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 Jennifer Baehr, CEP She holds a bachelor's in Accounting from Central Connecticut State University, a Masters of Science in Management and an MBA from Albertus Magnus College. Jen is a Certified Equity Professional (CEP) and a member of the NASPP.
Greg Besner Greg is the co-founder of Restricted Stock Systems, Inc.(now Computershare Executive Services), which was acquired October 31, 2007 by Computershare. Prior to founding RSS, he was Vice President at Merrill Lynch managing approximately $13 billion of restricted stock for the firms'largest Institutional and Private Clients. He also managed restricted stock transactions as an executive in the Private Wealth Management division of Goldman Sachs. Greg is a published author and frequent speaker on the subject of technology and compliance trends within executive and equity compensation. He earned his M.B.A. in Management and Finance from The Wharton School at the University of Pennsylvania, and his B.A from Rutgers College. Greg was named Ernst & Young 2003 Entrepreneur of the Year in New Jersey.
Patricia Brown, CEP
Jon Burg Jon joined JPMorgan in 2005 to assist in developing new business and managing client relationships. With over ten years of consulting experience, he is an expert in the design, implementation, and valuation of pension, postretirement welfare, and equity compensation plans. He is also the leader of JPMorgan’s equity compensation consulting practice, assisting clients in working through the rigors of FAS 123R reporting requirements. He has been extensively involved in analyzing historical equity plan experience, performing complex valuations, and evaluating plan designs. Jon has also been a speaker at a variety of industry meetings and conferences on a wide range of issues surrounding retirement benefits and equity compensation. Jon graduated from the University of Washington with a B.S. in mathematics. He is a Fellow of the Society of Actuaries, an Enrolled Actuary under ERISA and is vice chair for the Society of Actuaries retirement examination.
Edward D. Burmeister Mr. Burmeister has assisted over 300 multinational companies in extending their stock plans to employees outside the United States. Recent focus is on tax recharge projects and the interplay of the accounting, transfer pricing and tax deduction issues worldwide. Mr. Burmeister is a frequent lecturer on international equity issues. Recent presentations on these topics have been made to the National Association of Stock Plan Professionals, the Tax Executive Institute, the Global Equity Organization and the National Center for Employee Ownership. Mr. Burmeister is listed in the Best Lawyers in America, Northern California Super Lawyers and Chambers America’s Leading Lawyers for Business. Mr. Burmeister is past Chairman of the State Bar of California - Taxation Section. He is a member of the Advisory Board of the National Association of Stock Plan Professionals, the Advisory Board of the Certified Equity Professional Institute, Santa Clara University, the Global Equity Organization (past Board member) and the International Foundation of Employee Benefit Plans. Mr. Burmeister is a graduate of Stanford University (A.B.) and Stanford Law School (J.D.) where he was Order of the Coif and Managing Editor of the Stanford Law Review. He is admitted to practice in California and before the U.S. Tax Court and Claims Court.
Jeff Capwell Jeff has almost twenty years of experience in handling executive compensation matters. He works with companies to design, implement and maintain stock-based compensation plans, performance bonus and incentive programs, nonqualified deferred compensation plans and director compensation programs. Jeff represents management and boards of directors in negotiating and drafting employment, severance and change of control agreements. He advises clients on the tax, securities and corporate law aspects of executive compensation arrangements, and helps prepare public disclosures regarding such arrangements. Jeff is a frequent lecturer on executive compensation and employee benefits topics. He has given presentations to the American Bar Association (Tax Section and Business Law Section), the Southern Employee Benefits Conference, the American Bankers Association, the Virginia Society of Certified Public Accountants, the North Carolina Association of Public Accountants, the Virginia Conference on Federal Taxation and the William & Mary Tax Conference. He received his A.B. from Dartmouth College, and his J.D. from Syracuse University College of Law, where he was Editor-in-Chief of the Syracuse Law Review.
