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8:00 AM - 8:45 AM

• Registration and Breakfast

8:45 AM - 9:30 AM

• Welcome and Keynote Presentation:

  • The Silicon Valley Difference: What the Data Reveals About Equity Compensation
    Presented by: Barbara Baksa, CEP, NASPP; LaRee Golke, CECP, Deloitte Tax LLP

9:30 AM - 9:45 AM

• Passing Period

9:45 AM - 10:45 AM

• Session 1

  • From Award to Ownership: Mastering Equity Plans and Cap Tables in Private Companies
    Presented by: Elena Thomas, CEP, MBA, Empower; Jeanne Strand, Kymeta Corporation
    Target Audiences: Beginner

  • When Business Has No Borders: Equity Considerations in a Global Organization
    Presented by: Anna Sotnikova, CFA, CEP, xAI; Rachel Ulep, CEP, eBay; Oksana Lapii, EA, EY; Derek Lambert, EA, EY
    Target Audiences: Beginner, Intermediate, Advanced

  • What’s New in Proxy Disclosures: A Practical Crash Course for 2026 Filings
    Presented by: Terry Adamson, NDEF, FGE, CEP, Infinite Equity; Brandon Gantus, Wilson Sonsini Goodrich & Rosati
    Target Audiences: Beginner, Intermediate, Advanced

  • Ghosts in the Database: Uncovering and Fixing Stock Plan Errors
    Presented by: Lindsey Youdan, Equity Plan Solutions; Marilo Calabuig, CEP, Einstein Equity; Stacy Fox, CEP, Confluent; Audrey Carroll, CPA, Ramp
    Target Audiences: Beginner, Intermediate, Advanced

  • Complexities and Best Practices in M&A Transactions
    Presented by: Jeff Kunkel, Equity Methods; Veronica Van Praag, ECA, Gen Digital; Arjun Sathya, Equity Methods
    Target Audiences: Intermediate

  • The Flow Factor: Streamlining Stock Plan Administration for Scale and Complexity
    Presented by: William McCauley, Bank of America; Danyle Anderson, CEP, Bank of America
    Target Audiences: Beginner, Intermediate, Advanced

10:45 AM - 11:00 AM

• Break 1

11:00 AM - 12:00 PM

• Session 2

  • The Public Company Pivot: Transforming Your Equity Management Strategy
    Presented by: Don Gillotti, CEP, MBA, insightsoftware; Dan Mullen, CEP, insightsoftware; Hunter Sattich, CEP, Siebert Financial
    Target Audiences: Intermediatej

  • Performance Award Accounting and Administration: A Practical Guide
    Presented by: Matt Gabrielson, Equity Methods; Raenelle James, Equity Methods
    Target Audiences: Beginner, Intermediate

  • Are You Ready For Smarter Comp Committees?
    Presented by: Lexi Watson, Stock & Option Solutions; Emmy Gonzalez, Sunrun; Conor Buckley, CEP, CPA, Aon
    Target Audiences: Beginner, Intermediate, Advanced

  • The Power of Storytelling in Building Connections
    Presented by: Victoria Phrydas, CEP, FGE, UBS Workplace Wealth Solutions; Pam Chernoff, CEP, Aon; Jenny Ho, CEP, Viant Technology Inc.
    Target Audiences: Beginner, Intermediate

  • The Future of Equity Compensation: What's Changing Faster Than Boards Expect
    Presented by: Jessica Hurtado, ECA, Stock & Option Solutions; Galahad Dong, Simpson Strong-Tie
    Target Audiences: Beginner, Intermediate, Advanced

  • Private Companies, Global Headaches: The Fun of Hiring Everywhere
    Presented by: Carine Schneider, FGE, Compass Strategic Advisors; Kela Shang, Baker McKenzie; Georgina Lai, Independent Consultant
    Target Audiences: Beginner, Intermediate, Advanced

12:00 PM - 1:10 PM

• Lunch

1:10 PM - 2:10 PM

• Session 3

  • Performance Awards in Practice: Design Decisions and Accounting Implications
    Presented by: Ryan Ross, CEP, FGE, Infinite Equity; Deidre Salisbury, CEP, Infinite Equity; Joe McNeal, Alpine Rewards
    Target Audiences: Beginner, Intermediate, Advanced

  • Why Data Integrity In Equity Compensation Is a Board-Level Issue
    Presented by: Marc Tipton, CEP, Stock & Option Solutions; Vanessa Harrison, Stock & Option Solutions; Trevin Rard, MBA, CEP, Remitly
    Target Audiences: Beginner, Intermediate, Advanced

