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).

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.

Tom Paleka joined Gallagher in September 2008 as Vice President of Global Compensation, a newly created role. Promoted in 2016 to lead the global rewards function, he has overall responsibility for guiding the company’s equity, compensation, benefit, mobility and payroll organizations. In 2018, he was named an officer of the company.

Prior to Gallagher, Tom had twenty years of extensive background in human resources, sales compensation, sales management, and sales operations, with such companies as AT&T, Ameritech, and Tellabs.

Tom has served on the Global Equity Organization (GEO) Board of Directors since 2017, and serves as Secretary of the Executive Committee, Chair of the Issuer Advisory Council, and as Lead Judge for the GEO Awards. He also has been an active member of the Fidelity Stock Plan Services Client Advisory Board. He has spoken at conferences for such organizations as GEO, NASPP, IBIS, CEPI, Equilar, World at Work, and the Conference Board. Tom has also been involved with Junior Achievement for over 40 years, and has served on the Junior Achievement DuPage County Board of Directors for nearly 20 years.

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.

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.

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.

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.

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.

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.