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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


Infinite Equity

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Danyle Anderson

Director, Consultant & Industry Relations

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Barbara Baksa

Executive Director

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Donna Bell

SVP, Equity Management Services

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Emily Cervino

Head of Industry Relationships & Thought Leadership

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Michael Cranor

Sr. Compliance Consultant - Global Compensation Services,
Apple Inc.

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Dee Crosby

Executive Director, Global Learning & Development

Morgan Stanley

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Hugh Curran

Managing Director, North America
Global Shares

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Cherie Curry

Senior Director, Stock Plan Administration 

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Blake Eisenberg

Associate Partner


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AmyLynn Flood

Vialto Partners

CEPI Advisory Board Chair Elect

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Alex Florea

Senior Director

CEP Institute, Santa Clara University

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Stacy Fox

Director, Equity Lead
Confluent, Inc.

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Brandon Gantus

Freshfields Bruckhaus Deringer

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Cathy Goonetilleke

Ernst & Young

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Valerie Ho

VP Compensation & Benefits
AvalonBay Communities

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Jesse Hoxie

Manager - Global Stock Plan Admin
FedEx Corporation

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Noopur Iyer

Head of Equity
Zoom Video

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Wendy Jennings

Senior Director, Stock Plan Administration

OneTrust, LLC.

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Sinead Kelly

Baker McKenzie, LLP.

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Dennis Lanham

Senior Assistant Dean & Executive Director
SVEC, Santa Clara University

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Nathan O'Connor

Managing Director
Equity Methods

CEPI Advisory Board Chair

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Tami Phillips

UBS Financial Services, Inc.

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Geetika Prasad

Director, Stock Admin & Accounting
Tanium, Inc.

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Loren Rodgers

Executive Director
National Center for Employee Ownership

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Sandy Shurin

Tax Principal
Deloitte Tax, LLP.

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Gabrielle Stopp

Executive Director
Global Equity Organization

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Lamont Walker

Director of Equity Programs
Lyft, Inc.

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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. 

Jennifer Francis, CEP
Tami Bohm, CEP
Radian Group, Inc.
Jessica Carbullido, CEP
Harrison Celone, CEP
Christopher Cox, CEP
Your Equity Solutions 
Tony Diaz, CEP
Susan Garvin, CEP
GoPro, Inc. 
Stephan Gerdes, CEP
Resideo Technologies, Inc.
Erin Herlihy, CEP
Morgan Stanley
Wendy Jennings, CEP
Mary Kiernan, CEP
Equity Plan Solutions, LLC
Tahir J. Naim
Klaus Radermacher, CEP
Fidelity Investments
Stacy Ramos, CEP
Laura Verri, CEP
Armanino, LLP.
Christine Zwerling, CEP
Asana, Inc.


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.

Rich Baker, CEP
Morgan Stanley
Barbara Baksa, CEP
Haleh Carrillo, CEP
OnPoint Equity Plan Services, LLC.
Jennifer S. Cashio, CEP
Flex, Inc.

Elaine Crenshaw, CEP
Plume Design, Inc.

Ruth Doyle, CEP
Insightsoftware, LLC.
Stacy Fox, CEP
Confluent, Inc.
Kate Hall, CEP
Rose Hoffman, CEP
Guardant Health 
Shelby Knudson, CEP
Julie Morton, CEP
Julie Mrozek, CEP
Capital One
Sean Scrol, CEP
Rachel Southorn
Equity Plan Solutions, LLC.
Liz Stoudt, CEP
Infinite Equity
Steve Tamsula, CEP

Brenda Tan, CEP
Rewards Expert, LLC.

Carlisle Toppin, CEP
Kilpatrick Townsend & Stockton, LLP.
Marlene Zobayan, CEP
Rutlen Associates, LLP.



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