Aaron is the Founder & CEO of Carver Edison, an award winning New York City-based financial technology company revolutionizing employee stock plans. Aaron is the inventor of Carver Edison’s patented technology, Cashless Participation® which helps publicly traded companies financially empower their workforce to create generational wealth through stock ownership. Employees of Public Companies in over 20 countries currently use Cashless Participation. In just a few years since launch, Carver Edison has amassed nearly $1 billion of authorized stock on its platform. Aaron has been featured in Bloomberg, Forbes, Fast Company, Business Insider and was named Rising FinTech Star by Banking Tech Awards USA.

Prior to founding Carver Edison, Aaron was the first investment professional at Edgehill Endowment Partners, a institutional investment firm focused exclusively on investing the endowments of non-profit organizations. Edgehill’s assets grew from $150 million to over $4 billion during Aaron’s tenure. 

He is a graduate of Babson College where he received a Bachelors of Science in Business Management with a dual concentration in finance and economics. He is a native New Yorker and product of the New York City public school system, former baseball player, self-taught full stack programmer and avid traveler. Aaron holds the FINRA Series 24, 7 and 63 licenses.

Carrie Kovac is the Head of Global Equity Programs for Elastic. She previously served as an Executive Director of Corporate and Participant Solutions for Morgan Stanley. Prior to joining Morgan Stanley, she was the Senior Vice President of Relationship Management for E*TRADE Financial Corporate Services and Director of Global Equity for Symantec Corporation. Carrie is a Certified Public Accountant (inactive), a Certified Equity Professional, and previously held her FINRA Series 7, 24 and 63 securities licenses. She received her Bachelor of Science in Commerce in Accounting degree from Santa Clara University. She is also a member of GEO, NASPP and AICPA. She previously served as a board member for GEO and currently serves on the Northern California GEO Chapter Committee.

Cory Anderson is a Senior Manager in KPMG’s Global Reward Services practice with more than 19 years of experience in global mobility tax and reward compliance. She has worked with a wide array of U.S. multinational clients across most major industry sectors, with an emphasis in technology, mining, automotive and hospitality. She has strong technical proficiencies in complex cross-border employee mobility tax issues; workforce planning; long-term incentive program corporate and individual tax structuring, permanent establishment planning; and other long-term incentive plan advisory with an over-riding objective of assisting organizations with the evolution of their long-term incentive programs to support their talent agendas. She has assisted multi-national companies with their complex reward compliance objectives and helped them to automate their program.
She has been focused on helping companies prepare for T+1 settlement through automation and process reviews, including both internal stakeholders and external service providers. She manages many company’s equity tax processes for determining both tax settlement for participants, and payroll reporting and withholding compliance for global companies, including the broader corporate and individual tax implications involved in delivery of share-based compensation.
Cory is a member of GEO, and NASPP. She is a regular speaker at trade conferences and national tax training. She is an Enrolled Agent with the IRS.

Deidre is a Managing Director at Infinite Equity, specializing in valuation, accounting, and plan design for her clients. Deidre has over fourteen 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, a Certified Equity Professional, and is on the San Francisco NASPP Chapter Board. Deidre is based in San Francisco.

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.

Financial Professional with expertise in stock plan administration to align Stock Programs vision and strategy with clients to achieve business objectives. Cultivate and manage relationships with clients to build strong partnerships. Effective communicator with program managers, Board Members, C-level executives and employees at all organizational levels. Strong understanding of stock plans and ability to communicate plan provisions to employees and stockholders utilizing media tools. Skilled in problem resolution and training.

Since 2005, Matt has focused his career in the stock compensation arena, leveraging technology solutions to streamline operations, financial reporting, and participant experiences for a wide range of leading global companies to pre-IPO emerging leaders. He collaborates closely with his Baker Tilly colleagues, brokers, HRIS platforms, tax, and payroll providers to solve client challenges by developing cloud-agnostic custom software and other technology-optimized solutions. Matt specializes in assessing current equity practices against best practices, automation of data conversions and reconciliations during vendor conversions, supporting financial reporting teams with reporting optimization and discrete corporate transactions, creating efficient pre-vest checklists and payroll reconciliation tools, augmenting broker platforms with an optimized sell-to-cover tool that eliminates short-term capital loss/gains for participants, and more recently, AI-enabled data error detection and enhanced participant experiences.

Rob Schoder is the CEO of Vinyl Equity, an SEC-registered next-generation transfer agent built on modern technology.

Prior to founding Vinyl, Rob was the Head of Portfolio Operations at AngelList, managing a portfolio of 40,000 investments and $12B in AUM. While at Vinyl, Rob worked on 200+ IPOs, which ultimately spawned the concept for Vinyl. Rob was an early employee at Flexport, where he helped grow the business from $40 million in revenue to over $1 billion and founded the Chicago office, which grew to be a $250 million top-line business under his leadership. 

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.