Dates: September 27 - 29, 2023
Location: New Orleans, Louisiana
For the past eight years, the Forum has brought together 48 corporate executive compensation leaders, lawyers and consultants representing the largest corporations and renowned firms from across America, to exchange ideas, share experiences, and validate strategies on the evolving shareholder, business, and regulatory pressures on executive pay.
Using candid, peer-driven discussion, this Forum explores key trends and developments in executive compensation demands, design and disclosure, to discern best practices that balance stakeholder interests.
This advisory group of leading executive compensation practitioners drafted the Agenda and personally nominated all invitees to the Forum.
Kristen is responsible for Total Rewards, Performance, Global Talent Acquisition and HR Business Insights at Microsoft. This includes the global strategy and execution of employee compensation, benefits, relocation, performance management, global talent acquisition, M&A, stock design & administration and HR Business Insights. Kristen is a 20-year Microsoft veteran who spent the first half of her career in corporate finance controller positions in Office, Windows, Server and Xbox. She moved to HR in 2002 to lead University Recruiting and transitioned to Engineering Line leader roles in the Windows, Platforms and Services Division, Online Services and Devices organizations.
Mr. Becker is a Vice Chairman in our Executive Pay & Governance business. He partners with boards and management teams to create sustainable organizations and enhance the effectiveness of the board/CEO relationship. As part of this effort, he works with these groups in the design and development of reward programs to align executive efforts and results with the success of the company.
His financial background provides him with a grounded perspective on performance measurement and performance management. Since 2008, Mr. Becker has been included almost every year on the Directorship 100, a list published by NACD Directorship magazine recognizing the most influential people who are shaping agendas and corporate governance issues in boardrooms across America.
Mr. Becker has worked with major public and private corporations across multiple industries. His clients range the spectrum from Fortune 100 companies to pre-IPO start-ups. He has worked with companies involved with initial public offerings, mergers, acquisitions and divestitures, as well as helped organizations develop new reward philosophies and approaches to support a major change in business direction.
Mr. Becker is a frequent speaker on executive compensation topics and has been quoted in numerous notable publications. He is often asked to contribute opinion pieces to the various Board magazines. He is also the co-author/editor of one of the most highly regarded books on Executive Compensation: Understanding Executive Compensation and Governance: A Practical Guide – Fourth Edition.
Mr. Becker received his Master’s of Business Administration in finance from Columbia Business School and has a Bachelor’s of Business Administration in accounting from the University of Massachusetts. He is a licensed CPA in New York State.
Nathan is the Vice President of Executive Compensation & Financial Wellness for Cardinal Health. He is responsible for Cardinal Health’s financial wellness approach for its 50,000 employees as well as ensuring the company’s senior level pay is market competitive and internal equity is appropriately maintained. He also owns preparation of all materials used
for the Board of Directors’ HR & Compensation Committee meetings. Nathan’s team is responsible for designing and administering strategic solutions for the organization’s equity compensation program, financial benefit plans, global assignment program, and providing mergers, acquisitions, and divestitures due diligence support for compensation & benefits
Betsy Oliphant is senior vice president and managing counsel of State Street Corporation’s global human resources legal team. She leads a team of attorneys and legal professionals to advise State Street on employee relations, human resources, compensation, and benefits matters.
Marc Treviño is the co-head of Sullivan & Cromwell’s corporate governance practice and the managing partner of its executive compensation group. He joined the Firm in 1993 after graduating from Yale Law School (J.D., 1993) and summa cum laude from Princeton University (A.B., Phi Beta Kappa, 1990).
Mr. Treviño is a recognized leader in structuring and counseling senior executives and boards in significant matters involving reputation, overlapping regulatory regimes, fiduciary conflicts and multiple jurisdictions, with a particular emphasis on matters involving financial institutions. Mr. Treviño teaches Corporate Crisis Management at the Yale Law School and is a co-author of The Public Company Deskbook (The Practising Law Institute), which has been hailed as “the bible for securities lawyers” by Fortune.
For over twenty years Mr. Treviño has represented prominent institutions and individuals in their most public and challenging transactions. His clients have included AIG, Anthem, Bank of Butterfield, Bank of New York Mellon, Barclays, Cheniere, CIT Group, The Clearing House Association, Evercore, Fiat Chrysler Automobiles, Fortress, Goldman Sachs Group, ISS, JPMorgan Chase, Kodak, Lending Club, Microsoft, Moody’s, New York Stock Exchange, Priceline, RBS Citizens Financial Group, SandRidge Energy, Sotheby’s, UBS, UNFI, Vector Group, Verily Life Sciences, Volkswagen, Waymo and Wells Fargo & Company. Many of his most important matters are resolved without public attention.
Emma is Senior Forum Director and Financial Services Lead at Cambridge Executive Connections (CEC), a subsidiary of Cambridge Forums, Inc. Naturally curious and a lifelong learner, Emma has developed and managed a variety of meetings in both the profit and non-profit sectors. Before joining Cambridge, Emma was Assistant Vice President, Global Marketing at State Street in Canada, where she spent close to two decades of her career, offering her a great depth of knowledge and understanding of the financial and investment sectors. In Emma’s current role, she leads CEC’s Financial Services portfolio, including programs for institutional investors, banking, private funds, risk, and governance professionals.
The Forum brings together leaders from three key domains in the field, corporate, legal and consulting, to exchange perspectives and gain guidance on complex matters while building a diverse and meaningful network of connections.
"The Forum provides an invaluable and unique setting for sharing very practical advice and useable information. The extent to which the participants are willing to share a broad array of experiences in confidence is truly unmatched in other networking groups. Also, the ability to build networking relationships between practitioners, consultants, lawyers and regulators have a sustainable long-term benefit which is needed in an ever increasingly complex environment."
Kevin Sweeney Head of Global Compensation Colgate-Palmolive Company New York, NY“The Forum provides an unusual opportunity to discuss the timeliest issues in executive compensation on a very high level. The participants are experienced, thoughtful, and open to discussion about how their organizations are addressing these important issues."
Mims Maynard Zabriskie Partner Morgan, Lewis & Bockius LLP Philadelphia, PA“One of the few conferences that provide real learning opportunities for senior experts in the field.”
Eric Hosken Partner Compensation Advisory Partners New York, NYThis is my favourite professional conference, hands down. It is unlike any other professional conference out there. The results that come from the free exchange of ideas between issuers, compensation consultants and advisers are tangible and invaluable. When I leave the Forum , I come back to my office with a renewed sense of purpose and a wealth of knowledge and ideas."
Ekaterina (Kate) Napalkova Partner Proskauer Rose LLP Los Angeles, CA / New York, NYHear how our participants describe the practical benefits of our forums.