Santa Clara University

CEPI - GPS Project

GPS
Guidance |  Procedures |  Systems 

The CEPI has recognized a need for unbiased guidance on equity compensation practices.  In response to this need, in 2007 the CEPI expanded its mission to include industry related research.

  • Research guided by a Board of Review and a Technical Oversight Board
  • Research addresses needs of issuers, service providers and auditors
  • Publications benefit all equity compensation individuals and organizations
  • Current research efforts focused on internal controls and risks

For 2009, the CEPI  has launched their third research project, GPS: Global Stock Plans.  This landmark research is the next installment of the GPS: Guidance | Procedures | Systems research initiative. This research provides guidance to U.S. multinational public companies and plan administrators on effectively and efficiently operating equity compensation plans outside of the U.S.  The final publication with public comment incorporated will be available November 2009.  To download a copy of the draft publication, please click HERE.

Building on the success of the initial research, the CEPI's 2008 project addressd restricted stock and restricted stock units. Research costs underwritten by Fidelity Investments, Merrill Lynch, E*TRADE Corporate Services, Smith Barney Stock Plan Services, Charles Schwab, and Computershare Plans Software.

The inaugural research publication focused on processes around non-qualified stock options.  This publication, focused on best practices and internal controls for stock options, was released in three phases in 2007.  Research costs were underwritten by Fidelity Investments.

 The CEPI thanks the 2009 GPS Sponsors:

  merrill lynch
 

 

  Fidelity Logo
 

 

 

  Transcentive Logo
 

 

 

  Alston Bird Logo

baker_logo_2009

 

 

            Ernst Young Logo

 

 
  Global Tax Network Logo
  James F Reda Logo

 

  PriceWaterhouseCoopers Logo
 

   

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UPCOMING GPS TRAINING

GPS Training:
December 9, 2009