2020 CEPI and Silicon Valley NASPP Symposium
March 24, 2020
Santa Clara University
500 El Camino Real
Santa Clara, CA 95053
JOIN US...
March 24, 2020
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 2020 CEPI and Silicon Valley NASPP Symposium
Early Bird: $350 until March 1
Regular: $450
Continuing Education
The 2020 CEPI and Silicon Valley NASPP Symposium is eligible for CE credit for CEPs and CPE credit for CPAs.
CPE Credit:
Accounting: 2Communications: 2
Management Services: 2
Personnel/Human Resources: 4
Specialized Knowledge: 11
Taxes: 2
CE Credit:
5.00 at event
24 total possible
Join us at Santa Clara University!
Our campus is in the heart of Silicon Valley and spans 106 lush acres with world-renowned gardens and state-of-the-art facilities all surrounding our iconic Mission Church.
The Leavey Center
The Leavey Center is named after the late founder of Farmers Insurance, Thomas E. Leavey '22, who has a long history with the University that dates back to his days as an undergraduate student. In addition to the men's basketball program, it is the home of the Broncos women's basketball and women's volleyball teams.
Lucas Hall
The facility for the Leavey School of Business opened in Fall 2008. The 85,000-square-foot building houses classrooms, meeting rooms, offices, study space, and a cafe to serve the undergraduate and graduate business programs.
Hotel:
While we do not reserve a block of rooms, Santa Clara University has negotiated rates with a number of hotels conveniently located near to campus. When booking, please mention that you will be participating in an event at Santa Clara, and, pending availability, you may receive a reduced rate. We recommend staying at the Hotel Valencia - just a short Uber/Lyft ride from Campus. For more information, please see their website.
Transportation:
Ridesharing is available via Uber and Lyft. Remember to set your drop off location to the Leavey Center at Santa Clara University. SCU is also conveniently located across the street from the Santa Clara CalTrain/VTA Transit Station. There are bus and rail service to the area, including a free shuttle to the airport that leaves every 15 minutes. Visit vta.org to view the timetables.
Parking:
If you are driving yourself to campus, parking is available for free. Follow the signs to the parking in front of the Leavey Center.
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8AM-8:45AM
Registration
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8:45AM-9:45AM
Breakfast
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9AM-9:30AM
Welcome & Volunteer Excellence Awards
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9:45AM-10:45AM
General Session 1: Future of Work: why are incentives lagging behind?
Panelists: Mark Miller, Deloitte Tax LLP; Jerome Tressallet, Deloitte Tax LLP; Nancy Kobs, Twitter
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10:45AM-11AM
Morning Break
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11AM-12PM
General Session 2: Silicon Valley vs. the World: Trends in Stock Plan Design
Panelists: Barbara Baksa, NASPP; Tara Tays, Deloitte Consulting LLP
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12PM-1PM
Lunch
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1:15PM-2:15PM
Breakout Session I – Choose from one of seven options
1A: Oh, Those Accountants! Financial Reporting Reminders, Tips, Techniques & Best Practices
Panelists: Steve Tamsula, CEP, Aon Equity Services; Ruth Doyle, CEP, Certent; Bill Storey, CPA, CEP, Your Equity Solutions1B: Extreme Makeover: Communications Workshop Edition
Panelists: Inta Abele, Fidelity Stock Plan Services; John Hammond, Aon Equity Services; Stacey Langley, Mr. Cooper; Aftab Ibrahim, T-Mobile US, Inc.1C: The Data Security Club: How to be “in the know.”
