Adam is an Associate Director in Deloitte’s Equity and Incentive practice in the UK. He advises large listed businesses on all areas of incentive lifecycles - from design and implementation, tax and compliance, through to operations and employee communications, all on a global basis. 

Aimee Soodan is a partner in Baker McKenzie’s Global Equity Services practice and has over 20 years of experience in all areas of compensation and benefits with a concentration in US and international equity and executive compensation. She regularly advises large multinational employers with respect to the global extension of their employee equity compensation programs, including the design, implementation, administration and ongoing tax and regulatory compliance of such programs. Aimee also designs, drafts and conducts US and international legal reviews of long-term incentive and employee stock purchase programs, nonqualified deferred compensation programs, and equity reimbursement agreements. Aimee serves on the Global Equity Organization's Partner Alliance Council and the National Association of Stock Plan Professionals’ Executive Advisory Committee. She served as the Director of the Global Equity Organization's US Midwest Chapter and is an adjunct professor at the Center for Tax Law & Employee Benefits at the UIC John Marshall Law School in Chicago.

Highly skilled Certified Payroll and Stock Equity Compensation Professional with 30 plus years of proven success in implementing processes that are compliant, proactive, standardized, and scalable to align with strategic business goals.

AmyLynn Flood is a Partner at Vialto Partners specializing in compensation and rewards. She primarily focuses on equity reward planning and implementation while also considering the financial accounting and corporate tax implications of such programs.  

AmyLynn has significant experience addressing the impact of corporate restructuring (mergers, spin-off, etc) on global equity-based compensation plans as well as cross-border equity reporting and payroll issues. Before joining Vialto, AmyLynn was a Partner in the Workforce Transformation practice at PwC and an auditor for a regional accounting firm.  

AmyLynn is a member of the Executive Advisory Committee of the National Association of Stock Plan Professionals, serves on the Advisory Board of the Certified Equity Professional Institute and is a member of the Leadership Team for the NYC Metro chapter of the Global Equity Organization. AmyLynn is a member of the Advisory Board for the Rutgers University Center for Employee Ownership. She serves as Vice Chair of the Board of Trustees for La Salle University and recently joined the Forum of Executive Women in Philadelphia.  

AmyLynn is a graduate of La Salle University and received her Masters of Science in Taxation at Drexel University 

Anabel is a Total Rewards and Human Resources executive with over 30 years of experience in consulting and corporate environments. She has a proven track record of success in creating and managing compensation and benefits programs that attract strong talent and develop and retain that talent. 

At GlobalFoundries, Anabel helped GF get to-through-and beyond one of the largest IPOs in semi-conductor history (2021). You might have seen her on the NASDAQ Marquee on Times Square at the bell ringing ceremony. These days her days are focused on creating contemporary global compensation and benefits programs. 

Anabel is passionate about using total rewards to create a workplace where employees feel valued and motivated. She is also committed to giving back to the profession and is active in various professional organizations and at the local level and is a frequent speaker on total rewards topics. 

Since 2005, Anabel has been a member of the Conference Board Council on Executive Compensation, and recently served as the Steering Committee Chair. In 2023, she joined the Board of the Global Equity Organization and Co-Chairs the Issuer Advisory Council. Previously, she was on the Board of PEBA (the PA/NJ/DE Tri-State Compensation and Benefits Organization) for over 10 years and served on the Leadership Committee in various roles, including serving as President. 

In her free time, Anabel teaches the Compensation Class in the Master of Human Resource Development Program at Villanova University. She is also an avid volunteer and is currently serving on the United Way Allocation Panel. 

Andrew leads the Stock Plan Administration function for Procore Technologies, Inc. which went public in 2021. His current role oversees all aspects of the Company's equity plans including NQ, ISO, RSUs, PSUs, and ESPP in over 14 countries. Procore grants equity broadly to its 3,500+ employees. Prior to joining Procore Andrew was with E*TRADE Corporate Services, working with new and existing issuer clients to build better processes while sharing best practices relating to their equity compensation plans and was the Stock Plan Administrator for Blue Apron during the Company's IPO. His prior licenses from FINRA have given him additional insight into the interactions of equity-based compensation with the stock market. 

Anna Fletcher is the Group Head of Reward at Rentokil Initial plc, based in the UK and has more than 18 years’ experience in reward. Prior to her current role she held similar roles in consumer goods and financial services organizations. Anna has been with RI for 5 years and in her current role is responsible for overseeing a wide range of reward initiatives across the group, including share schemes, executive remuneration compensation, and global mobility.

Anton joined JTC following the acquisition of RBC CEES in 2021 and leads JTC Employer Solutions' product development and sales activities. With over 25 years' experience, Anton has worked extensively with companies from around the world helping implement equity and international retirement plans. 

For the past two years, Ashlee has worked as a Global Stock Plan Administrator managing ESPP for Lucid Motors. During this time, she has successfully managed the compliance of stock purchase plans, while ensuring accuracy and regulatory compliance globally. Ashlee has successfully launched ESPP in Europe, the Middle East, and Asia. She prides herself on meeting employees where they are at and creating excitement through innovative plans in education. Lucid has gone through 4 ESPP resets and still maintains an above average ESPP participation rate.

In her former role as IPO specialist, Ashlee became a SME on Shareworks by Morgan Stanley. At the time, the number of Private to Public companies had substantially surpassed that of 2018 and 2019, due to this she recognized the pace in which work needed to be done and developed a passion for process development, audit controls, checklists, and documentation. Today Ashlee uses her 5 years of combined experience on the vendor and issuer side of equity compensation to build streamlined processes within Lucid's equity management platform. With her expertise and knowledge, Ashlee is able to provide valuable insight into how to increase employee engagement through stock ownership plans.

Augustin is Head of Equity Compensation at Flywire (NASDAQ) and is based in Barcelona, Spain. Whilst supporting the company’s journey in the share plans industry Augustin is ensuring that the multiple share plans vehicles used are well run, maintained, and developed for their global employee demographics.

After almost a decade of helping companies run their ESPPs, US423s, SIPs and Discretionary plans while being at Morgan Stanley where he assumed multiple roles within the Relationship Managers and Client Administration teams, he’s secured great results for the companies under his care and has seen a plethora of challenges and solutions over the years. This has built in time a best-practice knowledge base. Previous to Morgan Stanley, Augustin has also been a Share Plan Manager at Computershare where he's been supporting share plan clients and ensuring the best experience is delivered to both corporate and their participants.

Augustin also holds a master’s in Business Administration and Management from "Lucian Blaga" University, Faculty of Economics.

Dr. Bill Castellano is Professor of Strategic HR Management at Rutgers University School of Management and Labor Relations and is the Executive Director for the Center for Employee Ownership and a Fellow at Rutgers Institute for the Study of Employee Ownership and Profit Sharing. He also serves as a board member of the Global Equity Organization. Bill is the former Associate Dean of External Engagement and Executive and Professional Education and former Director of the Center for HR Strategy. His research, teaching, and consulting activities are focused on understanding the impact of employee ownership and equity compensation strategies on individual and organizational outcomes, employee engagement, and the effective management of human capital.

Bill has more than forty years of experience working in corporate Fortune 50, entrepreneurial and research environments. Before joining Rutgers University, he held senior HR management positions at Merrill Lynch and Manufactures Hanover Trust where he was involved with human resource strategies and practices that supported both individual business groups and the global enterprise. Bill is an accomplished researcher publishing his work in practitioner and academic journals and is a frequent speaker at national HR and business conferences.

Blake is an associate partner in Aon's Chicago office where he serves as the Midwest Region and Global Equity Compliance Practice Leader of the Equity Services group, advising clients on all things equity, including plan design, valuation and financial reporting, international and domestic taxation, global plan implementation and maintenance, performance tracking and employee education.

Brandon is the Senior Treasury Analyst for American Woodmark Corporation and administers the equity compensation for the company as part of his responsibilities.  He has overseen administering the corporate equity compensation for the past four years.  American Woodmark is a market leader in the cabinet-making industry, employing 10,000+ employees across the globe, headquartered in Winchester Virginia.  Prior to his role at American Woodmark, Brandon worked in the banking industry, for 15 years, as a Bank Manager.  Brandon has an BS from West Virginia University, in Business Management, and an MBA from Shepherd University.

Brennan Rittenhouse is a Managing Director with A&M Taxand, LLC in Denver, Colorado, specializing in compensation and benefits planning and consulting.

He brings an expertise in all areas of Senior Leadership, independent director, and broad-based compensation consulting. Some of the areas in which he has significant experience include compensation benchmarking, designing and implementing both short- and long-term incentive plans, creating salary structures, sales compensation plan design, completing pay equity analyses, and transaction related due diligence and integrations.

Mr. Rittenhouse is also an Adjunct Professor at the University of Denver’s College of Law Graduate Tax Program, teaching a course on executive and nonqualified deferred compensation.

Mr. Rittenhouse earned his bachelor’s degree from the University of Central Florida, his law degree from Florida State University College of Law, and his LL.M. in Taxation from the University of Denver.

Brooke is a Senior Stock Plan Administrator at Zoom Video Communications and has been with the company since 2021. Zoom grants to 7500+ employees in over 40 countries. Her expertise lies in grant processing, mobility taxation, leave of absences, ESPP, and payroll reporting. Brooke received her Certified Equity Professional designation in November 2020. Prior to joining Zoom Brooke was a senior client service manager at E*TRADE Corporate Services working with new and existing corporate clients to share best practices and assist in their daily equity administration needs before moving to the Issuer side of equity compensation.

Carl is appointed Global Vice President, Total Rewards for The Coca-Cola Company. He has extensive experience building Total Rewards philosophy and strategy, aligning approaches to base pay, annual bonus, LTI and benefits across global markets.

Carl has had a 20+ year career with the Coca-Cola system, in positions of increasing responsibility including serving as legal counsel, Director of HR Strategy and Planning, Director of Executive Compensation, Strategic Business Partner, and as HR Center of Excellence lead.

Cathy is a Partner in EY’s People Advisory Services practice and focuses on HR strategy, risk management, compliance and operational efficiency and change management with financial services, fintech, technology and media companies.  She primarily concentrates on elevating the employee value proposition via flexibility programs, global rewards, risk and internal controls, HR and payroll efficiency and mobility issues. Cathy also co-leads EY’s Equal Pay offering.  More specifically, Cathy’s experience includes:

• Reimaging how work is performed with embedded workforce planning and inclusive and adaptive rewards;
• Identifying opportunities to mitigate HR risk and further improve business processes and systems, including worker classification considerations;
• Developing communications and change management programs to support transformational efforts;
• Reviewing the compensation programs, levels, and underlying policies and processes to address Equal Pay globally;
• Designing tax-efficient and competitive long-term and short-term incentive programs for senior management and broad-based groups;
• Analyzing compensation and benefit programs for cost and process efficiencies;
• Assisting companies in the assessment of service delivery models related to the delivery of payroll, equity and other benefits, including the modeling of future state processes to support the new administrative arrangements;
• Identifying control gaps and opportunities to further the efficiency and effectiveness of current payroll and HR processes based on established knowledge of best practices; and
• Outlining and auditing the payroll implications for delivering compensation, benefits and perquisites to employees and non-employees in over 100 countries.

Cathy is a graduate from the University of Iowa having received a BBA in Accounting.  Cathy is an Advisory Board member of the Certified Equity Professional Institute and a member of the National Association of Stock Plan Professionals.  She is a Certified Public Accountant in California.

