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Silicon Valley: February 2019 Meeting

February 20, 2019

11:30 AM to 2:00 PM PST

Event Contact


Marvell Semiconductor Inc.
5488 Marvell Lane
Santa Clara, CA 95054
Excel Efficiencies for Equity Excellence and Reconcilable Differences

Speaker Information

Elizabeth Dodge, CEP


Equity Plan Solutions, LLC

Elizabeth is the Principal and founder 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 Stock & Option Solutions, Inc. 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 at the beginning of 2016, and has been in equity compensation since 1998. Elizabeth became a Certified Equity Professional in 1999 and co-authors the chapter on accounting in The Stock Option Book. She also serves on the Executive Advisory Committee of the National Association of Stock Plan Professionals (NASPP) and was honored with the NASPP Individual Achievement award in 2012 and the NASPP 10-year service award in 2017.



Christine Zwerling, CEP

Lead, Equity Administration


Christine Zwerling is the head of equity administration for Twilio. She began working in the equity compensation industry in 1995 and has worked as a consultant and as an in-house stock plan professional. She has extensive knowledge of the rules, regulations, and accounting standards that drive so many stock plan processes. Christine earned her CEP designation in 2000 and was honored with the National Association of Stock Plan Professionals (NASPP) Individual Achievement award in 2007. Christine also serves as treasurer on the executive committee of the San Francisco NASPP chapter. She is also a frequent speaker for various industry events, including NASPP chapter meetings, NASPP's national conference, the NCEO Employee Ownership Conference, Global Equity Organization (GEO) meetings, and E*TRADE's Directions Conference.

Event Details

Happy New Year to everyone, and excited to kick off our the 2019 SVC NASPP slate of chapter events with a paired presentation featuring topics that should be near and dear to your heart - Excel and reconciliations.  But wait, there's more! 

We will be raffling off two passes to the 15TH ANNUAL CEP AND SILICON VALLEY NASPP SYMPOSIUM taking place this year on March 26th at Santa Clara University. 

We look forward to seeing you here (and at the Symposium).

Session Description

Whether we like it or not, spreadsheets are, and will continue to be, an integral part of equity compensation, and not just for Accounting and Finance. Yet, the number of inefficiencies and errors we see in our clients' spreadsheets is growing, not shrinking. How do you get your Excel tasks done more quickly and easily? Learning or perfecting just a few simple tips and tricks and functions will help you streamline your processes, reduce your risk of error, and save your company time and money.

And... Bonus topic! Reconciliations are everywhere in stock plans, from implementing a new system or vendor; to a flux analysis explaining expense differences from period to period; to new grants to board minutes; to ESPP contributions; to termination from payroll; to mergers, splits, spins offs and repricings. Many of us spend what seems like half our professional lives coping with reconciling data before and after some process. So how do you make this common process less painful and more accurate? How do you tick and tie everything to the auditors' satisfaction? This expert panel provides tips and tricks and actionable steps for reducing the amount of effort, increasing the quality, and minimizing the number of auditor queries.


Please come early and enjoy what is always a wonderful lunch, catch up with old friends and colleagues (and make new ones), and then enjoy the presentation.  


Registration closes on Friday, February 15th! 

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Registration and Reception:11:30am to 12:00pm

Presentation: 12:00pm to 1:30pm (with lunch)
Questions/Networking: 1:30pm to 2:00pm

Fee Structure

Meeting Fees:
$35.00 for PRE-PAID NASPP Members
$45.00 for PRE-PAID Non-NASPP Members

$60.00 for Non-Members, Walk-Ins, or Members Paying at the Door
As an added benefit to active NASPP members, the chapter will extend a limited number of complimentary registrations to unemployed NASPP members. Complimentary registrations are limited to two per person, per year. Please indicate on the comments section below to apply for this complimentary registration.
Those who preregister and choose not to use PayPal, please mail checks to: SVC NASPP, PO Box 60865, Sunnyvale, CA 94088-0865

Pre-registration closes on the Friday before the meeting. Payments must be received by the Monday prior to the meeting. If payment is not received by the payment deadline, you will be asked to pay the $60 walk-in registration fee at the door. For registration questions email with your inquiry. 
During registration, your name is added to the list of meeting attendees and luncheon accommodations are made accordingly. To avoid a $60 cancellation fee, email
If you do not send your cancellation notice by the Registration Deadline:
  • any payment received will not be refunded
  • if no payment was received, a "No Show" penalty of $60 will be recorded by the Chapter and you will be invoiced.

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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