Advisory Board
The Advisory Board’s primary function is to provide advice regarding the overall strategic direction of the CEPI. Their knowledge of industry trends and developments is invaluable to the CEPI’s mission of expanding the visibility of the CEP designation into new markets.
2012 Advisory Board Members
Chair
Matt Roberts, CEP, Fidelity Stock Plan Services
Advisors
Terry Adamson, CEP, Aon Hewitt
Barbara Baksa, CEP, NASPP
Patricia Boepple, Global Shares
Kurt Bremer, Morgan Stanley Smith Barney
Tyler Clements, CEP, Accenture
Valerie Diamond, Baker & McKenzie
AmyLynn Flood, PriceWaterhouseCoopers
Jennifer George, Orrick, Herrington & Sutcliffe LLP
John Hammond, CEP, AST
James Hocking, CEP, Solium Transcentive
James Humza, Bank of America Merrill Lynch
Ginny Johnston, E*TRADE
Suzanne Luttman, Ph.D., Accounting Dept., Santa Clara University
Takis Makridis, Equity Methods
Bill Murphy, CEP, Ernst & Young
Karen Needham, CEP, Charles Schwab & Co.
Donald Polden, Dean, Santa Clara University School of Law
Vanessa Renna, CEP, Amgen
Loren Rodgers National Center for Employee Ownership
Rive Rutke, Deloitte LLP
Darrin Short, CEP, Equinix
Jule Torre, Applied Materials
Emily VanHoorickx, CEP, UBS Financial Services
Marlene Zobayan, CEP, Rutlen Associates
Ex-Officio
Emily Cervino, CEP, Director, CEPI, Santa Clara University
Steve Fackler, Chair, Certification Council, Gibson, Dunn & Crutcher LLP
Wendy Jennings, CEP, Riverbed Technology, Inc., Immediate Past Chair
Larry Robertson, Ph.D., Associate Dean, Leavey School of Business, Santa Clara University
Carol Rutlen, CPA, Research Lead, Rutlen Associates LLC
