AGENDA AT A GLANCE

Session timings are subject to change.

Tuesday, 22 Sep 2026, 09:45 - 18:00

GEO's 16th Annual NorCal Forum 9.45 AM - 6.00 PM

9.45

Registration Opens - ISSUERS ONLY
Coffee and pastries

10.00 - 10.45

Issuer-only Roundtables
Provider/Non-Issuer arrivals 

10.30

Coffee Cart sponsored by Aon

11.00 - 12.15

Opening Keynote Speaker: BRIAN SOLIS
Sponsored by Bank of America Workplace Benefits

12.15 - 13.15

Lunch and Networking
Lunch sponsored by Charles Schwab 

13.15 - 13.25

Transition

13.25 - 14.15

Breakout Session I

14.15 - 14.45

Afternoon Break
 

14.45 - 15.35

Breakout Session II

15.35 - 15.45

Transition

15.45 - 16.45

16.45 - 17.00

Wrap-up and Raffle

17.00 - 18.00

Happy Hour Networking
Food sponsored by UBS
Drinks sponsored by Infinite Equity

MEET OUR KEYNOTE SPEAKER

man crossing arms
Leading in the Age of AI: From Automation to Reinvention

BRIAN SOLIS

AI is evolving faster than most organizations can absorb it, leaving leaders to make consequential decisions amid hype, uncertainty, workforce anxiety and relentless technological change. But the greatest opportunity presented by AI isn’t simply to automate the business of yesterday — it’s to rethink how people, technology and organizations work together.

In this keynote, futurist and digital analyst Brian Solis will explore how AI is changing leadership, reshaping the workforce and challenging traditional approaches to business transformation. He’ll examine what happens as intelligent agents become digital coworkers, why efficiency alone won’t deliver meaningful transformation, and how leaders can harness AI to augment human potential rather than simply replace it.

Attendees will leave with a fresh perspective on the role leaders can play in shaping an AI-forward organisation that is more adaptive, creative and human — and better equipped for what comes next.

BREAKOUT SESSIONS

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Session timings are subject to change.

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BREAKOUT I
BREAKOUT II
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spotlight
AI and the Future of Global Equity Administration

SPOTLIGHT SESSION

Artificial intelligence is transforming the administration of global equity compensation programs by improving efficiency, supporting participant communications, and streamlining complex workflows. This session examines practical AI applications alongside the governance frameworks, controls, and oversight required to support responsible implementation in a global environment.

KEY LEARNING POINTS:

  • Identify practical applications of AI across global equity administration, participant communications, reporting, and compliance.
  • Evaluate governance practices that support secure, accurate, and responsible use of AI within equity programs.
  • Assess internal control measures that preserve data integrity, auditability, and appropriate human oversight.