Julie Vander Veen is the Head of Corporate Relationship Management for the Workplace Wealth Services business at UBS. She is responsible for the strategic direction and development of the corporate client experience for organizations around the globe. With extensive knowledge of the equity compensation space and a passion for high quality solutions, Julie is able to translate the complexities of the industry into clear and practical sense for clients. As a result, her group has been consistently recognized as leader in delivering value and service to global participants.

Maria Robins is a seasoned professional in the equity compensation and executive services business lines. Maria has work in the financial services industry over 30+ years and has served in roles such as sales, marketing, relationship management and currently is Head of Events Management and Operations for the new and growing Morgan Stanley at Work division. Morgan Stanley at Work consists of the Retirement Services, Financial Wellness and the Equity Management business which includes both E Trade Corporate Services and Shareworks.

Tom Paleka joined Gallagher in September 2008 as Vice President of Global Compensation, a newly created role. Promoted in 2016 to lead the global rewards function, he has overall responsibility for guiding the company’s equity, compensation, benefit, mobility and payroll organizations. In 2018, he was named an officer of the company. 

With more than 17 years of progressive experience in the equity plans industry, Sheila leads Computershare’s North American plans business to help clients harness the team’s expertise and simplify the administrative needs of managing an employee equity program. Prior to this role, Sheila led the US plans client relationship management team that delivered comprehensive solutions for plans recordkeeping, employee mobility tracking, year-end tax reporting, and plan participant communications.

Matt is currently the head of the Global Equity Management team at Lucid Group, Inc. who went public via SPAC in July 2021. 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.

Dr. Bill Castellano is Professor of Strategic HR Management at Rutgers University School of Management and Labor Relations. He is also the Executive Director for the Center for Employee Ownership and an Executive Committee member of Rutgers Institute for the Study of Employee Ownership and Profit Sharing. Bill also serves as a board member of the Global Equity Organization. Bill is the former Chair of the HR Department and Associate Dean of External Engagement and Executive and Professional Education and former Director of the Center for HR Strategy.

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.