Marilyn J. Perkins Claassen
Memorial Scholarship Program
The Marilyn J. Perkins Claassen Memorial Scholarship Program is to be awarded each year to two members of the stock plan community who wish to pursue the Certified Equity Professional (CEP) designation through the Santa Clara University CEP Institute (CEPI).
The original Marilyn J. Perkins Claassen Scholarship was funded by the Certified Equity Professional Institute. From 2009 - 2011, OptionEase sponsored a second scholarship. In 2012, the CEPI welcomed OPTRACK as a sponsor to further expand the program.
In 2016, Optrack was acquired by Computershare. We are pleased to have the continued support of the Marilyn J. Perkins Claasen Memorial Scholarship, now sponsored by Computershare.
The successful applicant will be provided with a full scholarship for all three levels, excluding exam materials. The recipient will be required to take all three exams within five (5) test cycles; the scholarship will expire at the end of five test cycles. If a scholarship recipient has already completed one or more levels of the CEP program, the scholarship will cover the costs of the remaining levels, excluding materials, to be completed within four (4) test cycles.
Marilyn had faith in me and my abilities and invited me to work for her when she first started Perkins Shareholder Services back when it was in a shared loft-type office in Palo Alto. She sent me to clients to teach them software, to work with new stock administrators, and on special projects. I owe the success of my career as an independent equity compensation consultant to Marilyn and the opportunity she gave me in 1995. - Joan Matlack, CEP
2017 Scholarship Recipients
Josh Novak - Scholarship sponsored by the Certified Equity Professional Institute
Vicky Trees - Scholarship sponsored by Computershare