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CEP Advisors

The field of equity compensation requires the expertise of a variety of professions (e.g. legal, accounting, tax, compensation) in order to function properly. The Certified Equity Professional Institute (CEPI) draws on an array of expertise in order to ensure that the certification program is relevant and keeps pace in the ever changing world of equity compensation. Three separate advisory bodies - the Advisory Board, the Certification Council, and the Curriculum Committee - are used to chart the strategic direction and oversee the curriculum and test development processes, thereby achieving both the required relevance and accuracy.

CEPI Advisory Board

Since 1989 the CEPI has served as the equity compensation industry's educational standard, providing thousands of our alumni with the knowledge and authority to distinguish themselves as true equity professionals. Advisory Board members play an essential role in charting the Institute's strategic direction and overseeing the curriculum and test development processes.

Terry Adamson

Managing Director, TSR

Danyle Anderson

Executive Director,
Global Equity Organization

Barbara Baksa

Executive Director,

Emily Cervino

Head of Industry Relationships and Thought Leadership,
Fidelity Stock Plan Services


Dee Crosby

US Client and Engagement Lead, Morgan Stanley at Work by Morgan Stanley

Blake Eisenberg

Associate Partner, Aon Equity Services

Steve Fackler

Gibson, Dunn and Crutcher LLP

Michael Cranor

Sr. Compliance Consultant,
Apple Inc.

Amy-Lynn Flood


Cathy Goonetilleke

Ernst & Young

Wendy Jennings

Director, Global Stock Operations/M&A Stock & Payroll,

Renee Kettelle

Senior Manager, Client Experience,
Charles Schwab

Dennis Lanham

Executive Director & Senior Assistant Dean,

Suzanne Luttman

Associate Professor,
Accounting Department, SCU
Founding Member

Nathan O'Connor

Managing Director,
Equity Methods

Donald Polden

Dean Emeritus, Professor of Law,
Santa Clara University

Loren Rodgers

Executive Director,
National Center for Employee Ownership

Renee Trotta

Senior Manager, Client Experience,
Charles Schwab

Brandon Gantus

Wilson Sonsini

Cherie Curry

Senior Director Global Equity,
Hilton McLean

Donna Bell

SVP, Managed and Professional Services,
Insightsoftware LLC

Hugh Curran

Managing Director, North America,
Global Shares

Lamont Walker

Director of Equity Programs,

Landy Tam

SVP, Head of Product Management,

Stacy Fox

Equity Lead,

Valerie Ho

VP Compensation & Benefits,
AvalonBay Communitites

Jesse Hoxie

Manager, Global Stock Plan Administration,
FedEx Corporation

Noopur Ibrahim

Head of Equity,
Zoom Video Communications

Sinead Kelly

Baker McKenzie LLP

Tami Phillips

UBS Financial Services Inc.

Geetika Prasad

Director, Stock Admin & Accounting,
Tanium Inc.

Sandy Shurin

Principal, Global Equity and Incentives,
Deloitte Tax LLP.

Danyle Anderson

Director, Equity Industry & Consultant Relations,
Bank of America

CEPI Certification Council

The Certification Council is the final authority over the content of the exams that are administered.  Each of the three exams (Levels I, II, III) are scrutinized by the Certification Council before each administration to ensure that the exam items are current, accurate, fair and valid.  Any scoring issues identified after the exam administration are addressed by the Certification Council. 

Steve Fackler, Chair
Gibson, Dunn & Crutcher LLP
Jennifer Baehr, CEP
Arnold Freilich, CE
Financial Intelligence
Tami Bohm, CEP
Radian Group, Inc.
Mark Borges, (ex officio)
Principal, Compensia Inc.
Harrison Celone, CEP
Susan Garvin, CEP
GoPro, Inc. 
Stephan Gerdes, CEP
Cable & Wireless Communication
Christine Zwerling, CEP
Erin Herlihy, CEP
Wendy Jennings, CEP
Cisco Systems, Inc.
Moe Zohny, CEP
Stock & Option Solutions, Inc.
Tahir J. Naim
Law Office of Tahir J. Naim
Stacy Ramos, CEP
Laura Verri, CEP
Armanino LLP


CEPI Curriculum Committee

The role of the Curriculum Committee is critical to the CEPI. Equity compensation administration is a dynamic and ever-changing field.  The curriculum is examined annually by this group and changed to reflect changing laws, rules and policies.  These subject-matter experts review and update test specifications, reference materials, and course syllabi.  Committee members are well versed in several functional areas of the field.

Equity Plan Design, Analysis, and Administration
Barbara Baksa, CEP
Rose Hoffman, CEP
Kate Hall, CEP
Julie Morton, CEP
Shelby Knudson, CEP
Julie Mrozek, CEP
Sean Scrol, CEP
Rachel Southorn, CEP
Micron Technology, Inc.
Advanced Equity Compensation Accounting Certificate
Haleh Carrillo, CEP

Ruth Doyle, CEP
Insight Software

Andrea Kagan, CEP
Gilead Sciences
Bill Storey, CEP
Your Equity Solutions
Carlisle Toppin, CEP
Kilpatrick Townsend & Stockton LLP
Steve Tamsula, CEP
Marlene Zobayan, CEP
Rutlen Associates LLP
Corporate and Securities Law

Kathy Eismont, CEP
McGraw Hill Education


Jennifer S. Cashio, CEP

Sorrell Johnson, CEP



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