USA | Global Equity Organization

Ramon Dominguez

Sr. Global Equity Administrator

Lucid Motors

USA

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My journey in equity started in 2017. With 10 years under my belt in Financial Services and Private Equity/Venture Capital banking, I decided it was time for something different…and just like that, I unknowingly ventured into the equity industry and found something unique and completely different.

While working on the vendor side at Shareworks by Morgan Stanley (f.k.a. Solium), I had the opportunity to learn about their equity platform in great detail as I managed a book of business with different complexities. I didn’t realize it then but this experience was merely a stepping stone for the next big thing…Lucid Motors!

I have called Lucid Motors home for the last 3.5 years and just can’t see myself anywhere else! I had the pleasure of being part of our SPAC merger July of 2021 so seeing us go from private to public and grow the way we have is just something very special. Our plan has evolved from a simple Options/RSU type plan to Options, RSUs, PSUs, French-Qualified Plan, and ESPP. The knowledge I have gained and continue to gain every day as we continue to expand is just thrilling. I never imagined equity would take me this far but I couldn’t be happier and shout out to the best boss ever Matt Connor for all of his continued guidance and support along the way.

Joseph Fish

Senior Equity Consultant

Infinite Equity

USA

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Becoming a Future Leader of Global Equity represents a natural progression and a profoundly fulfilling opportunity for me, driven by my extensive experience and dedication within the financial services industry, particularly in equity compensation. With a career spanning 12 years in financial services, I have immersed myself in the intricacies of equity compensation, focusing exclusively on this discipline for the past 8 years. This focused tenure has enabled me to cultivate a nuanced understanding of how equity plan structures profoundly impact both individuals and organizations. My commitment to this field has spurred continuous innovation, as I actively explore novel strategies to optimize equity plans aligned with organizational objectives.

In aspiring to assume a leadership role within Global Equity, I am poised to leverage my comprehensive experience and passion to effect meaningful global change. I possess a proven track record of successfully leading teams in equity compensation, adeptly navigating complex regulatory landscapes, and fostering collaborative relationships pivotal to achieving shared goals.

Beyond technical proficiency, my leadership ethos is anchored in principles of empathy, integrity, and a steadfast dedication to ongoing growth and development. I believe in leading by example, empowering colleagues, and advocating for diversity of perspectives.

In summary, my 12-year journey within the financial services industry, specializing in equity compensation and guiding numerous clients through IPO processes, underscores my qualifications and preparedness to serve as a future leader of the Global Equity Organization. I am eager to contribute my expertise, insights, and unwavering commitment to this industry, and I would be honored to participate in shaping the future leadership landscape of our industry.

Jordan Dorich

Rewards Analytics and Reporting Lead

Arthur J. Gallagher & Co.

USA

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Jordan Dorich is an accomplished equity compensation professional with a passion for data and analytics. Currently serving as the Rewards Analytics & Reporting Lead at Arthur J. Gallagher & Co., Jordan is accountable for executive compensation reporting, equity analytics and compensation modeling.

Throughout his tenure with Gallagher, Jordan has been instrumental in producing Compensation Committee materials, proxy and SEC reporting tables and developing scorecards to measure Gallagher’s equity efficiency and effectiveness. His work provides invaluable insights into executive compensation practices and their alignment with corporate performance. Under his guidance, Gallagher's two executive wealth programs have achieved significant growth.

Jordan’s passion for data analytics has led him to spearhead numerous successful projects, including a company-wide risk retention analysis and analyzing the retentive nature of long-term incentive plans. His ability to adapt to rapidly changing environments and leverage emerging technologies has been a key factor in his success.

Jordan's contributions to the field have been recognized by the Global Equity Organization. He served as a member of the GEO Next Gen Taskforce in 2018 and was honored with the GEO Star award in 2020. Furthermore, Jordan's dedication and expertise have also earned him the distinction of being selected as a Future Leader of Global Equity in 2024.

Jordan holds a degree in Finance and Economics from Western Michigan University.

Danielle Roseland

Franchise Stock Plan Relationship Manager

Morgan Stanley at Work

USA

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Danielle Roseland, ECA is a Franchise Stock Plan Relationship Manager at Morgan Stanley at Work located in New York City and a GEO Future Leader of Global Equity.

