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,
NASPP
Emily Cervino
Head of Industry Relationships and Thought Leadership,
Fidelity Stock Plan Services
1992
Dee Crosby
US Client and Engagement Lead, Morgan Stanley at Work by Morgan Stanley
Blake Eisenberg
Associate Partner, Aon Equity Services
Steve Fackler
Partner,
Gibson, Dunn and Crutcher LLP
Michael Cranor
Sr. Compliance Consultant,
Apple Inc.
Amy-Lynn Flood
Partner,
PwC
Cathy Goonetilleke
Partner,
Ernst & Young
Wendy Jennings
Director, Global Stock Operations/M&A Stock & Payroll,
Cisco
Renee Kettelle
Senior Manager, Client Experience,
Charles Schwab
Dennis Lanham
Executive Director & Senior Assistant Dean,
SVEC
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
Partner,
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,
Lyft
Landy Tam
SVP, Head of Product Management,
Computershare
Stacy Fox
Equity Lead,
Confluent
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
Partner,
Baker McKenzie LLP
Tami Phillips
Director,
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 Certent |
Arnold Freilich, CE Financial Intelligence |
| Tami Bohm, CEP Radian Group, Inc. |
Mark Borges, (ex officio) Principal, Compensia Inc. |
Harrison Celone, CEP Aon |
| Susan Garvin, CEP GoPro, Inc. |
Stephan Gerdes, CEP Cable & Wireless Communication |
Christine Zwerling, CEP Twilio |
| Erin Herlihy, CEP Solium |
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 Computershare |
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.
Accounting |
Equity Plan Design, Analysis, and Administration |
|
Barbara Baksa, CEP
NASPP
|
Rose Hoffman, CEP PayPal |
|
Kate Hall, CEP
Aon
|
Julie Morton, CEP Schwab |
|
Shelby Knudson, CEP
E*TRADE
|
Julie Mrozek, CEP Leidos |
|
Sean Scrol, CEP
Valtrinsic
|
Rachel Southorn, CEP Micron Technology, Inc. |
Taxation |
Advanced Equity Compensation Accounting Certificate |
| Haleh Carrillo, CEP Rubrik |
Ruth Doyle, CEP |
| Andrea Kagan, CEP Gilead Sciences |
Bill Storey, CEP Your Equity Solutions |
| Carlisle Toppin, CEP Kilpatrick Townsend & Stockton LLP |
Steve Tamsula, CEP Aon |
| Marlene Zobayan, CEP Rutlen Associates LLP |
|
Corporate and Securities Law |
|
|
Kathy Eismont, CEP |
|
|
Jennifer S. Cashio, CEP |
|
| Sorrell Johnson, CEP AMD |
Interested in joining the CEPI Advisory Board? Consider nominating yourself!
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