Emily Cervino, CEP
Valerie H. Diamond Ms. Diamond is Chair of the Global Equity Services Group at Baker & McKenzie’s San Francisco office where she assists companies in the design and implementation of international employee stock plans. She provides advice to clients on the tax, securities law and exchange control compliance issues that arise when options, restricted stock or purchase rights are granted to employees working abroad. Recent projects include all employee option grants to employees in 35 countries, a tax audit of equity programs in 15 countries and implementation of a employee stock purchase plan in 65 countries. Ms. Diamond has also assisted clients in meeting international compliance obligations relating to the repricing of options and option exchange programs, the creation of data privacy waivers, the grant of stock options to expatriates and the issuance of restricted stock.
James E. Earle Jim is a partner in the employee benefits department of Kennedy Covington. A significant portion of Jim's practice involves counseling publicly traded companies and other complex employers on matters related to executive compensation. This includes advice and counsel regarding the design and administration of management stock plans, long term incentive plans, and nonqualified deferred compensation arrangements. EDUCATION Davidson College, B.A., magna cum laude, Philosophy, 1988, Valedictorian; Phi Beta Kappa; Omicron Delta Kappa
John Hammond, CFP, CEP John earned his CFP designation in 1999 and his CEP designation in 2000. He received his B.A. from The University of Michigan.
Richard Hanson
Andrea Kagan Andrea has more than ten years of experience working with multi-jurisdictional tax issues facing internationally mobile employees and has specialized in equity compensation for the past six years. Andrea spent the last three years on assignment working with Deloitte in the UK, and led the tax team in the due diligence and implementation of Deloitte’s on-line tax withholding calculator for equity compensation of mobile employees (GA Equity Awards) for a major multi-national oil company. Additionally, Andrea has worked on a wide range of equity compensation projects for both Fortune 500 and FTSE 100 companies, both public and private. She has also published articles in both the US and the UK. Andrea is a member of the Association of Taxation Technicians (ATT) in the UK, as well as NASPP and GEO.
James Lecher Jim Lecher is a consultant at Aon. He has over 8 years of benefits and compensation consulting experience. Jim has consulted on a variety of employee benefits and compensation issues including annual actuarial ERISA funding and FAS 87 accounting valuations, SERP design and valuation, FAS 106 valuation, several asset/liability studies, Consulting Analysis of Stock Expense (CASE) under FAS 123 and FAS 148, and valuations of Employee Stock Purchase Plans under FAS 123. Some of his current clients are Prudential Financial, AmerisourceBergen, EW Scripps, Mattel, and UnitedHealth Group. Jim currently heads the stock option research and development team for Aon. He has been instrumental in the development of the Aon Cumulative Hazard Rate Binomial Model. Jim has also developed many cutting-edge Monte Carlo simulation models used to value equity grants containing market conditions and enhance the accuracy of valuations of traditional stock option grants. Jim is a member of the Society of Actuaries task force which is currently analyzing the early exercise behavior of employees. Jim was published in World at Work in the fourth quarter of 2006 due to his extensive knowledge of the various applications of Monte Carlo modeling to value equity grants containing market conditions. Jim currently performs annual and quarterly stock option valuations under FAS 123 for several clients, performs valuation of compensatory arrangements for purposes of a change in control under IRC 280G and consults on various executive compensation issues. Prior to Joining Aon Jim was employed at ASA consulting and Mercer Human Resources Consulting. Jim graduated from Arcadia University where he obtained a Bachelor of Science degree in Mathematics. Jim is a has attained his Certified Equity Professional designation and has passed the Society of Actuaries exams 1 through 4.
Ann Lucchesi, CEP Ann Lucchesi spent 17 years in Corporate services at several investment banking firms, including Robertson Stephens and RBC Dain Rauscher working with management teams and employee compensation plans. She handled hundreds of 10b5-1 plans, thousands of Rule 144 sales and presented to dozens of employee groups and management teams. Two years ago she founded Equity Compensation Group doing consultation services for equity compensation departments. Ann is a CEP, has her CFP®, and holds an MBA from the Haas School of Business.
Erin Madison, CEP Erin is a Manager at Broadcom Corporation. She is responsible for world-wide administration of the company’s Employee Stock Purchase and Restricted Stock Unit plans. Prior to her career at Broadcom, she was a Senior Stock Plans Administrator at Qwest Communications. Erin earned her BA in Accounting from the University of Colorado. She earned her Certified Equity Professional (CEP) designation from the Certified Equity Professional Institute through Santa Clara University in 2003. She is also the Treasurer of the Orange County chapter of the NASPP and is a member of the GEO.