Chanani advises multinational companies across all industry lines on a variety of employment-related matters and implementation of global equity compensation programs. He globally manages large multi-country and large multi-function HR projects.

From an employment law perspective, Chanani advises his clients on a wide range of employment-related matters outside the United States, including global/local offer letters and employment contracts, rollout of HR policies and employee handbooks as well as termination and settlement agreements. His work also covers advising clients hiring, HR data privacy compliance, discrimination risks, as well as performance management and terminations. He also works with his clients to consider the employment-related impact of, and undertake due diligence for, cross-border corporate transactions, including mergers and acquisitions, spin-offs, and IPOs.

Chanani also counsels his clients on how to effectively design, implement, communicate and administer equity-based compensation programs and other long-term incentive awards to their employees and other service providers worldwide. His work covers securities law, foreign exchange, employment, tax and other compliance requirements related to these programs. He also provides services in the areas of corporate tax planning, cross-border tax planning, payroll support and employee education with respect to global equity programs, including in the context of corporate transactions.

He has presented at industry educational forums, such as the National Association of Stock Plan Professionals (NASPP) and Global Equity Organization (GEO), on topics related to tax compliance as well as effective design, implementation and administration of global equity-based awards and other long-term incentive plans.

Charles Russo is a regional manager for Computershare’s Employee Share Plans business, overseeing a team of relationship managers responsible for a portfolio of corporate clients across a wide range of industries. Since joining Computershare in 2008, Charles has leveraged his experience in the employee compensation business to ensure high levels of quality and satisfaction for all of his clients. Prior to joining Computershare, Charles was with UBS, Bankers Trust and JP Morgan. During his thirty-plus years of financial services experience, he has held positions in relationship management, product management and operations, across various disciplines.

Charles earned his B.S. and MBA in Finance from Fordham University.

Cherie Curry is the Director of Global Equity at Hilton.  She has overall management responsibilities for Hilton’s Global Equity Plans. She has a broad depth of experience in all facets of equity compensation with responsibility for strategic planning, worldwide regulatory and tax compliance in over 100 countries, global communications, vendor management, overhang, burn rate and stock plan reserve analysis.  Cherie's issuer experience includes oversight of employee stock plans in various M&A transactions, development and implementation of ESPPs, working with internal and external partners on best practices for share plan requests, new vendor implementations, insider trading compliance, accounting and valuations, and overall plan administration. Cherie holds a bachelor’s degree from the University of Maryland’s College of Behavioral and Social Sciences and has earned her CEP.

Chris Dohrmann is Executive Director of Strategic Partnerships at Global Shares, a J.P. Morgan company and host of the Global Shares equity compensation podcast, Own Up. Chris has over 30 years’ experience and has worked with companies ranging from startups to pre-IPO, from small to mid-cap companies in the US, and with international Fortune 500 firms. Chris’ career has spanned all areas of the industry, including investment banks, issuers, brokers, and platform providers. Chris was formerly Executive Director at Equatex, and prior to that spent 20 years in positions at Morgan Stanley Smith Barney, Citigroup and AST. He is experienced in managing high profile, high revenue relationships, as well as large client bases. Chris is a Fellow of Global Equity as well as a current member of the National Association of Stock Plan Professionals, a former Board Member of Global Equity Organization as well as the CEPI Advisory Board.

Based in Barcelona, Christian is Director in EMEA Equity Services. With the client in focus, he helps companies make better decisions in the world of share plans.

Christian joined from Morgan Stanley where he was a Vice President helping companies on a variety of equity compensation issues and successful develop Morgan Stanley share plan financial reporting solution to unlock its true potential. Prior to this, Christian was Product manager (in UK) and Senior client manager (in Denmark) at Computershare, supporting share plan clients and developing new/existing products.

Christian has over 12 years’ experience in employee share plans. Christian holds a master’s in accounting from Copenhagen Business School, subject IFRS2. Earned the Advanced Equity Compensation Accounting (AECA) Certificate from Santa Clara University in 2020.

Christian is a regular attendee and speaker at share plan industry events and is Board chapter liaison for Global Equity Organization Spain chapter.

Christopher Hall joined GTN in 2009 and serves as Managing Director. He has more than 25 years of expatriate tax experience. His analytical approach to data and straightforward manner is reflected in how he handles each unique tax or program issue: logically and rigorously until he finds the right answer.

Christyl Lucille Murray is an Executive Director and the Diversity & Inclusion (D&I) Officer for Corporate & Institutional Solutions (CIS) - a business division within Morgan Stanley Wealth Management, comprised of Morgan Stanley at Work; Virtual Client Advisor; Strategic Client Management; and Teaming, Partnering and Reinvestment Network.  Christyl Lucille has expertise Leveraging “Human Capital” to facilitate change management and strategically improve business results, with distinguished accomplishments in diversity and inclusion, talent development, communication, coaching and management consulting.  Christyl Lucille has successfully driven program impact by aligning the D&I vision and strategic plan to corporate objectives, ensuring coordination and consistency across business segments, while also accommodating specific workforce, culture and geographical considerations.

Christyl Lucille is an adjunct professor in Leadership and Human Capital Management at New York University (NYU.) She holds a B.S. in Business Administration from the University of California Berkeley, and a combined M.A. in International Studies from the Lauder Institute and an M.B.A. from The Wharton Business School, both at the University of Pennsylvania.  Christyl believes in continuous learning and recently completed an Executive Education program at Yale entitled Fostering Inclusion and Diversity. Christyl resides in Bergen County New Jersey with her two daughters.

Ciara Gaines is the Manager of Stock Plan Administration at Verano Holdings. In her role, she is responsible for the research, analysis, and creation of comprehensive equity packages and oversees the general end-to-end equity administration processes and collaborates closely with various teams including People, Legal, Finance, Payroll, and Talent Acquisition. Ciara has prior experience administering global equity programs as well as working through complex equity processes and conversions due to company transactions such as divestitures and spin-off events.

Ciara is an active member of the Global Equity Organization (GEO) and National Association of Stock Plan Professionals (NASPP). She obtained her Bachelor’s degree in Business Administration from the University of Wisconsin Milwaukee and is currently located in Chicago.

Ciara has responsibility for strategic compensation planning at Cummins Inc. She has a broad depth of experience in many facets of equity compensation with responsibility for strategic planning, worldwide regulatory and tax compliance in over 70 countries, global communications, vendor management, and stock plan reserve analysis. Ciara’s issuer experience includes oversight of employee stock plans in various M&A transactions, design and implementation of ESPPs in 21 countries, insider trading compliance, and overall plan administration.

She has worked for Cummins since 2008. Ciara earned a Master’s in Business Administration from the University of Tennessee and is a Certified Equity Professional (CEP). Ciara lives in Nashville, Tennessee with her husband, John, and three daughters.

Courtney is responsible for design, development and administration of all global broad based compensation, executive and equity compensation and financial benefit programs for Dell.

Dan Kapinos is a Partner and the Global Practice Leader for the Equity Services Team, a division of Aon 
Human Capital Solutions, that provides expertise, service and advice around equity compensation, 
including plan design considerations, valuation and financial reporting requirements under ASC Topics 
718 and 805 and IRC 280G, global equity compliance, special one-time events (such as M&A), employee 
education and more. He is responsible for the team’s strategic direction and global presence in helping 
companies with all things equity.

Dan has a degree in statistics from the Pennsylvania State University. He also maintains the Certified 
Equity Professional (CEP) designation through Santa Clara University and the Certified Executive 
Compensation Professional (CECP) designation through World@Work. He is a frequent national and 
international speaker and published author on a variety of equity compensation topics. He has also sat on 
the Curriculum Committee for the CEP Institute and served as the President of the NASPP Philadelphia 
Chapter. In 2020, Dan became a Fellow of Global Equity (FGE) through the Global Equity Organization. 
He currently sits on the Executive Advisory Committee for the NASPP.

Additionally, Dan has served as a member of the Alumni Board of Directors for the Eberly College of 
Science at the Pennsylvania State University, specifically as Chair for the Student Engagement 
Committee, and also started the For The Glory Scholarship Fund to benefit students in the fields of 
Science and Education. Through his work with Penn State, Dan also received the 2015 Joan M. McLane 
Recent Alumnus Award and the 2019 Alumni Achievement Award. 

Head of equity at Stripe with over 12 years experience in the equity administration space.

Danyle Anderson is a Director of Industry and Consultant Relations for the Retirement & Personal Wealth Solutions group at Bank of America. With a focus on employee share plans, ESPP and executive compensation, Danyle is responsible for fostering connections among clients, consultants, influencers, and banking partners, and shaping ideas around employee ownership within the share plan community.

In her prior role as the Executive Director of the Global Equity Organization (GEO), Danyle led GEO for more than 10 years, establishing industry-leading global share plans education, networking and programming for the global share plans industry. Prior to GEO, Danyle served as Programs Director at the NASPP, Head of Investor Relations and Shareholder Services with Tech Data where she had responsibility for global stock ownership programs in 40+ countries and as an Auditor with Deloitte.

Danyle has over twenty-five years of experience in the equity compensation field and is a Fellow of Global Equity (FGE) and an Executive Fellow of the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers. She holds a Bachelor of Science degree in Accounting from the University of South Florida, is a Certified Public Accountant, a Chartered Global Management Accountant, a Certified Equity Professional and Series 7, 63 and 66 licenses.

Dave is an Equity Plan Specialist in the Retirement & Personal Wealth Solutions group at Bank of America. In order to assist companies in finding the appropriate solutions for their corporate stock plans, Dave leverages over 30 years of experience in sales, relationship management, plan administration services and consulting for equity compensation and retirement plans.

Dave holds a BA in Economics with a concentration in Finance from Rutgers University, and in 2003, he earned the Certified Equity Professional (CEP) designation. In addition, he holds FINRA Series 7 and 66 registrations. Dave voluntarily served on the Technical Oversight Board for multiple GPS: Guidance | Procedures | Systems research projects conducted by the Certified Equity Professional Institute (CEPI) on topics including Global Stock Plans, Performance Awards, Employee Stock Purchase Plans, and Participant Education and Communication. He also is a member of the National Association of Stock Plan Professionals (NASPP) New York/New Jersey chapter board.

Dave resides in New Jersey with his wife and his two sons, and when he is not working, Dave enjoys coaching youth sports, teaching both typical and special needs children.

David is head of share plans and corporate governance at NatWest. Qualified as a lawyer and is on the board of GEO.

David has extensive experience and expertise in corporate governance, share plans, and legal matters, David has been a valuable asset since joining RBS in 2011. As the Head of Share Plans at Natwest Group, David provides guidance on legal, tax, and regulatory aspects related to the bank's employee equity arrangements. His proficiency in implementing global equity plans, managing corporate actions, and ensuring share plan compliance makes him an invaluable addition.

David graduated from the University of Bristol in 2008 and joined the Allen & Overy LLP Incentives team, where he worked on a range of global, stand alone and transactional share plans matters.

David has worked in stock compensation roles since 2010. He started as a stock plan administrator for UBS which evolved into various roles over the years in quality control, training, and service management. His time at UBS strengthened his understanding of different equity plans, running projects, risk management, and business process improvements. On the vendor side of equity administration, he also had a short stint with SOS as an Account Manager and spent 2 years supporting the sales team at EQ providing subject matter and platform expertise.

On the issuer side, David spent 3 years as an Equity Programs Specialist for Texas Instruments and is currently the Equity Compensation Specialist for Axon. These roles have responsibility for day-to-day activity from granting and vesting awards, managing vendor relationships and platforms, SEC 16 and proxy reporting, to employee education and support. Aside from the years in Dallas working for TI, David has lived and worked in Nashville, TN since 2005.

