PEER 150 Human Resources National Summit
Host Hotel: Claremont Club & Spa
HQ Stops: Thumbtack, WeWork, Box & DocuSign
November 7-9, 2018
Welcome to The PEER 150 Human Resources National Summit!
The members of The PEER 150 are honored to host a destination event of networking, content, and company HQ visits in the Bay Area November 7-9, 2018. Attendance is reserved for current members of The PEER 150 as well as select guests and colleagues approved by our PEER 150 team.
The event will be filled with unique and exclusive access to Thumbtack, WeWork, Box & DocuSign HQs with unfiltered discussions and content. It is also a chance for our members to network and share ideas.
We look forward to seeing you in November!
Click the following link to see a video showcasing our 2017 National Summit: PEER 150 National Summit Video.
Click the following link to see photos from the 2017 National Summit: PEER 150 National Summit Photos.
Wednesday, November 7
6:00 pm – Exclusive Opening Cocktail Reception at Claremont Club & Spa
9:00 pm – Adjourn
Thursday, November 8
7:00 am – Breakfast & Registration
8:00 am – PEER 150 Welcome Comments
8:15 am – Reimagining Culture and The Employee Experience
With competition for talent at its peak, culture and the employee experience are the new black. Are your culture-building efforts creating an employee experience people love? Do they attract the right people and inspire them to achieve? Gary will reveal the latest multi-method research that shows how the right culture-building initiatives will help employees thrive at work.
Key learning objectives and actionable takeaways:
– Explore a research-based framework to evaluate culture effectiveness, inform strategy, and measure success
– Learn about the six essential aspects of workplace culture that attract, engage, and retain talent
– Explore practices to build a more engaging culture
O.C. Tanner Institute
9:00 am – Mercer Talent Trends
Having impact today is about delivering compelling experiences: employee experience, consumer experience, even a dining experience. Simply offering total rewards programs does not create a notable employee experience and is not enough for today and tomorrow’s labor markets. Join us to learn how forward-thinking organizations are reframing their total rewards approach to differentiate an extraordinary employee experience and drive successful business results.
Partner, Northern California Market Leader
9:45 am – Break
10:00 am – Building an Engagement Culture: A Focus on Values, Purpose, Passion, and Performance
When times get tough in the talent market, senior executives turn to engagement and culture as a way to attract and retain employees. Many engagement efforts fall by the wayside because they are programmatic solutions as opposed to a reflection of belief, what is valued, and what people want from work. What if we looked at this a different way?—What if engagement was the starting point and you could build on that to create a purpose driven, passionate workforce capable of delivering superior business performance? In this session we will look at new ideas and practices that translate engagement into a moment by moment experience for your workforce—ever person, every day. We will look at how companies have transformed their workplaces through practices that develop people and elevate the employee experience. You will learn actionable ideas and practical solutions that incorporate emerging out-of-the-box thinking in the market today.
Vice-President HCM Transformation and Thought Leadership
11:15 am – Buses depart for Thumbtack Headquarters
12:00 pm – Thumbtack Headquarters Visit
In the era of instant-everything, it’s crazy that you still have to waste an entire afternoon researching, calling and vetting local pros whenever you need one. So we set out to make it easier. Today, millions of customers use Thumbtack technology to find the right pros for their projects. Which means hundreds of thousands of small businesses across the country are getting hired every day.
12:15 pm – Lunch at Thumbtack
12:30 pm – The Future of Work, and the Importance of the People Team
1:15 pm – Building a Culture and Community
2:00 pm – Driving Change Through Data
2:30 pm – Networking Reception
3:45 pm – Buses depart for WeWork
4:00 pm – WeWork Headquarters Visit
WeWork is a global network of workspaces where companies and people grow together. We transform buildings into dynamic environments for creativity, focus, and connection. More than just the best place to work, though, this is a movement toward humanizing work. We believe that CEOs can help each other, offices can use the comforts of home, and we can all look forward to Monday if we find real meaning in what we do.
4:15 pm – Private WeWork HQ Tour
4:45 pm – WeWork Executive Presentations
5:15 pm – Cocktail Reception & Networking
5:45 pm – Buses depart for Make-A-Wish Charity Casino Night at Fifth Arrow
6:00 pm – Arrival for Dinner & Casino Night at Fifth Arrow (All PEER 150 Groups)
The PEER 150 is extremely excited and honored to partner with Make-A-Wish for this private, invitation-only, dinner and casino night at Fifth Arrow. The evening will help in raising both awareness and contributions for this amazing nonprofit institution while also providing unmatched networking. All proceeds will benefit Make-A-Wish! A great cause!