  • How to Succeed in Equity Compensation
    Presented by: Barbara Baksa, CEP, NASPP; Emily Cervino, CEP, Fidelity Stock Plan Services; Elizabeth Dodge, CEP, Equity Plan Solutions, LLC
    Target Audiences: Beginner, Intermediate, Advanced

  • Mobility 2.0: Next-Gen Tax Compliance for a Mobile Workforce
    Presented by: Dustin Lewis, Deloitte Tax; Desiree Kenny, Deloitte Tax
    Target Audiences: Beginner, Intermediate, Advanced

  • The Non-CPA’s Guide to Accounting for Share Plans
    Presented by: Andrew Schwartz, CEP, CPA, Computershare; Jessica Laddon, CEP, Computershare
    Target Audiences: Intermediate

  • Unlock the Power of Fractional Shares
    Presented by: Denise Glagau, JD, Baker McKenzie; Caron Strop, CEP, Fidelity Investments; Brian Savage, JD, Airbnb; Zach Morgan, CEP, Airbnb
    Target Audiences: Intermediate, Advanced

2:10 PM - 2:25 PM

• Break 2

2:25 PM - 3:25 PM

• Session 4

  • Executive Jetset Jeopardy
    Presented by: Marlene Zobayan, CEP, Rutlen Associates LLC; Haleh Carrillo, CEP, On Point Equity Plan Services
    Target Audiences: Intermediate, Advanced

  • Passport to Participation: Charting Your Global Equity Adventure
    Presented by: Chris Dohrmann, NDEF, J.P. Morgan Workplace Solutions; Denise Glagau, Baker McKenzie; Mark Miller, CEP, Principal, Deloitte
    Target Audiences: Beginner, Intermediate

  • Multitudes of Many-Faceted Modifications: A How To Guide
    Presented by: Elizabeth Dodge, CEP, Equity Plan Solutions; Miguel Chavez, CEP, Einstein Equity; Tanner Chournos, CEP, Asana; Brett Andersen, CEP, Cribl
    Target Audiences: Beginner, Intermediate, Advanced

  • Mastering Equity Plan Reporting: From Data Integrity to Audit Readiness
    Presented by: Donna Bell, CEP, Insightsoftware; Michael Mauro, Insightsoftware; Trevin Rard, CEP, MBA, Remitly
    Target Audiences: Intermediate

  • Equity Accounting Unlocked: High Impact Concepts for Today’s Stock Plan Administrators Accounting
    Presented by: Rob Miceli, CEP, Bank of America
    Target Audiences: Intermediate, Advanced

  • Optimizing Equity Impact: The Metrics and Mechanics that Can Drive Results
    Presented by: Emily Cervino, CEP, Fidelity; Tara Hagen, CPA, FGE, MBA, ECA, Aon; Katie Prendergast, CPA, NerdWallet
    Target Audiences: Intermediate

3:25 PM - 3:40 PM

• Break 3

3:40 PM - 4:40 PM

• Session 5

  • What No One Told Me Before IPO: The Real World Decisions That Make-or-Break Equity Programs
    Presented by: Lenka Haase, CEP, CFP, Fidelity; Emily Bone, MBA, CEP, Accelerated Equity Plans
    Target Audiences: Intermediate

  • Making Waves in Employee Ownership: Maximize Net Shares with Sell-to-Cover
    Presented by: Tim Oakes, Baker Tilly; Jenna Knowles, CEP, DoorDash
    Target Audiences: Intermediate

  • Putting AI to Work: Opportunities and Risks of AI in Workplace Benefits
    Presented by: Rodney Bolden, ECA, Morgan Stanley; Alex Cwirko-Godycki, Pave; Amy Wheeler, Outsystems
    Target Audiences: Intermediate

  • RSU – Trips and Traps – “New or Existing Publicly Traded Company Topics”
    Presented by: Robert Delgado, JD, KPMG; Blake Eisenberg, CEP, JD, CEP, KPMG
    Target Audiences: Intermediate, Advanced

  • Cross-Functional Collaboration: The Blueprint for Excellence Across Finance, Payroll, Legal, and HR
    Presented by: Erin Fraser, J.P. Morgan Workplace Solutions
    Target Audiences: Beginner, Intermediate

  • M&A in Any Language Spells "Watch Out"
    Presented by: Dee Crosby, CEP, Morgan Stanley; Denise Glagua, Baker McKenzie; Pete Macias, Marvell Technology
    Target Audiences: Intermediate

4:40 PM - 5:30 PM

• Reception