EAST COAST REGIONAL EVENT - NEW YORK
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Venue location
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AGENDA AT-A-GLANCE
BREAKOUT SESSIONS
MEET OUR KEYNOTE SPEAKER

AGENDA AT A GLANCE - SUBJECT TO CHANGE

Thursday, 17 Sep 2026
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GEO East Coast Regional Event – 8.00 AM - 6.30 PM

8.00

Registration opens

8.00 - 9.00

Networking breakfast

9.00 - 9.10

Opening Words

9.10 - 9.20

Transition

9.20 - 10.10

Breakout Session I 
CPE credits available

10.10 - 10.20

Transition

10.20 - 11.10

Breakout Session II 
CPE credits available

11.10 - 11.40

Morning Break

11.40 - 12.40

Keynote - Adam Jonas, Morgan Stanley
Space, Robotics, and the Intelligence Economy

12.40 - 13.40

Lunch and Networking 

 

13.40 - 14.30

Breakout Session III
CPE credits available

14.30 - 14.40

Transition

14.40 - 15.30

Breakout Session IV 
CPE credits available

15.30 - 16.00

Afternoon Break

16.00 - 17.00

Closing Session and Prize Giveaway
GEO New York Chapter Closing Session

17.00 - 18.00

Happy Hour and Networking

MEET OUR KEYNOTE SPEAKER

Thursday, 17 September 2026
11.40 - 12.40

Adam Jonas
Space, Robotics, and the Intelligence Economy

Adam Jonas

Prepare to look beyond today's headlines and into the technologies shaping tomorrow's economy as Adam Jonas, Global Embodied AI/Robotics Strategist at Morgan Stanley, takes the stage at GEO's East Coast Regional Event. In his keynote, Space, Robotics, and the Intelligence Economy, Adam explores how artificial intelligence, robotics and the space economy are converging to transform business, investment and the future of work.

You'll discover:

  • How AI-enabled robotics are reshaping industries and creating new business opportunities
  • Why the intelligence economy will redefine the way organisations innovate, compete and grow
  • The emerging technologies—from autonomous systems to the space economy—that leaders should be preparing for today
  • What these global shifts mean for the future of work, business strategy and long-term value creation

Drawing on decades of experience advising global investors and researching the world's most transformative technologies, Adam will share a forward-looking perspective on the trends redefining our economy—and the opportunities they present for organisations ready to embrace change.

Don't miss this thought-provoking keynote on 17 September and gain fresh insights into the technologies that will shape the next decade of business.

BREAKOUT SESSIONS

To print the session titles and descriptions that interest you, click LIST VIEW, select your preferred sessions, and click PRINT MY SESSIONS. 

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Session timings are subject to change.

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Thursday, 17 Sep 2026, 14:40 - 15:30
4.1 Unlocking the Full Value of Equity Compensation

Anca Ciorga, UBS
Vicky Phrydas, FGE, UBS
Issuer TBC

Employee stock purchase plans (ESPP)
Executive plans
Stock options
USA
BREAKOUT IV

Many employees struggle to understand how equity awards contribute to their long-term financial well-being, leading to lower engagement and missed opportunities to maximize program value. Drawing on insights from an exclusive survey of share plan participants, this session explores how employees perceive and engage with equity compensation, the barriers that influence participation, and practical strategies to strengthen communication, financial education, and overall employee engagement.

KEY LEARNING POINTS

  • Identify the key factors that influence employee understanding, participation, and engagement with equity compensation programs.
  • Describe common behavioral and knowledge barriers that limit employees' ability to recognize and maximize the value of their equity awards.
  • Evaluate practical communication and financial education strategies that improve employee engagement and support long-term financial well-being.


 

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Thursday, 17 Sep 2026, 14:40 - 15:30
4.2 Why Equity Data Integrity Matters to the Board

Marc Tipton, Stock & Option Solutions by Allshares
Joanne Wendler, Viking
Jacqueline Read, Stock & Option Solutions by Allshares
 

All plan types
USA
BREAKOUT IV

Reliable equity compensation data underpins effective governance, financial reporting, and board confidence. This session explores how organizations strengthen data quality, internal controls, and audit readiness to reduce operational risk and position equity administration as a trusted governance function.

KEY LEARNING POINTS:

  • Identify common sources of data quality and control risk within equity compensation administration.
  • Assess governance and internal control practices that improve audit readiness and reporting accuracy.
  • Evaluate approaches for strengthening board confidence through effective equity data management and oversight.
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Thursday, 17 Sep 2026, 14:40 - 15:30
4.3 Executive Trading Readiness

Erika Rivera, Morgan Stanley at Work
Carly Griffin, Morgan Stanely at Work
Dave Reider, CoreWeave

All plan types
USA
BREAKOUT IV

Managing executive equity transactions requires careful planning, regulatory compliance, and effective risk management throughout the corporate lifecycle. This session examines current market practices, SEC requirements, liquidity planning strategies, and reporting obligations to help organizations support executives before and after public company events.

KEY LEARNING POINTS:

  • Identify regulatory requirements governing executive share transactions, including Rule 144 and Rule 10b5-1 trading plans.
  • Evaluate liquidity planning strategies that address executive stock concentration and financial planning considerations.
  • Describe reporting obligations and governance practices that support compliant executive trading activities.
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