Aaron Boyd is Senior Director of Executive Compensation at Levi Strauss & Co. where he is responsible for all aspects of executive and equity compensation including the design of annual and long-term incentive plans, creation and presentation of compensation and human capital committee materials, and oversight of stock administration. He managed these areas during the company’s IPO and continues to lead in their expanding total rewards efforts as a public company. Previously, Aaron held positions at Franklin Templeton, an asset management company, and at Equilar, an executive compensation research firm.

Aaron Rosser is the Director of Business Development and Equity Consultant for Accelerated Equity Plans (AEP), where he is responsible for growth and building strong relationships with clients. He has worked on both the broker and issuer sides of equity compensation. His issuer roles include the Sr. Stock Plan Administrator at Unity Technologies and the Head of Global Equity at Sonder Holdings Inc. prior to joining AEP. He has led many employee-focused tax and education sessions for employees around the globe.

Before his issuer experience, he has worked with many multinational companies in his time as a Service Manager at E*TRADE by Morgan Stanley, Fidelity Investments, and he spent years in Stock Plan Services at legacy Morgan Stanley Smith Barney.

Abigail Anthony possesses extensive experience in accounting and finance, with a notable tenure at Intuit from November 2011 to August 2021, where roles included Group Accounting Manager, Sr. Corporate Accounting Manager, and Accounting Leader. Prior to Intuit, Abigail worked as a Senior Audit Associate at CBIZ MHM, LLC from July 2004 to April 2008, and held the position of Premium Seating Services Coordinator with the San Diego Padres from January 2003 to January 2004. Abigail's career began at The Scripps Research Institute as a Research Technician I from January 2001 to January 2003. Academic credentials include a Master of Science in Accountancy from San Diego State University and a Bachelor of Science in Molecular Biology from UC San Diego.

With over 15 years of experience in building and managing high-value business relationships worldwide, Adva plays a pivotal role in driving the growth of ShareForce’s global client base. She is instrumental in refining and adapting ShareForce’s offerings to meet the diverse needs of regional and global clients, delivering innovative and effective solutions for share-based plan administration.

Adva’s extensive background in investments and financial markets further strengthens ShareForce’s expertise. Her experience in structuring and implementing multi-managed investment solutions for both retail and institutional clients adds depth to ShareForce’s global capabilities.

A passionate advocate for a seamless and integrated approach to equity compensation, Adva focuses on strategic partnerships, technology-driven efficiencies, and client-centric innovation. She actively contributes to industry discussions, shaping the future of share plan administration and reinforcing ShareForce’s position as a market leader.

Ajit Jacob is the Senior Director of Total Rewards for Aon plc. In his current role, Ajit heads Global Executive and Equity Compensation for Aon, supporting 50,000 colleagues in 80 countries. In his role, Ajit works closely with leaders across the firm to deliver best in class rewards experience through Aon’s incentive and equity programs. Before joining Aon, Ajit held various positions at major U.S. airlines. Most recently, Ajit was Managing Director of Transformation at ExpressJet Airlines from 2019 to 2020. During this time, he was responsible for leading the expansion of corporate infrastructure and support functions. Prior to that, Ajit worked at United Airlines for over a decade in various roles including Executive Compensation, Financial Planning & Analysis and Network Operations. Ajit has bachelor’s degree in Electrical Engineering and a Master of Business Administration from University of Houston.

Alexis serves as a Senior Relationship Manager within the "LTI Plan Management" Department at Banque Transatlantique (a subsidiary of Crédit Mutuel Alliance Fédérale Group, one of the largest banking groups in Europe.) 

Banque Transatlantique is recognized as a leading expert in France for the management of international employee share plans.

Since 2016, Alexis has developed specialized expertise in managing Long-Term Incentive (LTI) plans for U.S. companies operating in France. He possesses a deep understanding of the unique regulatory and operational specifics of the French market, ensuring seamless and compliant plan administration for his clients.

I’m an equity professional with an authentic enthusiasm to drive meaningful results to my team and larger organization. With a proven track record as a cross-functional contributor, I am continually energized by opportunities to collaborate, find strategic solutions to challenging situations, and develop from those around me. Specialties: Equity Edge Online, EquiView, Section 16 Filing, 10b5-1 Plans, SOX Compliance, ESPP Management, ADP, Bamboo HR, Workday, SAP, Kronos, AP/AR, Commission Reconciliation, Union/Non-Union Employee Relations, HR Employment Recordkeeping & Documentation.

Amberly Fullmer is the Director of Equity Programs at Reddit, Inc., where she has been leading the global equity compensation team since 2021. In her role, Amberly managed all aspects of equity transaction and played a key role in driving IPO efforts, including overseeing a complex selling shareholders program, supporting the S-1 filing, and spearheading employee education initiatives. 

Before joining Reddit, Amberly was the Senior Manager of Equity Compensation at Ancestry.com, where she led the equity team and collaborated closely with the accounting, HR teams on any personnel transaction support.

I am a seasoned accountant with over a decade of experience, currently serving as the Global Equity Lead at The Coca-Cola Company, based in Drogheda, Ireland. In this role, I have been pivotal in overseeing the successful rollout of the Global Employee Stock Purchase Plan (GESPP) across 38 countries. My expertise lies in managing complex, large-scale projects and driving transformational initiatives that enhance employee engagement and organisational equity. 

With a strong focus on continuous learning and professional development, I have designed and implemented new platforms, collaborated with HR, legal, and finance teams globally, and ensured smooth employee enrolment and support for the GESPP. 

My earlier roles at Coca-Cola included leading payroll service projects across EMEA and managing Defined Benefit Plans, showcasing my ability to navigate various facets of financial operations.

Before joining Coca-Cola, I held key positions at International Fund Services, a State Street company, where I gained valuable experience as a Senior Associate and Fund Accountant. Academically, I hold an ACCA qualification and a Bachelor's degree in Accounting and Business/Management from Dublin Institute of Technology.

Outside of work, I maintain a keen interest in football and, until recently, played at a competitive level. I enjoy spending quality time outdoors with my partner, daughter, and dog.

Andrea Kagan is Senior Project Manager, Stock Administration with NVIDIA Corporation and is based in the Bay Area. Andrea has close to than twenty five years of experience working with multi-jurisdictional tax issues facing internationally mobile employees and has specialized in equity compensation for the past twenty years, with a focus in recent years on implementing and leveraging technology solutions. Andrea has experience in the share plan industry from multiple perspectives. She has worked at stock issuer companies as part of the stock administration team; at a share plan administrator leading the tax and cross-border workstream for their proprietary information database; and at several of the Big 4 Accounting Firms consulting with companies to help manage employer and employee compliance obligations and cross-jurisdictional issues for equity awards. Andrea was fortunate enough to have worked in England for 3 years, resulting in a unique understanding of the opportunities and challenges facing mobile employees. She has published articles in both the US and the UK and is a frequent speaker at local and national industry conferences. Andrea is a Certified Equity Professional (CEP), IRS Enrolled Agent, and is a member of NASPP, and GEO.

Andrew leads the Stock Plan Administration function as the Director of Stock Plan Administration for Procore Technologies, Inc. which went public in 2021. His current role oversees all aspects of the Company’s equity plans including NQ, ISO, RSUs, PSUs, and ESPP in over 15 countries. Procore grants equity broadly to its 4,200+ employees. Prior to joining Procore Andrew was with E*TRADE Corporate Services, working with new and existing issuer clients to build better processes while sharing best practices relating to their equity compensation plans and was the Stock Plan Administrator for Blue Apron during the Company’s IPO.

Anna Fletcher is the Group Head of Reward at Rentokil Initial plc, based in the UK and has more than 18 years’ experience in reward. Prior to her current role she held similar roles in consumer goods and financial services organizations. Anna has been with RI for 5 years and in her current role is responsible for overseeing a wide range of reward initiatives across the group, including share schemes, executive remuneration compensation, and global mobility.

Augustin is Head of Equity Compensation at Flywire (NASDAQ) and is based in Barcelona, Spain. Whilst supporting the company’s journey in the share plans industry Augustin is ensuring that the multiple share plans vehicles used are well run, maintained, and developed for their global employee demographics.

After almost a decade of helping companies run their ESPPs, US423s, SIPs and Discretionary plans while being at Morgan Stanley where he assumed multiple roles within the Relationship Managers and Client Administration teams, he’s secured great results for the companies under his care and has seen a plethora of challenges and solutions over the years. This has built in time a best-practice knowledge base. Previous to Morgan Stanley, Augustin has also been a Share Plan Manager at Computershare where he's been supporting share plan clients and ensuring the best experience is delivered to both corporate and their participants.

Augustin also holds a master’s in Business Administration and Management from "Lucian Blaga" University, Faculty of Economics.

Barbara Klementz is the chair of Baker McKenzie’s North American Compensation Practice. She has practiced in the area of global equity and executive compensation for 25 years. Barbara has authored several articles on global equity issues for the BNA Executive Compensation Journal, Journal of Corporate Taxation and San Francisco and Los Angeles Daily Journal, among others, and she is a contributor to a blog on global equity related topics called the Compensation Connection. She is also a frequent speaker on a variety of global equity topics. Barbara was recognized as a Thomson Reuters Stand-out Lawyer for 2024 and recognized as a ranked practitioner by Legal 500 for Employee Benefits: Transactional and by Chambers USA. Client feedback in Chambers and Legal 500 states that "Barbara is super responsive and just really knows the space." and "Barbara Klementz possesses incredible knowledge and a knack for explaining complex issues simply. She always considers the bigger picture and provides commercially sound advice." Barbara is admitted to private practice in California and Düsseldorf, Germany.
Barbara focuses her practice on global equity compensation programs, executive compensation and employee benefits. She regularly advises multinational companies on implementing their equity compensation and other incentive programs worldwide – particularly as it relates to tax and securities law matters and exchange control regulations. Barbara also frequently advises on the treatment of such programs in corporate transactions, including mergers and acquisitions, spin-offs and divestitures, as well as on the tax treatment of cross-border employees participating in such programs.

Ben Ramos began in the equity compensation industry and at Charles Schwab & Co. in 2008. Mr. Ramos is a Director, Strategic Relationships at Schwab. He serves as an advocate for financial wellness programs that empower and encourage employees to get the most from their equity. He plays a pivotal role in creating an atmosphere of collaboration that ensures successful delivery of client, partner, and business objectives.

Previously at Schwab, Mr. Ramos was a Stock Plan Administrator, Client Service Manager, and Senior Team Manager servicing some of Schwab’s most high-profile relationships. Mr. Ramos has experience with the speaking circuits at GEO and NASPP. Prior to joining Schwab, Mr. Ramos spent 10 years in client and product support operations, territory management, and business development for John Deere, Apollo Group, and Mind Streams.

Mr. Ramos has a Bachelor of Science in aerospace engineering from Cornell University, an MBA in Global Management from University of Phoenix, and his Certified Equity Professional (CEP) from Santa Clara University. He is FINRA Series 7, 24, and 63 licensed.

