2020 CEPI and Silicon Valley NASPP Symposium
March 24, 2020
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.
If you are driving yourself to campus, parking is available for free. Follow the signs to the parking in front of the Leavey Center.
Welcome & Volunteer Excellence Awards
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
General Session 2: Silicon Valley vs. the World: Trends in Stock Plan Design
Pannelists: Barbara Baksa, NASPP; Tara Tays, Deloitte Consulting LLP
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
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
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