Upcoming industry events

Join us at the following events, where you'll get the latest insights from thought leaders and industry experts while connecting with other industry professionals.


September 26 - 29

Washington, DC

From a wave of new SEC-rulemaking to market volatility and beyond, how to design and manage equity awards to optimize outcomes and stay compliant is changing. Join us and your peers for the tools, know-how, and community to fuel your success.


Equity Masterclass: Guiding Your Participants Past Potential Pitfalls and Critical Mistakes

Wednesday, September 27, 1:05 – 1:35 p.m.


Equity compensation is like an intricate dance - dazzling but tricky! Even the best intentions can sometimes land your participants in hot water. This session offers insights from experts who interact daily with plan participants to answer their most challenging questions. Join us and equip yourself with the tools and insights needed to ensure your participants not only harness the full potential of their equity awards but also sidestep the common pitfalls and blunders that often lie in wait.


Randy Carlson
Wealth Management Advisor

David Mehler
Director, Senior Retirement Product Manager
Retirement & Personal Wealth Solutions

Jason Dinsmore
Wealth Management Advisor


A Communications Toolkit to Empower Employees

Thursday, September 28, 9:45 – 10:15 a.m.


How your message gets communicated is just as important as the message itself. Explore creative, strategic, and innovative tactics to amplify the impact of your employee benefit communications and ensure employees at all levels are focused on what really matters.


Karen Larbalestrier
Director, Client Engagement Strategy
Retirement & Personal Wealth Solutions


IPO Readiness—Find that “IPO State of Mind” Before it’s Too Late!

Thursday, September 28, 1:20 – 1:50 p.m.


Share plans can play an important role in the transition of a company from private to public, and the speed at which the process moves can sometimes seem untenable. Rather than having to jump from the proverbial frying pan straight into the fire, if your company is likely to move down the path to IPO, the time to prepare is now! Join this session for a frank discussion on what it takes to prepare your company, your processes, and your employees for that ever-important day.


John Iannici
Director, Reserve Share Plan Specialist
Retirement & Personal Wealth Solutions

David Lanka
Director, Equity Plan Specialist
Retirement & Personal Wealth Solutions


How to Ensure your Plan Administration Processes Can Handle Complexity

PANEL - Thursday, September 28, 2:00 - 3:00 p.m.


Do you find that canned reports and standardized processes don’t meet your needs but your manual workarounds are burdensome and inefficient? Learn how to optimize your processes to achieve the results you are looking for when it comes to vesting events and adjustments, tax rates, period close, performance awards, employee mobility, retirees, and more.


Thomas Dupras
Director, Senior Relationship Manager
Retirement & Personal Wealth Solutions

Rob Miceli
Director, Equity Award Services
Retirement & Personal Wealth Solutions

Executive Services with a Flair: How to Meet the Needs of Your Executives

LEARNING LAB - Friday, September 29, 8:30 - 9:45 a.m.


Get best practices for how stock plan teams can deliver operational excellence to their executives, including a review of critical updates to 10b5-1 plans, Rule 144, and Section 16 filings. You’ll also gain helpful insights into order flow and other factors that affect trade execution and market optimization.

Sean O’Brien
Managing Director, Head of Equity Trading

Debbie McGrath
Director, Equity Advisory Services
Retirement & Personal Wealth Solutions

Join us in iconic Boston where everyone knows your name (or soon will!) and experience a conference like no other. Be surrounded by experts, network with your peers and learn the latest in the industry so you can make the most informed decisions on behalf of your funds. Commit to your education and know that you're getting the best in accurate, objective, and timely education.

P&I Managing Pension Risk & Liabilities

October 10 - 11

Atlanta, GA

This event brings together peers to discuss current challenges and best strategies to overcome them. How plan sponsors navigate the coming year of inflation, central bank tightening and high valuations will go a long way in determining their long-term outlook.


Optimizing Your LDI Strategy: From Traditional to the Next Gen Techniques

PANEL – Wednesday, October 11, 11:30 a.m. – 12:15 p.m.


Liability-driven investing (LDI) portfolios today and key areas of focus, Examining risk analysis and portfolio management, Examining LDI implementation approaches, Reassessing your glide path – when is it time for a change?


Bryan Anderson
Director, Senior Institutional Investment Strategist
Retirement & Personal Wealth Solutions

P&I Defined Contributions West

October 22 – 24

San Diego, CA

Join us and your peers for a stellar lineup of the nation’s top plan sponsors and DC industry experts. Learn proven techniques for increasing employee engagement and improving participant outcomes. Connect and engage with your peers. Get inspired by the Innovative Award winners.


The Future is Now: Artificial Intelligence in Retirement Planning

PANEL & ROUNDTABLE – Tuesday 10/24 10:00 – 11:10 a.m.


Artificial Intelligence (AI) is revolutionizing various industries, and retirement planning is no exception. In this forward-thinking session, we explore the exciting ways in which AI is being incorporated into retirement strategies, providing personalized and efficient solutions for individuals and plan sponsors alike. Key highlights of this session include: AI-Powered Financial Advisory Tools, Personalized Retirement Income Planning, Predictive Analytics and Risk Management, Fraud Detection and Security.


Oliver Hannay
Director, Senior Retirement Product Manager
Retirement & Personal Wealth Solutions

NetworX 2023 | Global Equity Organization

October 25 - 26

San Ramon, CA

Join us along with company directors, senior managers, stock plan, HR, reward and benefits professionals to access the latest in global equity compensation updates, best practices and education.

Past events

Take a look at the past events we have participated in and may have seen you at.

19th Annual CEPI and Silicon Valley NASPP Symposium

July 11

Santa Clara, CA


PLANSPONSOR National Conference

June 21 - 23

Orlando, FL


14th Annual Equilar Summit 2023

May 31 – June 2

Nashville, TN


Southeast Benefits Education Network (SBEN) Annual Education Conference

May 3 – 5

Atlanta, GA


PSCA National

May 3 – 5

Orlando, FL


Health & Benefits Leadership Conference

May 3 – 5

Las Vegas, NV


Global Equity Organization’s (GEO) 24th Annual Conference

April 19 – 20

Edinburgh, Scotland



April 19 – 20



Employee Health Care Conference

April 18 – 19

New York, NY


NAPA 401(k) Summit

April 2 – 4

San Diego, CA


Employee Health Care Conference

March 30 - 31

New York, NY


P&I Defined Contribution East

March 12 – 14

Orlando, FL


Defined Contribution Institutional Investment Association (DCIIA) Innovation Forum

March 8, 2023

Charlotte, NC


National Labor & Management Conference

February 16 – 21

Hollywood, FL