Dr. Bill Castellano is Professor of Strategic HR Management at Rutgers University School of Management and Labor Relations. He is also the Executive Director for the Center for Employee Ownership and an Executive Committee member of Rutgers Institute for the Study of Employee Ownership and Profit Sharing. Bill also serves as a board member of the Global Equity Organization. Bill is the former Chair of the HR Department and Associate Dean of External Engagement and Executive and Professional Education and former Director of the Center for HR Strategy. His research, teaching, and consulting activities are focused on understanding the impact of employee ownership and equity compensation strategies on individual and organizational outcomes, the strategic management of human capital, employee engagement, and developing leaders for the challenges of the 21st century. Bill has over forty years of experience working in corporate Fortune 50, entrepreneurial and research environments. Before joining Rutgers University, he held senior HR management positions at Merrill Lynch and Manufactures Hanover Trust where he was involved with human resource strategies and practices that supported both individual business groups and the global enterprise. Bill is an accomplished researcher publishing his work in practitioner and academic journals and is a frequent speaker at national HR and business conferences.

I joined Starbucks Coffee Company in 1997 and is based out of Seattle, WA. I have worked in the equity incentive industry for more than 25 years and most recently as the director of global stock, providing equity incentives to more than 250,000 partners in 21 markets around the world. In my free time I am learning to love the empty nest life and appreciate the quietness that accompanies it.

Brett Andersen is the Director of Stock Administration at Cribl. He has worked in equity compensation for over 10 years working on both the vendor and issuer sides working with smaller companies offering equity to a handful of folks privately, or with large public companies of over 50,000 equity participants and helping those in between to transition. Brett holds his CEP certification as well as a bachelor’s degree in marketing management.

Brian McDonald is a leader in workplace financial solutions who has supported thousands of advisors and employees in their equity compensation. With previous roles at Morgan Stanley and Charles Schwab and experience as an advisor to AI-driven investment platforms, Brian has been advancing technology-driven guidance that empowers people to unlock wealth.

Brooke is an equity professional with 24 years of experience in equity compensation. 

She has been with Charles Schwab for 2 years and is a Client Service Manager in Stock Plan Services. One of her responsibilities is serving as an extension of Schwab Stock Plan Services client companies’ equity administration teams. Within this role she provides guidance on various aspects of equity plan administration and assisting with transactions, planning, and reporting. 

Prior to joining Schwab, Brooke served as an Implementation Manager and later a Senior Client Service Manager at Certent, collaborating with many outsourced company’s equity plans. She is a Certified Equity Professional, having earned her designation in 2019.

Carrie Kovac is the Head of Global Equity Programs for Elastic. She previously served as an Executive Director of Corporate and Participant Solutions for Morgan Stanley. Prior to joining Morgan Stanley, she was the Senior Vice President of Relationship Management for E*TRADE Financial Corporate Services and Director of Global Equity for Symantec Corporation. Carrie is a Certified Public Accountant (inactive), a Certified Equity Professional, and previously held her FINRA Series 7, 24 and 63 securities licenses. She received her Bachelor of Science in Commerce in Accounting degree from Santa Clara University. She is also a member of GEO, NASPP and AICPA. She previously served as a board member for GEO and currently serves on the Northern California GEO Chapter Committee.

Cecillie Groth Henriksen is an attorney at IUNO Law Firm, where she advises companies on all aspects of employment and labour law, including equity and share-based incentive plans, bonus schemes and executive compensation, cross-border workforce matters, regulatory compliance, and disputes.

 She works closely with international companies to ensure that share plans align with local employment law frameworks while supporting overall business strategy. She regularly assists companies in managing the employment law issues arising from incentive programmes across multiple jurisdictions and frequently speaks on developments within employment and labour law.

Charles Russo is a regional manager for Computershare’s Employee Share Plans business, overseeing a team of relationship managers responsible for a portfolio of corporate clients across a wide range of industries. Since joining Computershare in 2008, Charles has leveraged his experience in the employee compensation business to ensure high levels of quality and satisfaction for all of his clients. Prior to joining Computershare, Charles was with UBS, Bankers Trust and JP Morgan. During his thirty-plus years of financial services experience, he has held positions in relationship management, product management and operations, across various disciplines.

Charles earned his B.S. and MBA in Finance from Fordham University.

Cherie Curry is a seasoned leader in equity compensation and executive compensation, with over two decades of progressive experience managing and designing global equity programs for leading organizations. As the Global Equity Manager at FGS Global responsible for the end-to-end management of the company’s global equity compensation programs. This role oversees the administration, compliance, communication, and reporting of all equity-based compensation plans, ensuring alignment with business objectives and regulatory requirements across all jurisdictions in which FGS Global operates. Cherie has experience overseeing worldwide equity plans, driving initiatives that have expanded share ownership to more than 55,000 employees across 118 countries. She is recognized for her expertise in plan design, HRIS and vendor integrations, M&A equity management, regulatory compliance, and executive compensation strategy.

Cherie’s career includes roles at Neustar, Inc., where she led stock plan administration, implemented new ESPP plans, and managed complex vendor transitions, and at Harman International, where she managed domestic and international equity compensation, SEC reporting, and cross-functional partnership on legal, tax, and financial compliance. Her leadership style is marked by strong analytical skills, meticulous attention to detail, and a collaborative approach with stakeholders at all levels, including board members and executive teams.

Cherie is a NASPP Distinguished Equity Fellow, a GEO Fellow of Global Equity, a Certified Equity Professional (CEP), and an active mentor and conference speaker in her field. She holds a Bachelor of Arts from the University of Maryland.

Cherry Mo is an employee equity specialist based in Sydney, Australia, with over a decade of experience managing and advising on global share plans across APAC and international markets. She has deep expertise in equity operations, cross‑border compliance, taxation, and participant engagement. Her work in global employee ownership has contributed to initiatives recognised with the 2025 GEO Award for Best Use of Equity in Emerging Markets, the only Australian program honoured that year. Cherry is actively involved in the GEO Australia Chapter leadership team, supporting issuer engagement and industry collaboration. She holds a Master of Professional Accounting, a Master of Commerce, and is an affiliate member of ACCA.

Chris Dohrmann is Vice President of Strategic Partnerships at Global Shares, a J.P. Morgan company and host of the Global Shares equity compensation podcast, Own Up. Chris has over 30 years’ experience and has worked with companies ranging from startups to pre-IPO, from small to mid-cap companies in the US, and with international Fortune 500 firms. Chris’ career has spanned all areas of the industry, including investment banks, issuers, brokers, and platform providers. Chris was formerly Executive Director at Equatex, and prior to that spent 20 years in positions at Morgan Stanley Smith Barney, Citigroup and AST. He is experienced in managing high profile, high revenue relationships, as well as large client bases. Chris is a Fellow of Global Equity as well as a current member of the National Association of Stock Plan Professionals, a former Board Member of Global Equity Organization as well as the CEPI Advisory Board.

Christian brings over two decades of expertise in equity compensation. He's passionate about building and developing high-performing teams that deliver exceptional support to both US and international clients. As Service Optimization Manager at Stock & Option Solutions, Inc., Christian is dedicated to empowering the Account Management & Operations Team to maximize strategic value for every client. He holds a Bachelor of Science from Middle Tennessee State University and is a Certified Equity Professional (CEP).

Based in Barcelona, Christian is Head of EMEA Equity Services. With the client in focus, he helps companies make better decisions in the world of share plans. Christian joined from Morgan Stanley where he was a Vice President helping companies on a variety of equity compensation issues and successful develop Morgan Stanley share plan financial reporting solution to unlock its true potential. Prior to this, Christian was Product manager (in UK) and Senior client manager (in Denmark) at Computershare, supporting share plan clients and developing new/existing products. Christian has over 15 years’ experience in employee share plans. Christian holds a master’s in accounting from Copenhagen Business School, subject IFRS2. Earned Certified Equity Professional (CEP) designation in 2024 and Advanced Equity Compensation Accounting (AECA) Certificate from Santa Clara University in 2020. Board member and Spanish chapter leadership at GEO. 

Christy joined the Dell Technologies HR team in 2015 as a Compensation Business Partner and has partnered with many areas of the company including HR, CFO, Legal/Security, Marketing, Product and Operations, and Global Sales. Currently, she manages Dell’s Stock Plan Services team, overseeing approximately 26,500 participants across 80 countries. 

Before her tenure in HR, Christy held various positions within Dell Finance, including Corporate Reporting, Treasury Accounting, and Pricing.  Prior to coming to Dell, she worked at Ernst & Young and KPMG in their audit practices. 

Originally from the San Francisco Bay Area, Christy attended the University of San Diego. She now resides in Round Rock, Texas, with her husband of 24 years, and their 17 year-old daughter. Outside of work, Christy enjoys traveling, practicing Pilates, and spending time with her two dogs.

Cody is the Senior Manager of Global Equity at SoFi Technologies, Inc., where he leads the strategic administration and scaling of equity programs within a high-growth, fast-paced environment. With a decade of experience in the industry, Cody specializes in navigating the complexities of organizational change. He has successfully created operational foundations through IPO-readiness and into a mature, compliant public multinational organization.

Prior to joining SoFi, Cody managed a portfolio of over $3 billion in assets at Bank of America, providing him with a deep foundation in large-scale program management and regulatory rigor. At SoFi, he has combined that institutional expertise with a modern focus on employee engagement, ensuring that equity remains a powerful and understood tool for wealth creation across the workforce. Cody is passionate about building scalable, compliant operations that can keep pace with rapid innovation without sacrificing the participant experience.

Danielle Roseland, ECA is a Franchise Stock Plan Relationship Manager at Morgan Stanley at Work located in New York City and a GEO Future Leader of Global Equity. 

Danielle started with Morgan Stanley in 2019 and has over 15 years of experience in financial services. She builds and maintains strong relationships with her clients and internal partners.  She identifies and communicates customer needs to help ensure customer satisfaction while also addressing and resolving customer concerns and issues.  She is strategic and creative when problem solving areas for improvement around integrations, participant education, and the administrator and participant experience.  She is passionate about supporting and partnering with her clients to help them achieve their goals and initiatives.  

Prior to joining Morgan Stanley, she worked at Goldman Sachs and Merrill Lynch within Equity and Credit Derivatives back office and front office teams.  She was promoted to Vice President at Goldman Sachs while managing her own accounts, training new hires, and actively enhancing processes and procedures. 

Danielle is currently an ECA who passed level 2 and is pursuing her Certified Equity Professional (CEP) designation.  She is a Registered Rep and holds her Series 7 and 63 licenses and is a keynote speaker. Danielle has a Bachelor of Arts in Integrative Arts from Pennsylvania State University.  She is based in New York City. 

Danyle Anderson is a Director of Industry and Consultant Relations for the Retirement & Personal Wealth Solutions group at Bank of America. With a focus on employee share plans, ESPP and executive compensation, Danyle is responsible for fostering connections among clients, consultants, influencers, and banking partners, and shaping ideas around employee ownership within the share plan community.

In her prior role as the Executive Director of the Global Equity Organization (GEO), Danyle led GEO for more than 10 years, establishing industry-leading global share plans education, networking and programming for the global share plans industry. Prior to GEO, Danyle served as Programs Director at the NASPP, Head of Investor Relations and Shareholder Services with Tech Data where she had responsibility for global stock ownership programs in 40+ countries and as an Auditor with Deloitte.

Danyle has over twenty-five years of experience in the equity compensation field and is a Fellow of Global Equity (FGE) and an Executive Fellow of the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers. She holds a Bachelor of Science degree in Accounting from the University of South Florida, is a Certified Public Accountant, a Chartered Global Management Accountant, a Certified Equity Professional and Series 7, 63 and 66 licenses.