Mike Mauro Michael joined Computershare in 2000, when the company was known as Corporate Management Solutions (CMS), the predecessor of Transcentive and has held many different positions. Michael has worked for years with our core product, Express Options, in technical and administrative positions. In his current role, Michael is responsible for working with current clients and prospects to understand their needs and to help solve issues they have with their administrative and financial requirements. Michael is also responsible for managing some of our largest and most complex projects to provide an end to end project management solution. Michael works closely with and is an integral part of many teams with Computershare, sharing the knowledge gained through his client and prospect interactions. Michael received an A.A.S. degree in landscape architecture from the University of Maine. He is currently working toward a B.A. in business administration. Michael is a licensed paramedic and is an active member of the community as a volunteer working on the ambulance.
Leslie O’Neal Leslie has almost thirty years of experience in strategic oversight of executive and director compensation, stock plans, employee benefits, proxy statements, and corporate law matters for Temple-Inland Inc. Temple-Inland is a manufacturing company focused on corrugated packaging and building products. She attended the University of North Carolina, received her B.A. from West Texas State University, and received her J.D. from Texas Tech University School of Law. Leslie is a member of the American Bar Association, State Bar of Texas, National Association of Stock Plan Professionals, and Society of Corporate Secretaries and Governance Professionals.
Mike Petrauskas Mike joined JPMorgan in 2004. He specializes in financial modeling, data analysis, and forecasting for employee benefits programs. He has worked extensively in the development of processes for analyzing volatility and historical experience for stock-based compensation programs. Mike has been deeply involved with a variety of FAS 123R compliance projects, including experience studies, assumption reviews, APIC pool development, lattice model analyses, and simulation model testing. He also has substantial experience developing solutions for complex benefit plan administration projects. Mike holds an undergraduate degree in actuarial science from Florida State University and a Master’s degree in banking and finance from the University of Alabama. He is a Fellow of the Society of Actuaries.
Joseph F. Purdy, Jr., CEP Joe earned his CEP designation in 2005, is a NASPP member and attended Sacred Heart University in Connecticut.
Sabita Reddy, CPA Sabita has almost 24 years of experience with Temple-Inland Inc. in areas of general accounting, financial reporting and policy and control. She received her BBA and MBA from Stephen F. Austin State University. Sabita is a member of American Institute of Certified Public Accountants.
Brad Reynolds Brad Reynolds is a Manager in PwC’s Total Compensation practice, based in San Jose. He is involved in the design, implementation and communication of global stock plans with an emphasis on administrative solutions. Brad has unique experience in implementing global plans, getting involved in the selection of administrators as well as creating the appropriate infrastructure needed to support a given plan design. His recent focus has been in the area of FAS123R, leading PwC's service offering in the calculation and prospective tracking of tax windfall pools and deferred tax assets. In addition, Brad is often brought in as subject matter expert in SOX 404 projects where the effectiveness of internal controls around the stock administration function is being assessed.
Carol M. Rutlen, CEP Carol is a member of the American Institute of CPAs, California Society of CPAs, NASPP, Global Equity Organization, and the Western International Personnel Association. She is the Past-Chair of the Certified Equity Professional Institute (CEPI) and Project Leader for the GPS research project for the CEPI. Carol is also an adjunct professor in the Master of Tax program at San Jose State University and is listed in various Who's Who registries.
Andrea S. Stegall, CEP Ms. Stegall is a Certified Equity Professional and serves on the Curriculum Committee of the Certified Equity Professional Institute at Santa Clara University in Santa Clara, California.
Charles Wheeler Charles Wheeler, a Principal of the HR Services consulting practice of PricewaterhouseCoopers, specializes in executive and incentive compensation for public and private companies. Mr. Wheeler obtained his law degree (J.D.) from the Universary of Toledo, and Masters in Law from the New York Universary (LL. M. taxation). Mr. Wheeler practiced law for seven years in San Francisco, specializing in domestic and international executive compensation and employee benefits (including qualified retirement plans), before practicing as an executive compensation consultant in 1991. |
