JOIN THE CELEBRATION
MARCH 26, 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 academic environment at the historic Santa Clara University campus 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.
To celebrate the 30th anniversary of the institute and 15th Annual CEP and Silicon Valley NASPP Symposium, this year's Symposium will feature a look back at the history--and a peek into the future--of the Certified Equity Professional Institute. Register now here!
Continuing Education
The 15th Annual CEP and Silicon Valley NASPP Symposium is eligible for CE credit for CEPs and CPE credit for CPAs.
CE Credit: TBD
CPE Credit: TBD
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8AM-8:45AM
Registration and Breakfast
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8:45AM-9AM
Welcome to the 15th Annual CEP and Silicon Valley NASPP Symposium
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9AM-10AM
Past, Present and Future of the CEPI
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10AM-10:10AM
Volunteer Excellence Awards
The CEPI has over 200 unique volunteer assignments each year. Each and every volunteer is a critical component of the CEP program. The Volunteer Excellence Awards recognize those volunteers that provided exceptional service to the CEPI over the past year.
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10:10AM-10:35AM
Morning Break
Sponsored by Group Five, Inc., PwC, Stock & Options Solutions, Deloitte
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10:35AM-10:50AM
Breakout Session I
Choose from one of six options:
1A. Potato / PoTAHTo / Tomato / ToMAHTo: Irreconcilable Differences in Equity Comp
1B. How Equity Compensation Differs Between Private and Public Companies
1C. Lion Taming 101 - or How to Manage Your Executives
1D. Ten Global Equity Gotchas – Nuggets of Wisdom in the Global Equity GPS
1E. Unlimited Data Plan: Getting More Out of Your Equity Plans
1F. Top 10 Things a Company can do to increase Equity OwnershipFor the full list of speakers and session descriptions, view or download the agenda here.
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11:50AM-1PM
Lunch
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1PM-1:50PM
General Session
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2:10PM-3:20PM
Breakout Session II
Choose from one of six options:
2A. Weird & Challenging Equity Accounting & Admin Challenges for 2019
2B. Practical Challenges of a Global Equity Plan
2C. ESPP, ASAP: What You Need to Know Now About Today’s ESPPs
2D. The Battle between Efficiency and the Tax Man; Navigating the Maze Between Technical Accuracy and Practical Application
2E. Private Shares, Public Sales: Taking Your Equity from Private to Public; Your Company is Growing! The Importance of Having a Stock Plan Solution That Keeps Up
2F. Tackling the Trends: Get the Legal & Accounting Scoop on Hot New Design Ideas in Equity CompensationFor the full list of speakers and session descriptions, view or download the agenda here.
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3:20PM-3:45PM
Afternoon Break
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3:45PM-4:55PM
Breakout Session III
Choose from one of six options:
3A. More People, More Problems: Five High-Impact Changes to Make to Your Stock Administration Processes!
3B. Caution – Curves Ahead: Tips and Techniques for Dealing with Equity Awards when Employment Status Changes
3C. Talking Tax
3D. Performance Equity Made Practical: How math can help improve your performance award programs
3E. This or That? Offering Employees a Choice In Equity Plans
3F. To Qualify or Not to QualifyFor the full list of speakers and session descriptions, view or download the agenda here.
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5PM-6:30PM
Reception
Come enjoy a celebration of the CEP’s 30th Anniversary with a champagne toast, food, a chance to mingle with other equity professionals!
Locations:
This year's Symposium will take place in the Leavey Center, home court for the men's and women's basketball, and women's volleyball teams. All breakout sessions will take place in Lucas Hall.
Parking:
Your symposium registration includes on-campus parking. You do not have to pay any additional parking fees. Please follow signs to the parking in front of the Leavey Center. Should you have questions, there is an officer readily available in the Main Entrance Kiosk. Please obey all parking restrictions outside of the university lots, as parking is enforced by the city.
Thank you to our sponsors!