David has extensive experience and expertise in corporate governance, share plans, and legal matters, David has been a valuable asset since joining RBS in 2011. As the Head of Corporate Secretariat & Shareholder Services, David provides guidance on legal, tax, and regulatory aspects related to the bank's employee equity arrangements. His proficiency in implementing global equity plans, managing corporate actions, and ensuring share plan compliance makes him an invaluable addition.

David graduated from the University of Bristol in 2008 and joined the Allen & Overy LLP Incentives team, where he worked on a range of global, stand alone and transactional share plans matters.

David has worked in stock compensation roles since 2010. He started as a stock plan administrator for UBS which evolved into various roles over the years in quality control, training, and service management. His time at UBS strengthened his understanding of different equity plans, running projects, risk management, and business process improvements. On the vendor side of equity administration, he also had a short stint with SOS as an Account Manager and spent 2 years supporting the sales team at EQ providing subject matter and platform expertise.

On the issuer side, David spent 3 years as an Equity Programs Specialist for Texas Instruments and is currently the Equity Compensation Specialist for Axon. These roles have responsibility for day-to-day activity from granting and vesting awards, managing vendor relationships and platforms, SEC 16 and proxy reporting, to employee education and support. Aside from the years in Dallas working for TI, David has lived and worked in Nashville, TN since 2005.

Dave is an Equity Plan Specialist in the Workplace Benefits group at Bank of America. In order to assist companies in finding the appropriate solutions for their corporate stock plans, Dave leverages over 35 years of experience in sales, relationship management, plan administration services and consulting for equity compensation and retirement plans.

Dave holds a BA in Economics with a concentration in Finance from Rutgers University, and in 2003, he earned the Certified Equity Professional (CEP) designation. In addition, he holds FINRA Series 7 and 66 registrations. Dave voluntarily served on the Technical Oversight Board for multiple GPS: Guidance | Procedures | Systems research projects conducted by the Certified Equity Professional Institute (CEPI) on topics including Global Stock Plans, Performance Awards, Employee Stock Purchase Plans, and Participant Education and Communication. He also is a member of the National Association of Stock Plan Professionals (NASPP) New York/New Jersey chapter board.

Dave resides in New Jersey with his wife and his two sons, and when he is not working, Dave enjoys coaching youth sports, teaching both typical and special needs individuals.

David Voggeser joined hkp/// group beginning of 2011. He advises companies on the design and implementation of compensation systems and on job evaluation. Another focus lies in the areas of employee participation, benchmarking as well as company car guidelines. His consulting mandates range from specialized support of start-ups to global, long-term projects, e.g. in the context of IPO implementations. David Voggeser is a sought-after speaker at professional events and lead author of numerous studies, including the Global Equity Insights Survey. He is also responsible for the hkp/// group Top Management Survey.

Denise Glagau is the Managing Partner of Baker McKenzie's California offices in San Francisco, Palo Alto and Los Angeles and a member of the North America Employment and Compensation practice. Denise advises public and private multinational companies on the tax and legal issues related to offering employee share plans and other incentive compensation programs in their home countries and on a global basis. She works with companies to design equity plans, draft award documentation, review and optimize tax implications, comply with securities registration, exchange control and other regulatory requirements, minimize labor law exposure, and address data privacy concerns and other compliance issues associated with offering employee equity and other incentive plans around the world. She also advises companies on the implications of corporate transactions on equity plans and awards, including assisting with tax rulings, regulatory filings and employee communications.

Dennis Paalman is currently serving as the Global Head of Reward, Performance Management, OD and International Mobility at Arcadis and he is the founder of Reward Works. His prior roles include (Executive) Senior Vice President Global Reward, at OCI, Bayer, Fertiglobe, Solvay, Signify (previously Philips Lighting), Royal AholdDelhaize and ING Bank. Senior Consultant in the Executive Compensation Practice at WTW in London and Amsterdam, various roles at IBM. 

Furthermore, Dennis served as the interim Executive Director of GEO in 2023 and 2024, Chairman of the GEO Board from 2019 to 2025. Chairman of the Jury for the GEO Awards from 2011 to 2019. GEO Board Member as well as a member of the GEO Executive Committee since 2010. Chairman of the Dutch Association for Compensation and Benefits Professionals since 2014. Dennis is a regular visiting lecturer at the Vrije Universiteit Amsterdam.

Master of Science degree in mechanical engineering and business administration from the Technical University of Twente. Completed the Advance Management Program at Insead, the Royal Ahold Leadership program at Harvard/Oxford and several executive programs at the University of Michigan. Dennis is married to Liz, has four kids and lives in The Netherlands.

Diederik is a tax professional with more than 20 years of experience in Global Mobility and International Expatriate Tax matters.  He leads the Walmart Global Mobility International Operations team for all cross-border movements and employment tax compliance. Past employers include IBM, and PricewaterhouseCoopers.

He brings experience design and implementation in global mobility programs and processes for long- and short-term assignments, one-way transfers commuters and business travelers. He is a trusted advisor to key stakeholders in Corporate Tax, Legal, People and Business Units related to global mobility and cross-border employment tax topics; and has subject matter expertise in international tax law compliance and planning for compensation packages, deferred compensation, equity awards and other compensation items.

He is a graduate of the University of Amsterdam, where he earned a master’s degree in Fiscal Economics with majors in personal tax, corporate income tax, international tax, business economics and mathematics.  Diederik is an IRS enrolled agent as well as a Certified Equity Professional with CEPI. He was recognized on the Benivo list of most admired and innovative global mobility professionals in 2021 and 2022.

Dikla is a renowned expert in the field of equity compensation with over two decades of proven experience, she combines unique and profound expertise in the tax aspects of equity compensation with a demonstrated ability to formulate vision, develop strategies, and manage implementation processes. Throughout the years, Dikla has provided professional and tailored guidance to numerous leading organizations spanning a diverse spectrum of industries, from innovative startups to multinational corporations within both the private and public domains. In this capacity, Dikla has led comprehensive consulting, development, implementation, and management processes for a wide array of equity compensation plans, from the initial planning stage to full and successful implementation. Her in-depth specialization in the tax laws relevant to equity compensation has enabled her to successfully lead the process of obtaining advanced tax rulings from tax authorities and to provide strategic advice in mergers and acquisitions, as well as extensive experience in professionally presenting the complex tax aspects to boards of directors, executive management, and employees.

Before joining Dikla held the position of Director leading the stock based compensation tax team at EY accounting firm.

Joseph Blasi is a distinguished professor and sociologist at the School of Management and Labor Relations at Rutgers University where he teaches the undergraduate and graduate courses on corporate governance. He is a Research Associate at the National Bureau of Economic Research. His work includes economic sociology, the social and economic history of the corporation, and public policy, particularly broad-based employee stock ownership, profit sharing, gain sharing, and stock options in corporations, in countries, in industries, for example, with a study of Silicon Valley, and in different historical periods of American history.

He has written 13 books including Employee Ownership (Harper and Row, 1988), The New Owners with D. Kruse (HarperCollins, 1991), Kremlin Capitalism with M. Kroumova and D. Kruse (Cornell University Press, 1996), A Working Nation with various co-authors (Russell Sage Foundation, 2000), In The Company of Owners with D. Kruse and A. Bernstein (Basic Books, 2003), and Shared Capitalism at Work with D. Kruse and R. Freeman (University of Chicago Press, 2010). His articles have appeared in the British Journal of Industrial Relations, Industrial Relations, and the Industrial and Labor Relations Review, among others.

Eaton is a seasoned professional serving as the Director of Executive Compensation & Equity at Seagate. With more than ten years of dedicated experience in executive compensation and equity administration, Eaton has honed her expertise in this specialized field. She is recognized for her proficiency in data analytics, a skill she leverages to propel HR practices into the realm of data-driven decision-making.

Eaton holds a Master’s degree in Data Analytics, augmenting her educational background with an MBA and a CPA license. Her academic achievements reflect her commitment to staying abreast of industry trends and equipping herself with the necessary tools to excel in her role.

Elena Thomas is the COO for Plan Management Corp. | OptionTrax, a full-service equity plan and securities administration software and services provider. Elena leads the operations and product development of PMC's leading equity management platform, OptionTrax. In this capacity, she works closely with both private and public company clients to ensure delivery of best practice plan administration software and services. She is also the spearhead of the OptionTrax Gender Equity in Equity Compensation study and Equity Inclusion Initiative. Areas of expertise include best practice performance award administration, financial reporting, and workplace equality. She currently serves as a Board Member of the Philadelphia chapter of NASPP and is a Certified Equity Professional.

Elena is passionate about helping clients to leverage equity compensation and technology to attract talent, drive performance, and as a tool to promote workplace equality. Prior to joining Plan Management, Elena was a Project Manager with McKinsey & Company, in their Philadelphia, Paris, and Mexico City offices. Elena focused on strategies for growth and development and promoting women in business, and built deep expertise in access to capital and financial services for micro to mid-cap companies in both developed and developing economies. Elena has also worked extensively in M&A and Corporate Sustainability.

In addition to the U.S., Elena has worked across Latin America and Europe. Elena has her MBA from the University of North Carolina Kenan-Flagler School of Business, and her BBA from The College of William & Mary.

Elliot is Associate Director, Relationship Management at Computershare and has over eight years of experience in the share plans industry. He holds a Bachelor of Business Studies and Finance degree as well as a Certificate in Employee Share Plans (Cert. ESP), and he is also a member of the Global Equity Organisation UK Chapter.

Emily Cervino, CEP, FGE, Head of Industry Relationships and Thought Leadership, Fidelity Stock Plan Services

As head of Fidelity Stock Plan Services' Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes. 

Emily has spearheaded work to develop deep understanding of Employee Stock Purchase Plans and the impact of design on participation, conducted analysis on the relationship between Performance Award payouts and corporate performance, and shared extensive data on employee selling behavior, participant perceptions, and participant communications and engagement. 

In her former role as executive director of the Certified Equity Professional Institute (CEPI) at Santa Clara University, Emily was involved in all aspects of certification, research, and program marketing. She also managed all the equity compensation programs at National Semiconductor, and held various roles at E*TRADE/ShareData. 

With over 20 years in the industry, Emily is recognized for deep knowledge of and enthusiasm for equity compensation. She is a frequent speaker and author on topics to help educate employers, advisors, and the media. Emily is a board member for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, recipient of the NASPP Individual Achievement Award, a Fellow of Global Equity, and a representative on GEO’s Partner Alliance Council. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations. 

Evans works with large organizations across a broad array of benefits and long-term incentive management initiatives. In particular Evans focuses on supporting organizations as they manage through change and guides them as they design their rewards programs to align with their broader organizational goals. Additionally, Evans consults on employee education and engagement campaigns, including total rewards, wealth accumulation, and wellness programs.

Evans has been a member of Fidelity Workplace Consulting for 17 years. Prior to joining Fidelity, Evans worked in the executive compensation group for a Fortune 50 company, helping to define and manage the long-term incentive awards for their executives. Before this, Evans was an actuarial consultant with Deloitte.

Evans earned bachelor’s degrees in mathematics and in economics from the University of Michigan.