Panelists: Gary Scrofani, CompIntelligence; Howard Runyon, CompIntelligence1D: To Equity and Beyond! The Next Best Step for Participants on the Path to Financial Wellness
Panelists:Suzie Bentley, CPP; Wendy Jennings, CEP, Cisco Systems, Inc.; Renee Kettelle, CEP, Charles Schwab & Co., Inc.1E: All You Ever Wanted to Know about Implementing a TSR Award, but Were Afraid to Ask
Panelists: Nathan O'Connor, Equity Methods; Josh Schaeffer, Equity Methods; Mike Browning, CEP, Equinix, Inc.; Marianne Friebel, Dolby Laboratories, Inc.1F: Top Five Equity Compensation Issues with Spin-Offs and M&A
Panelist: CJ Van Ostenbridge, Infinite Equity, Inc.; Robin Schroeder, Marathon Petroleum Corporation; Euny Kim, Intel Corporation1G: What’s the Value of Stock Compensation?
Panelist: Scott Barrall, Deloitte Tax LLP; Patricia Boeple, Stock & Option Solutions, Inc.; Emily Cervino, CEP, Fidelity Stock Plan Services -
2:30PM-3:30PM
Breakout Session II – Choose from one of seven options
2A: Mistakes/Miscues to Avoid in Global Equity
Panelists: Kate Hall, CEP, Aon; Blake Eisenberg, Aon; Parmjit Sandhu, KPMG; Kathleen Martell, Ball Corp.2B: How to Avoid (Expense-related) Potholes
Panelists: Laura Verri, Armanino, LLP; Lydia Terrill, Vocera; Jillian Forusz, Adobe2C: Communicating Mobility Taxation
Panelists: Marlene Zobayan, Rutlen Associates LLC; Tracy De Swiet, TdS Advisory LLC; Colleen Ledesma, Cloudera2D: Best Practices in Educating New Senior Leadership on the Equity Compensation Programs
Panelists: Jon Burg, Infinite Equity, Inc.; Robin Schroeder, Marathon Petroleum Corporation; Rebecca Kargl, Concho Resources Inc.2E: Does Your Global Stock Plan Need a Tune Up?
Panelists: Jon F. Doyle, International Law Solutions, PC; Christine Zwerling, Twilio, Inc.2F: Equity Compensation Top 10 FAQs
Panelists: Amanda Hines-Gold, Morrison & Foerster; Ali Nardali, K&L Gates2G: Equity Beyond Boarders: How to Create a Successful Mobility Taxation Polic
Panelists: Maria Rocha, CEP, Charles Schwab; Dustin Lewis, Deloitte Tax LLP; Samantha Adams, CEP, DoorDash; Tony Diaz, CEP, Pinterest -
3:30PM-3:45PM
Afternoon Break
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3:45PM-4:45PM
Breakout Session III – Choose from one of four options
3A: Creating a Well-Oiled Machine: Process Efficiency, Automation, and Cost Management in Stock Plan Administration
Panelists: Cathy Goonetilleke, Ernst & Young LLP; Oksana Lapii, Ernst & Young LLP; Wendy Jennings, Cisco Systems, Inc.; Adam Marmon, Charles Schwab3B: Table Stakes by Carta
Panelists: Grace Erickson, Carta; Jessica Verrilli, Google Ventures; Chloe Sladden, Honeycomb Labs3C: Guide to Foreign Currency Management for Stock Plans
Stacy Ramos, Computershare; Barbara Klementz, Baker McKenzie; Suzie Bentley, NVIDIA3D: ESPP Magic Tricks - Design Trends & Best Practices of Employee Stock Purchase
Panelists: Michael McComas, CEP, E*TRADE Corporate Services; Wendy Spears, CEP, Adobe Systems Inc.; Lenka Haase, CEP, Deloitte Consulting LLP3E: Boost ESPP Purchase Power: ESPP Cashless Participation
Panelists: Craig Rubino, E*TRADE; Aaron Shapiro, Carver Edison; Deidre Salisbury, Infinite Equity3F: Design for a Decade
Panelists: Caron Strop, Fidelity Stock Plan Services; Tom Paleka, Global Total Rewards, Gallagher; Peter Simeonidis, Deloitte; Vicky Trees, ResMed3G: Learnings from the 2019 Tech IPOs
Panelists: Kathy Son, Uber; Brian Penzel, Morgan Stanley; Jennifer George, PwC -
5PM-6PM
Reception