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.

Marlene Zobayan is a partner at Rutlen Associates LLC. She has over thirty years of international tax and benefits experience including global equity plans, mobile employee taxation, global compensation and benefits. Her clients range from start-ups to Fortune 10 companies. She provides a range of services including remote work policy, mobile employee policy, global equity plan design, mobility compliance, compliance reviews, assistance with local approvals and filings, communications, employer tax compliance advice and designing administrative processes; she is known for her expertise with mobile employee issues.

Marlene has a Physics degree from Oxford University; she was a member of the U.K. Association of Tax Technicians when she practiced in the U.K. Marlene is a U.S. Enrolled Agent, and a Certified Equity Professional (“CEP”). She is a regular speaker and author on global stock plan, mobility and remote work issues; edits the Global Equity GPS book and authored the chapter on State Mobility in the Selected Issues For Equity Compensation book. Marlene is currently a member of the Curriculum Committee for Certified Equity Professional Institute (CEPI) at the Leavey Executive Center of Santa Clara University.