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
Partner
Infinite Equity
Danyle Anderson
Director, Consultant & Industry Relations
BANK OF AMERICA
Barbara Baksa
Executive Director
NASPP
Donna Bell
SVP, Equity Management Services
Insightsoftware
Emily Cervino
Head of Industry Relationships & Thought Leadership
Fidelity
Dee Crosby
Executive Director, Global Learning & Development
Morgan Stanley
Zack Crumpton
Head of Relationship Management, North America Plans Managers
Computershare
Hugh Curran
Managing Director, North America
Global Shares
Cherie Curry
Senior Director, Stock Plan Administration
Hilton
Blake Eisenberg
Associate Partner
Aon
AmyLynn Flood
Partner
Vialto Partners
CEPI Advisory Board Chair Elect
Alex Florea
Senior Director
CEP Institute, Santa Clara University
Stacy Fox
Director, Equity Lead
Confluent, Inc.
Brandon Gantus
Partner
Wilson Sonsini Goodrich & Rosati.
Cathy Goonetilleke
Partner
Ernst & Young
Bryce Harman
Sr. Manager, SPS Executive Services Trading Team
Charles Schwab & Co., Inc.
Valerie Ho
VP Compensation & Benefits
AvalonBay Communities
Jesse Hoxie
Manager - Global Stock Plan Admin
FedEx Corporation
Noopur Iyer
Head of Equity
Zoom Video
Sinead Kelly
Partner
Baker McKenzie, LLP.
Dennis Lanham
Senior Assistant Dean & Executive Director
Leavey Executive Center, Santa Clara University
Nathan O'Connor
Managing Director
Equity Methods
CEPI Advisory Board Chair
Tami Phillips
Director
UBS Financial Services, Inc.
Geetika Prasad
Director, Stock Admin & Accounting
Tanium, Inc.
Loren Rodgers
Executive Director
National Center for Employee Ownership
Sandy Shurin
Tax Principal
Deloitte Tax, LLP.
Gabrielle Stopp
Executive Director
Global Equity Organization
Lamont Walker
Director of Equity Programs
Lyft, Inc.
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 Aon |
Tami Bohm, CEP Radian Group, Inc. |
Jessica Carbullido, CEP Wilbur-Ellis |
| Harrison Celone, CEP Aon |
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 OneTrust |
Mary Kiernan, CEP Equity Plan Solutions, LLC |
Tahir J. Naim Consultant |
| Klaus Radermacher, CEP Fidelity Investments |
Stacy Ramos, CEP Computershare |
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
NASPP
|
Haleh Carrillo, CEP
OnPoint Equity Plan Services, LLC. |
|
Jennifer S. Cashio, CEP
Flex, Inc. |
Elaine Crenshaw, CEP |
Ruth Doyle, CEP Insightsoftware, LLC. |
|
Stacy Fox, CEP
Confluent, Inc. |
Kate Hall, CEP
Aon
|
Rose Hoffman, CEP Guardant Health |
|
Shelby Knudson, CEP
E*TRADE
|
Julie Morton, CEP Schwab |
Julie Mrozek, CEP Capital One |
|
Sean Scrol, CEP
Valtrinsic
|
Rachel Southorn Equity Plan Solutions, LLC. |
Liz Stoudt, CEP Infinite Equity |
| Steve Tamsula, CEP Aon |
Brenda Tan, CEP |
Carlisle Toppin, CEP Kilpatrick Townsend & Stockton, LLP. |
| Marlene Zobayan, CEP Rutlen Associates, LLP. |
Interested in joining the CEPI Advisory Board? Consider nominating yourself!
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