Gemma is a Director specializing in the area of cross-border incentive compensation. Her particular focus area is equity compensation, working with multinational corporations helping them manage their global compliance for employer reporting and withholding on incentive compensation in relation to internationally mobile employees.

Gemma has worked extensively with clients on their end-to-end processes for compensation with large multinational companies, covering a number of core elements such as tax and legal due diligence, data specifications, technology integration and implementation, employee communications, global mobility equity policy consulting, process/design documentation, global corporate recharge policies, payroll compliance and consulting, assignee consulting, internal controls documentation, obtaining tax rulings, annual filings and project management.

Along with experience of working on the end-to-end compliance process, Gemma has spent a great deal of time assisting clients with rectifying payroll compliance failures, from tax authority investigates to voluntary disclosures.

Gemma joined the firm in 2008 in our London office and has spent nearly 10 years in our New York and California markets before moving back to our London office at the end of 2021. She graduated from the University of Exeter with a degree in Accounting and Finance and received her Chartered Tax Advisor (CTA) and Associate Tax Technician (ATT) qualifications from the UK. In addition she is certified as a Global Professional in Human Resources (GPHR).

She is a member of the Chartered Institute of Taxation (UK), National Association of Stock Plan Professionals and the Global Equity Organization.

Gemma is the Share Plans Senior Business Development Manager at MUFG Corporate Markets managing all new business share plan opportunities. Gemma also manages new opportunities for Offshore Registration as well as management of the Proshare and GEO memberships and initiatives with both these bodies. 

Gemma has over 20 years’ experience in the share plans industry working in the service provider sector, having been in numerous roles such as operations, product management and development and relationship management. Gemma obtained the Cert. ICSA Employee Share Plans in 2016.

Georgina is Director of Equity Programs at Alation, Inc., overseeing all facets of Alation’s equity compensation program.
Prior to joining Alation, Georgina worked at such companies as Instacart, Reddit, and Pinterest as their head of Equity Programs. She has worked on a wide range of equity compensation issues, both from a vendor side as the Director of Product Strategy for Nasdaq Private Market, where she developed an equity/cap table platform for private companies; as well as from the issuer side, both at private and public companies. In addition to general administration and operations of international equity programs, she has experience working on plan design, acquisitions, SOX and internal compliance, financial reporting (both US and international), and education.
 

Most notably, Georgina worked on Facebook’s transition from a private company to a public one, including implementation of the equity taxation piece of the global mobility program, implementation of a broad base 10b5-1 program, and strategy for the employee lock-up release. She also led the implementation of the global equity database, the integration of dual brokerages, an internally built global employee equity portal, and the various automated integration feeds from payroll and HR to and from these systems.

Gill Parnell is a partner in the Compensation Group, in Baker McKenzie’s London office. She advises on all aspects of employee share plans and employee taxation. Gill has over 10 years’ experience as a share plan lawyer. Gill advises on a wide variety of matters relating to employee share incentives and employment taxation, including executive remuneration. Gill assists companies with the tax and social security consequences of employees working remotely abroad or coming to work in the UK. Gill has a focus on the tax aspects of the modern workforce. Gill assists UK and multinational companies with the design, implementation and administration of their UK and international share plans and other incentive plans. She also advises on employee share incentives and executive remuneration in the context of corporate transactions.

Hannah Needle is a Board Member and Legal Director at Tapestry Compliance and a Fellow of Global Equity with over 20 years of experience in global legal and tax compliance. Her expertise includes tax arising in connection with incentive plans, UK and global tax advantaged share plans, UK corporate governance requirements and best practice, employee benefit trusts, and transactions impacting incentive plans. Hannah has been at Tapestry for nine years and trained and qualified with an international law firm. She has served as a Board Director at Tapestry for four years, leading the transition to a fully independent employee-owned law firm. Hannah has been externally recognised as an expert in her field, including being named Best Lawyer in the UK for Employee Share Schemes Law by Best Lawyers, a Leading Partner by Legal500, and Band 3 by Chambers and Partners. She also holds a number of distinguished industry positions, including serving on the Board of Directors and Executive Committee and as Chair of the Future Leaders Program at the Global Equity Organization, as Co-Chair of the Corporate and Regulatory Committee at the Share Plan Lawyers Group, and on the Board Committee for Share Schemes and Incentives at Practical Law Company. Hannah loves going to spas and drinking champagne, preferably together.

Iain Wilson is a Senior Director within Computershare’s EMEA Plans Business.  Iain was previously Head of Morgan Stanley’s European Share Plans Business, Shareworks, and joined Computershare as part of our acquisition of that business in 2003.

Ian Gassner is an experienced professional in the financial services sector, currently serving as Share Plans Manager at The Weir Group PLC since June 2020. Previously, Gassner held the position of Client Relationship Manager at Global Shares from June 2018 to May 2020, where responsibilities included managing client relationships and undertaking trustee duties for UK trust structures. Prior experience includes roles at RBC Corporate Employee & Executive Services, where Gassner progressed from Manager to Director from July 2015 to June 2018, focusing on business development and strategic planning. Gassner’s career began at RBS International in various positions, including managing multinational clients and trustee fiduciary roles. Gassner holds a Bachelor of Science degree in Financial Services from The University of Manchester and possesses a strong background in legal, risk, and compliance functions, along with extensive experience in client interactions and presentations.

Inna Garafola, CEP, is a Senior Stock Administrator at McKesson, where she manages and administers the company’s global equity programs, including Employee Stock Purchase Plan, Performance Stock Units, and Restricted Stock Units. With over eighteen years of experience in equity administration including prior roles at Texas Instruments and Maxim Integrated, she is passionate about helping employees understand and maximize the value of their equity awards. Inna earned both her bachelor’s and master’s degrees in business and finance from the University of Texas at Dallas.

 Jane has been a leading voice in the internal communications world for over 20 years. She champions the application of modern marketing and consumer branding principles to the employee engagement sector.

Jay Christiansen is the Vice President of Finance Operations at Block, Inc., where he leads the Stock Administration, Payroll, Insurance, and People Safety teams. With over 15 years of experience in equity compensation, Jay holds the Certified Equity Professional (CEP) designation. Prior to joining Block, he spent more than a decade at E*TRADE, where he led a service team that supported global issuers in all facets of equity compensation, including plan design, financial reporting, regulatory filings, process automation, and more. Jay is dedicated to driving efficiency and implementing scalable solutions across all areas of the business he oversees.

I currently manage the administration of Executive Compensation and Benefits at AT&T, overseeing a broad portfolio of programs and processes - including the equity program and non-qualified deferred compensation. With nearly 20 years of experience in the field, I have held roles at leading organizations such as Goldman Sachs, Coca-Cola, Walmart, and Stryker. My background includes administering equity programs both in-house and with third-party administrators, as well as contributing to multiple share plan administrator implementations, HR system rollouts, and process improvements.

Jennifer has been with Equiniti for 36 years, specialising in employee share plans for the past 26 years. She is responsible for advancing the services offered within this sector. As a respected member of the share plans community, Jennifer regularly presents at industry conferences and participates in various working groups, collaborating with HMRC and relevant bodies. She is an active member of GEO’s UK and Channel Islands Chapter and currently chairs both ProShare’s Tax Advantaged Share Plans Focus Group and the QCA’s Share Schemes Expert Group. Jennifer was awarded ProShare’s 'Employee Share Plans Champion’ in 2024 and listed in the Purpose Power List 2025, an initiative under the LeadingWithPurpose campaign by The Purpose Coalition. Her dedication to promoting purpose-led progress is evident throughout her career in the employee share plan industry. Jennifer holds a degree in Economic and Social History from the University of Exeter and is an Associate of both the Chartered Institute of Bankers and The Chartered Governance Institute.

Jeremy has accountability for the quality administration and servicing of clients focused on broad-based and equity compensation-based projects. He also has responsibility for strategic planning and development for the Rewards practice within Fidelity Workplace Services.

 Jeremy joined Fidelity Investments in 2001. He has nineteen years of outsourcing and administration experience within the institutional client space. Before coming to Fidelity Workplace Consulting, he served as a Managing Director in Stock Plan Services and a finance director focused on both product and strategic business development.

 Jeremy received his Bachelor of Business Administration degree from the University of Massachusetts, Amherst, and his Master of Business Administration degree from Babson College. He earned the Certified Equity Professional designation from the Certified Equity Professional Institute and holds Series 7 securities registrations.

Jeremy Edwards is a partner and the head of the Employee Benefits Group in Baker McKenzie’s London office. He advises on all aspects of employee share plans and employee taxation. Jeremy has over 20 years’ experience as a share plan lawyer and two years’ experience as a corporate lawyer. He is currently serving on the advisory panel of ProShare and is a regular speaker at share plan conferences held in the United Kingdom.

Jeremy has substantial UK experience, including implementing plans for UK-listed companies and dealing with issues arising for UK-listed companies, including advising on executive remuneration developments, UK tax issues and the position on cessation of employment and dealing with share plans in the context of corporate transactions.

Jeremy has extensive experience in connection with the implementation of share plans globally and working with multinational clients.

Jesus is a senior manager in the Equity Business Solutions and Technology group, specializing in software development and equity compensation. Since 2015, he has been involved in equity compensation operations, accounting, and software quality assurance.

Jesus has extensive experience in various equity compensation instruments including options, restricted stock, performance, and employee stock purchase plans (ESPPs). He has worked in software development teams in both Scrum Master and quality assurance roles and has experience in, SQL, Selenium, and C#. Before joining the firm, he worked for an equity compensation software solutions company in California.

Jesus earned his Certified Equity Professional (CEP) designation in 2017 and is currently pursuing a Master’s Degree in Data Analytics at the Georgia Institute of Technology, with an expected completion in 2026.

Becoming a Future Leader of Global Equity represents a natural progression and a profoundly fulfilling opportunity for me, driven by my extensive experience and dedication within the financial services industry, particularly in equity compensation. With a career spanning 12 years in financial services, I have immersed myself in the intricacies of equity compensation, focusing exclusively on this discipline for the past 8 years. This focused tenure has enabled me to cultivate a nuanced understanding of how equity plan structures profoundly impact both individuals and organizations. My commitment to this field has spurred continuous innovation, as I actively explore novel strategies to optimize equity plans aligned with organizational objectives.

In aspiring to assume a leadership role within Global Equity, I am poised to leverage my comprehensive experience and passion to effect meaningful global change. I possess a proven track record of successfully leading teams in equity compensation, adeptly navigating complex regulatory landscapes, and fostering collaborative relationships pivotal to achieving shared goals.

Beyond technical proficiency, my leadership ethos is anchored in principles of empathy, integrity, and a steadfast dedication to ongoing growth and development. I believe in leading by example, empowering colleagues, and advocating for diversity of perspectives.

In summary, my 12-year journey within the financial services industry, specializing in equity compensation and guiding numerous clients through IPO processes, underscores my qualifications and preparedness to serve as a future leader of the Global Equity Organization. I am eager to contribute my expertise, insights, and unwavering commitment to this industry, and I would be honored to participate in shaping the future leadership landscape of our industry.

Josh has over 11 years of experience in the equity compensation industry. He began as a broker at E*TRADE specializing in participant education and executing transactions for plan participants. And then transitioned into a Service Manager role working with issuers for 4 years. Josh then spent 5 years as a Client Service Manager at Charles Schwab. He is currently the Director of Equity Operations at Unity 3D, managing equity compensation programs including RSU’s and ESPP for a multi-national company. Josh earned his CEP in 2015.

