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July 24, 2019
Our Symposium is the ideal event for professionals who want to learn about the most relevant industry topics, and network with their peers. We offer carefully selected educational sessions in a unique campus environment. The Symposium format breaks down departmental and corporate barriers, and promotes interactions between attendees, presenters, and sponsors. Attendees of all experience levels walk away with useful information that can be immediately used in their job functions.
Register for the 2019 CEPI and GEO Symposium
Early Bird: $349 until June 17th
Regular: $399
Continuing Education
The 2019 CEPI and GEO Symposium is eligible for CE credit for CEPs and CPE credit for CPAs.
CPE Credit:
Compliance 2
Mobility 1
Plan Design 7
Communications 1
Executive Compensation 1
Taxes 1
Global Equity 1
Accounting 2
ESPP 1
CE Credit:
4.00 at event
12.00 total possible, via recorded sessions
Join us in Times Square!
The AMA Executive Conference Center is New York's largest conference center. Located in the heart of Times Square, the AMA Executive Conference center is a short walk away from New York's finest restaurants, shops, and entertainment. Learn more about the conference center here.
Hotel:
While we do not reserve a block of rooms, the Executive Conference Center has negotiated rates with a number of hotels conveniently located near to the Symposium. Please visit their site for more information.
Transportation:
Transportation to/from the airport is available for a fee via Super Shuttle. Upon arrival at the airport, proceed to the Ground Transportation desk located near baggage claim, the Super Shuttle agents there will assist you. For your return trip to the airport, contact Super Shuttle at least 24 hours in advance at 1-800-BLUE-VAN x3. New York taxi cabs are also available and rates can vary depending on the airport.
Parking:
There are parking garages available on 48th and 49th streets, as well as at the Crowne Plaza.
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8AM-8:45AM
Registration & Breakfast
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8:45AM-9AM
Welcome
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9AM-10AM
Keynote: The Future of Share Plans: A Conversation with Industry Leaders
Pannelists: Mathew Roberts (Fidelity), Brian Burke (TD Ameritrade), Mike Palermo, (Client Management), Dave Lanka (Bank of America Merrill Lynch), Peter Vincent (UBS) Kurt Bremer (Morgan Stanley)
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10AM-10:35AM
Morning Break
Sponsored by PwC & Equity Methods
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10:35AM-11:25AM
Breakout Session I – Choose from one of four options
1A: Workforce Mobility - Track: Compliance, Mobility
Panelists: Leann Balbona (KPMG), Amy Wheeler (Aspen Technology), Keirstin Wright (Morgan Stanley), Ciara Sowell (Cummins)1B: If a Picture is Worth 1000 Words, What's a Video Worth? - Track: Communications
Panelists: John Bagdonas, CEP (Global Shares), John Hammond, CEP (Aon), Kareem Gayle-Fagan (Natura & Co.)1C: Cash Settled Plans - Has Their Time Arrived? - Track: Plan Design
Panelists: AmyLynn Flood (PwC) Susan Miller, CEP (Lockheed Martin), Sandra Sussman, CEP (SAP)1D: The New Frontier of ESPPs - Tracks: Plan Design
Panelists: Aaron Shapiro (Carver Edison), Jessica Cerka, Jon Burg, CEP -
11:25AM-12:45PM
Lunch
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12:50PM-1:50PM
General Session: Equity Compensation and Cybersecurity
Panelists: Jim Scopis, David Lanka
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1:50PM-2:40PM
Breakout Session II – Choose from one of four options
2A: Playing Moneyball: Using Data and Analytics to Design Better LTI Plan - Track: Plan Design
Panelists: Chelsea Mason (ClearBridge Compensation Group), Dan Kapinos, CEP (Aon Hewitt), Carl Stegman (Fidelity), Steven Lensing (Radian Group), Barbara Waters, CEP (Aetna)2B: Trends in Financial Wellness - Track: Plan Design
Panelists: Jason Herman (Morgan Stanley), Ryan Caughey (Merck & Co.)2C: Tooth Fang and Claw–The Latest Case Studies and Developments in Compensation Clawbacks - Track: Plan Design
Panelists: Elena Thomas, CEP (Plan Management Corp), Dena Faccio (Voya), Sandra Pace (Pay Governance LLC)2D: Performance Equity Made Practical: How Math Can Help Improve Your Performance Award Programs - Track: Taxes, Global Equity
Panelists: Brian Johnson (ISS Corporate Solutions), CJ Van Ostenbridge, CEP -
2:40PM-3:15PM
Afternoon Break
Sponsored by PwC & Equity Methods
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3:15PM-4:05PM
Breakout Session III – Choose from one of four options
3A: Tackling the Trends: Hot New Design Ideas in Equity Compensation - Track: Plan Design, Executive Compensation
Panelists: Sinead Kelly (Baker McKenzie), Denise Glagau (Baker McKenzie), Amanda Benincasa, CEP (Aon)3B: Getting a Grip on Grant Guidelines - Track: Plan Design
Panelists: Yonat Assayag (Chelsea ClearBridge Compensation Group), Emily Cervino, CEP (Fidelity), Ann Marie Phillips (PVH Corp.)3C: Global Equity Trends and Country Updates - Track: Compliance, Global Equity
Panelists: Peter Simeonidis, CEP (Deloitte), Sandra Sussman, CEP (SAP), Ari Solomon (Deloitte)3D: Valuation + Allocation + Modification = ESPP Intensity! - Track: Accounting, ESPP
Panelists: Nathan O'Connor (Equity Methods), Andrew Schwartz, CEP (Computershare) -
4PM-5:30PM
Reception
Thank you to our sponsors!