David Peterson is the Vice President of Global Total Rewards at Hologic, Inc. based in Marlborough, Massachusetts, USA.  In this role, Dave is responsible for developing and maximizing innovative compensation and benefits programs that align with Hologic’s overall talent management and business strategies.  Dave has a B.S. in Business Administration from Bryant University, an MBA. from Nichols College and is a Certified Compensation and Benefits Professional through WorldatWork.  Dave is a member of WorldatWork, SHRM, New England Compensation Consortium and a Board member of the Medical Device Roundtable networking group.  Dave is an adjunct faculty at Nichols College in the School of Business and has presented numerous professional workshops at annual conferences, educational forums, and regional events.

David Voggeser joined hkp/// group beginning of 2011. He advises companies on the design and implementation of compensation systems and on job evaluation. Another focus lies in the areas of employee participation, benchmarking as well as company car guidelines. His consulting mandates range from specialized support of start-ups to global, long-term projects, e.g. in the context of IPO implementations. David Voggeser is a sought-after speaker at professional events and lead author of numerous studies, including the Global Equity Insights Survey. He is also responsible for the hkp/// group Top Management Survey.

Deidre is a Director at Infinite Equity, specializing in valuation, accounting, and plan design for her clients. Deidre has over nine years of compensation and benefits experience. Prior to joining Infinite Equity, Deidre held positions at two large consulting firms, most recently focusing on equity compensation solutions and previously retirement plan benefits. Deidre earned a Bachelor of Art in Mathematics/Actuarial Science from the University of Connecticut. She is a Fellow of the Society of Actuaries and pursuing the Certified Equity Professional designation. Deidre is based in San Francisco.

Diederik is a tax professional with more than 20 years of experience in Global Mobility and International Expatriate Tax matters.  He leads the Walmart Global Mobility International Operations team for all cross-border movements and employment tax compliance. Past employers include IBM, and PricewaterhouseCoopers.

He brings experience design and implementation in global mobility programs and processes for long- and short-term assignments, one-way transfers commuters and business travelers. He is a trusted advisor to key stakeholders in Corporate Tax, Legal, People and Business Units related to global mobility and cross-border employment tax topics; and has subject matter expertise in international tax law compliance and planning for compensation packages, deferred compensation, equity awards and other compensation items.

He is a graduate of the University of Amsterdam, where he earned a master’s degree in Fiscal Economics with majors in personal tax, corporate income tax, international tax, business economics and mathematics.  Diederik is an IRS enrolled agent as well as a Certified Equity Professional with CEPI. He was recognized on the Benivo list of most admired and innovative global mobility professionals in 2021 and 2022.

As Thermo Fisher Scientific’s Vice President, Executive Compensation, Dominic is accountable for the delivery of the pillars of the Company’s Executive Compensation function: global executive pay designs, operations of the executive movements (a population of over 500), Compensation Committee support and global stock plan administration (a population of over 8,000 participants). Thermo Fisher Scientific is the world leader in serving science: a Fortune 100 company employing over 115,000 colleagues with over $42 B. in annual revenue derived from over 1 M. products and a market capitalization exceeding $200 B. Thermo Fisher supports customers to accelerate life sciences research, solve complex analytical challenges, increasing productivity in their laboratories, improving patient health through diagnostics or the development and manufacture of life-changing therapies. Globally the Company delivers an unrivaled combination of innovative technologies, purchasing convenience and pharmaceutical services through industry-leading brands, including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Unity Lab Services, Patheon and PPD.

Over his 28-year career in Rewards, Dominic has been the Vice President, Global Total Rewards at Stryker and Delphi/Aptiv as well as served as an executive compensation advisor to Boards and Management teams while working for several of the major HR consultancies. He is a regular professional contributor, having presented at over two dozen association and client conferences, including NASPP, FEI, GEO, WaW, SHRM and Equilar annual conferences.

Dominic holds a bachelor’s degree in finance from Miami University in Ohio and participated in Harvard Business School’s Executive Education. He is a Certified Compensation Professional. 

Dominik initially started in DHL’s Investor Relations department in 2016 taking care of investor communication, capital markets projects & compliance. In 2020 he joined the Compensation & Benefits department where he lead the financial and legal team implementing the new Employee Share Plan for DHL’s middle management in over 120 countries. Currently he is heading the team responsible for DHL’s top executive share programs. In this role he is mainly responsible for the administration & design of these programs as well as for global compliance and governance across all share plans offered to top executives, middle management and employees.

Dominik has more than 16 years experience in the capital markets and holds a Masters degree in Business Administration majoring in International Relations and Developing Countries.

I am an Equity Product Manager within the UBS Workplace Wealth Solutions group. I joined UBS in 1996, and currently located in the UBS Weehawken, New Jersey Office.

I have extensive experience working with companies of all sizes and complex equity plans across industries in the Fortune 500. I collaborate with our broader team to ensure we leverage UBS resources to facilitate delivery of specialized solutions to meet client needs.

Prior to my current role, I managed the Account Management team. My team was responsible for ensuring high quality customer service for our clients and developing strong relationships with stakeholders within their organization.

Prior to that role, I managed the Workplace Wealth Solutions Implementation group. In that role I managed a team responsible for onboarding new corporate clients, executing complex client projects and M&A requirements resulting from corporate actions.

I graduated from the Janice Levine School of Business at Rutgers University in New Brunswick, New Jersey with a Bachelor's of Science in Business Management. I am FINRA Series 7 and 63 registered. I also have CEP Level I certification.

Dustin Lewis is a principal in Deloitte Tax’s Global Employer Services in practice group, specializing in global equity compensation consulting for multinational employers. Dustin has experience advising companies ranging from private startups to publicly-traded multinational corporations on all facets of equity compensation, including plan design and implementation, tax/regulatory compliance and strategy, employee communications strategy, and stock administration efficiency and optimization.  Dustin holds a Juris Doctorate (J.D.) from the UCLA School of Law and is a California-licensed attorney.

Eileen Liu is a taxation lawyer based in Melbourne, Australia.  She works in Arnold Bloch Leibler’s market leading taxation practice. She acts for private groups, public and listed companies, tech startups, high net worth individuals, and not-for-profits.  Eileen advises on a broad range of tax matters and has a particular interest in employee share schemes.  She was a recipient of the 2023 GEO Star Award and has also authored numerous papers including in the Australian Tax Review and for The Tax Institute, Australia's leading professional association in tax.

Elena Thomas is the COO for Plan Management Corp.- OptionTrax, a full-service equity plan and securities administration software and services provider. Elena leads the operations and product development of PMC's leading equity management platform, OptionTrax. In this capacity, she works closely with both private and public company clients to ensure delivery of best practice plan administration software and services. She is also the spearhead of the OptionTrax Gender Equity in Equity Compensation study and Equity Inclusion Initiative. Areas of expertise include best practice performance award administration, financial reporting, and workplace equality. She currently serves as a Board Member of the Philadelphia chapter of NASPP and is a Certified Equity Professional. Elena is passionate about helping clients to leverage equity compensation and technology in order to attract talent, drive performance, and as a tool to promote workplace equality.

Elena was previously a Project Manager with McKinsey & Company, focusing on financial technology and access to capital for micro, small and medium enterprises worldwide.

Emily Cervino, CEP, FGE, Head of Industry Relationships and Thought Leadership, Fidelity Stock Plan Services

As head of Fidelity Stock Plan Services' Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes.

With over 20 years in the industry, Emily is recognized for deep knowledge of and enthusiasm for equity compensation. She is a frequent speaker and author on topics to help educate employers, advisors, and the media. Emily is a board member for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, recipient of the NASPP Individual Achievement Award, a Fellow of Global Equity, and a representative on GEO’s Partner Alliance Council. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations.

Evans works with large organizations across a broad array of benefits and long-term incentive management initiatives. In particular Evans focuses on supporting organizations as they manage through change and guides them as they design their rewards programs to align with their broader organizational goals. Additionally, Evans consults on employee education and engagement campaigns, including total rewards, wealth accumulation, and wellness programs.

Evans has been a member of Fidelity Workplace Consulting for 17 years. Prior to joining Fidelity, Evans worked in the executive compensation group for a Fortune 50 company, helping to define and manage the long-term incentive awards for their executives. Before this, Evans was an actuarial consultant with Deloitte.

Evans earned bachelor’s degrees in mathematics and in economics from the University of Michigan.

Felipe Gaglianone is an Equity Compensation Manager at AbbVie with 13 years of professional experience. He initiated his career in financial and banking services in Brazil, where he worked for 7 years in Finance, Risk Management and Project Management as part of the Technology team. After moving to the US in 2017, he started his career at AbbVie working for 3 years in the Global Mobility team with expatriate payroll and later moved to Executive Compensation to work with Equity Compensation. Currently, at AbbVie, Felipe manages the company’s ESPP and Long-Term Incentive Program which is available in more than 70 countries and to over 30,000 eligible employees.

Galahad Dong is currently the Director, HR Systems and Total Rewards for Simpson Strong-Tie, a global manufacturing company whose mission is to help people build safer, stronger structures by developing and improving innovative, reliable, and high-quality solutions for the construction industry. Whether it’s working with senior executives, individual contributors, or on cross-functional teams, Galahad provides practical HCM solutions in a resource constrained world to drive business results.  Galahad has experience in designing, implementing, and administering broad based, cash, and equity incentive plans, as well as health and welfare and retirement plans.  Beyond Total Rewards, he has led global implementations of HRIS (Workday), timekeeping (UKG Dimensions), and learning (Cornerstone OnDemand) solutions. His team currently provides all HCM analytics to the organization and when he’s not busy designing the next compensation plan or building a business requirements document for a future system enhancement, you can usually find him buried in a spreadsheet trying to find that next people story with the sole intent of using people data to help push the business forward.  In his free time, Galahad believes in giving back to the communities who have helped foster his career by speaking at industry events, serving on the DEI task for the National Association of Stock Plan Professionals (NASPP), and serving as a board member and treasurer of a local non-profit. Galahad holds the Certified Compensation Professional (CCP), Global Remuneration Professional (GRP), and Certified Benefits Professional (CBP) designations through WorldatWork and is a Certified ScrumMaster (CSM) through the Scrum Alliance.

Garry is the Associate Director, Equity Accounting and Global Equity Plan Administrator 
for Horizon Therapeutics. His primary responsibilities include global plan design 
considerations, administration of the equity plan software, global tax consideration of 
awards, financial reporting of equity awards, employee training, preparation of 
compensation committee quarterly meeting materials, proxy report preparation, global 
compliance, and managing a complex Employee Stock Purchase Plan.
Garry is a key preparer for the annual proxy; Preparing and managing the D&O 
Questionnaire process, as well as the preparation of the CD&A and all executive 
compensation, pay vs. performance, CEO Pay Ratio, and the proposals regarding our 
employee and Non-Employee Director equity plans and share requests.
Garry has his BS in Accounting from Illinois State University, an MBA in Organizational 
Behavior from Lake Forest Graduate School of Management, and his Certified Equity 
Professional Designation. 

Prior to joining Horizon Therapeutics, Garry was a Senior Accountant over the Mondelēz 
International Global Equity Plan

Geri is a seasoned Share Plan Professional of 20 years, now working in the Global Reward Team at The Coca-Cola Company. She is experienced in the design, implementation management and delivery of change across a wide range of employee share plans. Most recently, Geri has led the design of the new Coca-Cola Global ESPP, including a comprehensive communication plan to foster employee education and engagement. Geri lives with her daughter in South London. She enjoys sport, playing the drums, and cryptic crosswords.