Joshua Shek is an Executive Director at Morgan Stanley where he is the head of the Retail 10b5-1 desk and COO of the Executive Financial Services department. He is responsible for overseeing a team of contract specialists and trading team responsible for executing strategies for senior executives at some of the world's most prestigious companies. He also acts as the Program Manager for Morgan Stanley's proprietary 10b5-1 order management system, helping to develop and enhance its risk management capabilities.

Joshua has a BA in Economics and Business from Lafayette College; a MS in Biology and MBA from Adelphi University and he is CFA Charterholder. He holds the Series 7, 9, 10, 24, 57, and 63 FINRA Licenses.

Julie has worked in the share plans industry for 20 years in both provider and issuer roles. Having worked previously for the Abbey National building society, and then Computershare as an Account Manager responsible for both existing client relationships and business development opportunities, Julie moved to her first issuer role as an interim in the share plan team at Kingfisher in 2014. In 2016, she joined The Sage Group plc, where she is now Director – Share Plans, responsible for the management of all the company’s equity plans including a Global Employee Share plan in 17 countries supported by a team of two share plan specialists. Julie was appointed as a GEO Fellow in December 2019, is a regular speaker at conferences and chapter events and is the current Vice Chair of the Proshare Global Focus Group.

Kela Shang is a partner in Baker McKenzie’s Palo Alto office and a member of the Employment & Compensation Law Group. He regularly assists public and private companies in offering their employee equity plans around the world. Kela advises multinational companies on the implementation and ongoing compliance of their equity compensation plans, dealing with issues such as securities law compliance, local and cross-border tax obligations, data privacy, exchange control and labor law compliance. He also advises companies on the effects of mergers, reorganizations, spin-offs and other corporate adjustments on their equity programs.

Kelly Geerts supports the Morgan Stanley at Work (MSAW) Global Public Market Equity Solutions team as Head of Strategy and Operations for Service Delivery, driving organization initiatives and business resiliency. In her prior role, Kelly led the Advanced Solutions professional services team at E*TRADE Financial Corporate Services, Inc. (ETCS), where she focused on enabling clients to reduce internal risks and scale their business by building efficiencies into their processes.

 Prior to joining ETCS, Kelly spent more than two decades deploying end-to-end equity and payroll best practices at Apple Inc., both strategically and operationally. While at Apple, she managed global process and strategy for Apple's equity programs, in addition to many aspects of payroll, tax, accounting and equity administration.

 Kelly is active in the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP), and she is a frequent presenter at NASPP and GEO Annual Conferences, in addition to E*TRADE’s Directions Conferences. She is a past board member of GEO, and also served on the board of NASPP’s Austin Chapter as well as ETCS’ Client Advisory Board. Kelly received a BBA in Business Management from the University of Texas at Austin and is a Certified Equity Professional (CEP). In her free time, Kelly enjoys the music scene in Austin and adjusting to an empty nest with her partner, Brian.

Leann Balbona is a Tax Managing Director of KPMG’s Global Reward Services practice where she is responsible for KPMG’s Global Equity Tracker deployment and services around global equity administration. She has more than 25 years of experience in international tax technology, tax planning and mobility strategy for the world’s leading companies. She has developed award-winning approaches for her clients to mobile employee tracking and income sourcing processes for equity compensation recognized by trade organizations, Global Equity Organization and Forum for Expatriate Management.

Leann has been published in the International Tax Review, Expatriate Advisor and Expatriate Administrator. Leann regularly presents at trade association conferences and teaches at KPMG’s national business tax training. She is a GEO Pioneer, GEO Fellow and serves on the Global Equity Organization Board where she is the Chair of the Chapter Development Committee focused on growing GEO membership/involvement at the local level. She has served on the board of the KPMG’s NYC Network of Women representing the Tax Service line from 2010 – 2015. Leann was recognized for her efforts with KPMG when inducted into the New York City YWCA Academy of Women Leaders in 2013. 

Leann holds a Bachelor of Business Administration in Accounting from the University of Texas at Austin and is a Certified Public Accountant in New York and Texas. 

In her current role, Lenka focuses on building relationships with industry partners to support late-stage companies through their IPO journeys and their equity compensation goals. With over a decade and a half of experience working in financial services, she developed expertise in developing scalable and efficient change management processes, administration processes review and optimization, and new vendor implementation and education.

Lenka is a member of the National Association of Stock Plan Professionals, and the Global Equity Organization. She has spoken at regional and client conferences on a variety of equity compensation administration topics such as global mobility tracking, year-end processing best practices, and ESPP and RSU release best practices. She earned her Bachelor of Science in Business with a focus on Finance from the University of Nevada, Las Vegas. Lenka is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Equity Professional. 

Lewis advises on all aspects of global incentive plans, including the design, implementation and operation of executive and employee incentive plans. Lewis advises a number of FTSE 100, multinational listed companies and large private companies on their legal, tax and governance requirements in respect of their incentive plans. Lewis also has experience advising on tax qualified and non-tax qualified incentive plans, corporate transactions and reporting obligations. 

Lewis has been recognised as a “Future Leader” of the incentives industry by the Global Equity Organisation. 

Lindsay Minnis is a partner at Baker McKenzie in New York. Lindsay heads the New York office's Global Equity Services practice. Lindsay also serves on the Board of Directors of the Global Equity Organization (GEO). Lindsay is a frequent speaker and commentator on global equity topics, in venues including GEO, the National Association of Stock Plan Professionals, World-at-Work and the New York Compensation Association. Lindsay focuses her practice on international compensation and benefit programs for global companies. She advises on program design, implementation and compliance issues, including tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other legal issues involved with offering incentive programs in different jurisdictions. She also counsels clients on the effects of mergers, reorganizations, spin-offs or other complex corporate transactions in relation to their benefit and incentive arrangements.

Liz is a partner in our Global Employer Services practice and leads Deloitte’s incentives and reward legal team. She is a solicitor with 20 years experience advising on all aspects of incentives and reward.

Liz advises on the full breadth of services relating to share plans, including the design of new plans, implementing plans and their day to day operation and has substantial experience advising on all related incentives matters and the impact of corporate transactions on share plans. Liz also has a deep technical knowledge on the tax aspects of incentives.

Liz’s clients include major listed companies and financial services clients and she sits on the consultation board for LexisPSL and is a regular speaker on incentives matters.

Liz is a Partner at Infinite Equity. With nearly 20 years of experience, Liz advises companies on their equity programs, with a particular love for employee stock purchase programs. Liz leverages an actuarial science background and data analytics to help companies make better design and valuation decisions. Prior to joining Infinite Equity, Liz led the Philadelphia equity compensation consulting team Aon and worked as a pension actuary at Mercer. Liz is a frequent speaker at equity compensation events, serves on the Certified Equity Professional Institute’s Advisory Board, and is the Eastern Regional Representative of the National Association of Stock Plan Professionals (NASPP). Liz has a Bachelor of Science in Actuarial Science from the Pennsylvania State University, is an Associate of the Society of Actuaries (ASA), and is a Certified Equity Professional (CEP). She is based in Philadelphia.

Ludmilla Maurer, counsel, joined Baker McKenzie’s Frankfurt office in 2010. She is a German qualified lawyer and a certified tax advisor, a member of the EMEA Steering Committee for Employee Benefits and a member of the Global Immigration & Mobility Steering Committee. Ludmilla studied law at the University of Bayreuth, Germany, concentrating on tax law, and completed a Master of International Taxation, MIntTax, degree at the University of Sydney. She also has an additional qualification in business studies as Wirtschaftsjuristin from the University of Bayreuth. 

Ludmilla advises German and foreign clients with respect to national and international tax, corporate law and tax controversy issues. Her practice in particular focuses on internationally mobile employees, employee benefits, executive compensation and global equity compensation.

Marc Tipton is an experienced equity administration professional with a Certified Equity Professional (CEP) designation and a career in the industry since 2019. At Stock & Option Solutions, Inc., Marc provides oversight and leadership for clients using Shareworks, Fidelity, and Schwab platforms. His broad background spans broker, issuer, and outsourcing roles, offering a well-rounded perspective on equity plan management. 

A strong believer in integrity, creativity, and delivering an exceptional client experience, Marc recently led an 8-week, department-wide training on Shareworks fundamentals, helping to elevate team knowledge and operational excellence.

Outside of work, Marc enjoys spending time with family, serving as a foster parent, and building meaningful connections with friends.

Mark is a principal with Deloitte Tax, specializing in global employment tax, compensation, and benefits consulting for multinational employers.

Mark has 20 years of experience consulting in the field of employee equity compensation, advising multinational clients on all aspects of remuneration including core plan design and administration, communications strategies, investor relations, tax and regulatory compliance and tax minimization strategies.

In addition to his client responsibilities, Mark has various leadership roles within Deloitte, including serving as the U.S. leader of our Equity and Incentives practice, and the global lead partner for Deloitte’s proprietary mobile employee equity calculation engine GA Incentives. Mark is an active contributor and former board member for the Global Equity Organization.

Mark has been an active speaker at various UK, US and International conferences and events for over 15 years. Mark began his career in the UK, specializing in UK and global compensation before moving to West Coast to lead the Global Rewards practice. Mark is a Certified Equity Professional (CEP) in the US and a Chartered Tax Advisor (CTA, ATT) in the United Kingdom.

Marlene Zobayan is a partner at Rutlen Associates LLC. She has over thirty years of international tax and benefits experience including global equity plans, mobile employee taxation, global compensation and benefits. Her clients range from start-ups to Fortune 10 companies. She provides a range of services including remote work policy, mobile employee policy, global equity plan design, mobility compliance, compliance reviews, assistance with local approvals and filings, communications, employer tax compliance advice and designing administrative processes; she is known for her expertise with mobile employee issues.

Marlene has a Physics degree from Oxford University; she was a member of the U.K. Association of Tax Technicians when she practiced in the U.K. Marlene is a U.S. Enrolled Agent, and a Certified Equity Professional (“CEP”). She is a regular speaker and author on global stock plan, mobility and remote work issues; edits the Global Equity GPS book and authored the chapter on State Mobility in the Selected Issues For Equity Compensation book. Marlene is currently a member of the Curriculum Committee for Certified Equity Professional Institute (CEPI) at the Leavey Executive Center of Santa Clara University.

Matt Connor, FGE, Director Global Equity Management, Lucid Motors - I am currently the head of the Global Equity Management team at Lucid Group, Inc. We went public via SPAC in July 2021. In 2020, I was also honored to be selected to part of the exclusive Global Equity Fellows. Before joining Lucid in September 2020, I was the head of global share plans at trivago NV. Trivago is a German issuer, registered in the Netherlands and trade ADS on the NASDAQ in the USA. I moved from USA to Germany December 2018 to take up this role at trivago. I was tasked with building the team, improve controls, review feasibility of global share purchase plan and education to our talents. Prior to trivago, I worked for Solium from December 2014 to December 2018 as Senior Relationship Manager on the Large Market team. I handled most of Solium’s top US client relationships. I managed some of the most complex and challenging share plans for issuers who use the Shareworks platform.