For more information about Make-A-Wish, please visit their website here: http://www.wish.org/.
8:30 pm – Raffles
9:00 pm – Last buses depart for Claremont Club & Spa (bus also at 7:00pm and 8:00pm)
Friday, November 9
8:00 am – Breakfast
9:00 am – Cracking the Code of Performance by way of AI
A conventional lens to people analytics can miss some of the most important discoveries in making your organization great. Discover what is lurking in your data and how to apply artificial intelligence (AI) technologies to get to the root of human decision making, team optimization, and performance. In this session, we will discuss how leading organizations utilize data analytics and AI.
9:45 am – Continuous Performance Management – Taking It From Theory To Reality
In an interactive Q&A discussion, Erin Flynn Chief People Officer at Optimizely (and previously SVP Talent at Salesforce), will share her insights and experience from her organization’s adoption of continuous performance management. Learn why making this change was a priority for Optimizely, hear her best practices for roll out and see how the Optimizely HR team supports managers regularly having the crucial conversations necessary to motivate ever higher levels of performance.
Chief People Officer
11:00 am – Buses depart for DocuSign Headquarters
11:30 am – DocuSign Headquarters Visit
Founded in 2003, DocuSign helps organizations connect and automate how they prepare, sign, act-on, and manage agreements. As part of its cloud-based System of Agreement Platform, DocuSign offers eSignature—the market-leading way to sign electronically on practically any device, from almost anywhere, at any time. Today, more than 425,000 customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and simplify people’s lives.
11:45 am – Lunch at DocuSign
12:15 pm – DocuSign’s System of Agreement and How it Supports HR
Commitment to Diversity; McKinsey Women in the Workplace Study
DocuSign’s Best Work of Your Life Promise and How Our Management Development Initiatives Supports That Promise
1:30 pm – Buses depart for Box Headquarters
2:15 pm – Box Headquarters Visit
Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing files on mobile devices to sophisticated business processes like data governance and retention. Since 2005, Box has made it easier for people to securely share ideas, collaborate and get work done faster. Today, more than 41 million users and 85,000 businesses—including 69% of the Fortune 500—trust Box to manage content in the cloud.
2:30 pm – Fireside Chat
3:15 pm – Networking Reception & Private Office Tours
4:15 pm – Buses return to Claremont Hotel
5:00 pm – Guest Departures
Justin Angsuwat, VP, People, Thumbtack
Justin is the Vice President of People at Thumbtack, where he leads the 70-strong People Team, including human resources, recruiting, people analytics, learning and development, compensation, benefits, workplace experience and culinary. In his first year there, Thumbtack debuted on a number of Fortune Best Places to Work lists. Thumbtack was also recognized by FastCompany as one of the World’s Most Innovative Companies.
He was previously the Head of HR at Google for its Go-To-Market (“GTM”) functions, a member of the People Operations leadership team, and served as an advisor to CapitalG. Prior to this, Justin was the HR Chief of Staff at a Fortune 500 during the largest corporate transformation in the world. He then led human capital consulting teams at PwC, before joining Google.
Justin was previously named the Australian HR Rising Star of the Year, and was the Chair of the SHRM Young Professionals Board.
Gary Beckstrand, Vice President, O.C. Tanner Institute
Gary Beckstrand is the Vice President of the O.C. Tanner Institute. Through the Institute, Gary conducts research and publishes insights that help organizations attract, engage, and retain top talent by becoming great places to work.
With nearly 30 years of research, marketing, and business development experience, Gary has seen what works (and what doesn’t) in thousands of top companies all around the world – from New York City to Sau Paulo, Frankfort to Beijing, Mumbai to Manila. His expertise in developing and measuring successful culture solutions has been sought by numerous Fortune 100 companies, and been featured frequently on inc.com, entrepreneur.com, and Forbes.
Gary is also a co-author of the newly released book Appreciate: Celebrating People, Inspiring Greatness. With insights from many of the largest workplace studies on appreciation and recognition, Gary shares why appreciation and recognition are so powerful at inspiring great effort and results, but also how, when, and where leaders can impact people the most.
Prior to joining O.C. Tanner, Gary managed many well-known brands for global organizations, including Frito-Lay, Kellogg’s, and Franklin Covey. He holds a bachelor’s degree from Brigham Young University and a master’s degree in business from Northwestern University.
Jen Brown, People Science Lead, Humu
Jen is a People Scientist specializing in advanced analytics and survey design at Humu, a Mountain View, California-based startup. Her team implements scientifically validated interventions and analytic approaches to make work better for everyone – everywhere. Humu uses machine learning to inform customized, contextualized, and complementary micro-interventions with employees at all levels of organizations—across industries—to improve productivity, happiness, retention, and other business-driven outcomes.