Board Member and Legal Director, Tapestry Compliance

Hannah is a Legal Director and on the Board of Directors at Tapestry Compliance, an award-winning UK law firm specialising in global equity incentives. She advises on the implementation and operation of all forms of global executive and employee equity and incentive plans, including the design and establishment of new plans, global compliance, managing grants and maturities under existing plans and on technical tax and legal matters. Hannah has significant experience with tax-qualified and non-tax-qualified arrangements and the use of employee trusts. She also advises on the impact of corporate transactions that may affect a company's global incentive arrangements.

Hannah is heavily involved in GEO. She is a GEO Fellow (so recognised as an industry leading professional), is a member of the Board and on the UK & Channel Isles Chapter’s organising committee. She also co-chairs and sits on other leading industry Boards / Committees in the UK, including the Share Plan Lawyers’ Governance and Regulatory Committee and the Practical Law Company Share Schemes and Incentives Consultation Board.

Helier joined JTC as part of the RBC cees acquisition in 2021. As the Head of Institutional Client Services (ICS) in Jersey, Helier has responsibility for the strategic development and performance of the Jersey ICS division including Employer Solutions, Funds and Corporate Services.

Prior to joining JTC, Helier was the Head of RBC cees in Jersey, and has previously held a range of senior roles at RBC across their Fiduciary services and Corporate & Institutional businesses.

Janet Cooper OBE,FGE, Non-Executive Director, Nurture Landscapes Group

Janet has over 30 years’ experience of advising on global executive and employee share plans, in the UK legal directory, Chambers Janet is ranked Janet as the top lawyer in this area. Janet developed and lead the employee incentives team at global law firm Linklaters, where she was a partner for over 20 years, and then co-founded specialist law firm, Tapestry, the ownership of which was transferred to an Employee Share Ownership Trust for the employees, and she left at the end of 2020. Janet co-founded in 1999 the Global Equity Organisation, and founded the GEO Awards in 2000. Janet was involved in founding ProShare 30 years ago and is on its Chair.

Janet is a non-executive director of Nurture Landscapes Group and Chairs its Remuneration Committee.

She is the first woman chair of 200 year old charity the Royal National Lifeboat Institution in its 200 year history.

Janet was awarded an OBE by the Queen for ‘services to equality, women’s empowerment and employee share ownership.

Jason has more than 15 years of experience providing compensation services to Board of Directors, senior management, and owners of public and private companies. Jason works with companies on all aspects of compensation programs, including short- & long-term incentive programs, Director compensation, compensation and performance peer groups, understanding competitive pay levels, IPO/SPAC readiness, salary structures, and M&A/transaction/retention planning.

Prior to joining BDO, Jason worked at a Big Four firm and Semler Brossy Consulting Group.

Jason works across industries, with experience including aerospace & defense, consumer products, distribution and logistics, entertainment, financial services, industrial & manufacturing, insurance, oil & gas, professional services, real estate/REIT, travel & leisure, technology, and utilities.

Jason is a Managing Director in the People Advisory Services practice of EY, with 19 years of experience related to the analysis, design and implementation of compensation and benefit matters for both US domestic and internationally mobile employees. His expertise is in the compensation and benefits space for both US and multinational companies, equity compensation, global equity, annual & long-term incentive plan and design, payroll and tax withholding, and US tax technical matters, including but not limited to Section 162(m), Section 280G golden parachutes, and Section 409A.

Jason has also presented courses to various client stakeholders and professional groups focusing on US compensation and benefits issues, global equity, and the Executive Compensation Proxy Disclosure Rules.  Jason has also participated in workshops with the Women’s Commission on Equal Pay for the City of Columbus Ohio, and has presented on equal pay initiatives at the request of the Commission.

Credentials: Jason has earned a Bachelor of Arts in Economics (with Honors) from the University of Cincinnati; Bachelor of Laws (LLB) from the University of New Brunswick (Canada) Faculty of Law where he served as an Associate Editor of the University of New Brunswick Law Review; and an L.L.M. in Taxation from the University of Washington School of Law. 

Jason has also attained the Certified Equity Professional (CEP) designation through Santa Clara University’s Executive Development Center and is a member of the National Association of Stock Plan Professionals. 

Jason is a member of the Ohio State Bar Association and the United States Tax Court.  Jason is proficient in oral and written French and has a Certificate in French Immersion Studies for completion of French studies from grade school through high school.  Jason has also studied elementary oral and written Irish.

Jen Francis is a Director with Aon Talent Solutions communications practice, specializing in employee education, video creation and print communications in the stock plan and total rewards space. Jen started in the industry in 2000 working with software service providers and the NASPP. During her career she has worked in several areas including: consulting, training, product strategy and product management.

Jen has been a speaker at the NASPP Annual Conference, the CEP Symposium, GEO conference, service provider user conferences, and local NASPP chapter meetings.

She holds a bachelor’s degree in accounting from Central Connecticut State University, and graduate degrees in Management and Business Administration from Albertus Magnus College. Jen earned her CEP designation in November 2005 and is a volunteer for the Certified Equity Professional Institute (CEPI), serving on the certification council for CEP Institute, and serves as the Treasurer for the CT NASPP Chapter.

Jennifer B. George is a Principal in PWC’s organizational workforce transformation group. Before joining PWC, she was a partner in the San Francisco office of Orrick, Herrington & Sutcliffe LLP and a member of the Compensation & Benefits group. For more than 20 years, Jennifer has focused her practice on assisting US multinational companies with legal and tax issues related to the offering of employee equity incentive plans and other benefits to employees and consultants. Before joining Orrick, Jennifer worked as a partner in the global equity services group at Baker & McKenzie, LLP for almost ten years.

Jennifer Thomas is currently Director, Global Equity Management at ServiceNow. There she is responsible for all things equity, including growing the team and undertaking some upcoming strategic projects to improve the employee equity experience! Before joining ServiceNow, she held positions as Head of Equity at Stripe and Director of Stock Services at Oracle. Prior to that, she held various roles on the Alphabet / Google Global Equity Management team, including nearly three years based in London! Jennifer spent the earlier part of her career in financial services, having worked in many different roles at both Morgan Stanley and Charles Schwab. Jennifer has an Executive MBA from California State University, Northridge, and a BA in Political Science from the University of California, San Diego. She serves in various capacities at several non-profits as well.

Global compensation specialist with over 11 years experience in the delivery of expatriate and foreign national tax advisory services, primarily in the long-term remuneration/equity plan space. Jerome has worked with global corporations with the goal to develop processes that support human resources and remuneration objectives, assess and meet overall risk management, while aligning with the global strategy of companies.

Jessica Vinsand is the Director, Total Rewards for Chainalysis, a privately held Fintech. In this role, she is responsible for all aspects of compensation and benefits from stock options to home office stipends. Prior to this role, Jessica has led the Rewards function at Trustly, Inc., and held various global roles in Total Rewards at SAP within the Equity Design and Total Rewards Innovation Lab teams. Before SAP, Jessica worked for Global Shares and Certent. Jessica has been a member of the Global Equity Organization Board of Directors for multiple years, focusing on the development of educational opportunities like Basics Bootcamp.

Jill Keblawi is Vice President and Senior Counsel at Marriott International, Inc. and currently focuses on executive compensation matters for the company with expertise in tax, securities disclosure, corporate governance requirements. Ms. Keblawi has broad experience on equity compensation and employee stock purchase plans. In her prior role, Ms. Keblawi focused on traditional employee benefits, including tax-qualified and non-qualified deferred compensation plans subject to ERISA. Prior to joining Marriott in 2013, Ms. Keblawi worked at Seyfarth Shaw LLP and O'Donoghue & O'Donoghue LPP in Washington, D.C.

Ms. Keblawi received her undergraduate degree from University of Virginia and her law degree from the Catholic University of America, Columbus School of Law. Ms. Keblawi lives in The Woodlands Texas with her husband and three children.

John is a senior executive responsible for sales and execution of Directed Share Programs at Bank of America. John specializes in assisting issuers in all industries in the transition from private to public by helping create custom programs, designed to fit the specific needs of each company.

Joshua Shek is an Executive Director at Morgan Stanley where he is the head of the Retail 10b5-1 desk and COO of the Executive Financial Services department. He is responsible for overseeing a team of contract specialists and trading team responsible for executing strategies for senior executives at some of the world's most prestigious companies. He also acts as the Program Manager for Morgan Stanley's proprietary 10b5-1 order management system, helping to develop and enhance its risk management capabilities.

Joshua has a BA in Economics and Business from Lafayette College; a MS in Biology and MBA from Adelphi University and he is CFA Charterholder. He holds the Series 7, 9, 10, 24, 57, and 63 FINRA Licenses.

Julia Bartsch leads the global compensation team within Siemens Energy. Together with her team, she is responsible to design and implement short- and long-term (equity-based) compensation instruments and processes for executives and employees. Prior to joining Siemens Energy, she held various positions within Siemens, most recently as an expert for equity-based compensation instruments.

Julia Bartsch holds a M.A. in Financial Management from the University of Applied Sciences of Ingolstadt.

Share Plan Director with deep expertise in equity based deferred compensation, and all employee plans globally.

Active supporter of the share plan industry, I am a Fellow of the Global Equity Organization, Vice Chair of the Proshare Global Focus Group and member of the Share Plan User Group (SPUG)

Karol is an Account Manager for Stock and Option Solutions. Additionally, she is a member of the Global Equity Organization and the National Association of Stock Plan Professionals. She has been providing stock plan administration services to a variety of clients for over 6 years.  Karol came to the world of equity compensation after 20 years managing her own successful electronic tool manufacturing business. Much of her current ability to negotiate challenging situations, identify creative solutions, and relate to her client’s ultimate needs can be attributed to her former experience as a business owner.  Karol is known for her “hands on” approach, and comprehensive expertise for plans utilizing multiple equity software programs. She attended San Jose State University for business administration and today still resides in San Jose, CA. 

Katie is the Equity & Executive Compensation Manager at Moog Inc., a $3+ billion technology company Shaping the way our world moves™ in aerospace, defense, and industrial markets. With over a decade of experience in global equity and executive compensation, working in various capacities in both finance and compensation, Katie has a passion for engaging in the equity community and exploring innovative ways to design dynamic compensation programs & expanding employee ownership opportunities.

Katie has more than 17 years of experience on the broker side of stock plan administration, working at Fidelity as project manager and implementation manager with a focus on external taxation and mobility.

Ken Locket is a Key Account Manager with OptionTrax, and an equity compensation industry veteran who has touched almost every aspect of plan administration in his 20+ years in the industry. Ken is an expert in building efficient administration processes, as well as streamlining coordination between issuers, brokers and transfer agents. Ken works with OptionTrax clients to build susatinable solutions across diverse equity plan and award types.

Keri joined Applied Materials in April 2019 and is responsible for identifying process improvements for Applied Material’s global ESPP and grant lifecycles while partnering with cross-functional teams for regulatory and legal requirements affecting the treatment of equity compensation and global stock plans. She has over 15 years of experience on equity benefit plans, project management, online education, with vendors and client relationships. Hers is an expertise across a broad range of skills; from accounting, corporate and securities laws, taxation, design analysis and stock administration.

