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Silicon Valley: March 2019 Symposium

March 26, 2019

8:00 AM to 6:00 PM PDT


Santa Clara University
500 El Camino Real
Santa Clara, CA 95053
15th Annual CEP and Silicon Valley NASPP Symposium

Event Details

The Symposium has become The Best One Day Event in Equity Compensation due to the consistently outstanding quality of the speakers and the sessions. 
Join us at Santa Clara University on March 26th for a full day event encompassing valuable content sessions eligible for CE credit for CEPs and CPAs, (18 presentations this year!) spanning an amazing range of equity compensation topics.  Enjoy a special celebration of the 30th Anniversary of the CEPI, network with your colleagues, have a chance to win fun raffle prizes, and drink a little & eat a lot (or whatever ratio you'd prefer).

Sneak Peak!

Every week, we will be highlighting presentations that can only be seen at The Symposium.  Here is a taste of what's in store for you.

Session Title: Tackling the Trends: Get the Legal & Accounting Scoop on Hot New Design Ideas in Equity Comp

Brief Session Description: The fast-paced world of equity compensation is ever changing, particularly as companies seek to reward and retain their employees and incentivize the right kind of behavior by their employees and executives. In this session, the audience will learn about some of the hottest new design ideas relating to equity compensation programs that are setting trends in today's market, including: (i) adoption of mandatory post-vesting deferral or holding periods following settlement of awards, (ii) automatic enrollment in ESPP, (iii) front-loaded equity awards, including in broad-based offerings; (iv) payment of fractional shares, (v) new clawbacks relating to reputational damage, and (vi) paying dividend equivalents on outstanding awards.


Sinead Kelly (Baker McKenzie) 
Denise Glagau (Baker McKenzie) 
Jon Burg (Aon)

Session Title: Potato / PoTAHTo / Tomato / ToMAHTo: Irreconcilable Differences in Equity Comp

Brief Session Description: Which are better ISOs or NQs? What about a 6-month ESPP or a 2-year plan? RSUs or RSAs? Should you apply a forfeiture rate or not? Static vs. Dynamic forfeiture rates? Push stuff into the system, even if it doesn't really "fit" all that well, or leave it in a spreadsheet? Straight-line or Ratable? Options or RSUs? Withhold shares or sell-to-cover? Broker choice? Our panel of highly opinionated experts will first quiz the audience on some of the pros and cons of a selection of the topics above, then will engage in a spirited debate of the pros and cons: the winner of each debate to be decided by an audience poll. (Some topics may not require a debate due to consensus among the panelists.) Wars will be waged; hearts will be broken; mysteries elucidated!

Elizabeth Dodge (Equity Plan Solutions)
Stacy Bishop (Cimpres)
Susan Garvin (GoPro) 
Christine Zwerling (Twilio)

Much, much more to come...
Sponsorship opportunities are still available! Please contact the CEP Institute for information at

For more information about the CEP Institute, please visit

Hope to see you at the Symposium!

Certified Equity Professional Institute

NASPP, Silicon Valley Chapter - (408) 554-2187 -

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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