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.

Rob Miceli has been a member of Bank of America’s AwardChoice Financial Reporting team since 2006. Rob brings to the AwardChoice Financial Reporting team a background in Finance, graduating Summa Cum Laude with a B.S. in Finance from the Barrett Honors College, W.P. Carey School of Business, at Arizona State University. Rob began his career in equity compensation in 2005 with Equity Methods, ultimately serving as Director of Business Development for Equity Methods before the company was acquired by Merrill Lynch in 2006. Rob earned his Certified Equity Professional (CEP) designation from Santa Clara University in 2015 and received his Advanced Equity Compensation Accounting Certificate through SCU’s Certified Equity Professional Institute in its inaugural program year in 2021. Rob resides in San Diego, California with his wife Carmen and their two children, Dominic, and Sofia.

Georgina is the founder of Vested Interest Advisory, a consultancy helping issuers modernize and optimize their equity compensation programs. A recognized expert in the equity compensation industry, she advises companies at every stage — from high-growth startups designing their first equity plan to public companies rearchitecting complex, global programs. Her approach centers on embracing technology to build equity operations that are smarter, more scalable, and ready for what’s next.

Georgina brings a rare breadth of perspective to her advisory work, having operated on every side of the equity ecosystem: as a practitioner at high-growth companies, as a vendor building the tools the industry relies on, and now as a strategic advisor. She has held head of Equity Programs roles at Instacart, Reddit, and Pinterest, and earlier served as Director of Product Strategy at Nasdaq Private Market, where she developed an equity and cap table platform for private companies. Her expertise spans plan design, international program administration, complex corporate transactions, and SOX and internal compliance.

Most notably, Georgina was a key architect of Facebook’s IPO equity transition — leading the global mobility equity taxation program, a broad-based 10b5-1 program, and the employee lock-up release strategy, as well as the buildout of Facebook’s global equity infrastructure.

She began her career on the global equity teams at Salesforce and Marvell Semiconductor.

Since 2005, Matt has focused his career in the stock compensation arena, leveraging technology solutions to streamline operations, financial reporting, and participant experiences for a wide range of leading global companies to pre-IPO emerging leaders. He collaborates closely with his Baker Tilly colleagues, brokers, HRIS platforms, tax, and payroll providers to solve client challenges by developing cloud-agnostic custom software and other technology-optimized solutions. Matt specializes in assessing current equity practices against best practices, automation of data conversions and reconciliations during vendor conversions, supporting financial reporting teams with reporting optimization and discrete corporate transactions, creating efficient pre-vest checklists and payroll reconciliation tools, augmenting broker platforms with an optimized sell-to-cover tool that eliminates short-term capital loss/gains for participants, and more recently, AI-enabled data error detection and enhanced participant experiences.

Aaron Boyd is Senior Director of Executive Compensation at Levi Strauss & Co. where he is responsible for all aspects of executive and equity compensation including the design of annual and long-term incentive plans, creation and presentation of compensation and human capital committee materials, and oversight of stock administration. He managed these areas during the company’s IPO and continues to lead in their expanding total rewards efforts as a public company. Previously, Aaron held positions at Franklin Templeton, an asset management company, and at Equilar, an executive compensation research firm.

Caron works alongside her clients to help ensure they have all the tools available to them to successfully administer their stock plans. She has worked in the equity compensation industry since 2004, with experience in Silicon Valley and with clients ranging from small private to Fortune 500 companies throughout the Bay Area and Pacific Northwest.

Prior to joining Fidelity in 2018, Caron was a Senior Relationship Manager for 10 years at E*TRADE and started her equity compensation career at UBS and then Merrill Lynch. She has also spent the past four years serving on the Silicon Valley NASPP Executive Committee helping to plan chapter meetings, the Summer Networking Event, and planning and volunteering for the CEP & NASPP Symposium at the University of Santa Clara. In 2019, Caron became a Board Member for the Silicon Valley NASPP Chapter.

In addition to NASPP, Caron is an active GEO member and a Certified Equity Professional (CEP). She holds Series 7, 63, and 9/10 securities registrations, and obtained her bachelor of science degree in business administration from CSU, Chico.

Elizabeth is the principal and founder of Equity Plan Solutions, LLC (EPS), providing equity compensation consulting services to companies from startups to large public corporations. Previously, Elizabeth was a Vice President for Stock & Option Solutions, Inc. where she led the Professional Services team. Prior to SOS she held product management roles in stock plan services at BNY Mellon and ETRADE Corporate Services. She started EPS at the beginning of 2016 and has been in equity compensation since 1998. Elizabeth became a Certified Equity Professional in 1999 and co-authors the chapter on accounting in The Stock Option Book. She was honored with the National Association of Stock Plan Professionals (NASPP) Individual Achievement award in 2012 and the NASPP 10-year service award in 2017.