Khary Doane is the lead specialist of Global Equity Communications & Learning Experience at DoorDash. His background in UX/UI design and marketing—coupled with his experience in corporate communications and equity administration—has helped him usher in a fresh, analytical, and empathy-first approach to informing and educating employees on complex topics. While relatively new to the equity space, Khary's innovative work and creative eye have already made him a highly sought-after partner across stakeholders, leaders, and external vendors alike. When he isn't designing communications or managing projects, Khary enjoys interior decorating and hosting gatherings with friends in his New York City apartment.

Kim is an accounting professional with 20+ years of experience in retail and transportation industries, with experience in equity compensation, benefits accounting & audit, financial reporting, P&L analysis, and tax.

Kim has worked for Walmart since 2013, and joined equity compensation in 2016, quickly becoming a strong advocate in the accounting and equity compensation world. Her skills span regulatory knowledge, corporate disclosures for Proxy, deep knowledge of SEC requirements, equity communications, and business planning.  Kim consistently gives back to the equity compensation industry by sharing her experience through industry presentations, benchmarking with other companies, and providing valuable insights through conference panels.

Kim’s issuer experience includes oversight of new vendor implementation, equity communications, insider trading compliance, accounting rules and regulations, and SOX controls.

Kim is a member of GEO, NASPP, and AICPA, and is a licensed CPA and CEP in the state of Arkansas.

Lamont presently serves as the Director of Equity Programs at Lyft Inc., where his strategic insights and guidance have proven instrumental in navigating the complexities of global equity considerations, particularly in the context of initial public offerings (IPOs), mergers & acquisitions, tender offers, stock purchase & sale, and other corporate actions. He also excels in managing intricate multi-state, multi-asset class, and international tax compliance issues related to compensation, equity, and deferred compensation. 

Lamont's commitment to excellence is underscored by his Certified Equity Professional (CEP) designation, earned in 2008. He currently serves as a valuable member of the Certified Equity Professionals Institute Advisory Board, and is also an active member in various industry advisory boards demonstrating his commitment to fostering best practices and staying at the forefront of industry trends.
Educationally, Lamont holds a Bachelor of Science in Computer Information Systems from Lipscomb University in Nashville, Tennessee, laying the foundation for his technical acumen. His pursuit of knowledge continued with a Master of Arts in Organizational Leadership from Gonzaga University in Spokane, Washington, reflecting his commitment to combining technical expertise with leadership capabilities.

Leann Balbona is a Tax Managing Director in the KPMG Global Reward Services practice with more than 20 years in deployment of technology and services around global equity administration.   She has helped companies address the automation and tax efficiency around their incentive programs dealing with data flows and integration with client systems and share plan administrators while also addressing tax and regulatory matters. Leann has led efforts for integrations with many of the major share plan administrators to help clients further automate their programs to address governance and compliance for their rewards programs. She is one of the Reward leaders on KPMG’’s ESG working group in conjunction with the KPMG Board Leadership Center and is helping companies as this topic evolves in connection with Rewards.  

Leann is a member of NASPP and serves on the Global Equity Organization Board. She is a regular speaker at trade conferences and national tax training.  Leann was inducted into the New York City YWCA Academy of Women Leaders in 2013 and recognized as a Fellow Global Equity (FGE) in 2019 for her efforts in the equity industry for automation and mobility. She is a CPA in New York and Texas.  

Lindsay’s responsibilities include oversight over the global equity compensation programs, which span over 36 jurisdictions, as well as all executive compensation matters and Compensation Committee reporting. Prior to joining the Corporate HR function in January 2022, Lindsay was a Director in WTW’s executive compensation consulting practice where she developed and implemented effective executive compensation programs for clients. Lindsay graduated from The University of Michigan, Ann Arbor with a dual degree in Economics and Political Science. Lindsay earned an M.B.A. in strategy and management in organizations from the J.L. Kellogg Graduate School of Management at Northwestern University.

Lindsay Lentz (she/her) joined Airbus in December 2021 as the Head of Rewards, Global Mobility, Payroll and People Operations with over 15 years of experience spanning aerospace and defense, outdoor sporting goods and financial organizations. Lindsay prides herself in educating and supporting employees through creative reinvention of employer offerings, including standing up HR functions. Carrying a passion for education into her personal life, Lindsay serves as a reading tutor for children with learning challenges.

Lindsay heads the New York office's Global Equity Services practice. Lindsay also serves on the Board of Directors of the Global Equity Organization (GEO). Lindsay is a frequent speaker and commentator on global equity topics, in venues including GEO, the National Association of Stock Plan Professionals, World-at-Work and the New York Compensation Association. Lindsay focuses her practice on international compensation and benefit programs for global companies. She advises on program design, implementation and compliance issues, including tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other legal issues involved with offering incentive programs in different jurisdictions. She also counsels clients on the effects of mergers, reorganizations, spin-offs or other complex corporate transactions in relation to their benefit and incentive arrangements.

With nearly 20 years of experience, Liz advises companies on their equity programs, with a particular love for employee stock purchase programs. Liz leverages an actuarial science background and data analytics to help companies make better design and valuation decisions. Prior to joining Infinite Equity, Liz led the Philadelphia equity compensation consulting team Aon and worked as a pension actuary at Mercer. Liz is a frequent speaker at equity compensation events, serves on the Certified Equity Professional Institute’s Advisory Board, and is the Eastern Regional Representative of the National Association of Stock Plan Professionals (NASPP). Liz has a Bachelor of Science in Actuarial Science from the Pennsylvania State University, is an Associate of the Society of Actuaries (ASA), and is a Certified Equity Professional (CEP). She is based in Philadelphia.

Lori is Director, Equity Programs at Outset Medical, a medical technology company pioneering a first-of-its-kind technology to reduce the cost and complexity of dialysis.  At Outset, Lori manages all aspects of Equity compensation, including plan design, new plan rollout, and equity strategy. 

She has over 34 years of experience in the Equity field, having managed the global equity departments at various Silicon Valley corporations, most recently at Intuitive Surgical.   In 1993, Lori was one of the first 18 individuals to obtain a CEP designation from Santa Clara University and has since been a key member of eight IPOs, three stock splits, and numerous mergers and acquisitions.    She is a frequent speaker at industry conferences and enjoys sharing her knowledge and experiences with her peers   

He is a senior HR executive with over 15 years of broad experience in various HR disciplines including total rewards from shop floor to board level, executive HR, employment conditions and HR operations. Marc is on the Board of GEO.

Ms. Rozowski has over 25 years’ equity experience with small to mid-sized multi-national companies ranging from 200 to 9,000 employees. She has worked in multiple industries across 25+ countries. She has been involved with stock option exchanges, mergers and acquisitions, participant education, plan design and implementation, IPOs and other corporate actions in the course of her career.

She has participated in panel presentations representing the issuer viewpoint at industry conferences and in webinars, including U.S. and Canada cross-border administration, Demystifying and Determining DTA Balances, and Options for Underwater Equity? What Can and Should be Done?

She is a member of the Global Equity Organization and the National Association of Stock Plan Professionals. Ms. Rozowski holds a Bachelor of Arts degree in Anthropology from the University of Texas of the Permian Basin and earned the Certified Equity Professional rating from the Leavey School of Business at Santa Clara University.

Mark C. Jones, Pillsbury Winthrop Shaw Pittman LLP Partner, is a recognized authority in the design and administration of compensation and benefit programs for senior executives and other employees. Mark provides strategic counsel to public and private corporations and senior executives on deferred compensation, stock awards, retirement benefits and severance pay. He has particular experience with international compensation, banking regulations and California blue sky laws. Mark frequently handles executive compensation and employee benefit issues that arise in M&As, spinoffs, IPOs and financings. Mark earned a J.D. from Stanford Law School and an A.B., summa cum laude, from Princeton University.

Mark is a principal with Deloitte Tax, specializing in global employment tax, compensation, and benefits consulting for multinational employers.

Mark has 20 years of experience consulting in the field of employee equity compensation, advising multinational clients on all aspects of remuneration including core plan design and administration, communications strategies, investor relations, tax and regulatory compliance and tax minimization strategies.

In addition to his client responsibilities, Mark has various leadership roles within Deloitte, including serving as the U.S. leader of our Equity and Incentives practice, and the global lead partner for Deloitte’s proprietary mobile employee equity calculation engine GA Incentives. Mark is an active contributor and former board member for the Global Equity Organization.

Mark has been an active speaker at various UK, US and International conferences and events for over 15 years. Mark began his career in the UK, specializing in UK and global compensation before moving to West Coast to lead the Global Rewards practice. Mark is a Certified Equity Professional (CEP) in the US and a Chartered Tax Advisor (CTA, ATT) in the United Kingdom.

Markus first joined Siemens in 2007 and is currently leading the Executive Compensation & Equity team. In this role he is responsible for the design and governance for all Siemens share plans globally, from long-term incentive plans to share ownership plans. Prior to that, Markus had various roles at Siemens AG and Siemens Healthineers within Compensation & Benefits and Investor Relations.

Markus holds a Masters degree in Business Administration from the Murray State University in Kentucky, USA in addition to the degree of "Diplom-Kaufmann" in Accounting and Finance at University Regensburg, Germany.

Mary Anne Becking spent three and a half years as Vice President of Corporate Legal at Splunk Inc. ahead of its pending sale to Cisco Systems. Prior to Splunk, Mary Anne worked at Dropbox, where she led the company's corporate legal affairs as well as stock administration, and drove all legal aspects of the company’s 2018 IPO. Before joining Dropbox in 2015, Mary Anne spent four years at networking, cloud and connected security solutions firm Juniper Networks, where she served as vice president and deputy general counsel, business affairs and also oversaw stock administration. Mary Anne began her in-house career at Altera Corporation, a semiconductor manufacturer (now part of Intel), where she held legal roles in business and commercial affairs. Prior to Altera, Mary Anne practiced for seven years at Morrison & Foerster LLP, where she advised technology companies on a broad range of general corporate and complex transactional matters. Mary Anne is a graduate of Stanford University and the University of California, College of the Law, San Francisco (formerly UC Hastings).

Matt has almost 20 years of share plan experience as on both as an issuer as well as service provider.
He is currently the Senior Manager, Global Equity, Relocation and Corporate Housing at Lucid 
Motors. Prior to joining Lucid, he was manager of the trivago NV share plan in Germany. Prior to 
trivago, He worked for Solium for 2 years as Senior Relationship Manager on the Large Market 
team. He worked at Morgan Stanley (formerly Smith Barney) for 14 years. At Morgan Stanley, He
held various positions including Vice President, Senior Relationship Manager for top tier key clients. 
Before my relationship management role, He was the International and Tax Product Manager 
coordinating the US and Non-US business platforms and providing best practices. He also has managed 
the Global Implementation Team. In that role, the team handled all new client implementations across 
all platforms for Stock Options, Restricted Stock and Stock Purchase. Prior to joining Morgan Stanley, 
He worked for Towers Perrin as a Benefit Consultant on US Defined Contribution, Defined Benefit 
and Health and Welfare plans while graduating from Columbia University

Matthew Hunter is a Managing Associate at Tapestry Compliance, an award-winning UK law firm specialising in global equity incentives. Matthew is also a Trustee of Tapestry’s Employee Ownership Trust, now that the firm is 100% employee-owned. Matthew has broad experience in advising clients across the sectors on all aspects of global incentive arrangements, with a particular specialism in leading on tapestry’s clients in the financial services sector. He advises a number of the worlds leading global banks, insurers and asset managers in relation to the structures of their incentive plans and their compliance with EU and global remuneration regulations.

Matthew’s work in the financial services sector sees him regularly leading the industry discussions in this area. Matthew also holds the roles of SPL Corporate Regulatory Committee Co-Secretary.

