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San Diego NASPP: July 2021 Chapter Meeting

July 22, 2021

Noon- to 1:20pm PT

Excel-erate Your Stock Plan Processes

Speaker Information

Rachel Southorn, CEP, Equity Plan Consultant at Equity Plan Solutions, LLC
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 at a VC business incubator where she managed equity plans for the portfolio companies.  Since then, she has worked at E*TRADE in outsourcing and product management, as a Sr. Stock Plan Administrator at Amazon, Editorial Director at the NASPP, Sr. Consultant at SOS, and as the Sr. Global Stock Plans Manager at Micron.  Rachel continues to volunteer with the Certified Equity Professional Institute (CEPI) and is currently a member of the CEPI Curriculum Committee.
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.

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 NASPP 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.

Date:                         Thursday July 22
Time:                         Noon – 1:20pm PT
Location:                  Online
Fee:                            None

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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.


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