Rachel Ulep is the Director of Stock & Equity programs at eBay. She has administered global equity programs for large, public companies for over 20 years. She leads equity-related initiatives navigating regulatory and operational challenges for a global and mobile workforce. Rachel is a collaborative leader with a penchant for innovation and technology. She takes much pleasure in problem-solving and often quotes her high school trigonometry teacher with, “Think simple thoughts, my dear!” 

Rachel attended San Francisco State University and earned her CEP designation in 2006. Rachel is a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP).

Outside of her professional career, Rachel is a soprano in her church choir and is an aspiring writer. She is currently based in San Jose, California.

Cathy is a Partner in EY’s People Advisory Services practice and focuses on HR strategy, risk management, compliance and operational efficiency and change management with financial services, fintech, technology and media companies.  She primarily concentrates on elevating the employee value proposition via flexibility programs, global rewards, risk and internal controls, HR and payroll efficiency and mobility issues. Cathy also co-leads EY’s Equal Pay offering.  More specifically, Cathy’s experience includes:

• Reimaging how work is performed with embedded workforce planning and inclusive and adaptive rewards;
• Identifying opportunities to mitigate HR risk and further improve business processes and systems, including worker classification considerations;
• Developing communications and change management programs to support transformational efforts;
• Reviewing the compensation programs, levels, and underlying policies and processes to address Equal Pay globally;
• Designing tax-efficient and competitive long-term and short-term incentive programs for senior management and broad-based groups;
• Analyzing compensation and benefit programs for cost and process efficiencies;
• Assisting companies in the assessment of service delivery models related to the delivery of payroll, equity and other benefits, including the modeling of future state processes to support the new administrative arrangements;
• Identifying control gaps and opportunities to further the efficiency and effectiveness of current payroll and HR processes based on established knowledge of best practices; and
• Outlining and auditing the payroll implications for delivering compensation, benefits and perquisites to employees and non-employees in over 100 countries.

Cathy is a graduate from the University of Iowa having received a BBA in Accounting.  Cathy is an Advisory Board member of the Certified Equity Professional Institute and a member of the National Association of Stock Plan Professionals.  She is a Certified Public Accountant in California.

Eileen Liu is a taxation lawyer based in Melbourne, Australia.  She works in Arnold Bloch Leibler’s market leading taxation practice. She acts for private groups, public and listed companies, tech startups, high net worth individuals, and not-for-profits.  Eileen advises on a broad range of tax matters and has a particular interest in employee share schemes.  She was a recipient of the 2023 GEO Star Award and has also authored numerous papers including in the Australian Tax Review and for The Tax Institute, Australia's leading professional association in tax.

Matt is currently the head of the Global Equity Management team at Lucid Group, Inc. who went public via SPAC in July 2021. I am also serve at he Vice Chair of the GEO Board of Directors. In 2020, Matt was also honored to be selected to part of the exclusive Global Equity Fellows. Before joining Lucid in September 2020, he was the head of global share plans at trivago NV. Trivago is a German issuer, registered in the Netherlands and trade ADS on the NASDAQ in the USA. Matt moved from USA to Germany December 2018 to take up this role at trivago. He was tasked with building the team, improve controls, review feasibility of global share purchase plan and education to their talents. Prior to trivago, he worked for Solium from December 2014 to December 2018 as Senior Relationship Manager on the Large Market team. Matt handled most of Solium’s top US client relationships. He managed some of the most complex and challenging share plans for issuers who use the Shareworks platform. 

Prior to joining Solium, Matt worked at Morgan Stanley (formerly Smith Barney) for 14 years. At Morgan Stanley, he held various positions most recently as Vice President Senior Relationship Manager for top tier key clients. At Morgan Stanley he was trusted with the some of the most sensitive key relationships. Before his relationship management role, he was the International and Tax Product Manager coordinating the US and Non-US business platforms and providing best practices. Matt also had managed the Global Implementation Team. In that role, the team handled all new client implementations across all platforms for Stock Options, Restricted Stock and Stock Purchase. Prior to joining Morgan Stanley, Matt worked for Towers Perrin as a Benefit Consultant on US Defined Contribution, Defined Benefit and Health and Welfare plans while graduating from Columbia University. 

Mark is a principal with Deloitte Tax, specializing in global employment tax, compensation, and benefits consulting for multinational employers.

Mark has 20 years of experience consulting in the field of employee equity compensation, advising multinational clients on all aspects of remuneration including core plan design and administration, communications strategies, investor relations, tax and regulatory compliance and tax minimization strategies.