Prior to joining Humu, Jen 6 years on Google’s People Analytics team, a specialized branch within HR to analyze cultural factors that contribute to employee satisfaction, retention, and performance, and making recommendations to Google leadership based on findings. Before Google, Jen received her master’s degree in Industrial/Organizational Psychology, with a specialty in identifying manager behaviors that drive employee engagement.
Erik Darby, Senior Director, Ultimate Software
Erik Darby serves as a Senior Director at Ultimate Software, in charge of the representation of Xander; Ultimate Software’s people-first artificial intelligence technology. Previously, Erik was the EVP and Founding Member of Kanjoya, an artificial intelligence start-up based in San Francisco that was acquired by Ultimate Software in 2016. Kanjoya pioneered the development of natural language processing and machine learning technologies that measured behavior, emotion and intent within structured and unstructured data. Prior to Kanjoya, Erik served as a trader and analyst to two multi-billion dollar hedge funds, focusing on the commodities and energy markets. Erik received his Bachelor’s and Master’s Degrees from Pepperdine University.
Sarah Fitzmaurice, Partner, Northern California Market Leader, Mercer
Sarah has a diverse background with expertise in consulting to organizations on strengthening the link between their future business and workforce strategies. Some of her recent client projects include creating and designing total rewards strategies and programs that support the workforce of the future, using HR data analytics to segment, diagnose and improve engagement issues, developing cash and risk mitigation strategies for pension plans, overseeing asset allocation studies and investment structure analysis as well as retirement and financial wellness strategy development. Within Mercer, Sarah previously led the US defined contribution and financial wellness practice as well as the Wealth business for the West market.
Sarah holds a BS, honors, in statistics and actuarial science from the University of Western Ontario. She is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries and served as a member of the Education and Eligibility Council with the Canadian Institute of Actuaries and the Education and Examination Committee with the Society of Actuaries.
Erin Flynn, Chief People Officer, Optimizely
Matthew Hart, VP Sales, West, Betterworks
Steve Krause, SVP, Strategy & Product Marketing, DocuSign
Christy Lake, Chief People Officer, Box
Christy is Senior Vice President and Chief People Officer at Box. She joins Box with 20 years of experience in culture development, talent strategy and learning and development, having held human resources leadership positions at Medallia, HP Software and The Home Depot. Most recently, Christy led the People and Culture organization at Medallia. Prior to that, she was the head of HR for HP Software. She was directly responsible for HR consultancy, workforce planning, talent management, total rewards, and learning and development for the Software organization encompassing 13,000 employees.
Christy holds a Bachelor of Arts in Political Science from the University of Connecticut.
Kasia Mazurkiewicz, Head of People, West, WeWork
Kasia Mazurkiewicz (pronounced Kasha) is the Head of People for West US region, located in San Francisco HQ. She has been at WeWork for 1.5 yrs. Originally from Poland, Kasia has lived and worked in London and NYC prior to moving to California. Kasia has 15 years of progressive HR business partnering, recruiting and talent management experience. At WeWork she led the growth of the West team from 130 to 900 Employees in the West. Prior to WeWork she was a VP of People for Technology for Thomson Reuters, multinational mass media and information firm. Kasia lives in SOMA district of SF with her husband Gustavo and 2 adopted kittens.
Tauseef Rahman, Principal, Mercer
Tauseef is a Principal in Mercer’s Career business, specializing in the Workforce Strategy & Analytics practice. He is responsible for developing and delivering projects which enable organizations for growth through the use of analytics which combine engagement, career, and rewards information.
Currently based in San Francisco, he has also been based in Mercer’s Los Angeles, Dubai, Melbourne, and Houston offices.
Some of his recent projects and research include:
• Managing a global technology company’s annual pay equity analysis, including the development of “starting pay calculators” for new hires, and deconstructing the drivers of pay inequities to drive programmatic change;
• Tracking the domestic and global evolution of pay disclosure protections, pay transparency requirements, and its relation to broader pay equity, total rewards, and workforce diversity;
• Leading a workforce analytics project for a client to determine the impact of rewards and career movements, e.g., promotions and transfers, in predicting turnover to help adjust the total rewards strategy;
• Advising on the location and workforce strategy for a global technology organization as they transition their workforce from building and selling hardware products to cloud software as a service;
• Leading an employee survey using conjoint analysis which resulted in changes to parental benefits at a global financial services company;
• Busting “millennial myths” by analyzing multi-organization longitudinal data on drivers of turnover;
• Researching skills adjacencies to support organizations with workforce transformation.