Danielle started with Morgan Stanley in 2019 and has over 15 years of experience in financial services. She builds and maintains strong relationships with her clients and internal partners. She identifies and communicates customer needs to help ensure customer satisfaction while also addressing and resolving customer concerns and issues. She is strategic and creative when problem solving areas for improvement around integrations, participant education, and the administrator and participant experience. She is passionate about supporting and partnering with her clients to help them achieve their goals and initiatives.

Prior to joining Morgan Stanley, she worked at Goldman Sachs and Merrill Lynch within Equity and Credit Derivatives back office and front office teams. She was promoted to Vice President at Goldman Sachs while managing her own accounts, training new hires, and actively enhancing processes and procedures.

Danielle is currently an ECA who passed level 2 and is pursuing her Certified Equity Professional (CEP) designation. She is a Registered Rep and holds her Series 7 and 63 licenses and is a keynote speaker. Danielle has a Bachelor of Arts in Integrative Arts from Pennsylvania State University. She is based in New York City.

Alisha Hom

Senior Manager, Equity Programs

Lyft, Inc.

USA

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Alisha Hom, CEP, brings nearly a decade of specialized experience in global share plan management. Her career is marked by a proven track record of excellence in dynamic and collaborative work environments. Alisha's strength lies in her ability to foster cross-functional engagement, which has been instrumental in driving successful outcomes and building comprehensive equity programs.

Currently, Alisha has been a vital part of Lyft for over six years. During her tenure, she played a crucial role in the company's transition to a public company. Since then, she has continued to refine and advance Lyft's equity compensation program, shaping it into a robust and well-regarded system.

Beyond her contributions at Lyft, Alisha is actively involved with the GEO NorCal Chapter Committee, and engages in various industry events and initiatives. Her commitment extends to recruiting talent and advancing the field of equity compensation, reflecting her passion for the profession. Alisha's academic background includes a degree from the University of Oregon (sco Ducks!!), and she achieved the Certified Equity Professional (CEP) designation in 2020.

Aimee Rintoul

Associate Director, Global Stock Plan Manager

S&P Global

USA

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Aimee is an Associate Director, Global Stock Plan Manager with S&P Global. She oversees the administration of a global equity program in approximately 42 countries. She has been managing equity administration for the last 7 years and has established a strong partnership with HR, Payroll, Finance and Legal to ensure efficiency, smooth processing and compliance.

VIRTUAL CHAPTER EVENT

24 September 2024, 11:30am - 4:30pm EDT

BOSTON CHAPTER MEETING

Virtual

All plan types

USA

JOIN US ONLINE

The GEO East Coast Chapters are pleased to present three sessions that are sure to inform, educate, and spark new ideas for your plan designs.

These sessions will explore the intersection of AI and human expertise in equity compensation, how life-changing events can create challenges for global share plan administration, and challenge the conventional wisdom that equity compensation plans may lead to harmful dilution.

SESSION ONE: AI VS HUMAN EXPERTISE: EXPLORING CHATGPT'S ROLE IN EQUITY COMPENSATION
SPEAKERS: TERRY ADAMSON, INFINITE EQUITY

Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field. Our panel of equity compensation experts will critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

Assess the strengths and limitations of ChatGPT in equity compensation compared to expert knowledge.
Explore practical AI applications in equity compensation, including stock options and performance shares.
Discuss AI's future impact on finance and compensation roles, and its potential to reshape financial advisory and equity compensation professions.

SESSION TWO: LIFE INTERUPPTED - STRATEGIES FOR LIFE CHANGES IN GLOBAL EQUITY PLANS IN A COMPLEX LEGAL LANDSCAPE
SPEAKERS: LINDSAY MINNIS, BAKER MCKENZIE AND KIMBERLY FRANKO LOWER, BAKER MCKENIZE

Navigating life-changing events within equity plans can be complex, especially when factoring in global legal and regulatory requirements. This session explores how companies can effectively manage these challenges, focusing on leaves of absence, terminations, and other major life events from both compliance and administrative perspectives. We'll cover strategies for handling long-term incentive awards like RSUs and options, as well as employee stock purchase programs, while avoiding legal pitfalls and balancing administrative challenges in a multijurisdictional context.

