SPEAKERS

Shannon Huffman Polson

One of the first U.S. Army Women Apache Helicopter Captains and Pilots, Author of North of Hope and The Grit Factor: Courage, Resilience and Leadership in the most Male Dominated Industry in the World

From the cockpit to the boardroom, Shannon Huffman Polson shares stories of grit and leadership to help others overcome fear, break through uncertainty, and reach their full potential.

Shannon is a woman of many firsts. Among those high points: She is one of the first women to fly Apache combat helicopters in the U.S. Armed Forces, where she served on three continents and led two flight platoons and a line company. She is also the founder and CEO of The Grit Institute and the author of the memoir North of Hope, and forthcoming book The Grit Project.

After nearly a decade as an Army officer and attack aviation leader, and later, as a leader and manager in the corporate sector at Guidant and Microsoft, Shannon turned her attention to storytelling, sharing the stories of remarkable female leaders and trailblazers through her forthcoming book, The Grit Factor: Courage, Resilience and Leadership in the most Male Dominated Industry in the World, her Grit Project blog and other writing endeavors.

Drawing on a distinguished military and corporate career, she reveals her lessons learned and leadership strategies to help you harness your own inner strength, move beyond resistance, and attain your goals. With an emphasis on grit – which she describes as “a dogged determination in the face of difficult circumstances” – she demonstrates how to tap into that passion and resolve so you can face your limitations, own your sense of purpose, and become a leader of greatness.

Barbara Baksa, Executive Director at NASPP

Barbara Baksa serves as Executive Director for the National Association of Stock Plan Professionals (NASPP). She is a frequent speaker on equity compensation related topics, has authored numerous white papers and articles on stock compensation and has contributed chapters to four books on equity compensation. Barbara is also the author of the book “Accounting for Equity Compensation,” published by the National Center for Employee Ownership and a required text for the Certified Equity Professionals exam. Barbara also serves as editor of The NASPP Advisor and co-editor of The Corporate Executive.

Barbara began her career in equity compensation over 20 years ago. She is a Certified Equity Professional and a member of the Advisory Board of the CEP Institute at Santa Clara University. Barbara has a BA in English from the University of Iowa.

Emily Cervino, CEP – Head of Industry Relationships and Thought Leadership, Fidelity Stock Plan Services

As head of Fidelity Stock Plan Services’ Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes.

Emily has spearheaded work to develop deep understanding of Employee Stock Purchase Plans and the impact of design on participation, conducted analysis on the relationship between Performance Award payouts and corporate performance, and shared extensive data on employee selling behavior, participant perceptions, and participant communications and engagement.

In her former role as executive director of the Certified Equity Professional Institute (CEPI) at Santa Clara University, Emily was involved in all aspects of certification, research, and program marketing. She also managed all the equity compensation programs at National Semiconductor, and held various roles at E*TRADE/ShareData.

With over 20 years in the industry, Emily is recognized for deep knowledge of and enthusiasm for equity compensation. She is a frequent speaker and author on topics to help educate employers, advisors, and the media. Emily is a board member for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, recipient of the NASPP Individual Achievement Award, a Fellow of Global Equity, and a representative on GEO’s Partner Alliance Council. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations.

Dr. Jan Dörrwächter – Senior Partner hkp/// group

Jan took a degree in Law before starting work in the public sector. From 1999 to 2004 he was a specialist at the Bavarian Ministry of Finance. In 2004 he joined E.ON Group as Director of Executive Board Affairs, responsible for contract and compensation issues for the management board and for top executives in Germany. He was admitted to the bar in 2006.

Until the end of 2015 he held various HR management positions in the Group, most recently that of Director Reward & Board Affairs at E.ON. In the course of the split up of the E.ON Group, he took over responsibility for the topics of reward, talent management, learning & development as well as HR controlling as Senior Vice President HR Centers of Expertise at Uniper SE from January 2016. In addition, he was responsible for management board matters and executive contracts.

Jan joined the hkp/// group in April 2017. His focus areas are board remuneration as well as compensation for executives and employees.

Jan is a lecturer for HR at the University of Applied Sciences Niederrhein and the author of several articles on legal and compensation topics.

Muntermann

Marc Muntermann – Siemens, Global Share Program Team Lead

Marc Muntermann joined Siemens in October 2011. Marc Muntermann holds a graduate degree in vocational studies and economic education from the University of Cologne where he specialized in the fields of Vocational Education and Corporate Development and Organization and a Master‘s Degree in Business Administration (MBA) where he specialized in Accounting.

Within Siemens, Marc Muntermann is leading the Global Share Program team. In this position he is responsible for the design and administration of all company-wide Equity Programs. This includes the global Long-Term Incentive and Employee Participation Program, that was introduced in 2009 and has been rolled out to 67 countries with 165.000 employees already participating in the plan.

Before joining Siemens Marc Muntermann was practice leader in Towers Watson’s Talent & Rewards line of business where he was responsible for Global Data Services and conducted consulting activities with regards to non-executives, executives, executive board and supervisory board remuneration.

Anderson

Danyle Anderson – CEO/Executive Director and a member of the Board of Directors of the Global Equity Organization

Danyle Anderson serves as the CEO/Executive Director and a member of the Board of Directors of the Global Equity Organization (GEO), a global not-for-profit organization dedicated to advancing knowledge and understanding of employee share ownership worldwide.

Prior to joining GEO, Danyle’s roles included serving as the Programs Director for the National Association of Stock Plan Professionals (NASPP), Head of Investor Relations and Shareholder Services for Tech Data Corporation, a Fortune 100 ranked company, and a member of the audit division of Deloitte & Touche LLP.

