Santa Clara University

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.

2014 Advisory Board Members

John Hammond, CEP, Plan Management Corporation

Terry Adamson, CEP, Aon Hewitt
Danyle Anderson, CEP, GEO
Barbara Baksa, CEP, NASPP
Patricia Boepple, Global Shares
Kurt Bremer, Morgan Stanley
Tyler Clements, CEP, Total Rewards
Valerie Diamond, Baker & McKenzie
Brian Dufour, Fidelity Stock Plan Services

AmyLynn Flood, PriceWaterhouseCoopers
James Hocking, CEP, Solium

James Humza, Bank of America Merrill Lynch

Wendy Jennings, CEP, Riverbed Technology
Suzanne Luttman, Ph.D., Accounting Dept., Santa Clara University

Takis Makridis, Equity Methods

Bill Murphy, CEP, Ernst & Young

Vanessa Renna, CEP, Amgen

Loren Rodgers, National Center for Employee Ownership
Rive Rutke, Deloitte LLP

Darrin Short, CEP, Equinix

David Thomas, Wilson Sonsini Goodrich & Rosati
Jule Torre, Applied Materials

Emily VanHoorickx, CEP, UBS Financial Services

Scott Whatley, E*TRADE
Marlene Zobayan, CEP, Rutlen Associates LLC

Dee Crosby, Director, CEPI, Santa Clara University
Steve Fackler, Chair, Certification Council, Gibson, Dunn & Crutcher LLP
Donald Polden, Santa Clara University School of Law
Larry Robertson, Ph.D., Associate Dean, Executive Development Center, Leavey School of Business, Santa Clara University
Carol Rutlen, CPA, Research Lead, Rutlen Associates LLC


Meeting Minutes for Board Members

March 26, 2014

Printer-friendly format