KEY LEARNING POINTS:

Learn about the complexities of managing global equity compensation plans, in during significant life events like leaves of absence and terminations.
Gain insights into the potential legal and practical pitfalls that can arise when handling life-changing events in global share plans.
Explore practical solutions for balancing administrative challenges and managing compliance risks associated with long-term incentive awards.

SESSION THREE: CHALLENGING CONVENTIONAL WISDOM: DILUTION FROM EQUITY PLANS
SPEAKERS: AARON SHAPIRO, CARVER EDISON

In this session we'll challenge the conventional wisdom that equity compensation plans lead to harmful dilution. By examining common myths and presenting data-driven insights, we'll reveal true dilutive impact and benefits of these plans. Attendees will learn how thoughtfully designed equity plans can align interests, foster loyalty, and drive long-term success without significant dilution. Join us to rethink equity compensation and empower your company's growth.

KEY LEARNING POINTS

Understand the real dilutive impact of equity compensation plans versus common misconceptions.
Learn how well-designed equity plans can align interests and foster employee loyalty.
Discover strategies to drive long-term growth with equity plans while minimizing dilution.

This is a virtual meeting. Login details will be sent as closer to the meeting date.

IN-PERSON CHAPTER EVENT

24 September 2024, 11:30am - 4:30pm EDT

NEW YORK CHAPTER MEETING

New York and Philadelphia

All plan types

USA

JOIN US IN NEW YORK OR PHILADELPHIA

The GEO East Coast Chapters are pleased to present three sessions that are sure to inform, educate, and spark new ideas for your plan designs. Hosted in two cities, with live speakers in New York, join us at the most convenient location for you!

These sessions will explore the intersection of AI and human expertise in equity compensation, how life-changing events can create challenges for global share plan administration, and challenge the conventional wisdom that equity compensation plans may lead to harmful dilution

KEY LEARNING POINTS:

Assess the strengths and limitations of ChatGPT in equity compensation compared to expert knowledge.
Explore practical AI applications in equity compensation, including stock options and performance shares.
Discuss AI's future impact on finance and compensation roles, and its potential to reshape financial advisory and equity compensation professions.

KEY LEARNING POINTS:

Learn about the complexities of managing global equity compensation plans, in during significant life events like leaves of absence and terminations.
Gain insights into the potential legal and practical pitfalls that can arise when handling life-changing events in global share plans.
Explore practical solutions for balancing administrative challenges and managing compliance risks associated with long-term incentive awards.

KEY LEARNING POINTS

Understand the real dilutive impact of equity compensation plans versus common misconceptions.
Learn how well-designed equity plans can align interests and foster employee loyalty.
Discover strategies to drive long-term growth with equity plans while minimizing dilution.

Lunch for New York generously provided by Bank of America Lunch for Philadelphia generously provided by KPMG

LOCATION

NEW YORK
Paramount
1515 Broadway
31st Floor
New York, NY 10166

PHILADELPHIA
KPMG
1735 Market St
4th Floor
Philadelphia, PA 19103

VIRTUAL CHAPTER EVENT

10 September 2024, 3 - 4pm EDT

GREATER ROCKIES, UTAH CHAPTER MEETING

Virtual

Trending now

All plan types

USA

We are excited to launch our brand new Greater Rockies Chapter wtih an engaging and of-the-moment topic, and industry experts that you can engage with, right from your own office.

PAY VS PERFORMANCE YEAR 2 - A LOOK AT CURRENT GUIDANCE, ACTUAL DISCLOUSRES, AND HOW TO BEST UTILIZE THE DATA

Join us for an in-depth discussion, in which industry experts will delve into the complexities of the SEC's Pay vs. Performance disclosure requirements in its second year. This session will explore the latest developments, key takeaways from Year 1, and strategies for aligning executive compensation with company performance.

KEY LEARNING POINTS:

Understand the latest regulatory updates and how they impact Pay vs. Performance disclosures.
Discover best practices for aligning executive compensation with company performance to meet stakeholder expectations.
Learn strategies for navigating Year 2 of the SEC’s disclosure requirements with confidence and compliance.

There is no charge to attend this meeting. Both members and non-members are welcome to join.

Carrie Kovak

Head of Global Equity Programs

Elastic

USA

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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.

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