Santa Clara University

CEPI News and Events

January 2015


What's Happening in the World of Equity Compensation?

The CEPI wanted to make sure you knew about all the exciting events this month in the world of equity compensation. There are many great opportunities to learn more in this constantly changing industry and to earn Continuing Education hours.

Equity Compensation for Companies Staying Privately Owned – Cosponsored by NCEO and the CEPI

Join the CEPI and NCEO on March 12, 2015 at Santa Clara University and learn the answers to all your questions about plan design, liquidity, and compliance:

  • How can you stay private longer and still provide liquidity for employees and other owners?
  • What kinds of equity design plans work best for closely held companies?
  • How can you best communicate and administer your equity plans?
  • What are secondary markets and are they right for you?

This meeting will focus on practical solutions, such as redeeming shares, internal markets, secondary markets, and sales to an employee stock ownership plan. It will also explore best practices in plan design, administration, and communications in entrepreneurial companies.  Don’t miss out! Register today.

Congratulations to the newest CEPs

The November exam results have been released and we are excited to introduce you to the newest CEPs.  Congratulations to the following CEPs who have recently achieved their CEP designation:

Stephen Baillie
Claire Hvass
Magen R. Olive
Richard A. Baker
Brian Birkpatrick
Victoria Quaranta
Diederik J. Blanken
Jessie Kocinski
Lourdes Rodriguez
Harrison C. Celone
Louis Lalli
Shalonda Sanders-Clifford
Mei (Chan )Hollander
Mary Lee
Heahter L. Simpson
Justin Cooper
Vanessa Lo
Ashlyn Smith
Michael R. Cranor
Michael McComas
Cameron Smith
Brietta Crispie
Miranda McCullick
Anna Sotnikova
M. Lynn Cullen
Patrick H. McNamara
Melissa Tu
Francesca DeGlopper
Karen Mortimer
Clinton Turner
Julie Ferro
Pamela Murphy
Nicholas Wagner
Jocelyn Finn
Sarah E. Neal
Gregory M. Wolter
Sofia Hansen
Wendi K. Ninh
Scott Harrison
Christopher O'Harra

Want to add your name to the list?  Registration is now open for both 2015 exams.

11th Annual CEP and Silicon Valley NASPP Symposium

Some things are just meant to go together -

  • Apple pie and vanilla ice cream
  • Fireworks and the Fourth of July
  • Thunder and Lightning
  • And……
  • The CEP Symposium and the Silicon Valley NASPP All Day Event

Two great events that were just meant to go together - Be part of the “Best One Day Event in Equity Compensation.”

Registration is now open! This one day event will take place on March 24, 2015 at Santa Clara University.

Thanks to everyone who submitted speaking proposals for the Symposium.  We received so many wonderful proposals and the agenda has now been set.

CEP Exam Information

Registration is now open for both 2015 exams - June 6th and November 7th.  Exam materials are on track to be available the beginning of March.  Be sure that you use the correct study materials by waiting to purchase the 2015 books.  All registered candidates will be notified of material availability.

Continuing Education

For many CEPs, the end of the year brings with it a due date for continuing education hours.  As a result, the CEPI has received many, many submissions.  If you have already submitted, we thank you for your patience as we work as fast as we can to review all applications.

Keep the CEPI updated

Have you checked your profile lately?  The CEP Institute uses email as the primary method of communication.  If we don’t have your current email address, you could be missing out on important and exciting information.  Remember to keep your profile updated in the MyCEP system.

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