Matthieu is a Senior Relationship Manager in the “LTI Plan Management & Participants” Department of Banque Transatlantique (a subsidiary of Crédit Mutuel Alliance fédérale Group, one of the largest European banking group). Banque Transatlantique is a recognized leader in France in the management of international employee share plans for large companies.

Matthieu has developped an expertise dedicated to US companies operating LTI plans in France. With more than 13 years of experience, Matthieu fully masters all French specificities.

HR Professional with over 15 years of experience specializing in data-driven Compensation and Total Rewards strategies. Passionate about leveraging data to design, implement, assess and administer compensation strategies and pay programs for employees at all levels of the organization.

In addition to supporting the relationship people have with work through Rewards, my goal is to support the transformation to the workforce of the future by assisting organizations in leveraging the Millennial perspective and HR capabilities.

My experience includes developing and administering policies and programs in a wide variety of HR functions impacting decisions around Policy, Compensation, Onboarding and Engagement, Benefits, Training, Information Systems Management and Internal Communications.; Author, Global Speaker and Catalyst for Change

Mayura Arankalle is an Executive Director at Global Shares, a J.P. Morgan company. Mayura leads the Financial Reporting team that helps global clients meet IFRS 2, ASC 718 and local GAAP requirements. Mayura is a qualified Chartered Accountant and has a Master’s degree in Commerce. She has over 18 years of experience in stock-based compensation covering plan design, tax, accounting and valuations. Before joining Global Shares, Mayura worked at KPMG and BDO’s Reward Team in London.

Michael has 23+ years in the Equity management industry. He has worked with thousands of public and private customers to help manage their equity plan from administration, to complex transactions through to financial reporting. He currently serves as Senior Manager of Professional Services at insightsoftware.

Mike McComas is the leader of the Administrative Solutions and Automation Solutions teams for Morgan Stanley At Work. Prior to taking his current role, Mike has served as a CEPI certified Senior Consulting Manager with E*TRADE Financial Corporate Services, Inc. and has managed a team of Equity Compensation Operation Specialists. With a tenure of over a decade at E*TRADE, Mike has gained advanced experience and knowledge in a wide array of equity compensation subjects including broker services operations, system integration and vendor data flow, global compliance and mobility, administrative process optimization, and the ins and outs of daily stock plan administration.

Prof. Dr. Michael Wolff is full professor and holds the Chair of Management and Control at the Georg-August-Universitaet Goettingen, Germany. Before joining the University of Goettingen, he was Professor for Corporate Governance at the University of Mainz and management consultant at McKinsey & Company, Inc.

He studied at the University of Frankfurt and holds a doctoral degree from the HHL—Leipzig Graduate School of Management.

Besides aspects of corporate strategy and governance, his main research areas are the design and implementation of incentive systems for executives and employees and their impact on firm behavior and performance. He published several articles in national and international journals with theoretical and practical references to these topics. Moreover, his research results are pickup by the press (e.g. Börsenzeitung, Financial Times, Handelsblatt, The Telegraph)

Mike's responsibilities include the Global Equity Services team which is responsible for the design, administration and policies for Accenture's global equity programs including IPO Founder shares, Share Options, Restricted Share Units (RSUs), the Employee Share Purchase Program (ESPP) and Accenture’s home-grown Voluntary Equity Investment Program (VEIP). Prior to Accenture, Mike held similar roles with Hewlett Packard and Agilent Technologies. Mike has earned a B.S. in Finance from Cal Poly, San Luis Obispo and an MBA from University of Phoenix. Mike currently sits on the Client Advisory Board of UBS Financial Services.

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent and innovation led company with 733,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

Nadine is currently Director of Stock Plans & Payroll with Amyris, Inc., a biotechnology firm with vision to make the best products available and help humanity at the same time. Stock programs include, ESPP, NQ’s, RSUs, and performance grants. In addition to the day to day operations for global stock programs, Nadine is responsible for managing the US payroll team. Current projects include stock administration and payroll related system and reporting improvements as well as system integrations. 
 
Prior positions in equity compensation most recently include 5+ years with ServiceSource as Director of Global Equity Programs and NALA Payroll, 7 years at Avago Technologies, a leader in the semi-conductor industry, MarketWatch/Dow Jones, and over 4+ years with AdForce/CMGi. Nadine has a strong background in developing, implementing and managing processes as well as preparation for IPOs (VC and private equity backed) and Secondary Offerings. She held prior positions outside of the stock administration field as Controller of an educational publishing and training company, and various financial positions in banking. 
 
Nadine is an active member of the Global Equity Organization (GEO), has attained Fellow of Global Equity (FGE) designation, and has served on the Issuer Advisory Council for the last several years. Other designations include CEP (Level 2). She holds both BA-Chemistry and MBA-Finance degrees from University of Miami. 
 
When not working, Nadine spends her time racing sailboats, skiing and travelling.

As Thermo Fisher Scientific’s Director, Executive Compensation, Nooné is accountable for design and delivery of global executive pay programs for executives (a population of around 500), and Compensation Committee support. Thermo Fisher Scientific is the world leader in serving science: a Fortune 100 company employing over 115,000 colleagues with over $42 billion in annual revenues derived from more than 1 million products. Prior to her current role, Nooné worked in Executive Compensation at PepsiCo and Xerox, and in Finance at Citigroup. She is a Certified Executive Compensation Professional (CECP) and a Board member of New England Compensation Consortium. She holds an MBA degree from Northeastern University in Boston MA; and studied Linguistics at the undergraduate and graduate levels at Yerevan State University in her native Armenia, and in St. Petersburg, Russia and Pune, India.

Co-Founder and CEO of ESOP - Excellence (since 2004). Among the leading stock option experts in Israel, with 20 years of experience in the industry.  
 
I have broad knowledge of the professional aspects of management, trust, and implementation of diversified equity-based plans, for both private and public companies.  
 
I hold a degree in Law and Business Administration with distinction from IDC Herzliya, and am one of the few in Israel with a Certified Equity Professional (CEP) degree from Santa Clara University, a unique degree that covers all aspects of capital remuneration (legal, taxation, and accountancy). 
 
ESOP - Excellence is the market leader in Israel for trustee and administration services for Equity Plans, merger and acquisition (M&A), and source code escrow.  
 
I am proud and honored to have originally co-founded ESOP, and to continue to lead this organization, which currently serves thousands of customers to both private to public companies, in Israel and worldwide. Furthermore, I feel privileged to impart multi-faceted knowledge into the market.  
 
I greet each day at ESOP with enthusiasm, where we provide intricate knowledge to companies and the market, in various aspects (legal, commerce, accountancy, stocks, options, and technology). I derive great satisfaction from the vast added value and best quality solutions that we offer our customers.  
 
My core values which I hold dear in both business and in life are integrity, transparency, and professionalism.  

Oksana is a Senior Manager in EY People Advisory Services practice based in San Jose, California. During her more than 15 years in professional services Oksana served a big number of prominent multinational and hyper growth startup companies in the areas of tax, employment law, HR risk management and process design, including M&A due diligence and integration support. Oksana has an extensive experience in a wide range of People Advisory Services with the current focus on global equity and rewards.

Oksana has MA in Law and is an IRS enrolled agent.

Orianne Achéritéguy is dual qualified as an England and Wales Solicitor and a French Lawyer.

She has been working for TAJ for 8 years and has developed particular expertise in the following:

Recurrent tax assistance to leading international and mid-cap private equity funds, in reviewing and advising on Co-Investment structuring and Management Equity Packages;

Design, advice, audit and litigation on selective or all-employee share and incentive plans

Tax and social security schemes of Executive and Employee remunerations (cash & share based plans)

Rachel began her career in equity compensation in 2003 and leverages experience in a diverse and challenging range of roles. She was introduced to equity compensation at a VC business incubator, where she managed the cap tables and equity plans for portfolio companies. Since then, she has worked at E*TRADE in outsourcing and product management, as a Senior Stock Plan Administrator at Amazon, Editorial Director at the NASPP, Senior Equity Compensation Consultant at SOS, and as the Senior Global Stock Plans Manager at Micron. Rachel has a strong background in plan administration, platform conversions, accounting, international and mobile taxation, and corporate governance. Rachel continues to volunteer with the CEPI and is a member of the CEPI Curriculum Committee.

Rachel Ulep is the Director of Stock & Equity programs at eBay. She has administered global equity programs for large, public companies for over 20 years. She leads equity-related initiatives navigating regulatory and operational challenges for a global and mobile workforce. Rachel is a collaborative leader with a penchant for innovation and technology. She takes much pleasure in problem-solving and often quotes her high school trigonometry teacher with, “Think simple thoughts, my dear!” 

Rachel attended San Francisco State University and earned her CEP designation in 2006. Rachel is a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP).

Outside of her professional career, Rachel is a soprano in her church choir and is an aspiring writer. She is currently based in San Jose, California.

Raenelle James is a managing director in the financial reporting practice at Equity 
Methods. With the firm since 2007, Raenelle oversees engagement teams 
handling customized equity compensation accounting for a diverse portfolio of 
organizations, from pre-IPO companies to Fortune 100 multinationals.
Known for her strong listening skills and thoughtful approach to client service, 
Raenelle harnesses the breadth of the firm’s resources to ensure that even the 
most complex equity compensation situations are managed smoothly. Whether a 
client is preparing to go public, grappling with international reporting and 
recharge issues, or pursuing concurrent acquisitions and spin-offs, Raenelle 
shepherds the development of bespoke solutions that meet the client’s 
multifaceted objectives. A flexible professional who lands on her feet, she is a 
veteran of aggressive deadlines and cross-functional projects that span 
accounting, tax, and human resources.

Raenelle serves frequently as a conference speaker and webcast presenter for the 
National Association of Stock Plan Professionals and the Global Equity 
Organization. She also develops presentations for the Equity Methods webcast 
series and delivers workshops on share-based payment reporting for corporate 
accounting and tax teams.

Raenelle holds undergraduate degrees in accountancy and finance from the 
Barrett Honors College at Arizona State University and a Master of Accountancy 
degree from the University of Notre Dame.

Randy Murphy has been a part of the equity community for nearly 20 years. He began his career at E*Trade Financial where he supported corporate clients on Equity Edge. From there, he has worked on the issuer side for both public (Salesforce) and private (Airbnb) companies. At both Salesforce and Airbnb, Randy oversaw the equity departments growth from early stages to eventually actively supporting thousands of multi-jurisdictional employees with offices in over 25 countries around the world. He is now at Instacart, where he is helping to build out the equity department and getting ready for a potential IPO at some point in the future. When not attending to equity matters, you can find Randy enjoying the Sierra Nevada mountains.

Rebecca Kargl is Equity Manager for Zillow Group. In this role, she works on the Corporate and Securities Legal team and manages equity administration and analysis, employee education, and collaborates with various internal and external teams on all matters related to equity planning, processing, accounting, and administration. Rebecca formerly worked as Payroll Manager as well as Senior Executive Compensation and Stock Plan Administrator for Concho Resources Inc., prior to the company’s acquisition by ConocoPhillips in early 2021. Prior to joining Concho in 2011, Rebecca worked as an auditor for Weaver.

Rebecca is a licensed Certified Public Accountant and Certified Equity Professional. She is a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP) and is President of the Dallas Chapter NASPP. She is also part of the Diversity, Equity, and Inclusion Taskforce with NASPP. Rebecca graduated with a bachelor’s degree in accounting from Northwood University and a master’s in business administration from Texas Tech University. She currently resides in Texas with her two children.

