Rebecca Kargl oversees the equity administration and analysis, managing the equity plan implementation and compliance at Upstart. She previously worked at Zillow and Rebecca was previously with Concho Resources Inc. for 10 years in various payroll, executive compensation, equity, and accounting roles. She is also a former auditor for a regional CPA firm.

Rebecca has over 15 years of experience in equity management, compensation, and accounting. She is a licensed Certified Public Accountant and Certified Equity Professional, and an active member and leader of the National Association of Stock Plan Professionals (NASPP) and Global Equity Organization (GEO). Rebecca has earned the designation as a NASPP Distinguished Equity Fellow and is currently Chapter President of the Dallas Chapter NASPP and recently joined as a Board Member for the Texas Chapter of GEO. She is a member of the NASPP DEI Task Force and will be leading a study group of potential ECA candidates to prepare for their upcoming testing.

Rebecca holds a bachelor's degree in accounting from Northwood University and a master's degree in business administration from Texas Tech University.

In her free time, you can find Rebecca at any Texas country concert or baking cookies while binging reality tv shows. She lives in Midland with her two children.

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.

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

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.

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. 

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.