Tauseef has presented at the annual conferences of WorldatWork Total Rewards, National Association of Stock Plan Professionals, and Predictive Analytics World on the use of analytics in rewards and career advancement.
He holds a bachelor’s degree in economics from Claremont McKenna College, in Claremont, California. You can connect with him @Tauseef_R on Twitter or via https://www.linkedin.com/in/tauseefrahman on LinkedIn.
Anna Schocket, VP, Talent Management, DocuSign
Alex Shubat, CEO, Espresa
Alex Shubat is co-founder and CEO of Espresa – a platform that helps companies manage their employee programs. Most recently he served as the CEO of Goji FS, an NEA-backed startup in the foodtech space. As co-founder and CEO of Virage he oversaw the company’s highly successful growth leading to IPO and acquisition by Synopsys. He is a member of the Band of Angels and J-Angels and is on the Industry Advisory Boards of Santa Clara University and the University of Toronto. He holds an Executive MBA from Stanford University, a BS and MS from the University of Toronto, and a Ph.D. from Santa Clara University.
Pamela Stroko, Vice-President HCM Transformation and Thought Leadership, Oracle Corporation
Pamela Stroko is Vice-President HCM Transformation and Thought Leadership at Oracle Corporation and a recognized leader in HCM and talent management. She is an author, keynote speaker, seminar leader, executive coach, and consultant working with Oracle’s customers in the HCM space. Over her career she has developed deep expertise in all aspects of HCM and talent management, focusing on delivering business results by aligning enterprise strategy with strategies for building people capability across the organization.
As a recognized thought leader and practitioner, Pamela is frequently a keynote speaker and workshop leader at the industry’s largest forums: SHRM (International and Regional events), HCI, Argyle, Evanta, Brandon Hall HCM Excellence Conference, TMA, HRMA, Oracle HCM World, Oracle Open World, Gulf Coast Human Resource Symposium as well as regional professional groups and Human Resource forums. Pamela has authored numerous white papers, workbooks, and research reports. Her e-book series: The Chemistry of High Performance, which is a 7-part series, launched in June 2016. In 2018, Pamela was a contributor to The Science of Story: Brand is a Reflection of Culture. Her e-book on developing high potential talent launches in the market in 2018.
At Oracle, Pamela works with customers to develop their HCM strategies and implement unified, core HR and Talent solutions. Customers engage Pamela to work with them on talent attraction and retention, performance management, talent review and succession, career management, culture and engagement, leadership and employee development, HRIT strategy and roadmap, and business case development for HCM innovation. She is a trusted advisor to leaders and executive teams and helps organizations develop talent practices to compete in today’s highly competitive talent marketplace.
Pamela developed her expertise as a HCM and talent leader by serving in senior business and HR roles at RR Donnelley & Sons Company, Deloitte, The Coca Cola Company, ICI London, and Gap Inc.
Liz Sweet, Sr Director, People Partner, West, WeWork
I’m a senior leader in the people strategy space. My experience has spanned generalist people strategies, organizational design, talent management, operations, onboarding, sales/management/leadership development, and overall talent strategy. I’ve built people processes and facilitated classroom experiences around the world for companies like WeWork, Twitter and Pandora. I most enjoy fast-paced companies in high growth, and get the most excited about opportunities where people strategies need to be built from scratch.
Kristen Wolberg, Chief Technology & Operations Officer, DocuSign
Marco Zappacosta, CEO & Co-Founder, Thumbtack
Marco Zappacosta is the co-founder and CEO of Thumbtack. Recognized on Forbes’ 2015 30 under 30 list, Marco and Thumbtack have been featured in media outlets including The New York Times, Fortune, The Wall Street Journal and CNBC and were recently acknowledged as one of GlassDoor’s Best Places to Work and Highest Rated CEOs lists. Marco co-founded Thumbtack after graduating from Columbia University, where he majored in Political Science. He and his family live in San Francisco. His favorite personal Thumbtack project was hosting a Halloween party that included a Thumbtack bartender, magician, and photographer.
For more information about sponsorship, please contact CalKeizur@thepeer150.com.
Betterworks® aligns, develops and activates your workforce for business growth. Our easy-to-use, integrated software solution replaces outdated annual review processes with powerful Continuous Performance Management® programs to help organizations ensure everyone is working on what matters most and are having the crucial conversations necessary to inspire and motivate their entire workforce to meet today’s goals and tomorrow’s challenges.
You can learn more about our products here, and for more information about the latest HR strategies and best practices visit our resources gallery.
At California Green Press, our focus is environmentally friendly, using low VOC, soy based inks and high PCW content recycled and tree free papers. California Green Press, printing for the conscious consumer, good for your Brand and good for the Planet.
