Inspiring agendas to help you stay at the forefront of your field

Join us at an upcoming industry event to delve into the latest trends in equity compensation and defined contribution plans, learn from industry thought leaders and exchange ideas with other decision-makers in your field.

GEO NorCal Annual Forum

September 18, San Mateo, CA

Get insights on current industry trends and challenges and connect with other equity compensation professionals to exchange ideas that can help you stay at the forefront of your field.

NASPP National Conference

October 14–17, San Francisco, CA

Be sure to plan ahead to attend the following sessions facilitated by Bank of America equity professionals to get tips and insights relevant to today’s equity compensation landscape.

Building an A+ equity plan: One size does not fit all

Learn about factors essential in designing a competitive equity compensation plan to help you attract top talent, boost performance and align employee and shareholder goals. The session will take a look at strategies to help you create a plan that addresses the unique needs of your workforce and industry, including optimal equity vehicles, vesting conditions, employee choice and matching shares.

A stock plan administrator’s guide to investor relations

Explore the critical intersection of stock plan administration and investor relations and discover how equity compensation strategies can be a pivotal element in your broader investor narrative. Learn how these strategies can support your company’s strategic goals, enhance financial health and meet investor expectations—ensuring a harmonious alignment between employee rewards and shareholder value.

How to master mergers and acquisitions

With experts predicting a surge in M&A activity in 2024, this session will provide 10 essential insights from real-world experiences to help you prepare to navigate complex changes efficiently, retain essential personnel and enhance shareholder value. You will learn about the types of deals to expect, the critical phases of a deal, how deals affect equity plans, and crucial strategic and operational factors for success.

P&I Defined Contribution West

October 20–22, Pasadena, CA

If you’re at the helm of a defined contribution (DC) plan, attending this event can give you fresh perspective on how to tackle the complexities of retirement plan oversight. Exchange ideas with your counterparts at other companies about ways to stay ahead of regulatory policy shifts, fulfill fiduciary obligations, apply the latest plan administration protocols and manage various other plan sponsor responsibilities.

GEO Pan European Regional Event

November 13, London, England

With influential equity compensation decision-makers under one roof and three essential content streams, this event offers a unique opportunity to strengthen your industry connections and enhance your knowledge of global share plans.