A Morgan Stanley veteran of 15 years, Rich Baker has more than a decade of experience providing corporations and their executives with needed clarity on insider rules, insight into industry practices and services to access value in their equity. Previously head of Morgan Stanley’s market-leading Executive Financial Services 10b5-1 desk, Rich has a nuanced understanding of the securities regulations governing executive compensation and even engaged with SIFMA and the SEC on regulation changes to Rule 10b5-1, Rule 144, and the move to T+1 settlement.

As a Certified Equity Professional (CEP) and a member of the Curriculum Committee and the Corporate and Securities Law subcommittee of the CEP Institute, Rich helps set standards and design exams for the most widely recognized professional accreditation in equity compensation. He is also a board member of One Spirit, a nonprofit organization dedicated to poverty alleviation and economic development on the Pine Ridge Reservation in South Dakota. Rich regularly volunteers with the Community Food Bank of New Jersey and for SIFMA’s InvestWrite Competition. 

Rich received a B.A. in liberal arts from Bard College at Simon’s Rock and went on to earn an MBA from the Lubin School of Business at Pace University, where he was named the Birnbaum Scholar. 

Robyn is an engagement expert with more than 25 years of experience in corporate, HR and change communications. With a background working for leading pharmaceutical firms in the U.S. and Europe, Robyn has guided organizations through corporate restructuring, mergers and acquisitions, leadership engagement and implementation of a wide array of total reward programs. At Buck, she serves clients seeking positive outcomes based on behavioral change, culture evolution and maximizing the impact HR programs have on attraction, retention, and productivity.

Robyn is a Partner at Infinite Equity, specializing in global equity compensation consulting for multinational employers. She has over 20 years of experience advising companies on all aspects of their equity compensation programs, including plan design and implementation, employee communications strategies, and administration efficiencies and optimization. 
 
Prior to joining Infinite Equity, Robyn held various leadership positions with Computershare, the Global Equity Organization (GEO), the National Association of Stock Plan Professionals (NASPP), and several San Diego based technology companies. 
 
Robyn is an active board member for the Certified Equity Professional Institute, a frequent speaker on equity compensation topics, and co-author of the book, “If I’d Only Known That.” Robyn has a Bachelor of Arts in English from San Diego State University, a Paralegal Certificate (with honors) from the ABA Paralegal Program at the University of San Diego, and is a Fellow of Global Equity (FGE) and a Certified Equity Professional (CEP). She is based in San Diego. 

Rodney Bolden, Vice President, is the Head of Industry Engagement and Learning for Morgan Stanley at Work. In this role, Rodney works with a variety of industry organizations to develop and present thought leadership research on current trends in workplace financial benefits. Additionally, Rodney is the host of the Morgan Stanley at Work Invested at Work Podcast. He is also the Chairperson for the Employee Benefit Research Institute’s Diversity, Equity & Inclusion Council.

Rodney’s speaking engagements include the World Economic Forum, Organization for Economic Cooperation and Development (OECD), Society for Human Resource Management (SHRM), Global Equity Organization, National Association of Stock Plan Professionals (NASPP) and many others. He has also been published in MarketWatch, BenefitsPro and AARP.

Prior to joining Morgan Stanley, Rodney was Regional Team Leader for Key’s Bank’s Financial Wellness Program. As Regional Team Leader, Rodney managed a team of relationship managers that were responsible for selling Key’s Workplace Financial Wellness solutions to C-Suite executives at Fortune 500 companies, not-for-profit organizations and senior government officials of major municipal agencies.

Over 30 years ago, Rodney began his career in Financial Services as a Financial Advisor at Oppenheimer & Co., Inc. In his career, Rodney has held sales and relationship management roles in Private Wealth Management, Retail Banking, Commercial Banking and Health Insurance at Lehman Brothers, JPMorgan Chase and Anthem.

Rodney has served as a financial education consultant for municipal entities like the New York City Housing Authority, the New York City Office of Financial Empowerment, Ulster County Office of Employment and Training and the Orange County Youth Bureau on the formulation of financial literacy materials for their respective constituencies. He has also worked with Community Based Organizations (CBOs) to provide advice and direction on the implementation of a comprehensive Financial Literacy curriculum.

Rodney is a Certified Financial Educator®, Certified Associate in Project Management® and an Accredited Financial Counselor®.

Previously Roger was Group Reward Director for Legal & General, responsible for reward and employment strategy across the group.

Originally qualifying as a Chartered Accountant, and then specialising in employment tax with Ernst & Young, Roger has held senior HR and Reward roles with Sony, Prudential, SABMiller and Anheuser-Busch InBev.

In what remains of his spare time, Roger is a trustee of the SABMiller UK pension scheme, a Trustee of the Royal National Lifeboat Institution (RNLI), Chairs its People and Remuneration Committee s and a volunteer crew member at his local lifeboat station in Calshot, Hampshire.

Sam has been working in equity compensation for 7 years and has experience working on both the service provider (Fidelity and E*trade) and issuer side (Lyft) of equity plans. Sam began working at Lyft in 2019 and has focused on creating efficiencies in current processes. Some of his recent projects include implementation of a new payroll system, automation of ESPP enrollment and changes, automation of mobility and equity tax withholding, and Federal equity tax elections.

Sandra is a seasoned professional with 30 years of experience in global equity compensation, global stock plan services management and administration, and legal and corporate governance administration. In her current role at SAP, Sandra is responsible for global equity compensation strategy and the design of best-in-class global equity compensation programs to facilitate SAP's attraction and retention of key talent. She has played a central role in the implementation, design support, and administration of equity compensation programs in several prior leadership roles, both in-house and with third-party advisors. Sandra also spent a number of years as Executive Director of the National Association of Stock Plan Professionals (NASPP), overseeing a wide range of initiatives and activities. During that time, she was a co-editor of The Corporate Executive and The Corporate Counsel newsletters, both invaluable resources for securities and tax law, accounting regulations, and interpretations affecting both equity and executive compensation. Sandra holds a B.A. degree in political science from the University of Virginia, and began her professional career as an active-duty officer in the U.S. Army Transportation Corps. She is a Certified Equity Professional, a Fellow Global Equity and an active member of the Global Equity Organization, the National Association of Stock Plan Professionals and WorldatWork.

Sara Anderson serves as Director, HR M&A and Executive Compensation at Thermo Fisher Scientific.  The Company has a very acquisitive track record spending over $7B in acquisitions per year on average, completing nearly 60 transactions in the last 10 years, including Patheon, PPD, and most recently, in 2023, acquisitions of The Binding Site and CorEvitas.  In her role, Sara is responsible for Total Rewards Due Diligence across all acquisitions.  This includes risk identification and analysis, 280G assessment, financial impact modeling for the deal and future Total Rewards impacts, and she is accountable for all deal negotiations in the Total Rewards space.  Additionally, she develops and champions deal retention strategies, securing buy-in from C-Suite executives and strategically positioning retention proposals with target company leadership.  She is passionate about HR M&A best practice sharing, internally and externally, and improving Thermo Fisher’s HR M&A capabilities aligned with evolving market trends. Sara also enjoys navigating the unique challenges that come with each deal regardless of size, engaging in people strategy development, assessing and addressing change management challenges, and leveraging her experience to minimize financial, deal, and people-related risks and maximize deal value.

Sara has developed her HR M&A expertise over the last six years with prior experience at Eli Lilly & Company working in the same capacity.  Over her almost 20-year career, Sara has had a variety of experiences spanning the Finance and HR functions allowing her to effectively bridge these cross-functional needs in the M&A deal context.  She has previously served as Director – Global Benefits, Advisor – Retirement Operations & Investments, Finance Leader for Connected Care division within Diabetes Business Unit, and Six Sigma Black Belt and Project Leader.

She holds a Bachelor’s degree in Accounting and Finance from Indiana University and obtained her MBA from Butler University.  She is a licensed CPA in Indiana and Six Sigma Certified Black Belt. 

Sara’s skills and learnings in M&A work translate well in her personal life (and vice versa).  She is a proud wife, mother of five children and three fur-babies and appreciates that there is never a dull moment in her blended family household or in the world of M&A!

Sean joined Revance Therapeutics in 2022 as Manager Compensation and Stock Plan Administration. He has 15 years of experience in Equity Compensation, working for both a service provider and an issuer. As Manager of Stock Plan Administration, he has implemented a customized employee education series for all employees around Stock Purchase Plans and Restricted Stock. Sean has a proficiency for identifying areas to implement best practices and discovering ways to simplify procedures.

Sean has a B.B.A. in finance from Austin Peay State University. He is a Certified Equity Professional (CEP) and member of the NASPP Nashville TN Chapter.

Sean serves as Head of Equity Trading and is responsible for equity sales and trading within Merrill Lynch Global Wealth and Investment Management. In this role, he directly manages the equity block trading desk. This trading desk is responsible for executing large orders for Financial Advisors with the end goal of limiting market impact while achieving optimal pricing results. In order to obtain these results, the desk intelligently pursues natural liquidity by discreetly and when possible, executing private client order flows with those of large institutions. Additionally, Sean is monitoring performance results and pricing efficiency of orders sent through the Merrill Lynch electronic execution systems.

Sean spent the 20 years of his career as a NYSE Market Maker with Bank of America/Merrill Lynch Specialist. This experience enables him to deliver a unique perspective of the markets to financial advisors. He has witnessed firsthand the vast changes in market structure and has a keen sense of algorithmic trading. As a trader, Sean has used technical analysis as well as deep relationships with the Merrill Lynch institutional traders and sector specialist to attain greater market color.

In addition to being a market maker on the floor of the NYSE, for the last two years Sean was responsible for corporate relationships with close to 600 public NYSE listed companies. This experience has afforded him the knowledge of how to advise executives with respect to the design of trading plans as we address their potential concerns.

Sean is an equity professional with eight years of experience in equity compensation. He has been with Schwab for over eight years and is a Sr. Team Manager within Schwab’s Stock Plan Services Client Service group. His main responsibility is leading Client Service Managers and Administrators who serve Schwab’s corporate clients.

Sean also has experience directly serving both equity participants and corporate clients as a Client Service Manager, working with plans of all complexity levels and global footprints. He holds several securities licenses and is a Certified Equity Professional.

Sean Trotman is a Principal within the Global Employer Services practice of Deloitte Tax LLP with more than 25 years of global tax, mobility and rewards experience.   

He advises clients on employment tax, incentive compensation and mobility program policy and tax matters.  His clients range from small, privately held companies to some of the largest, most complex organizations in the world.  He has served as the lead advisor to many companies in the context of corporate reorganizations, particularly as to the implications for their compensation and incentive plan arrangements.   

Sean is a frequent speaker at local, national and international learning and development programs, as well as external professional conferences.  In addition, he has authored a number of articles for various publications, on cross-border tax, talent and rewards issues.   

Sean is member of the Board of British American Business, a pre-eminent transatlantic business organization, for whom he serves on the Executive Committee as Treasurer. He is also actively involved with the Global Equity Organization with respect to which previously served as a Board Member. 

Outside of his professional life, Sean enjoys trail and road biking and long distance running while his knees still allow him (he has run 5 marathons, all outside of the US, since turning 40!). 

Sean was born and raised in England and earned his Bachelor’s degree in International Business and French from Aston University.  Post graduation, he qualified with the Association of Taxation Technicians in the United Kingdom.  Sean has also studied at the Ecole Supérieure de Commerce in Rouen, France and is fluent in French.  Sean has lived in the United States for the last 18 years. 

