Skip to main content

News and Events

CEPI Logo-01.png

April 2017 CEPI Monthly News and Events 


13th Annual CEP and Silicon Valley NASPP
Symposium Was a Big Hit!

The 13th Annual CEP and Silicon Valley Symposium took place on March 28, 2017. We had an astounding number of CEPs and other professionals turn out for CEP Spring Training, a full day of educational content and networking. Presentations from Symposium are available here. Keynote speaker Dan O'Brien of Coaching for Life Academy hit a home run with his wonderful presentation and Broncos Baseball uniform.

 Marlene Dan and Dennis

Advisory Board Chair Marlene Zobayan, CEP • Keynote Speaker Dan O'Brien • EDC Executive Director Dennis Lanham


Thank You to Our Sponsors

Bank of America Merrill Lynch
Charles Schwab
E*TRADE Corporate Financial Services
Fidelity Stock Plan Services
Morgan Stanley

Deloitte LLP 
Ernst & Young
Group Five 
Aon Hewitt
Baker & McKenzie, LLP
bendystraw llc
Equilar, Inc.
Equity Methods LLC
Stock & Option Solutions, Inc.
TD Ameritrade


We value you input. Please help us make the 2018 Symposium even better by completing a brief survey for Symposium  Attendees

Save the Date - 2nd Annual East Coast Symposium

The 2nd Annual CEP East Coast Symposium with event partner Rutgers' School of Management and Labor relations will take place July 31 - August 1, 2017 at the Heldrich Hotel in New Brunswick, NJ. The Symposium will feature Rutgers content on July 31 and CEPI content on August 1. Registration opens soon, and you can attend one or both days. Stay tuned for more information!

The 14th Annual CEP and Silicon Valley NASPP Symposium will take place March 27, 2018. Mark you calendars now!

Volunteer Excellence

Recipients of the Volunteer Excellence Award are selected based on the quality and amount of service they have provided to the CEPI, as well as their enthusiasm and support for the program. The CEPI would not exist without the hard work and dedication of our volunteers. Congratulations all, and thank you once again for your support!

Jennifer Baehr, CEP Stacy Hisman, CEP 
Barbara Baksa, CEP Rose Hoffman, CEP
Susan Berry, CEP Andrea Kagan, CEP
Hilary Blitzen, CEP Malinda McDonald, CEP
Tami Bohm, CEP Rachel Southorn, CEP
Carman Callahan, CEP Elizabeth Stoudt, CEP
Nancy Dartez, CEP Steve Tamsula, CEP
Ruth Doyle, CEP Heidi Thomerson, CEP
Susan Friedgen, CEP Laura Verri, CEP
Cyndi Gaffney, CEP Marlene Zobayan, CEP
Hellen Hauge, CEP Jacobin Zorin, CEP

2017 CEP Exam Registration is Open!

The CEP textbooks are available for purchase from the NCEO website. Be sure to use the CEP Student Texts tab in Publications on the NCEO website to purchase your materials for your preparation for a CEP exam.  Please note that exam materials are updated each year. 2017 exam materials are now available.

 Registration for the June 2017 exam closes April 28. Register now!


Please refer to the following schedule for important dates:

Exam Date

Registration Deadline

Deferral Deadline

June 10, 2017

April 28, 2017

May 26, 2017

November 4, 2017

September 22, 2017

October 20, 2017

Representing the CEP Designation

The CEPI encourages people to highlight their participation in the CEP Program in their resumes, LinkedIn profiles, on name badges at conferences, in bios when speaking at industry events, in membership directories, etc.  The CEPI has worked hard for many years to build the credibility of the CEP mark and we appreciate it being used appropriately.  The CEPI has some guidelines on how to include your participation in the program.

For CEPs:
Please highlight your important achievement by using the CEP mark (CEP preceded by a comma) following your first and last name.  You may also list your certification in your resume or bio.  On your LinkedIn profile, please list your designation under the Education section with a link to the Leavey School of Business at Santa Clara University.  You may also list your designation under Certificates and specify the date you received your certification.

For candidates who have completed Level One or Level Two:
Until a candidate has passed all three levels of the program, the candidate may describe their accomplishment in their professional biography, resume or LinkedIn profile (under Education section) as "Jane Doe has completed Level 1 [or Level 2] of the CEP program through the Certified Equity Professional Institute at Santa Clara University."  You may use the link to the Leavey School of Business at Santa Clara University.

Be sure to also check out our monthly continuing education calendar that is emailed each mid-month and is also available on the CEPI website. There are many great opportunities to learn more about our constantly changing industry, and earn continuing education hours.