Prior to joining Solium, I worked at Morgan Stanley (formerly Smith Barney) for 14 years. At Morgan Stanley, I held various positions most recently as Vice President Senior Relationship Manager for top tier key clients. At Morgan Stanley I was trusted with the some of the most sensitive key relationships. Before my relationship management role, I was the International and Tax Product Manager coordinating the US and Non-US business platforms and providing best practices. I also had managed the Global Implementation Team. In that role, the team handled all new client implementations across all platforms for Stock Options, Restricted Stock and Stock Purchase. Prior to joining Morgan Stanley, I worked for Towers Perrin as a Benefit Consultant on US Defined Contribution, Defined Benefit and Health and Welfare plans while graduating from Columbia University. 

Matthieu is a Senior Relationship Manager in the “LTI Plan Management & Participants” Department of Banque Transatlantique (a subsidiary of Crédit Mutuel Alliance fédérale Group, one of the largest European banking group). Banque Transatlantique is a recognized leader in France in the management of international employee share plans for large companies.

Matthieu has developped an expertise dedicated to US companies operating LTI plans in France. With more than 13 years of experience, Matthieu fully masters all French specificities.

HR Professional with over 15 years of experience specializing in data-driven Compensation and Total Rewards strategies. Passionate about leveraging data to design, implement, assess and administer compensation strategies and pay programs for employees at all levels of the organization.

In addition to supporting the relationship people have with work through Rewards, my goal is to support the transformation to the workforce of the future by assisting organizations in leveraging the Millennial perspective and HR capabilities.

My experience includes developing and administering policies and programs in a wide variety of HR functions impacting decisions around Policy, Compensation, Onboarding and Engagement, Benefits, Training, Information Systems Management and Internal Communications.; Author, Global Speaker and Catalyst for Change

Melissa Jackmin is the Head of Compensation and Corporate HR at Mohawk Industries, a global leader in flooring solutions. With a background in human resources and compensation management, Melissa is responsible for designing and implementing strategic global compensation and equity programs to attract and retain top talent. Her leadership ensures that Mohawk Industries remains competitive in the global market by offering innovative and effective compensation strategies aligned with the company's business objectives.
Before joining Mohawk Industries, Melissa held key roles in compensation management at Genuine Parts Company, Cox Enterprises, and McKinsey and Company, where she successfully led initiatives to streamline compensation processes, optimize incentive programs, and ensure compliance with industry standards. Melissa holds an MBA from Georgia State University and bachelor’s in business management from The University at Buffalo.
In addition to her professional accomplishments, Melissa is a board member with Atlanta Angels, a non-profit dedicated to supporting the foster care community in metro Atlanta and serves on the Board of Directors for the Atlanta Area Compensation Association. She lives in Brookhaven with her two children where she enjoys reading, cooking, and cheering on her favorite sports teams.

Michael has 25 years of experience in the Equity management industry.  He has worked with thousands of public and private customers to help manage their equity plan from administration, to complex transactions through to financial reporting.  He currently serves as Senior Manager of Professional Services at insightsoftware.

Mike McComas is the leader of the Administrative Solutions and Automation Solutions teams for Morgan Stanley At Work. Prior to taking his current role, Mike has served as a CEPI certified Senior Consulting Manager with E*TRADE Financial Corporate Services, Inc. and has managed a team of Equity Compensation Operation Specialists. With a tenure of over a decade at E*TRADE, Mike has gained advanced experience and knowledge in a wide array of equity compensation subjects including broker services operations, system integration and vendor data flow, global compliance and mobility, administrative process optimization, and the ins and outs of daily stock plan administration.

Michael has been partnering with clients for 23 years to find solutions for their families’ needs. After graduating from UCLA in 2000 with a degree in Economics, Michael began his career in the industry at PaineWebber working in Operations to learn how its business was run and how to lead a team of professionals of up to 200 direct reports. He has spent most of his 23-year financial services career in the Los Angeles area with UBS Financial Services Inc., teaming with advisors and clients to find innovative solutions for their investment, planning, and service needs.

 Michael currently holds his FINRA Series 7, 66, 9 & 10, Health, Accident and Life Insurances licenses. He recently attained his Executive MBA from Loyola Marymount University in May of 2023 to further serve his C-suite clients and their needs.

 He is involved in the community partnering with The Los Angeles Urban League, The Fulfillment Fund, LA Works, and The Boys and Girls Club helping young leaders in underserved communities gain access to financial acumen, business, and life skills. He enjoys outdoor activities with his family, including soccer, volleyball, hiking, and attending concerts and sporting events.

Michelle Murphy brings over 27 years of specialist experience in equity plans, with a career spanning both issuer roles, across public and private companies, and provider positions. She has managed global share plans in more than 40 jurisdictions and currently leads the end-to-end processes for share plans and shareholder services at Evelyn Partners.

In her dual role as Deputy Company Secretary and Head of Shareholder Services, Michelle plays a pivotal part at Evelyn Partners, Wealth Managers, a private company formed through the merger of Tilney and Smith & Williamson in September 2020.

Her career journey includes time at Sainsbury’s, Willis, and Computershare, where she built lasting client relationships and developed deep knowledge of equity-based plans and offshore trust arrangements. She has also managed complex private company transactions.

Michelle is actively involved in professional and community organisations and contributes to Evelyn Partners’ charitable initiatives. She works closely with charities such as Career Ready, a national charity helping young people from underrepresented backgrounds access mentoring, internships, and career opportunities

Michelle Tomasetti is a Partner at Infinite Equity, where she leads the Equity Administration Solutions practice. With over 20 years of expertise in equity compensation, she directs her administration team to provide exemplary, white-glove service to all clients. Prior to joining Infinite Equity, Michelle held influential roles in both financial services and mid-sized biotechnology and pharmaceutical firms. She excelled in implementing and enhancing equity-based compensation plans and their day-to-day administration. Michelle also serves on the GEO Board of Directors for the 2024-2027 term and the previous 2023-2024 term and is a Certified Equity Professional (CEP). She is a recognized speaker at industry events, including the NASPP, GEO, the CEP Symposium, as well as other industry conferences, where she shares her deep knowledge and experiences in equity compensation.

Mike Browning is the Stock Services Director at Equinix, Inc., where he leads the global administration of equity compensation programs for over 14,000 employees across 34 countries. With more than 20 years of experience in equity plan management, Mike is recognized for his strategic leadership in RSU and ESPP administration, Section 16 compliance, and executive equity support. He plays a pivotal role in preparing proxy statement disclosures, managing dividend operations, and overseeing REIT compliance and shareholder reporting.

Mike has successfully led the expansion of equity programs into new international markets, including the deployment of ESPP offerings across EMEA, South America, and Asia Pacific. He is a key contributor to cross-functional initiatives involving Legal, HR, and Finance, and has driven enhancements in SOX controls, mobile employee tax apportionment, and global audit processes. His work has streamlined equity reporting cycles and improved operational efficiency across departments.

Known for his calm leadership style and collaborative approach, Mike is a trusted advisor across the organization and a frequent speaker on equity compensation topics.

Nathan O’Connor is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities. As the first point of contact for prospective clients, Nathan brings over a decade of quantitative consulting experience to bear in collaborating with the Valuation, Reporting, and HR Advisory practices within Equity Methods to ensure that prospective clients’ needs are met. As a liaison between the company and the broader compensation community, he shares best practices at industry events throughout the country and through publishing technical articles. Prior to his current role, Nathan served as the national valuation practice leader at Equity Methods, where he oversaw all client delivery, operations, and R&D in support of more than 400 public and private clients, in addition to directly serving the compensation consultants and senior executives of several Fortune 50 companies.

A technician at heart, Nathan is a Certified SAS Base Programmer who has taught core finance topics in the University of Arizona’s MBA program and internal derivatives workshops at Equity Methods. He holds a B.A. in International Relations from Purdue University, an M.B.A. in Derivative Securities from the Quinlan School of Business at Loyola University Chicago, and an M.S. in Finance (PhD ABD) from the Eller College of Management at the University of Arizona. He previously served on the Board of the Las Vegas NASPP as Program Chair and the Phoenix Chapter of the NASPP as Secretary. Currently, Nathan serves as a Chapter Leader of the Arizona Chapter of Financial Executives International and an Advisory Board Member of the Certified Equity Professional Institute.

Experienced Equity, Executive and Incentive Compensation Plan Administrator with a demonstrated history of longevity and agility working in the Telecommunications, Software Manufacturing and Energy industries. Exceptional skillset includes: Analytical Skills, written and verbal Communication, Team Building, Training, Administration, Process Documentation, Process Improvement, Data Reconciliation, Project Management and Public Speaking. Strong Total Rewards professional with a Bachelor of Arts (B.A.) focused in English w/Emphasis on Professional Writing from Baylor University.

Odelia is recognized as one of Israel's foremost experts in employee stock options, with over 20 years of experience in the field.

She brings deep expertise across all aspects of equity compensation—including plan design, trust services, and implementation serving both private and public companies. Odelia holds a dual degree in Law and Business Administration (with distinction) from IDC Herzliya, and is among the very few in Israel to have earned the prestigious Certified Equity Professional (CEP) designation from Santa Clara University, a program that comprehensively covers the legal, tax, and accounting dimensions of capital-based remuneration.

Former co-founder and President of ESOP - Excellence, she approaches her work with passion and purpose, striving to deliver the highest quality solutions across a wide range of disciplines from legal and commercial to financial, technological, and beyond. Odelia is especially committed to sharing her multi-disciplinary knowledge with the broader market and advancing best practices in the industry.

Oksana is a Senior Manager in EY People Advisory Services practice based in San Jose, California. During her more than 15 years in professional services Oksana served a big number of prominent multinational and hyper growth startup companies in the areas of tax, employment law, HR risk management and process design, including M&A due diligence and integration support. Oksana has an extensive experience in a wide range of People Advisory Services with the current focus on global equity and rewards.

Oksana has MA in Law and is an IRS enrolled agent.

Orianne Achéritéguy is dual qualified as an England and Wales Solicitor and a French Lawyer. She has been working for TAJ for 8 years and has developed particular expertise in the following:

Recurrent tax assistance to leading international and mid-cap private equity funds, in reviewing and advising on Co-Investment structuring and Management Equity Packages;

Design, advice, audit and litigation on selective or all-employee share and incentive plans

Tax and social security schemes of Executive and Employee remunerations (cash & share based plans)

Pam Chernoff, CEP,  is a writer and editor who is a consultant in Aon Human Capital Solutions Communications Practice. Pam specializes in employee education, print communications, and video creation in the stock plan, benefits, and total rewards space. She is a co-author of The Stock Options Book, a textbook for the Certified Equity Professional exams. Before joining Aon, she was the Curriculum Coordinator for the Certified Equity Professional program at Santa Clara University’s Silicon Valley Executive Center. Prior to working at the CEPI, she was director of equity compensation projects at the National Center for Employee Ownership, where she managed the prep course for the CEP exams. Before starting in equity compensation, she spent 10 years in journalism, including a stint as copy desk chief for Pensions & Investments newspaper. She has a master’s degree in journalism from Northwestern University.

Paul Kolano is a Director of Stock Plan Services at Bank of America Workplace Benefits, overseeing the firm’s Equity & ESPP Plan businesses in the Western Region. Paul has spent over 25 years at BofA Merrill, all within their Stock Plan business and has worked with numerous companies over the years delivering Impactful & Innovative Stock plan programs. The goal of making financial lives better for both employees and companies alike, keeps Paul energized and enthusiastic about BofA’s Workplace Benefits mission.

