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Austin NASPP Chapter Meeting - Excel-erate Your Stock Plan Processes!

February 23, 2022

11:30am - 1 pm Central

Event Contact

Austin NASPP
Join us for tips and tricks to improve your excel skills!

Event Details

Whether you’re an Excel beginner or an intermediate user, Excel is packed with tools and tricks that can make your day-to-day stock plan processes more efficient and less error prone. Join us for an interactive session customized to the needs of the stock plan community to help you hone your spreadsheet skills to a finer point. We’ll cover functions, formulas, pivot tables and even some navigation tips that will have you dazzling your colleagues in no time flat.

Please register at to receive the Zoom link to this meeting.

Speaker Information

Elizabeth Dodge, Principal at Equity Plan Solutions, LLC

Elizabeth is a Principal of Equity Plan Solutions, LLC (EPS), providing equity compensation consulting services to companies from startups to large public corporations. Previously, Elizabeth was a Vice President for SOS where she led the Professional Services team. Prior to SOS she held product management roles in stock plan services at BNY Mellon and ETRADE Corporate Services. She started EPS in 2016 and has been in equity compensation since 1998. Elizabeth became a CEP in 1999 and serves on the Executive Advisory Committee of the National Association of Stock Plan Professionals (NASPP), was honored with the NASPP Individual Achievement award in 2012 and the NASPP 10-year service award in 2017.

Rachel Southorn, CEP

Equity Plan Consultant
Rachel began her career in equity compensation in 2003 and leverages experience in a diverse and challenging range of roles.  She was introduced to equity compensation at a VC business incubator where she managed the capitalization tables and equity plans for the portfolio companies.  Since then, she has worked at E*TRADE in both administrative outsourcing and product management, as a Sr. Stock Plan Administrator at Amazon, Editorial Director at the NASPP, Sr. Equity Compensation Consultant at Stock & Option Solutions, and as the Sr. Global Stock Plans Manager at Micron.  Rachel has a strong background in plan administration, platform conversions, financial accounting, international and mobile taxation, and corporate governance.
Rachel continues to volunteer with the Certified Equity Professional Institute (CEPI) and is currently a member of the CEPI Curriculum Committee.


About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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