In addition to his client responsibilities, Mark has various leadership roles within Deloitte, including serving as the U.S. leader of our Equity and Incentives practice, and the global lead partner for Deloitte’s proprietary mobile employee equity calculation engine GA Incentives. Mark is an active contributor and former board member for the Global Equity Organization.

Mark has been an active speaker at various UK, US and International conferences and events for over 15 years. Mark began his career in the UK, specializing in UK and global compensation before moving to West Coast to lead the Global Rewards practice. Mark is a Certified Equity Professional (CEP) in the US and a Chartered Tax Advisor (CTA, ATT) in the United Kingdom.

Leann Balbona is a Tax Managing Director of KPMG’s Global Reward Services practice where she is responsible for KPMG’s Global Equity Tracker deployment and services around global equity administration. She has more than 25 years of experience in international tax technology, tax planning and mobility strategy for the world’s leading companies. She has developed award-winning approaches for her clients to mobile employee tracking and income sourcing processes for equity compensation recognized by trade organizations, Global Equity Organization and Forum for Expatriate Management.

Leann is a Certified Public Accountant in New York and Texas. She has been published in the International Tax Review, Expatriate Advisor and Expatriate Administrator. Leann regularly presents at trade association conferences and teaches at KPMG’s national business tax training. She is a GEO Fellow and serves on the Global Equity Organization Board where she is the Chair of the Chapter Development Committee focused on growing GEO membership/involvement at the local level. She has served on the board of the KPMG’s NYC Network of Women representing the Tax Service line from 2010 – 2015. Leann was recognized for her efforts with KPMG when inducted into the New York City YWCA Academy of Women Leaders in 2013.

Lori is Director, Equity Programs at Outset Medical, a medical technology company pioneering a first-of-its-kind technology to reduce the cost and complexity of dialysis.  At Outset, Lori manages all aspects of Equity compensation, including plan design, new plan rollout, and equity strategy. 

She has over 34 years of experience in the Equity field, having managed the global equity departments at various Silicon Valley corporations, most recently at Intuitive Surgical.   In 1993, Lori was one of the first 18 individuals to obtain a CEP designation from Santa Clara University and has since been a key member of eight IPOs, three stock splits, and numerous mergers and acquisitions.    She is a frequent speaker at industry conferences and enjoys sharing her knowledge and experiences with her peers   

AmyLynn Flood is a Partner at Vialto Partners specializing in compensation and rewards. She primarily focuses on equity reward planning and implementation while also considering the financial accounting and corporate tax implications of such programs.  

AmyLynn has significant experience addressing the impact of corporate restructuring (mergers, spin-off, etc) on global equity-based compensation plans as well as cross-border equity reporting and payroll issues. Before joining Vialto, AmyLynn was a Partner in the Workforce Transformation practice at PwC and an auditor for a regional accounting firm.  

AmyLynn is a member of the Executive Advisory Committee of the National Association of Stock Plan Professionals, serves on the Advisory Board of the Certified Equity Professional Institute and is a member of the Leadership Team for the NYC Metro chapter of the Global Equity Organization. AmyLynn is a member of the Advisory Board for the Rutgers University Center for Employee Ownership. She serves as Vice Chair of the Board of Trustees for La Salle University and recently joined the Forum of Executive Women in Philadelphia.  

AmyLynn is a graduate of La Salle University and received her Masters of Science in Taxation at Drexel University 

Tom is a Managing Associate at Tapestry Compliance. Tom advises on all aspects of global and UK employee share plans and executive remuneration. This includes the establishment of new share plans, plan rule drafting, reviewing the global legal and tax implications of various awards, and advising on the implementation and operation of employee trusts. Tom is a teacher on Tapestry’s Certificate in Employee Share Plans.

Cherie Curry is the Director of Global Equity at Hilton.  She has overall management responsibilities for Hilton’s Global Equity Plans. She has a broad depth of experience in all facets of equity compensation with responsibility for strategic planning, worldwide regulatory and tax compliance in over 100 countries, global communications, vendor management, overhang, burn rate and stock plan reserve analysis.  Cherie's issuer experience includes oversight of employee stock plans in various M&A transactions, development and implementation of ESPPs, working with internal and external partners on best practices for share plan requests, new vendor implementations, insider trading compliance, accounting and valuations, and overall plan administration. Cherie holds a bachelor’s degree from the University of Maryland’s College of Behavioral and Social Sciences and has earned her CEP.