Equity in the Real World: Where Strategy Meets Employee Reality
Thursday, April 16, 2026
2:00 PM – 6:00 PM PT
Hanson Bridgett LLP | 425 Market St, 26th Floor, San Francisco, CA
Registration: $25 Members | $40 Non-Members
Retirement and equity compensation are no longer operating in silos — and employees aren’t thinking about them separately either.
Join the San Francisco Chapters of the Western Pension & Benefits Council and
National Association of Stock Plan Professionals (NASPP) for an afternoon of insights, discussion, and networking focused on how total rewards strategies are evolving in practice.
Program Schedule
- 2:00 – 2:30 PM: Registration
- 2:30 – 3:20 PM: Total Rewards Convergence
- 3:30 – 4:20 PM: From the Advisor’s Desk to HR’s Inbox
- 4:30 – 6:00 PM: Reception & Networking
Session 1: Total Rewards Convergence: Bringing Equity and Retirement Benefits Together
As equity compensation plays a larger role in long-term wealth building, employers, advisors, and administrators are rethinking how equity and retirement benefits align. This session explores participant research and practical strategies for creating cohesive programs that improve outcomes without adding unnecessary complexity.
Speaker: Chris Burkhard, Senior Vice President, Schwab Workplace Services
Session 2: From the Advisor’s Desk to HR’s Inbox: Employee Questions That Shape Your Plans
A conversation between a Morgan Stanley Financial Advisor and an issuer exploring what drives employees to seek financial advice, key life and career milestones, and how those interactions influence plan design and participant experience.
Speakers: Victoria Bailey (Morgan Stanley) & Donna Spinola (Intuitive Surgical)
Why Attend?
- Understand how equity and retirement strategies are converging in real-world settings
- Gain insight into employee behavior and financial decision-making
- Connect with peers across retirement, equity, and HR functions
- Earn continuing education credit (CEP credit: 2 hours; additional credits pending)