Santa Clara University

CEPI News and Events

April 2014


What's Happening in the World of Equity Compensation?

The CEPI wanted to make sure you knew about all the exciting events this month in the world of equity compensation. There are many great opportunities to learn more in this constantly changing industry and to earn Continuing Education hours. To view a pdf of this page, click here.

NCEO Conference – April 8-10 in Atlanta

The CEPI is pleased to be an Organizational Partner for the NCEO Employee Ownership Conference in Atlanta, April 8-10. This conference explores a variety of critical issues and emerging trends in employee ownership, and it attracts more than 1000 attendees from across the world. CEPs can earn up to 10 hours of CE by attending the preconference and main conference sessions. If you are going, be sure to say hello to Dan Walter, CEP, during his session on Wednesday morning "11 Things Private Companies Must Consider Before Rolling out Equity Compensation". Then visit with Tom Roback, CEP, in the afternoon with his session "Equity Compensation Basics for Private Companies: What You Need to Know". CEPs are STARS! More information can be found at

10th Annual CEP Symposium - March 25, 2014 - A Huge Success

The Symposium was a great success with over 400 industry professionals in attendance learning, sharing, and celebrating. The 10th Annual CEP Symposium recognized all those in attendance by providing customized lanyards with stars on them to indicate the number of Symposiums attended by each guest. There were actually a few attendees with 10 stars on their lanyard! We also recognized our CEPs with ribbons of different colors to indicate the number of years that each CEP has had their designation. The attendee bags included blue (green) books to honor the educational nature of the event. Special signs were featured listing the names of all of the CEPs, one sign for each year since the first designations were received back in 1993. We were delighted to see many CEPs taking pictures in front of the sign that exhibited their name. A special recognition was given to our original 18 CEPs, many of whom were present to share our special day with us. We had raffles throughout the day and celebrated the 25th Anniversary of the CEPI with CEPI Trivia Bingo.

Congratulations to our raffle and bingo winners:

• Eric Vogl, Solium
• Tatjana Johnson, Intel
• Galahad Dong, Simpson Manufacturing
• Helen Idnani, Marvell Semiconductor
• Gena Mayer, Embrane
• Brad Reynolds, ISP Advisors
• Loulou Rodriguez, RPX Corporation
• K. Jane Moody, WMS, a Scientific Games Company
• Maria Cospin, Symantec

Presentations from the Symposium may be found on our website and be sure to mark your calendar for the 11th Annual CEP Symposium which will be held once again at Santa Clara University on March 24, 2015.

Thank you once again to all of our wonderful Sponsors for making our Annual Symposium possible.


CEP Exam Information

The registration deadline is fast approaching for the June 7 exam. Register before April 25 to sit for the June 7 exam.

Don’t forget, if you passed an exam in November 2013, you will automatically receive a $200 Successful Student Discount applied to your registration fee for the June 7 exam. If you wait until the November exam, your discount will expire, so if you passed an exam in November 2013, register now for the June 7 exam to receive your Successful Student Discount.

To learn more about the CEP Program, please contact the CEPI at 408-554-2187.

Continuing Education

Stay current by participating in some of these activities which have been pre-approved for CE for CEPs.

Online Events:

Silicon Valley Events:

Other Area Events:

Planning ahead? Mark your calendar with these important dates:

Ongoing Events

Printer-friendly format