Georgina is Director of Equity Programs at Alation, Inc., overseeing all facets of Alation’s equity compensation program.
Prior to joining Alation, Georgina worked at such companies as Instacart, Reddit, and Pinterest as their head of Equity Programs. She has worked on a wide range of equity compensation issues, both from a vendor side as the Director of Product Strategy for Nasdaq Private Market, where she developed an equity/cap table platform for private companies; as well as from the issuer side, both at private and public companies. In addition to general administration and operations of international equity programs, she has experience working on plan design, acquisitions, SOX and internal compliance, financial reporting (both US and international), and education.
 

Most notably, Georgina worked on Facebook’s transition from a private company to a public one, including implementation of the equity taxation piece of the global mobility program, implementation of a broad base 10b5-1 program, and strategy for the employee lock-up release. She also led the implementation of the global equity database, the integration of dual brokerages, an internally built global employee equity portal, and the various automated integration feeds from payroll and HR to and from these systems.

Matt has provided consulting for business processes, applications, and data analytics solutions since 1995. He helps his clients address regulatory and compliance challenges and leads cross-functional teams comprised of human resources, accounting, tax, and data management professionals to solve the challenges created by regulation. Matt consistently leverages his experience in business process controls, IT audit, data management, and application development to help his clients build comprehensive, resilient, auditable, and well-documented solutions to address recordkeeping and regulatory challenges.
Over the last decade, Matt has dedicated much of his career to solving complex employee stock-based compensation data conversion, accounting, and tax challenges. He is a Certified Equity Professional and has deep experience working with the major equity administration platforms (Charles Schwab, E*TRADE, Fidelity, Solium, Certent, and Morgan Stanley). Matt specializes in addressing high-risk merger, divestiture, and corporate transaction support; data conversion and setup due to vendor or platform changes; federal income tax provision setup; and implementing US and global tax mobility tracking functionality.
In recent years, Matt has spearheaded the utilization of advanced data visualization tools in the financial accounting and stock-based compensation industry. These tools have helped his clients further unlock the value of their data by enabling them to quickly monitor trends and risks as well as identify and correct gaps and errors within their underlying data platform.

Aaron Boyd is Senior Director of Executive Compensation at Levi Strauss & Co. where he is responsible for all aspects of executive and equity compensation including the design of annual and long-term incentive plans, creation and presentation of compensation and human capital committee materials, and oversight of stock administration. He managed these areas during the company’s IPO and continues to lead in their expanding total rewards efforts as a public company. Previously, Aaron held positions at Franklin Templeton, an asset management company, and at Equilar, an executive compensation research firm.

Caron works alongside her clients to help ensure they have all the tools available to them to successfully administer their stock plans. She has worked in the equity compensation industry since 2004, with experience in Silicon Valley and with clients ranging from small private to Fortune 500 companies throughout the Bay Area and Pacific Northwest.

Prior to joining Fidelity in 2018, Caron was a Senior Relationship Manager for 10 years at E*TRADE and started her equity compensation career at UBS and then Merrill Lynch. She has also spent the past four years serving on the Silicon Valley NASPP Executive Committee helping to plan chapter meetings, the Summer Networking Event, and planning and volunteering for the CEP & NASPP Symposium at the University of Santa Clara. In 2019, Caron became a Board Member for the Silicon Valley NASPP Chapter.

In addition to NASPP, Caron is an active GEO member and a Certified Equity Professional (CEP). She holds Series 7, 63, and 9/10 securities registrations, and obtained her bachelor of science degree in business administration from CSU, Chico.

Elizabeth is the principal and founder of Equity Plan Solutions, LLC (EPS), providing equity compensation consulting services to companies from startups to large public corporations. Previously, Elizabeth was a Vice President for Stock & Option Solutions, Inc. where she led the Professional Services team. Prior to SOS she held product management roles in stock plan services at BNY Mellon and ETRADE Corporate Services. She started EPS at the beginning of 2016 and has been in equity compensation since 1998. Elizabeth became a Certified Equity Professional in 1999 and co-authors the chapter on accounting in The Stock Option Book. She was honored with the National Association of Stock Plan Professionals (NASPP) Individual Achievement award in 2012 and the NASPP 10-year service award in 2017.