The field of equity compensation requires the expertise of a variety of professions (e.g. legal, accounting, tax, compensation) in order to function properly. The Certified Equity Professional Institute (CEPI) draws on an array of expertise in order to ensure that the certification program is relevant and keeps pace in the ever changing world of equity compensation. Three separate advisory bodies - the Advisory Board, the Certification Council, and the Curriculum Committee - are used to chart the strategic direction and oversee the curriculum and test development processes, thereby achieving both the required relevance and accuracy.
CEPI Advisory Board
Since 1989 the CEPI has served as the equity compensation industry's educational standard, providing thousands of our alumni with the knowledge and authority to distinguish themselves as true equity professionals. Advisory Board members play an essential role in charting the Institute's strategic direction and overseeing the curriculum and test development processes.
Terry Adamson, CEP, NDEF, FGE
Partner
Infinite Equity
Danyle Anderson, CEP
Director, Consultant & Industry Relations
BANK OF AMERICA
Barbara Baksa, CEP
Executive Director
NASPP
Donna Bell, CEP
SVP, Equity Management Services
Insightsoftware
Conor Buckley, CEP, CPA
Associate Partner
Aon
Matt Connor, CEP, FGE
Director, Global Equity Management
Lucid Motors
Dee Crosby, CEP
Executive Director, Global Learning & Development
Morgan Stanley
Zack Crumpton, MBA
Head of Relationship Management, North America Plans Managers
Computershare
Cherie Curry, CEP, NDEF, FGE
Global Equity Plan Manager
FCS Global
Alex Florea
Senior Director
CEP Institute, 91¶ÌÊÓƵ
Stacy Fox, CEP
Director, Equity Lead
Confluent, Inc.
Matt Gabrielson
Associate Director
Equity Methods
Brandon Gantus
Partner
Wilson Sonsini Goodrich & Rosati.
Lenka Haase, CEP, CFP
VP, Partnerships Manager
Fidelity Investments
Bryce Harman, CFP
Sr. Manager, SPS Executive Services Trading Team
Charles Schwab & Co., Inc.
Valerie Ho, CEP, CCP
VP Compensation & Benefits
AvalonBay Communities
Jesse Hoxie, CEP
Manager - Global Stock Plan Admin
FedEx Corporation
Noopur Iyer, CEP
Head of Equity
Zoom Video
Sinead Kelly
Partner
Baker McKenzie, LLP.
Sheila Matias, CEP, CCP, GRP, CBP & MBA
Director, Equity Administration and Consulting Team
Compintelligence
Tami Phillips, CEP
Executive Director
JP Morgan Workplace Solutions
Vicky Phrydas, CEP, FGE
Head, Strategic Participant Engagement
UBS
Geetika Prasad, CEP
Director, Stock Admin & Accounting
Tanium, Inc.
Loren Rodgers
Executive Director
National Center for Employee Ownership
Aaron Rosser, CEP
Director of Sales And Business Development
Accelerated Equity Plans
Andy Shulman, CEP, CPA, CCP
Director-Executive Compensation
FTI Consulting
Sandy Shurin
Tax Principal
Deloitte Tax, LLP.
Anna Sotnikova, CEP, CFA
Head of Equity
XAI
Bill Storey, CEP, CPA
Managing Partner
Equity IQ
Prof. Sriram Sundararajan
Executive Director
Leavey Executive Center
Lamont Walker, CEP, CCA
Director of Equity Programs
Lyft, Inc.
CEPI Certification Council
The Certification Council is the final authority over the content of the exams that are administered. Each of the three exams (Levels I, II, III) are scrutinized by the Certification Council before each administration to ensure that the exam items are current, accurate, fair and valid. Any scoring issues identified after the exam administration are addressed by the Certification Council.
| Tami Bohm, CEP Radian Group, Inc. |
Jessica Carbullido, CEP Banfield Pet Hospital |
Christopher Cox, CEP EZ Equity Plans, LLC |
| Jennifer Francis, CEP Aon |
Susan Garvin, CEP GoPro, Inc. |
Stephan Gerdes, CEP Resideo Technologies, Inc. |
| Erin Herlihy, CEP Morgan Stanley |
Wendy Jennings, CEP OneTrust |
Tahir J. Naim Consultant |
| Stacy Ramos, CEP Computershare |
Christine Zwerling, CEP Asana, Inc. |
CEPI Curriculum Committee
The role of the Curriculum Committee is critical to the CEPI. Equity compensation administration is a dynamic and ever-changing field. The curriculum is examined annually by this group and changed to reflect changing laws, rules and policies. These subject-matter experts review and update test specifications, reference materials, and course syllabi. Committee members are well versed in several functional areas of the field.
| Committee Member | Committee Member | Committee Member |
|---|---|---|
|
Rich Baker, CEP
Morgan Stanley
|
Barbara Baksa, CEP
NASPP
|
Haleh Carrillo, CEP
OnPoint Equity Plan Services, LLC. |
|
Jennifer S. Cashio, CEP
Flex, Inc. |
Elaine Crenshaw, CEP |
Ruth Doyle, CEP Insightsoftware, LLC. |
|
Stacy Fox, CEP
Confluent, Inc. |
Kate Hall, CEP
Aon
|
Rose Hoffman, CEP Guardant Health |
|
Shelby Knudson, CEP
E*TRADE
|
Julie Morton, CEP Schwab |
Danielle McClelland Snyk |
| Julie Mrozek, CEP Capital One |
Sean Scrol, CEP
Valtrinsic
|
Liz Stoudt, CEP Infinite Equity |
| Brenda Tan, CEP Rewards Expert, LLC. |
Marlene Zobayan, CEP Rutlen Associates, LLP. |
Join the CEPI Board
Interested in joining the CEPI Advisory Board? Consider nominating yourself!
Learn More