At Siemens Energy, Sebastian Wetzel is responsible for Compensation & Benefits globally. In this position he, amongst others, drives the design and group-wide implementation of short- and long-term (equity-based) compensation instruments and processes for executives and employees. Before joining Siemens Energy, Sebastian has been responsible for Compensation & Benefits, People Analytics and Governance at Bilfinger SE. He started his career at hkp/// group, an international HR consultancy where he advised companies particularly with the design and implementation of strategic talent and performance management processes and instruments, as well as executive and non-executive compensation.

Sebastian Wetzel holds a M.Sc. from the University of Mannheim with a major in strategic management.

Shaun Bisman is a Principal at Compensation Advisory Partners LLC (CAP) in New York. He has 15 years of experience consulting to management and compensation committees. Shaun provides compensation consulting services to both public and privately held companies, assisting with corporate governance, peer group development, performance measurement, pay for performance validation, incentive plan design, and director compensation.

In his role, Shaun assists management and compensation committees in making informed decisions, which is accomplished through working sessions and providing both data and anecdotal experience. This in turn allows management and the compensation committee to pressure test ideas.

Prior to joining CAP, Shaun was an Associate at Pearl Meyer. Shaun is a regular speaker for American Banker, BankDirector, Global Equity Organization (GEO), Equilar, NASPP, New Jersey Compensation Association, Private Director Association (PDA), The Knowledge Group and WorldatWork. Shaun also frequently authors articles and is quoted on compensation related topics for publications such as Agenda, American Banker, BankDirector, Bloomberg BNA, Harvard Law School Forum and Wall Street Journal publications.

Sophie joined Fidelity in 2018 and is based in London. She is responsible for European marketing, communications, events and industry relations; supporting Fidelity’s growth as a global market leader in equity compensation.

Over the last 15 years, Sophie’s career in equity has included key roles at Citi, Morgan Stanley, Computershare and Equatex; where she successfully led growth and retention marketing strategies across the UK and Europe. Sophie is passionate about equity, and has over the years worked closely with both companies and providers, to spread the word of employee ownership. She is also a frequent speaker at industry events and known for her enthusiasm for employee experience.

Focused on creating a community in equity compensation, Sophie has been involved with the Global Equity Organization for many years and is currently the Chapter leader for the UK & Channel Isles and member of GEO’s Provider Alliance Council. Sophie has a bachelor’s degree in English Literature from Brunel University in London, and speaks English, Urdu and German.

Stefanie Brachmann is a Communication Expert who joined Siemens Energy's Global Compensation Team in May 2020. In her current position, she is responsible for developing the communication strategy and measures for all Compensation topics that are conveyed to a vast workforce of 97,000 employees worldwide. Before joining Siemens Energy, Stefanie gained extensive experience at Siemens AG, where she held various positions, including the role of Communication Expert in the Global Share Plan Team.

She earned a bachelor’s degree in business psychology, specializing in Market and Advertising Psychology, from the University of Applied Sciences FH. In addition to her academic qualifications, Stefanie is a certified Social Media Manager, which complements her expertise in communication and digital marketing.

Steve Campbell is the Senior Stock Analyst for PayPal’s Global Equity Team. Prior to taking his current role, Steve has served as a CEPI certified Consulting Manager and Client Success Manager with Morgan Stanley at Work, working both with Equity Edge Online and Shareworks. Steve has expertise in a wide array of equity compensation subjects including broker services operations, system integration and administrative process optimization and enhancement, and the end to end knowledge of processes for daily stock plan administration.

Susan Keiser is an Executive Director and line of business controller at JPMorgan Chase. Her team supports the human resources area and is responsible for accounting and financial reporting for worldwide benefit programs, including executive compensation. Susan is a CPA with over 35 years of experience. She began her career at Price Waterhouse, and after seven years in public accounting, worked at Marvel Entertainment and GE Capital before joining JPMorgan in 1999. Outside of JPMorgan, Susan serves on two not-for-profit boards and is past president of the Delaware Society of CPAs. She participated on the inaugural Women’s Initiatives Executive Committee of the AICPA and as a curriculum advisor for the accounting program at Wilmington University.

Suzie Bentley, CPP, is the Director of Global Stock Administration at NVIDIA Corporation in Santa Clara, CA where she began as the Payroll Manager over 19 years ago. Working in the Silicon Valley Hi Tech Industry for over thirty years, her experience includes domestic and global workforce mobility issues, system conversions, M&A activity, developing and delivering educational materials for over 26,000 NVIDIA employees in 34 countries and collaborating with Benefits to offer financial wellness programs.

Suzie holds a Bachelor of Science in Mathematics Education from the University of Oklahoma, an Oklahoma Teaching Certificate and has been a Certified Payroll Professional since 1999. She enjoys learning about new countries’ requirements through networking with members of the National Association for Stock Plan Professionals, Global Equity Organization, and the American Payroll Association.

Tara has been with GTN since 2019 and is a Director and GTN’s West Coast equity services leader. She has over 20 years of experience in providing global mobility tax compliance and consulting services, as well as equity compliance and consulting. The range of services Tara provides to her clients includes both domestic and international payroll, equity compensation, and global and domestic mobility policies. Having lived and worked and moved across the country and abroad, Tara has a global mindset and is a true partner for her clients and mentor among colleagues. Tara is known for seeing mobility tax matters from various angles, including from the client, mobile employee, and the tax authorities. Tara earned her Bachelor of Science, Economics from Rutgers University as well as her Master of Business Administration, Accounting Management. She is a California CPA, Fellow of Global Equity (FGE) and is a member of National Association of Stock Plan Professionals and the Junior League San Francisco. Tara is also a member of Global Equity Organization, Board Member, Regional Leader for Northern California chapter which has consistently received GEO honors, and herself a 2021 recipient of the GEO Star Award. She further serves the industry as Executive Board member and Treasurer for Bay Area Mobility Management (BAMM). Outside of the office and various speaking engagements, Tara enjoys traveling, cooking, jogging, and yoga, in addition to spending time with family and friends. 

Sr Manager, Global Equity Product & Technology at DoorDash. Tierney has 10+ years experience in the equity space. Before moving to DoorDash 2 years ago Tierney worked for Schwab as senior product manager.

Toby is responsible for managing and delivering Rio Tinto’s discretionary and all-employee share plans globally. Prior to joining Rio Tinto, Toby worked for a financial services firm leading the share plans and employment tax functions globally and spent over 10 years at Deloitte working with clients to develop and implement equity and reward arrangements.

Tom advises on all aspects of global and UK employee share plans and executive remuneration. This includes the establishment of new share plans, plan rule drafting and reviewing the global legal and tax implications of various awards. Tom also works with a number of financial services clients on their fund plans.

Tommy oversees strategic program management, training initiatives, and serves as Nashville Site Manager for UBS Workplace Wealth Solutions. He joined UBS in 2006 and has held various roles within stock plan administration, project management, financial reporting, training, and product development. He is a respected leader, team builder, and subject matter expert. His years of experience with UBS have helped him gain critical insight into equity plan complexity, and he constantly seeks ways to improve upon the client experience.

Before joining UBS, Tommy’s professional background was in small business payroll, financial performance reporting, financial planning, investments, and insurance sales. Tommy is a frequent presenter on financial reporting and administrative topics at equity compensation events. Events include the GEO Conference, NASPP Conference, chapter meetings, and numerous other local and national events.

Tommy has a B.B.A. in Finance from Middle Tennessee State University. He is a Certified Equity Professional (CEP) and Series 6, 63, and 66 registered. Tommy is the Regional Chapter Representative for the NASPP Southern Region, and Treasurer of the NASPP Nashville Chapter. He was inducted as a Fellow of Global Equity (FGE) in 2019 by the Global Equity Organization and inducted as a NASPP Distinguished Equity Fellow (NDEF) in 2023 by the National Association of Stock Plan Professionals.

Travis advises clients on a wide variety of executive compensation matters, with a particular emphasis on compensation aspects of mergers and acquisitions, initial public offerings and spinoffs. He has extensive experience advising on the design and implementation of incentive compensation arrangements; the negotiation of executive employment, change in control and severance agreements; and compensation-related corporate governance, public company disclosure and section 16 matters. His practice ranges across a variety of industries, including biotech, technology, financial services, energy, consumer products and retail, and industrials.

 Vance Yudell, a Senior Director with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues with a specialty in executive compensation.

Mr. Yudell assists with the review, design, benchmarking, and implementation of both non-equity and equity-based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation issues related to stock options, restricted 
stock, non-qualified retirement plans and deferred compensation.

Mr. Yudell’s expertise includes designing compensation programs for each phase of a company’s lifecycle, including initial public offerings, steady-state, restructuring, and mergers & acquisitions. He implements strategies, including helping companies tackle how to effectively and efficiently pay and incentivize their employees. 

Mr. Yudell received a bachelor’s degree in Finance from the Cox School of Business and bachelor’s degree in Economics from the Dedmon School of Humanities and Sciences at Southern Methodist University. Mr. Yudell is a Certified Executive Compensation Professional (CECP) through the WorldatWork organization and a member of the Turnaround Management Association (TMA).

Vanessa Renna has over 25 years equity compensation experience with private and public corporations in the biotech, life sciences, technology, financial and airline industries. As Senior Manager at Thermo Fisher Scientific, Vanessa leads the global Stock Plan team handling all aspects of equity administration in over 50 countries, focusing on global mobility taxation and compliance, vendor system implementations, high impact process improvement/automation initiatives, employee communications and vendor relationship management.  In her previous role as Senior Manager at Amgen, she managed global equity compensation administration in over 50 countries, led the equity component of various mergers and acquisitions, managed multiple vendor and product implementations, and achieved a culture of process improvement and innovation.  In other roles, Vanessa managed equity administration at The Trade Desk, Countrywide Financial Corporation and Alaska Air Group.

Vanessa received her Certified Equity Professional (CEP) designation from the CEP Institute at Santa Clara University and served on the CEP Institute’s Advisory Board for eight years.  She is a National Association of Stock Plan Professionals (NASPP) member and past president of the San Fernando Valley NASPP chapter. Prior to her career in equity plans, she worked in Human Resources management in the utility and financial industries. Vanessa holds a BA in Psychology from the University of California at Irvine, and a BS in Accounting from California Lutheran University.

Veena Bhatia is currently Head of Global Stock Administration at Atlassian Corporation. Veena has extensive knowledge of world-wide regulatory, legal and tax environments for equity plans in over 35 countries. Her experience includes developing effective employee communications and education materials; Sarbanes-Oxley compliance; managing broad-based 10b5-1 trading plans; and mergers and acquisitions. After transitioning to equity compensation from a former career as a hardware engineer, Veena has enjoyed using her technical skills to improve processes for scalability and efficiency in order to manage rapid growth.

Prior to Atlassian, Veena held equity compensation roles at Gilead Sciences, Stock & Option Solutions and Cisco Systems.  She holds a Bachelor of Science degree in Electrical Engineering from Stanford University, a Master of Science degree in Electrical Engineering from Santa Clara University, her CEP designation, and is a certified project manager. She has been a frequent guest speaker at industry events.

In her free time, Veena enjoys traveling to new and interesting destinations and trying local foods and wines.

Zackary Crumpton – Computershare

Zackary is the Head of Relationship Management for Computershare Employee Plan Managers in North America.  He has more than 20 years of experience as a trusted advisor. He guides the relationship management teams to partner with clients to understand their changing needs and drivers to deliver market-leading solutions and services. He is a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP).