marriott International

Eric Myszka

Managing Director, Global Reward Services
KPMG

Michael Ng

Vice President, Total Rewards
Stitch Fix

Bryan Olson

CHRO
The Cannabist Company

Nate O'Connor

Managing Director
Equity Methods

Lyndon Park

Managing Partner, Global ESG Advisory & Shareholder Activism
ICR, Inc.

George Paulin

Partner
Meridian

Vicky Phrydas

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

Claire Saunders

Manager Executive Compensation
Mattel

Aaron Shapiro

CEO
Carver Edison

Robyn Shutak

Partner and Head of Relationships
Infinite Equity

Susan Siegel

Board Member
Illumina, Align Technology, and Nevro Corp

Marisa Terpkosh

Vice President, Human Resources
Envista Holdings Corporation

Arnaldo Ulaj

Partner
ClearBridge Compensation Group

Susan Wetzel

Partner, Co-Chair, Employee Benefits and Executive Compensation Practice Group
Haynes Boone

Joe Yaffe

Partner, Executive Compensation and Benefits
Skadden

Agenda

7:00-2:00pm

Opening Day Events (Welcome Activities to Be Announced Soon!)

Sponsored by

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.

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

8:00-8:15am

Welcome Remarks

8:15-9:00am

Keynote Presentation

9:00-10:00am

AI’s Role in Modern HR and Governance

This panel of industry leaders will explore practical applications of AI in human resources, its impact on decision-making at the executive level, and the opportunities it presents for transforming workplace dynamics. Gain actionable insights into how AI can drive innovation and efficiency in your organization while navigating the challenges of adoption.

10:00-10:20am

Networking Break/Snacks

10:20-11:20am

Breakout Panel Sessions (select one)

Executive Compensation Benchmarking: More Art Than Science

This panel will explore the complexities of Executive Compensation Benchmarking, covering compensation philosophy trends, strategies for selecting peer groups, and innovative uses of survey data for hard-to-benchmark roles.

Building a Business Case for a State-of-the-Art Equity Compensation Plan

This panel will explore strategies for designing tailored equity compensation plans. Topics include choosing the right equity instruments, determining award scope, optimizing vesting schedules, and boosting employee engagement to align with your company's unique goals.

Special Grants: Determinants of Success or Failure

This session will explore when and how to use unique long-term incentive designs, like PSU mega grants and performance options, and the challenges of securing say-on-pay approval for non-traditional approaches.

Transformational CHROs: Driving Change and Impact (For CHROs only)

Presented in Partnership with

Explore the evolving role of CHROs as strategic leaders driving transformation across organizations. Learn how transformational CHROs are addressing complex challenges, from workforce dynamics to governance, while shaping the future of leadership. Gain actionable takeaways on how to make a lasting impact as an HR leader.

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.

Crafting Winning Long-Term Incentive Plans

Sponsored by

Equity Awards and Retention:
Strategies for Lasting Leadership

Sponsored by

Regulation, A New Administration, and Executive Compensation in 2025

Sponsored by

CHRO Roundtable (For CHROs only)

Sponsored by

Inside the Boardroom:
Dynamics of Setting Executive Compensation

Sponsored by

Equilar Product Lab:
AI-Powered SEC Filing Analysis - Meet ERIC

3:00-3:30pm

Networking Break

3:30-4:30pm

Breakout Panel Sessions (select one)

3 Strategies to Help Optimize Your Executive Compensation Plans

This session will explore three strategies to enhance your compensation plans: modern approaches to stock options, expanding long-term incentives, and the benefits and challenges of post-vest holding requirements.

Timing of Equity Grants: Rules and Best Practices

The panel will discuss new disclosure requirements under Item 402(x) of Regulation S-K and related SEC regulations for option grant practices, early 2025 proxy disclosures on these practices, and best practices for timing equity award grants, including annual and off-cycle grants.

How Broad-Based Equity Compensation Can Help to Drive Your Corporate Strategy

The panel will explore how broad-based equity compensation can drive corporate strategy, analyzing various structures for effective incentives and alignment, with insights from legal and tax advisors, stock plan issuers, administrators, and more.

4:30-5:30pm

Cocktail Reception

Sponsored by

8:00-9:00am

Breakfast in Exhibit Hall

9:00-10:00am

CHRO Insights: Shaping the Workforce of Tomorrow

Join this distinguished panel of CHROs as they share firsthand perspectives on navigating the modern workforce. The discussion will delve into the integration of artificial intelligence in human capital management. Additionally, the panel will address shifting sentiments around diversity, equity, and inclusion (DEI), exploring innovative approaches to foster equity and transparency while meeting stakeholder expectations. Gain actionable takeaways from leaders driving impactful change in their organizations.

10:15-11:15am

Breakout Panel Sessions (select one)

Coloring Outside the Lines with LTI Design

This session will explore when adopting differentiated long-term incentive designs makes sense, moving beyond one-size-fits-all approaches. Topics include PSU mega grants, performance options, retention grants, and challenges in navigating say-on-pay approval for non-traditional designs.

Overview of Nonqualified Deferred Compensation Plans (NQDC 101)

This session will provide an overview of nonqualified deferred compensation (NQDC) plans, highlighting the benefits for both participants and corporate sponsors. We will compare nonqualified and qualified plans and discuss how NQDC can be used as a financial planning tool to maximize individual benefits.

Is Equity Choice the Right Choice for You?

Equity choice plans are increasingly common, offering programs that educate employees, enhance perceived equity value, and empower eligible participants - learn how to effectively implement them for your organization.

Navigating DEI Backlash: CHRO Strategies for Progress (For CHROs only)

Presented in Partnership with

As diversity, equity, and inclusion (DEI) initiatives face heightened scrutiny and backlash, CHROs are tasked with finding ways to sustain progress and support inclusive workplace cultures. This panel will address the challenges of navigating resistance to DEI efforts while staying true to organizational values. Learn how HR leaders are reframing DEI strategies, communicating their importance, and driving measurable outcomes to ensure that diversity and equity remain integral to their organizations’ success.

11:30-12:30pm

Compensation Committees in Action

This dynamic session brings together board members serving on compensation committees and expert service providers who collaborate closely with committee chairs and members. Together, they will share insights on setting agendas, crafting executive pay strategies, and navigating emerging trends in compensation governance. Attendees will gain a behind-the-scenes look at how compensation committees align pay practices with corporate objectives, address shareholder expectations, and drive organizational success.

12:30-12:35pm

Closing Remarks

12:35-1:30pm

Grab & Go Lunch

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 San Diego, CA, the Summit offers a unique opportunity to engage with industry visionaries, explore actionable insights, and connect with peers to navigate today’s complex executive landscape.

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 16th 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!

Venue

Hotel Del Coronado, San Diego

1500 Orange Ave
Coronado, CA 92118
Phone: (619) 435-6611

A living legend for more than 130 years, The Del celebrates its rich history as the proud host to celebrities, royalty, U.S. Presidents, and beach-loving guests for generations. Built in 1888 by Elisha Babcock, Jr., and Hampton L. Story and designated a National Historic Landmark in 1977, this historic beach resort is a San Diego icon.

Reserve Now

Registration

Early Bird rates expire April 30, 2025.

Register Now

Equilar Client Early Bird Rate
$1,350

DISCOUNT CODE
EQEARLYCLIENT

Standard Early Bird Rate
$3,100

DISCOUNT CODE
EQEARLY