The Certified Equity Professional Institute presents

2nd Annual CEP Symposium

Navigating through a Sea of Change

September 13, 2005
Santa Clara University
Santa Clara, California

Thank you for making the 2nd Annual CEP Symposium a success! If you did not have time to complete the evaluation form, please take a minute and do it now. You can download a copy and just FAX it to the CEPI at 408 554 5143. Thank you!

We are pleased that over 130 Equity Compensation Professionals participated in this one day event! Ninety six companies were represented and ninety CEPs were present. To view a copy of the presentations that were made, just click on the title below.

Be sure to attend the 3rd Annual CEP Symposium in 2006!

Morning Genreal Session (PDF Version):
FAS 123R: Practical Advice from the Pioneers
Stock option expensing was in the works for over a decade and it has finally happened! Hear this panel of experts and pioneers give their practical assessment of the realities of FAS 123R. Learn how companies with June 30 FYE are actually dealing with various FAS 123R issues. Come prepared to challenge this interactive panel with your FAS 123R questions. Panelists include Barbara Baksa, CEP (NASPP), Bernie DeJager (Deloitte and Touche), Tracy Laboy, CEP (KLA-Tencor) and Jolene Mendelsohn, CEP, (Seagate).

Afternoon General Session (PDF Version):
CEPs - One Group, Many Paths: Career Opportunities for CEPs
Many CEPs are involved in Stock Plan Administration, yet the knowledge gained from the CEP and the prestige of the designation can open many other doors. Join a diverse group of CEPs, including paralegal Judy Brandon, software designer Elizabeth Dodge, stock broker Emily Van Hoorickx, and international equity compensation expert Marlene Zobayan to learn how the CEP designation has helped them.

Morning Breakout Sessions:

FAS 123R: DTA and APIC for Dummies! (PDF Version)
Even with all the talk about FAS 123R, many CEPs are still scratching their heads. Deferred tax assets and Additional Paid In Capital pools are complex and challenging. Join Susan Garvin, CEP as she navigates this territory and explains it in everyday language.

Business Roundtable: Walking a Fine Line (PDF Version)
CEPs face challenges everyday. Some challenges are mundane where other situations challenge our thinking and our very sense of right and wrong. Join CEPs Wendy Jennings and Joan Matlack along with business expert and ethicist Dennis Moberg in a discussion of challenging decision making and choices.

Afternoon Breakout Sessions:

Top 10 Challenges of Administering an International Plan (PDF Version)
Administration for an international stock plan is challenging, complex, and constantly changing! Ed Burmeister, Baker & McKenzie, Carol Rutlen, ExpatEdge, and Carine Schneider, Smith Barney Stock Plan Services, have joined forces to bring you a top 10 list of practical wisdom for international stock plan administration.

Does Broad-based Ownership Have a Future? (PDF Version)
In the wake of recent FASB rulings, can broad-based ownership survive? What does the future hold for equity compensation and employee ownership as companies comply with the new rules and regulations for stock option expensing? Learn how these changes may affect your role and your company's culture. Share your views in an open discussion with Corey Rosen of the NCEO as you discuss these topics and other issues that impact the ownership culture of your company.

Got 10b5-1? A Guide for Starting and Administering a Successful Plan (PDF Version)
Join experts Saundra Genoni and Debbie McGrath from Merrill Lynch and David Priebe from Gray Cary for an exploration of the history of 10b5-1 plans and practical guidance for designing, implementing and maintaining a successful plan at your company. The panelists will answer your questions so you can develop a roadmap that hits the highlights and avoids the pitfalls.
*subject to change

CEPs who attended all 4 sessions have received six hours of continuing education.

A very special "Thank-you!" to our sponsors:

Premier:
Fidelity Investments
Merrill Lynch

Gold:
Alston + Bird, LLP
Alan Nadel and Company
Charles Schwab
Citigroup
Computershare
E*TRADE
Stock and Options Solutions
SunGard
UBS

Organizational Partners
GEO
NASPP
NCEO

 

---