Rachel Ulep leads the Global Stock Plan Services team under the Legal function at eBay, based in San Jose, CA. The team administers the RSU, stock option, and ESPP programs for approximately 14,000 employees in 35 countries worldwide.

Prior to eBay, Rachel has worked with such companies as Time Warner, Inc., Accenture and TIBCO, both as an in-house administrator and also as a consultant. She attended SFSU prior to completing the CEP in 2006.

Rahul Somani is a leading voice in the field of global equity compensation and financial advisory, with a strong foundation in accounting, valuation, and governance. Over his career, he has advised on and architected more than 250 equity compensation programs spanning stock options, RSUs, and ESPPs—helping organizations align ownership, performance, and long-term value creation. His work bridges companies of all sizes, from high-growth startups to global enterprises operating across multiple jurisdictions.

At the forefront of India’s evolving equity landscape, Rahul has guided several corporates through the complexities of Ind AS and IFRS transitions, supporting them on valuation, accounting, and corporate actions including mergers, re-pricings, and restructurings. His perspectives bring together deep technical acumen with pragmatic, board-level insight into how equity strategy influences talent, governance, and global competitiveness.

Before joining ESOP Direct – A Qapita Company, Rahul spent over five years with PwC, where he worked across domains of audit, corporate accounting, compliance, and financial reporting under Indian GAAP and IFRS. His professional journey reflects an ability to connect evolving accounting frameworks with real-world business strategy—making him a trusted advisor to boards and CFOs navigating global expansion and cross-border reward programs.

A passionate advocate for equity-led growth, Rahul continues to shape conversations around how inclusive ownership can transform both companies and employees in a rapidly globalizing economy.

My journey in equity started in 2017. With 10 years under my belt in Financial Services and Private Equity/Venture Capital banking, I decided it was time for something different…and just like that, I unknowingly ventured into the equity industry and found something unique and completely different. 

While working on the vendor side at Shareworks by Morgan Stanley (f.k.a. Solium), I had the opportunity to learn about their equity platform in great detail as I managed a book of business with different complexities. I didn’t realize it then but this experience was merely a stepping stone for the next big thing…Lucid Motors!

I have called Lucid Motors home for the last 3.5 years and just can’t see myself anywhere else! I had the pleasure of being part of our SPAC merger July of 2021 so seeing us go from private to public and grow the way we have is just something very special. Our plan has evolved from a simple Options/RSU type plan to Options, RSUs, PSUs, French-Qualified Plan, and ESPP. The knowledge I have gained and continue to gain every day as we continue to expand is just thrilling. I never imagined equity would take me this far but I couldn’t be happier and shout out to the best boss ever Matt Connor for all of his continued guidance and support along the way. 

Randy Murphy has been a part of the equity community for nearly 20 years. He began his career at E*Trade Financial where he supported corporate clients on Equity Edge. From there, he has worked on the issuer side for both public (Salesforce) and private (Airbnb) companies. At both Salesforce and Airbnb, Randy oversaw the equity departments growth from early stages to eventually actively supporting thousands of multi-jurisdictional employees with offices in over 25 countries around the world. He is now at Instacart, where he is helping to build out the equity department and getting ready for a potential IPO at some point in the future. When not attending to equity matters, you can find Randy enjoying the Sierra Nevada mountains.

Rebecca Kargl oversees the equity administration and analysis, managing the equity plan implementation and compliance at Upstart. She previously worked at Zillow and Rebecca was previously with Concho Resources Inc. for 10 years in various payroll, executive compensation, equity, and accounting roles. She is also a former auditor for a regional CPA firm.

Rebecca has over 15 years of experience in equity management, compensation, and accounting. She is a licensed Certified Public Accountant and Certified Equity Professional, and an active member and leader of the National Association of Stock Plan Professionals (NASPP) and Global Equity Organization (GEO). Rebecca has earned the designation as a NASPP Distinguished Equity Fellow and is currently Chapter President of the Dallas Chapter NASPP and recently joined as a Board Member for the Texas Chapter of GEO. She is a member of the NASPP DEI Task Force and will be leading a study group of potential ECA candidates to prepare for their upcoming testing.

Rebecca holds a bachelor's degree in accounting from Northwood University and a master's degree in business administration from Texas Tech University.

In her free time, you can find Rebecca at any Texas country concert or baking cookies while binging reality tv shows. She lives in Midland with her two children.

Rees Franklin is an Equity Operations Manager with over 20 years of global equity program experience overseeing corporate stock programs across diverse industries. They specialize in the end-to-end administration of equity plans, including stock options, RSUs, and ESPPs, ensuring seamless execution and compliance in both public and private companies. With a strong background in global mobility, tax reporting, and stakeholder engagement, bringing a wealth of operational expertise and a strategic lens to managing equity programs at scale.

Rob Miceli has been a member of Bank of America’s AwardChoice Financial Reporting team since 2006. Rob brings to the AwardChoice Financial Reporting team a background in Finance, graduating Summa Cum Laude with a B.S. in Finance from the Barrett Honors College, W.P. Carey School of Business, at Arizona State University. Rob began his career in equity compensation in 2005 with Equity Methods, ultimately serving as Director of Business Development for Equity Methods before the company was acquired by Merrill Lynch in 2006. Rob earned his Certified Equity Professional (CEP) designation from Santa Clara University in 2015 and received his Advanced Equity Compensation Accounting Certificate through SCU’s Certified Equity Professional Institute in its inaugural program year in 2021. Rob resides in San Diego, California with his wife Carmen and their two children, Dominic, and Sofia.

Robert Fritz is a Managing Director and member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. 

As Head of Executive Advisory, Robert advises CEOs and other senior executives on compensation and benefit-related matters to help them maximize these sophisticated offerings.

Robert draws on three decades of experience working directly with some of the most influential stakeholders in corporate America, whose wealth is closely tied to corporate benefits. He takes a consultative approach to help these successful clients think critically about their long-term goals and make strategic decisions that align with their aspirations. Robert’s proficiency spans the full range of company-sponsored executive compensation structures, including stock plans, deferred benefit plans, retirement plans and more.

Prior to joining J.P. Morgan, Robert spent over 30 years at Goldman Sachs Ayco, where he led the overall strategy and growth of the Executive Wealth practice as well as the income tax and insurance business.

Robert earned a B.S. in Business Administration and Management from Saint Michael's College and an M.B.A. from Union College. He sits on the boards of the LaSalle Institute and the Troy Savings Bank Music Hall Foundation. Robert enjoys spending time with his wife and four adult children and traveling to new destinations.

Ryan is Managing Director at Infinite Equity, where he helps companies design, value, account for, and track their equity programs. Ryan specializes in the valuation of complex awards requiring Monte Carlo simulation and assisting companies to navigate stock-based compensation accounting. Ryan most recently worked in an equity compensation consulting role from 2014 to 2023, where he served as an Associate Partner and the Western US Practice Leader. Ryan frequently speaks on a wide variety of equity compensation topics across the US. He earned a Bachelor of Science in Economics with specialization in Financial Markets from Washington State University and is a Certified Equity Professional. Ryan is based in Denver.

Sam has been working in equity compensation for 9 years and has experience working on both the service provider (Fidelity and E*trade) and issuer side (Lyft) of equity plans. Sam began working at Lyft in 2019 and has focused on creating efficiencies in current processes. Some of his recent projects include implementation of a new payroll system, automation of ESPP enrollment and changes, automation of mobility and equity tax withholding, and Federal equity tax elections.

Sami Toutounji is partner and co-head of Gide's Employee Share ownership team in Paris.

He advises major French companies on the design and international roll-out of their share ownership and equity compensation plans, as well as on related corporate governance issues.

Sami is a leader in his field, highly recommended and recognised by his peers. For a number of years, his team has been a leader in the continental share ownership plans market, both in terms of the number of plans implemented each year and their complexity. He also has in-depth knowledge of the treatment of share ownership and remuneration plans in the context of mergers and acquisitions and restructuring operations. Sami is a former member of the Retail Investors Commission of the Autorité des Marchés Financiers.

Before joining Gide in 2022, he was a partner at Shearman & Sterling LLP and co-manager of the Paris office. He began his career in Shearman's New York office. Sami received a JD from Georgetown University Law Center in 1989 and a BA in Finance and Marketing from Georgetown University's McDonough School of Business. He also teaches US financial law at Assas Paris 2 and is a member of the New York and Paris Bars.

Sara Shoaf is a Director of Strategic Accounts with Stock Plan Services at Charles Schwab & Co. For nearly two decades, Sara has grown in the equity compensation space, with experience serving both large and small companies. Her primary focus has been equity compensation administration and accounting, and her most recent initiatives revolve around equity education and thought leadership.

She has worked with both public and private companies at Solium and Charles Schwab, and served as a Client Service Manager at Equity Methods before that. Her background includes stock price and financial statement analysis, as well as the auditing of credit unions. Sara is a member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization; and she is a Certified Equity Professional. Sara served on the board of the Phoenix NASPP Chapter from 2011 - 2024. Sara earned her Bachelor of Science degree in Policy, Analysis and Management from Cornell University.

Sarah Aber is a stock administration professional with over 10 years of experience managing corporate equity programs at three different companies. She graduated from Auburn University with a degree in Accounting but was shortly after recruited into the stock plan administration world. Sarah works and lives in Lawrence, Kansas with her husband, three kids and pup. 

Sarah joined WEALTH at work in 2021 and heads up the new business team based from her home in Yorkshire. Sarah has extensive experience in both broad based and executive compensation plans on an international level and has over 20 years’ experience in the quality plans/employee benefits market. She is passionate about all aspects of wellbeing in the workplace and in particular financial wellbeing to help improve peoples lives. A keen runner having participated in many marathons and is proud to have raised over £28,000 for Breast Cancer charities. In her spare time Sarah is also a Rugbytots coach.

Head of Equity Plans and M&As professional Departments at IBI Capital.

Before joining IBI Capital, Sarit worked for almost 2 decades at ESOP Phoenix, with last role as Deputy CEO.

Sean serves as Head of Equity Trading and is responsible for equity sales and trading within Merrill Lynch Global Wealth and Investment Management. In this role, he directly manages the equity block trading desk. This trading desk is responsible for executing large orders for Financial Advisors with the end goal of limiting market impact while achieving optimal pricing results. In order to obtain these results, the desk intelligently pursues natural liquidity by discreetly and when possible, executing private client order flows with those of large institutions. Additionally, Sean is monitoring performance results and pricing efficiency of orders sent through the Merrill Lynch electronic execution systems.

Sean spent the 20 years of his career as a NYSE Market Maker with Bank of America/Merrill Lynch Specialist. This experience enables him to deliver a unique perspective of the markets to financial advisors. He has witnessed firsthand the vast changes in market structure and has a keen sense of algorithmic trading. As a trader, Sean has used technical analysis as well as deep relationships with the Merrill Lynch institutional traders and sector specialist to attain greater market color.

In addition to being a market maker on the floor of the NYSE, for the last two years Sean was responsible for corporate relationships with close to 600 public NYSE listed companies. This experience has afforded him the knowledge of how to advise executives with respect to the design of trading plans as we address their potential concerns.

