Santa Clara University

CEPI News and Events - February 2015

The CEPI wanted to be sure you knew about all the exciting things happening at the CEP Institute and within the equity compensation Industry.  For more information, please explore the CEPI website.

11th Annual CEP and Silicon Valley NASPP Symposium

The Annual CEP Symposium and the Silicon Valley NASPP All Day - two great events that were just meant to go together.  Be part of the Best One Day Event in Equity Compensation. This one day event will take place on March 24, 2015 at Santa Clara University. Are you REGISTERED?

The agenda was difficult to select, with so many wonderful proposals submitted, and only 15 available session slots.  We think you will agree however, that the final selections will provide opportunities to all attendees to choose from presentations that will educate, inform, and inspire.  New this year is our Introductory Track, featuring sessions geared toward those new to the world of equity compensation.  This Introductory Track includes a presentation option at each of the break out session times as follows:

Breakout Session 1 - Cliff Notes on Equity Compensation

Breakout Session 2 - The Real World: Mobility

Breakout Session 3 - The Basics Behind the Beans: An Intro to Equity Comp Tax and Accounting

The Introductory Track was designed with the new Equity Compensation Professional in mind, though all sessions are open to all attendees.  Find out more about these sessions, and all of the sessions on our agenda.

Don’t forget to take time during the day to stop by and visit with our wonderful sponsors.  In the Partner Pavilion, you will find representatives from Bank of America, Charles Schwab, E*TRADE, Fidelity, Morgan Stanley, Solium, and UBS.  At the Exhibitor Area, you may chat with members of Baker & McKenzie, Certent, Computershare, Equity Methods, Equilar, Radford, SOS and TD Ameritrade.  Additionally, Deloitte, Global Shares, Group 5, and PwC are supporting this year’s Symposium.  You will also likely see some familiar faces at the GEO, NASPP, and NCEO tables.  Mark your calendars now for March 24th and be sure to stop by and visit with all of our wonderful Sponsors.

Sponsorship opportunities are still available. Please contact the CEPI at 408-554-2187 or for more information.

CEP Exam Information

Materials are in production and on track to be available to exam candidates by our annual target date of March 1st.  If you are preparing for a 2015 exam, please be sure that you are using current materials by waiting for the release of the 2015 textbooks and CEP exam study binder.

Registration is now open for both 2015 exam dates per the following schedule:

Exam Date
Registration Deadline
Deferral Deadline
June 6, 2015
April 24, 2015
May 22, 2015
November 7, 2015
September 25, 2015
October 23, 2015

Continuing Education

The CEPI is slowly but surely getting through all of the recently submitted continuing education applications.  Thank you to all the CEPs that stay current by satisfying the continuing education requirements of CEP designation.  If you have recently submitted an application and not received notification of the status of your application, we appreciate your patience as your application may not yet have been reviewed.  We are reviewing all applications as quickly as possible.

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