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2020 CEPI and Silicon Valley NASPP Symposium

March 24, 2020

Santa Clara University
500 El Camino Real
Santa Clara, CA 95053

 


 

Transportation:
Ridesharing is available via Uber and Lyft. Remember to set your drop off location to the Leavey Center at Santa Clara University. SCU is also conveniently located across the street from the Santa Clara CalTrain/VTA Transit Station. There are bus and rail service to the area, including a free shuttle to the airport that leaves every 15 minutes. Visit  to view the timetables.

Parking:
If you are driving yourself to campus, parking is available for free. Follow the signs to the parking in front of the Leavey Center.

  • 8AM-8:45AM

    Registration

  • 8:45AM-9:45AM

    Breakfast

  • 9AM-9:30AM

    Welcome & Volunteer Excellence Awards

  • 9:45AM-10:45AM

    General Session 1: Future of Work: why are incentives lagging behind?

    一道本不卡免费高清Pannelists: Mark Miller, Deloitte Tax LLP; Jerome Tressallet, Deloitte Tax LLP; Nancy Kobs, Twitter

  • 10:45AM-11AM

    Morning Break

  • 11AM-12PM

    General Session 2: Silicon Valley vs. the World: Trends in Stock Plan Design

    Pannelists: Barbara Baksa, NASPP; Tara Tays, Deloitte Consulting LLP

  • 12PM-1PM

    Lunch

  • 1:15PM-2:15PM

    Breakout Session I – Choose from one of four options

    1A: Oh, Those Accountants! Financial Reporting Reminders, Tips, Techniques & Best Practices
    Panelists: Steve Tamsula, CEP, Aon Equity Services; Ruth Doyle, CEP, Certent; Bill Storey, CEP, Your Equity Solutions

    1B: Extreme Makeover: Communications Workshop Edition
    一道本不卡免费高清Panelists: Inta Abele, Fidelity Stock Plan Services; John Hammond, Aon Equity Services; Stacey Langley, Mr. Cooper; Aftab Ibrahim, T-Mobile US, Inc.

    1C: The Data Security Club: How to be “in the know.”
    Panelists: Gary Scrofani, CompIntelligence; Howard Runyon, CompIntelligence

    1D: To Equity and Beyond! The Next Best Step for Participants on the Path to Financial Wellness
    Panelists: Renee Kettelle, CEP, Charles Schwab & Co., Inc.; Wendy Jennings, CEP, Cisco Systems, Inc.

    1E: All You Ever Wanted to Know about Implementing a TSR Award, but Were Afraid to Ask
    一道本不卡免费高清Panelists: Nathan O'Connor, Equity Methods; Josh Schaeffer, Equity Methods; Mike Browning, CEP, Equinix, Inc.; Marianne Friebel, Dolby Laboratories, Inc.

    1F: Top Five Equity Compensation Issues with Spin-Offs and M&A
    Panelist: CJ Van Ostenbridge, Infinite Equity, Inc.; Robin Schroeder, Marathon Petroleum Corporation; Euny Kim, Intel Corporation

    1G: What’s the Value of Stock Compensation?
    一道本不卡免费高清Panelist: Scott Barrall, Deloitte Tax LLP; Patricia Boeple, Stock & Option Solutions, Inc.; Emily Cervino, CEP, Fidelity Stock Plan Services

  • 2:30PM-3:30PM

    Breakout Session II – Choose from one of four options

    2A: Mistakes/Miscues to Avoid in Global Equity
    Panelists: Kate Hall, CEP, Aon; Blake Eisenberg, Aon; Parmjit Sandhu, KPMG

    2B: How to Avoid (Expense-related) Potholes
    Panelists: Laura Verri, Armanino, LLP; Lydia Terrill, Vocera; Jillian Forusz, Adobe

    2C: Communicating Mobility Taxation
    Panelists: Marlene Zobayan, Rutlen Associates LLC; Tracy De Swiet, TdS Advisory LLC; Colleen Ledesma, Cloudera

    2D: Best Practices in Educating New Senior Leadership on the Equity Compensation Programs
    一道本不卡免费高清Panelists: Jon Burg, Infinite Equity, Inc.; Robin Schroeder, Marathon Petroleum Corporation; Rebecca Kargl, Concho Resources Inc. 

    2E: Does Your Global Stock Plan Need a Tune Up?
    Panelists: Jon F. Doyle, International Law Solutions, PC; Christine Zwerling, Twilio, Inc.

    2F: Equity Compensation Top 10 FAQs
    一道本不卡免费高清Panelists: Amanda Hines-Gold, Morrison & Foerster; Ali Nardali, K&L Gates

    2G: Equity Beyond Boarders: How to Create a Successful Mobility Taxation Polic
    Panelists: Maria Rocha, CEP, Charles Schwab; Dustin Lewis, Deloitte Tax LLP; Samantha Adams, CEP, DoorDash; Tony Diaz, CEP, Pinterest

  • 3:30PM-3:45PM

    Afternoon Break

  • 3:45PM-4:45PM

    Breakout Session III – Choose from one of four options

    3A: Creating a Well-Oiled Machine: Process Efficiency, Automation, and Cost Management in Stock Plan Administration
    Panelists: Cathy Goonetilleke, Ernst & Young LLP; Oksana Lapii, Ernst & Young LLP; Wendy Jennings, Cisco Systems, Inc.; Adam Marmon, Charles Schwab

    3B: Table Stakes by Carta
    Panelists: Grace Erickson, Carta; Jessica Verrilli, Google Ventures; Chloe Sladden, Honeycomb Labs

    3C: Guide to Foreign Currency Management for Stock Plans
    Jessica Laddon, Computershare; Barbara Klementz, Baker McKenzie; Suzie Bentley, NVIDIA

    3D: ESPP Magic Tricks - Design Trends & Best Practices of Employee Stock Purchase
    Panelists: Michael McComas, CEP, E*TRADE Corporate Services; Wendy Spears, CEP, Adobe Systems Inc.; Lenka Haase, CEP, Deloitte Consulting LLP

    3E: Boost ESPP Purchase Power: ESPP Cashless Participation
    一道本不卡免费高清Panelists: Craig Rubino, E*TRADE; Aaron Shapiro, Carver Edison; Deidre Salisbury, Infinite Equity

    3F: Design for a Decade
    Panelists: Caron Strop, Fidelity Stock Plan Services; Tom Paleka, Global Total Rewards, Gallagher; Peter Simeonidis, Deloitte; Vicky Trees, ResMed

    3G: Learnings from the 2019 Tech IPOs
    Panelists: Kathy Son, Uber; Brian Penzel, Morgan Stanley; Jennifer George, PwC

  • 5PM-6PM

    Reception