Sean Trotman is a Principal within the Global Employer Services practice of Deloitte Tax LLP with more than 25 years of global tax, mobility and rewards experience.   

He advises clients on employment tax, incentive compensation and mobility program policy and tax matters.  His clients range from small, privately held companies to some of the largest, most complex organizations in the world.  He has served as the lead advisor to many companies in the context of corporate reorganizations, particularly as to the implications for their compensation and incentive plan arrangements.   

Sean is a frequent speaker at local, national and international learning and development programs, as well as external professional conferences.  In addition, he has authored a number of articles for various publications, on cross-border tax, talent and rewards issues.   

Sean is member of the Board of British American Business, a pre-eminent transatlantic business organization, for whom he serves on the Executive Committee as Treasurer. He is also actively involved with the Global Equity Organization with respect to which previously served as a Board Member. 

Outside of his professional life, Sean enjoys trail and road biking and long distance running while his knees still allow him (he has run 5 marathons, all outside of the US, since turning 40!). 

Sean was born and raised in England and earned his Bachelor’s degree in International Business and French from Aston University.  Post graduation, he qualified with the Association of Taxation Technicians in the United Kingdom.  Sean has also studied at the Ecole Supérieure de Commerce in Rouen, France and is fluent in French.  Sean has lived in the United States for the last 18 years. 

Sepehr is responsible for the global compliance and mobility management of the company’s broad-based equity compensation programs (stock options, RSUs, and ESPP) to over 220,000 employees in over 110 countries.

Silvana Nuzzo is a Principal at Pay Governance with 25 years of experience in both consulting and corporate roles. Silvana advises compensation committees and management teams across a wide range of industries on executive pay design and corporate governance, with a focus on incentive programs that align with and support organizations’ short- and long-term business strategies.

Prior to joining Pay Governance, Silvana served as the Global Head of Total Rewards at Argo Group. She previously held roles as Director of Executive Compensation at International Flavors & Fragrances and as a consultant with Frederic W. Cook & Co. and Pearl Meyer & Partners.

Silvana serves as an adjunct associate professor at Columbia University’s School of Professional Studies and has been a featured speaker on compensation and corporate governance topics for a variety of organizations.

Steve Campbell is the Senior Stock Analyst for PayPal’s Global Equity Team. Prior to taking his current role, Steve has served as a CEPI certified Consulting Manager and Client Success Manager with Morgan Stanley at Work, working both with Equity Edge Online and Shareworks. Steve has expertise in a wide array of equity compensation subjects including broker services operations, system integration and administrative process optimization and enhancement, and the end to end knowledge of processes for daily stock plan administration.

Suzie Bentley, CPP, is the Director of Global Stock Administration at NVIDIA Corporation in Santa Clara, CA where she began as the Payroll Manager over 19 years ago. Working in the Silicon Valley Hi Tech Industry for over thirty years, her experience includes domestic and global workforce mobility issues, system conversions, M&A activity, developing and delivering educational materials for over 26,000 NVIDIA employees in 34 countries and collaborating with Benefits to offer financial wellness programs.

Suzie holds a Bachelor of Science in Mathematics Education from the University of Oklahoma, an Oklahoma Teaching Certificate and has been a Certified Payroll Professional since 1999. She enjoys learning about new countries’ requirements through networking with members of the National Association for Stock Plan Professionals, Global Equity Organization, and the American Payroll Association. 

Suzie Bentley joined NVIDIA in 2003 as the Payroll Manager when there were 1800 employees. Today, she is the Director of NVIDIA’s Global Stock Administration whereby she teams with Schwab and other industry colleagues to educate and manage the ESPP and RSU programs offered to nearly 40,000 employees in 39 countries. She earned her Education Degree from the University of Oklahoma and continues to enjoy learning and networking with fellow Stock & Payroll Professionals.

Tara is an Associate Partner in the Equity Services team at Aon. She has over 25 years of experience in providing tax compliance and consulting services, as well as over 15 years in equity compliance and consulting. The range of services Tara provides to her clients includes domestic and international payroll, equity compensation, and global and domestic mobility policies. Having lived and worked and moved across the country and abroad, Tara has a global mindset and is a true partner for her clients and mentor among colleagues. Tara is known for seeing tax matters from various angles, including from the employer, employee, and the tax authorities.

Tara earned her Bachelor of Science, Economics from Rutgers University as well as her Master of Business Administration, Accounting Management. She is a California CPA, Fellow of Global Equity (FGE) and is a member of National Association of Stock Plan Professionals, Bay Area Mobility Management, and the Junior League San Francisco. Tara is also a member of Global Equity Organization, Board Member, and leader in the Northern California chapter which has consistently received GEO honors. And herself been a 2021 recipient of the GEO Star Award. Outside of the office and various speaking engagements, Tara enjoys traveling, cooking, live music, jogging, and yoga, in addition to spending time with family and friends.

Sr Manager, Global Equity Product & Technology at DoorDash. Tierney has 10+ years experience in the equity space. Before moving to DoorDash 2 years ago Tierney worked for Schwab as senior product manager.

Tom is a Managing Associate who advises on the legal, regulatory and tax aspects of implementing and operating incentive plans for executives and employees around the world. This includes tax-advantaged arrangements, global plans, corporate governance and reporting considerations, and the set up and ongoing operation of employee benefit trusts.

Tom works with a number of UK-listed clients as well as global financial institutions and plays a key role in the work we do for TP ICAP, Aviva and GAM.

Tom has presented at GEO conferences and is fundamental to our global webinar programme, regularly presenting on technical and market updates. Tom also teaches on Tapestry’s Certificate in Employee Share Plans Course, as well as ProShare’s Introduction to Employee Share Ownership course.

Tom works with a variety of UK FTSE100 and FTSE250 companies on their incentive plans, with a particular interest in corporate governance considerations. 

Tom also works with a number of multinational clients, including those listed in the US and in Japan, on global compliance for their executive and employee share plans.

Tom can provide share plan specific legal, tax and regulatory advice across both employment and corporate transactions, including in relation to employee benefit trusts.

Aside from advising clients, Tom frequently teaches and presents across multiple forums, from Tapestry’s Certificate in Employee Share Plans and various webinars, to ProShare’s Introduction to Employee Share Ownership and at GEO Conferences in Europe and the US.

Trevin Rard, MBA, CEP has over a decade of experience building and scaling global equity compensation programs at fast-growing and public technology companies. As a stock administration leader, Trevin specializes in scaling equity operations, global ESPPs, international compliance, and employee education—translating complex equity concepts into clear, actionable guidance. Based in Idaho, Trevin is a people-first practitioner who believes equity works best when employees truly understand what they own and why it matters. Bringing a practical, human-centered perspective to equity strategy and ownership culture, Trevin partners closely with Legal, Finance, HR, and Tax to navigate complex equity, tax, and reporting challenges and to build equity reporting processes that are accurate, compliant, audit-ready, and scalable.

Vanda started her career at Deloitte Hungary, in Global Employer Services, focusing on mobile employee taxation, before moving to London in 2016 joining Deloitte’s Incentives & Rewards team where her journey in the share plans world begun.

She advised many multinational companies on designing, implementing, and operating global incentive plans which is attractive to employees, practical to manage and good value for the company’s shareholders.

In January 2022, Vanda joined Nokia where she currently works as a Senior Equity Program Manager. She is responsible for running Nokia’s global long-term incentive plan and all employee share purchase plan across more than 90 jurisdictions as well as leading the Equity Team.

Vanda has acquired an extensive legal and tax technical knowledge in relation to equity income and cross-border employee taxation while also working together with multiple stakeholders, including, HR, payroll, finance, legal and reward specialist.

She successfully completed Tapestry’s Certificate in Employee Share Plans course accredited by the Chartered Governance Institute UK & Ireland (CGIUKI) and presented at multiple industry events on equity compensation related topics.

In her spare time she loves traveling and live music events or playing tennis.

Vickram Paliwal, Director, KPMG AG Switzerland - Vickram is a Director in KPMG’s Zurich Global Mobility Services practice. He joined KPMG in 2005, having worked in the UK before moving to Switzerland in 2010. Vickram has focused his entire career on the taxation of executive and incentive compensation for both public and privately held companies, across various sectors. 

Vickram works in KPMG’s Global Equity Tracker (GET) team, part of KPMG’s LINK technology suite. As part of his role, Vickram is responsible for all aspects of the tool globally. He also oversees services provided to some of our largest and most complex clients globally, and has led a number of GET implementations. He has deep knowledge in global equity tax rules around the world having worked on various projects in relation to employee incentives, including analysis of tax implications for mobile employees, design and drafting of incentive plans and remuneration reviews/ benchmarking for senior executives. Vickram also has experience in relation to valuation of awards under share-based accounting requirements in line with International Financial Reporting Standards.

Vickram is a Chartered Accountant, a member of Institute of Chartered Accountants of Scotland and GEO. 

Vicky is responsible for the development and execution of participant focused engagement strategies across Workplace Wealth Solutions. She collaborates with internal partners and corporate clients to create programs that meet the needs and expectations of their employees so they better value their workplace provided benefits. Prior to this, Vicky launched and managed equity plan based training for the Workplace Wealth Solutions teams and corporate clients.

Vicky is a respected leader, team builder, and subject matter expert in equity plan education and communication. Her 20+ years of experience in the finance industry working with financial wellness and equity plan teams have provided her with a unique perspective on client experiences, internal organization and participant needs. Her vast knowledge allows her to quickly assess pain points and synchronize them with organizational goals and objectives that lead to exponential growth. Vicky enjoys focusing on confidently navigating, translating and delivering effective communications between internal and external stakeholders at all levels.

Before joining UBS, Vicky’s professional background was in equity plan participant communication and education, financial wellness education, financial market analysis and communication consulting. She has developed and executed complex, strategic initiatives for clients with employees all over the globe while striving for continuous improvement.

Vicky has a BA in Communication from University of Colorado at Boulder and a MS in Professional Counseling from Georgia State University. She is a Certified Equity Professional (CEP) and Series 7, 63, and 66 registered.

Dan is an ICSA certified share plan professional who has worked within the share plans industry for almost 16 years. He started his career in one of the largest global share plan administrators, working in a variety of share plan roles over a nearly 10-year period, before moving to the issuer side. He now supports Sage’s Share Plan Director as the Share Plan Programme Manager, through the management and delivery of Sage’s global share plan events across both their discretionary and all-employee suite of plans.

Robyn is a Partner at Infinite Equity, specializing in global equity compensation consulting for multinational employers. She has over 20 years of experience advising companies on all aspects of their equity compensation programs, including plan design and implementation, employee communications strategies, and administration efficiencies and optimization. Prior to joining Infinite Equity, Robyn held various leadership positions with Computershare, the Global Equity Organization (GEO), the National Association of Stock Plan Professionals (NASPP), and several San Diego based technology companies. 

Robyn is an active board member for the Certified Equity Professional Institute, a frequent speaker on equity compensation topics, and co-author of the book, If I'd Only Known That.

Robyn has a Bachelor of Arts in English from San Diego State University, a Paralegal Certificate (with honors) from the ABA Paralegal Program at the University of San Diego, and is a Fellow of Global Equity (FGE) and a Certified Equity Professional (CEP). She is based in San Diego.