We would like to thank Fidelity for hosting!
Agenda
2:45 – 3:00 pm Networking
3:00 – 4:00 pm Presentation
4:00 – 5:30 pm Happy Hour and networking at nearby restaurant/bar
Artificial intelligence is quickly changing what’s possible in equity compensation, from how employees understand and engage with their equity to how stock plan teams manage complex administrative workflows.
We’ll explore the shift from conversational AI to agentic systems capable of handling multi-step processes, and what that evolution could mean for participant experiences, reporting, reconciliations, controls, and other stock plan workflows.
The conversation will also look at Model Context Protocol (MCP) and APIs, including how emerging connectivity standards could enable AI assistants and agents to securely interact with brokerage and equity administration platforms. We’ll discuss the opportunities these capabilities could create, as well as the security, data quality, auditability, governance, and human oversight needed to adopt them responsibly.
PRESENTER
Tim Oakes, Principal, Digital Advisory Services, Baker Tilly
Tim has developed technology systems and applications to help companies manage employee human relations, compensation, and equity compensation processes. He’s a leader of Baker Tilly\'s Equity & Benefits Services and Technology group, which delivers leading-edge technology solutions for clients across a variety of industries. Tim has experience managing and conducting all aspects of system development projects, including business justification and requirements, business process design, development and testing, production rollout and implementation, system stabilization, and ongoing enhancements.