Welcome to the
2026 Vanilla All Company Meeting
Bellevue Washington • March 2-5, 2026
All Company Team Meeting Agenda
Please do NOT bring your laptop to the main sessions. There will be breaks for working sessions to ensure customer inquiries and emergencies are answered. Ask your manager if you need your laptop for your team breakout session. For full event FAQ please click here (Atlassian login required).
Monday, March 2nd: Travel Day
| Time | Event | Location |
|---|---|---|
| 12:00 – 5:00 pm | Check-In / Arrivals | Westin – Hotel Lobby / 3rd Floor |
| 6:00 pm | All Company Dinner | Grand Ballroom C |
Tuesday, March 3rd: All About Vanilla
| Time | Event | Location |
|---|---|---|
| 7:00 – 8:30 am | Breakfast | Westin – Grand Ballroom C |
| 8:30 – 9:30 am | Session 1: Welcome and Keynote Presenters: Gene Farrell and Nathan Hunt |
Westin – Lake Washington |
| 9:30 – 11:00 am | Session 2: Product Update Presenter: Larry Steinberg |
Lake Washington |
| 11:00 – 11:15 am | Break | |
| 11:15 – 12:00 pm |
Session 3: Client Fireside with Freestone Capital Management Moderator: Nikkole Shamsuddin Panelist: Lizzie Hollis, Managing Director, Wealth Strategy & Estate Planning Panelist: Christine Opp, Managing Director, Client Advisor, HNW Individuals & Families |
Lake Washington |
| 12:00 – 1:00 pm | Lunch | Grand Ballroom C |
| 1:00 – 1:45 pm | Session 4: Fireside with Gene & Steve Moderator: Kennary Macwan |
Lake Washington |
| 2:00 – 5:00 pm |
Afternoon Activities
|
Locations Vary |
| 6:00 pm |
Dinner at Bake’s Place Bar & Bistro 155 108th Ave NE Ste 110, Bellevue, WA 98004 |
Wednesday, March 4th: People and Culture Day
| Time | Event | Location | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 7:00 – 8:30 am | Breakfast | Grand Ballroom C | ||||||||||||||||||||
| 8:30 – 9:45 am | Session 5: Working Better Together Speaker: Jen Mueller |
Lake Washington | ||||||||||||||||||||
| 9:45 – 10:00 am | Break | |||||||||||||||||||||
| 10:00 – 11:00 am | All Company Activity: “Assembly Required” | Grand Ballroom C | ||||||||||||||||||||
| 11:00 – 11:45 am |
Session 6: Employee Panel – Day-in-the-Life Moderator: Missy Bock Panelists: Leah Hodgson, Cree Flory, Julia Santullano, Patrick Carlson, Henri Bricard, Jacob Halpern |
Lake Washington | ||||||||||||||||||||
| 11:45 – 12:00 pm | Closing Remarks from Gene | Lake Washington | ||||||||||||||||||||
| 12:00 – 1:00 pm | Lunch | Grand Ballroom C | ||||||||||||||||||||
| 1:00 – 5:00 pm |
Team Breakouts & Headshots
|
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| 6:00 – 8:00 pm |
Team Dinners
All restaurants are walkable. |
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Thursday, March 5th: Travel Home & SKO Cont’d
| Time | Event | Location |
|---|---|---|
| ⚠️ SKO continues for a half day with all attendees — no departures before 2:00 pm PT. | ||
| All Day | Departures | Westin Bellevue |
| 6:30 – 8:30 am | Breakfast | Westin – Grand Ballroom C |
| 8:30 – 12:00 pm | SKO Session 2 & Closing Remarks | |
| 12:00 – 1:00 pm | Lunch on own & Departures | |
Assembly Required – Team Assignments
Larry Steinberg – ELT
Greg Farrell – Product
Sarah McDaniel – Customer Experience
Matthew Glover – Engineering
Shirley Zhang – Field Sales
Candice Englehart – People & Culture
Gretchen Ebner – Data Abstraction Services
Erica Ellis – Legal/Product Counsel
Em Orendorff – Engineering
Robyn Rossi – ELT
Kendall Johnston-Legg – Product
Brendan Donohue – Customer Experience
Anthony Sin – Engineering
Michael Brady – Field Sales
Sandy Kovalak – People & Culture
Melissa McGunnigle – Data Abstraction Services
Susan Stevens – Legal/Product Counsel
Michael Gavrylyuk – Engineering
Nathan Hunt – ELT
Katie Fenner – Customer Experience
Cree Flory – Engineering
Jessie Baccich – Field Sales
Kristin Barry – Data Abstraction Services
Hope Chau – Legal/Product Counsel
Jason Usack – Engineering
Jessica Lantz – Marketing
Henri Bricard – Field Sales
Alex Pines – ELT
Jacob Halpern – Marketing
AJ Gilbert – Customer Experience
Jeremy Stewart – Engineering
Larry Gincel – Field Sales
Travis Forbes – Finance/IT & Ops
Olivia Newland – Data Abstraction Services
Jenny Raess – Legal/Product Counsel
Madison Facciola – Finance/IT & Ops
Emily Tran – ELT
Nick Tran – Marketing
Conor O’Boyle – Customer Experience
Sarah Marriott – Field Sales
Grace Reed – Data Abstraction Services
Patrick Carlson – Legal/Product Counsel
Joel Speasmaker – Design
Aitana Cantu – Design
Allan Michaels – Engineering
Gene Farrell
Sam Trapkin – ELT
Kennary Macwan – Marketing
Missy Bock – Customer Experience
Ryan Back – Engineering
Kamian Jensen – Finance/IT & Ops
Kimberly Terry – Data Abstraction Services
Cathy Tung – Design
Jared Stebell – Data Abstraction Services
Karen Nachbar – ELT
Gyunel Levin – Customer Experience
Ian Lunderskov – Engineering
Brian Duimstra – Engineering
Jacob Jensen – Finance/IT & Ops
Jordan Long – Customer Experience
Abe Anderson – Engineering
Laura Jogani – Field Sales
Lei Niu – Engineering
Michael Zimmerman – Engineering
Marc Dorfman – ELT
Jonathan Poe – Engineering
Leah Hodgson – Customer Experience
Troy Curran – Field Sales
Kamaniya Sathish Kumar – Engineering
Julia Santullano – Data Abstraction Services
Michael DiFiglio – Customer Experience
Aitana Cantu – Design
Kip Boryla – Business Dev
Nikkole Shamsuddin – ELT
Brandon Staggs – Engineering
Morgan Schmit – Customer Experience
Andrew Wilcox – Field Sales
Kevin Diego – Finance/IT & Ops
Jerry Wong Sick Hong – Engineering
Simona Shao – Field Sales
Danny Maziad – Engineering
Maddy Maloney – Customer Experience