Collective Health is rebuilding everything about how health benefits work. From administering better health plans, to connecting you to the right networks across medical, dental, vision and pharmacy, to introducing an entirely new way to engage with health benefits – our platform creates an all-in-one experience you and your people deserve. We bring together technology + design + humans to redefine how you and your people experience benefits. The impact? Benefits that you are proud to give your people and control over what matters to your company. We’re here to help you support your people. Simple as that.
Espresa empowers companies to provide world-class onsite programs that employees love and associate with best places to work. As the world’s first Employee Programs Automation platform, Espresa is dedicated to helping benefits teams manage, scale and measure all their workplace employee programs. Companies can now easily manage their health, fitness and wellness programs, employee resource groups, company events, lifestyle services, rewards and recognition, and reimbursement programs.
Espresa is headquartered in Palo Alto, California. Learn more at Espresa.com.
GetFive is a provider of modern outplacement solutions, known for its proven 5-Step Method for job search. We help employer brands reach their full potential through Active Engagement™. By ensuring that outbound employees are immediately focusing on their careers – rather than their frustrations – we are able to substantially reduce the adverse impact on your social reputation. Invest in the success of your outbound employees and watch your employer brand thrive! Learn more at getfive.com.
HealthKick (www.health-kick.com) is a corporate wellness membership that incentivizes and rewards employees’ healthy behavior through a digital wellness suite and experiential platform of 150+ popular consumer health, fitness and wellness lifestyle brands, such as, Orangetheory, Blue Apron, Calm and Zeel to make healthy living convenient, accessible and fun for employees, paired with an on-demand wellness concierge service for customized on-site programming to build a culture of wellbeing both in and outside of the workplace.
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement, or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today.
O.C. Tanner, the global leader in employee recognition and engagement, helps thousands of companies accomplish and appreciate great work. Influence greatness in your organization. Visit octanner.com to learn more.
Part of Oracle Cloud Applications, Oracle Human Capital Management (HCM) Cloud enables HR professionals to simplify the complex in order to meet the increasing expectations of an ever-changing workforce and business environment. By providing a complete and powerful platform that spans the entire employee life cycle, Oracle HCM Cloud helps HR professionals advance their careers, improve business outcomes and make work more enjoyable, smarter and supportive.
Ultimate Software is a leading cloud provider of human capital management solutions. Built with a focus on people, Ultimate’s award-winning UltiPro® delivers solutions for HR, payroll, talent, and time, as well as employee surveys and sentiment analysis—all designed to improve employee experiences throughout the organization. Founded in 1990 and based in Weston, Florida, Ultimate supports thousands of customers in diverse industries, managing millions of employees worldwide. Committed to putting people first, Ultimate has ranked on Fortune’s 100 Best Companies to Work For list since 2012 and was named the #1 Best Large Workplace in Technology in 2016 and 2017.
Learn more at http://www.ultimatesoftware.com/
The PEER 150 is extremely excited and honored to partner with Make-A-Wish for our Annual PEER 150 National Summit! On November 8th, The PEER 150 and Make-A-Wish will be hosting a private, invitation-only, dinner and casino night at Fifth Arrow. The dinner will help in raising both awareness and contributions for this amazing nonprofit institution while also providing unmatched networking.
For more information about Make-A-Wish, please visit their website here: http://www.wish.org/.
Location & Room Info
41 Tunnel Road
Berkeley, CA 94705
Opening its doors in 1915, Claremont Club & Spa has been revered as one of America’s iconic luxury hotels. Originally a romantic castle at the start of the Gold Rush and later a grand hotel, this exclusive resort is rich with history and tradition. Overlooking the San Francisco Bay, Claremont Club & Spa in Berkeley sets new heights in service, amenities, and accommodations. For the past 100 years, Claremont has been recognized as an icon in the Bay Area.
1355 Market St., 6th Floor
San Francisco, CA 94103
2 Embarcadero Center
San Francisco, CA 94111
430 Mason Street
San Francisco, 94102
221 Main St., Suite 1500 (15th Floor)
San Francisco, CA 94105
900 Jefferson Ave.
Redwood City, CA 94063
Hotel Room Information:
The deadline has passed to book a room in our block at the discounted rate of $299 plus tax for a Fairmont Queen Room.
Please note, we may have a few rooms held that we can switch into your name, but they will go quickly. Reach out to Melissa for availability. Rooms will be reserved on a first-come, first-served basis.
If you have any questions about your hotel room or the event details/logistics, please reach out to Melissa Grosjacques-Colichio, VP of Event Ops, The PEER 150, at email@example.com.