Nancy Kobs is the Sr. Director of Global Equity Programs at Palo Alto Networks, Inc. (“PANWâ€), where she oversees the global enablement, administration, taxation, and compliance of PANW’s equity programs, as well as the associated policies and programs, which include a complex deferred compensation plan.
Nancy has been in the global equity field for nearly 16 years, including 6 years at Cisco Systems, Inc. and almost 7 years at Twitter, Inc. (RIP). Nancy’s expertise is in tackling challenges and coming up with innovative solutions to effectively grow and scale equity programs, while ensuring compliance.
Prior to working in the equity field, Nancy worked as a paralegal and project manager for multinational companies’ global expansion and M&A integration projects where she worked with a global network of attorneys and paralegals to structure and maintain subsidiaries and offices around the world. This work and Nancy’s expertise in building and reconfiguring compliant functions led her to join the global equity field at Cisco Systems.
Nancy is originally from Chile, where she earned her degree in Business Administration from the University of Santiago. She immigrated to the U.S. following the completion of her university studies, to follow the footsteps of her father who was a professor of math at UC Berkeley.
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.
Annemarie Kalsbeek is a seasoned professional with extensive expertise in global mobility, immigration, equity, and payroll services. Currently serving as Vice President Pay Services, Global Mobility, and Immigration at S&P, Annemarie leads strategic initiatives to optimize payroll operations and facilitate seamless global mobility for employees across borders.
With a career spanning 30+ years in the industry, Annemarie has demonstrated a keen understanding of the complexities of international workforce management and compliance. Her leadership has been instrumental in developing innovative solutions to navigate regulatory landscapes and streamline payroll processes on a global scale.
Annemarie holds three master's degrees, including one in Leadership and an MBA from Capella University, and a Business and Payroll master’s from the University of Derby. Her academic background has equipped her with a strong foundation in business management, leadership principles, and specialized knowledge in payroll services.
Prior to her role at S&P, Annemarie held key positions in leading organizations, where she honed her skills in payroll management, compliance, and talent mobility. Her collaborative approach and commitment to excellence have earned her recognition as a trusted advisor and thought leader in the field.
Ms. Hackman is the Senior Director of Global Equity Programs at DoorDash base in San Franscisco, California and has more than 20 years of experience in equity compensation.
Prior to joining DoorDash, she was the Director of Financial Wellbeing and Employee Investment Services at Amazon.com. In her role at Amazon, Ms. Hackman is responsible for Amazon’s global equity compensation and retirement/savings programs to over 400k employees in 49 countries. As the global leader, Ms. Hackman develops the administrative and educational strategy of all equity and savings plans worldwide, including adherence to corporate governance and policies, regulatory tax and legal compliance, technology development, and enhancing the employee experience through education, communication, and vendor management. Prior to joining Amazon, she led the strategy for Starbucks Coffee Company’s international stock plans and managed Expedia Inc.’s global stock plans.
Ms. Hackman served as a member of the Board of Directors for the Global Equity Organization (GEO) from 2012-2015 and currently sits on GEO’s Issuer Advisory Council. She held various leadership positions at the National Association of Stock Plan Professionals (NASPP) Seattle Chapter (President, 2006-2012; Vice President Programs, 2004-2006). Ms. Hackman speaks regularly at many equity compensation events including GEO and NASPP, and a winner of the 2016 and 2014 Global Equity Organization award for “Best Use of Technology†at Amazon and 2008 award for “Best in Financial Education†at Starbucks Coffee Company.
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.
Jon is a Partner and practice leader at Infinite Equity. Jon has a passion for equity compensation with over 20 years of experience guiding companies from initial idea to full execution with the ability to maximize the value of the programs offered. Jon leverages an extensive actuarial background to apply an added rigor and discipline to the design, valuation, and implementation of employee equity compensation programs.
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.
Brett Andersen is the Director of Stock Administration at Cribl. He has worked in equity compensation for over 10 years working on both the vendor and issuer sides working with smaller companies offering equity to a handful of folks privately, or with large public companies of over 50,000 equity participants and helping those in between to transition. Brett holds his CEP certification as well as a bachelor’s degree in marketing management.
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.
Andrea Kagan is Senior Project Manager, Stock Administration with NVIDIA Corporation and is based in the Bay Area. Andrea has close to than twenty five years of experience working with multi-jurisdictional tax issues facing internationally mobile employees and has specialized in equity compensation for the past twenty years, with a focus in recent years on implementing and leveraging technology solutions. Andrea has experience in the share plan industry from multiple perspectives. She has worked at stock issuer companies as part of the stock administration team; at a share plan administrator leading the tax and cross-border workstream for their proprietary information database; and at several of the Big 4 Accounting Firms consulting with companies to help manage employer and employee compliance obligations and cross-jurisdictional issues for equity awards. Andrea was fortunate enough to have worked in England for 3 years, resulting in a unique understanding of the opportunities and challenges facing mobile employees. She has published articles in both the US and the UK and is a frequent speaker at local and national industry conferences. Andrea is a Certified Equity Professional (CEP), IRS Enrolled Agent, and is a member of NASPP, and GEO.