Danyle has nearly thirty of experience in the accounting and equity compensation fields, including nearly 15 years of management of equity plans in more than 40 countries. Danyle holds a Bachelor of Science degree in Accounting from the University of South Florida, is a Certified Public Accountant, a Chartered Global Management Accountant, a Certified Equity Professional and is a member of the Advisory Board of the Certified Equity Professional Institute.

Carl Stegman

Carl J. Stegman, Senior Vice President, Group Manager Relationship Management

Fidelity Personal & Workplace

Carl leads the central region team of relationship managers for Fidelity Stock Plan Services. This team is responsible for providing quality servicing and administration for Fidelity’s equity compensation clients. Along with the central region, Carl leads the emerging and partial administration segments. He also manages SPS vendor relationships, including those with equity administration software providers, distribution alliances, and more.

Carl joined SPS in 2005 and recently served as head of product development, helping drive the success of Fidelity’s stock plan product offering while serving U.S. multinational public companies and their global participant base. Before SPS, Carl was the senior director of financial applications for Fidelity Brokerage Company, where he focused on the development of financial support systems. Prior to beginning work in the financial services and system applications management arena in 1998, Carl was a product analyst for United Parcel Service.

Carl earned a bachelor’s degree from Northeastern University. He also has a master of business administration degree from Bentley University, with a minor in management information systems (MIS). Carl holds Series 7, 24, and 63 securities registrations.

Jorge Martin

Jorge Martin, Chief Executive Officer

 

Mr. Martin has over 18 years of experience leading and transforming professional services, implementation, product management, marketing, relationship management and sales teams. Before joining Certent, Mr. Martin was the VP of Shared Services for E*TRADE Corporate Services, where he led the teams responsible for the development, roll out and support of their equity compensation solutions. He was also the VP of Relationship management, accountable for the retention, satisfaction and sales efforts for all clients of the Corporate Services Group. Earlier in his career, Martin worked at Avolent, Netscape and DST Output.

Mr. Martin holds an MBA from the University of California, Davis and a BA in Business Economics from the University of California, Santa Barbara. He is a member of the Global Equity Organization (GEO), the National Association of Stock Plan Professionals (NASPP) and a board member for the National Center for Employee Ownership (NCEO).

Michael Madigan

Michael Madigan, Chief Revenue Officer

Mr. Madigan brings over 15 years of SaaS expertise across all functions with a specific focus on product strategy, business planning and efficiently scaling product management functions for enterprise software companies. Before joining Certent, he served as Director of Product Management for Advent Software, leading a product management team responsible for an investment management solution portfolio that successfully served 4,000 clients in over 30 countries. Prior to Advent, Mr. Madigan worked in product management at Siebel Systems and in consulting at CSC Consulting & Systems Integration.

Mr. Madigan holds an MBA from the University of California at Berkeley, Walter A. Haas School of Business and a BA in Finance and Computer Applications from the University of Notre Dame.

Mobeen Bajwa, Chief Product Officer

Mr. Bajwa brings over 15 years of engineering, software and financial payments technology experience to this role and is responsible for our technology groups. Prior to Certent, Mr. Bajwa served as Senior Director at Asurion, leading program delivery for a 250 person team associated with mobile data protection, security, recovery and premier support products to top-tier telecom carriers worldwide. Before Asurion, Mr. Bajwa held the position of Senior Director of Product Development at TSYS (NYSE: TSS). At TSYS, he headed up product development and innovation, as well as strategy implementation for a $250M business unit in the financial payments space.

Mr. Bajwa holds an MBA from Wharton School of Business, University of Pennsylvania, a BS in Computer Systems Engineering from Ghulam Ishaq Khan Institute of Engineering Sciences and Technology, and an MS in Electrical & Computer Engineering from Carnegie Mellon University.

Speakers
Aaron ShapiroFounder
Carver
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Amanda BenincasaAon Equity Solutions
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Christina FertlSenior Manager of External Reporting
Gardner Denver
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Dan RobbinsConsultant, Professional Services
Certent
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Dina ThiessenOperations Manager
Certent
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Don GillottiSenior Vice President of Sales and Alliances
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Donna BellVice President, Services
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Eric DeenProduct Manager
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Garry DevineSenior Manager, Accounting; Global Equity Plan
Horizon Pharmaceuticals
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Gina KlienManaging Director
PricewaterhouseCoopers
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Jacob PetersCustomer Support Representative II
Certent
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Jessica CerkaHead of Growth
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Jim SeeseVice President of Administration
Globalstar
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Jon BurgPartner
Aon Equity Solutions
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Karl KuckowiczLearning and Development Specialist
Certent
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Katie GriffisManager - Compensation, Tax, Stock
Nelnet
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Kyle GuiaoDirector, Client Service
Certent
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Lorna GundermanManager of Stock Plans & Shareholder Services
Black Hills Corporation
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Lucas CramseyGardner Denver
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Lucretia DensonDirector, Equity Management & Corporate Governance
Inovalon
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Michael ChandlerVice President, Product Management
Certent
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Michael MauroConsultant, Professional Services
Certent
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Michelle Petri-HallChief Financial Officer
Tallan
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Mike SchlosserCustomer Support Representative
Certent
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Raul FajardoCustomer Support Manager
Certent
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Roger GilbertBusiness Analyst
Certent
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Ryan RossAssociate Director
Aon Equity Solutions
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Scott ShurynSenior Relationship Manager – SPS
TD Ameritrade
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Shannon MorrisonSVP, Director of Risk Analytics
Atlantic Capital Bank
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Stephen- PopowskiConsultant
Aon Equity Solutions
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Theresa MayHRIS/Payroll Administrator
CapStar Bank
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Tina CarlsonClient Service Manager
Certent
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Tom PalekaVP of Global Total Rewards
Gallagher