Certent Summit 2019

Tue, May 21 2019, 7:30 AM - Thu, May 23 2019, 2:00 PM [PST]

500 Canal Street, New Orleans, Louisiana, 70130, United States

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Certent Summit 2019 - PRESENTER Partial Approval - Free

This registration is available by CODE to our presenters only.

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Full Summit Registration - IMPORT Partial Approval - Free

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Full Summit Registration Partial Approval - $1,295.00

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Pre Summit Bootcamp - Administration ONLY Partial Approval - $399.00

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Pre Summit Bootcamp - Accounting ONLY Partial Approval - $399.00

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ADDITIONAL PASS - Customer Appreciation Event Partial Approval - $150.00

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Sponsor/Exhibitor Registration - Additional Partial Approval - Free

This is for additional sponsor/exhibitor CORPORATE attendees, above the included amount ONLY.

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Innovators Registration Partial Approval - $1,295.00

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Innovators Sponsor Registration Partial Approval - Free

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Certent Staff Partial Approval - Free

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Event Information

Tue, May 21 2019, 7:30 AM - Thu, May 23 2019, 2:00 PM [PST]

About the Event

Collaborate with other Certent users in interactive sessions, and increase your Certent product knowledge. Bring new tips and tricks back to the office with you, and brush up on the latest trends in financial compliance and equity compensation. Connect with our expert staff in one-on-one consulting sessions, and of course, earn plenty of CEP and CPE credits!


 

Cancellation policy

 

A full refund will be honored until two weeks prior to the event.  A 50% refund will be offered until one week prior to the event, and no refund will be offered for “no-shows.”

 

Event Speakers

Michael Schlosser
Customer Support Representative - Certent

Scott Shuryn
TD Ameritrade

David Lanka
Bank of America

Michelle Sparks
Farmer Brothers Coffee

Theresa May
CapStar Bank

Shannon R. Morrison
Atlantic Capital Bank

Lucas Cramsey
Gardner Denver

Denise Glagau
Baker & McKenzie

JoAnn Grady
Bank of America

Paul Kolano
Bank of America

Nick Goss
Parallel Markets

Shannon Huffman Polson
Keynote Speaker

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.

Barbara Baksa
Executive Director - NASPP

Emily Cervino, CEP
Head of Industry Relationships & Thought Leadership - Fidelity Stock Plan Services

Michael H. Kramarsch
Founder, Board Delegate and Managing Partner - hkp/// group

In his more than 25 years consulting business Michael H. Kramarsch has established himself as one of the most highly regarded experts in the field of value-oriented management, corporate governance, performance management and top-executive compensation – in industrial companies as well as banks. His consulting expertise spans Germany, Switzerland and Austria – as well as other European countries and the U.S.

Marc Muntermann
Global Share Program Team Lead - Siemens

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.

Danyle Anderson
CEO/Executive Director - 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.

Carl J. Stegman
SVP, GM of 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.

Jorge Martin
CEO - Certent

Mr. Martin has over 18 years of experience leading and transforming professional services, implementation, product management, marketing, relationship management and sales teams.

Michael Madigan
Chief Revenue Officer - Certent

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.

Mobeen Bajwa
Chief Product Officer - Certent

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.

Aaron Shapiro
Founder - Carver

Amanda Benincasa
Aon Equity Solutions

Christina Fertl
Senior Manager of External Reporting - Gardner Denver

Dan Robbins
Consultant, Professional Services - Certent

Dina Thiessen
Operations Manager - Certent

Don Gillotti
SVP of Sales and Alliances - Certent

Donna Bell
VP of Services - Certent

Eric Deen
Product Manager - Certent

Garry Devine
Senior Manager, Accounting; Global Equity Plan - Horizon Pharmaceuticals

Gina Klein
Managing Director - PriceWaterhouseCoopers

Jacob Peters
Customer Support Representative II - Certent

Jessica Cerka
Head of Growth - Carver

Jim Seese
VP of Administration - Globalstar

Jon Burg
Partner - Aon Equity Solutions

Karl Kuckowicz
Learning & Development Specialist - Certent

Katie Griffis
Manager - Compensation, Tax, Stock - Nelnet

Kyle Guiao
Director, Client Service - Certent

Lorna Gunderman
Manager of Stock Plans & Shareholder Services - Black Hills Corporation

Lucretia Denson
Director, Equity Management & Corporate Governance - Inovalon

Michael Chandler
VP of Product Management

Event Sponsors

Event Schedule

  • May 21, 2019
  • May 22, 2019
  • May 23, 2019
08:30 AM
to
12:00 PM
Track : Accounting

Bootcamp - Accounting

BAYSIDE A

Pre-Conference Bootcamp - Session #1

Karl Kuckowicz

Track : Administration

Bootcamp - Administration

BAYSIDE B

Pre-Conference Bootcamp – Session #1

Michael Schlosser

09:50 AM
to
10:00 AM
12:00 PM
to
01:00 PM
01:00 PM
to
04:00 PM
Track : Accounting

Bootcamp – Accounting

BAYSIDE A

Session #2

Karl Kuckowicz

Track : Administration

Bootcamp - Administration

BAYSIDE B

Session #2

Michael Schlosser

03:00 PM
to
03:15 AM
05:00 PM
to
07:00 PM

WELCOME RECEPTION

GRAND BALLROOM C

$0.00

07:30 PM
to
09:30 PM

VIP Networking Event

House of Blues - 225 Decatur Street

$0.00

– Sponsored by Bank of America

07:30 AM
to
08:30 AM

BREAKFAST

GRAND BALLROOM C

$0.00

08:30 AM
to
10:30 AM

Opening and Keynote Address

GRAND BALLROOM AB

$0.00

Tweet, Snap, or Share: Using Social Media Concepts for Stock Plan Communications 1CPE Specialized Knowledge/1 CEP

Barbara Baksa

Emily Cervino, CEP

Jorge Martin

Michael Madigan

Mobeen Bajwa

10:30 AM
to
11:00 AM

NETWORKING BREAK

GRAND BALLROOM C

$0.00

11:00 AM
to
12:15 PM
Track : Private Companies Track

CapTable & Analytics

NOTTOWAY

1.5 CPE Computer Science - Private Companies Track

Michael Schlosser

Eric Deen

Track : Administration Track

Why distinguishing between Performance vs. Market Based Awards matters

GRAND CHERNIER

1.5 CPE Specialized Knowledge - Administration Track

Jacob Peters

Karl Kuckowicz

Track : Reporting Track

Certent’s New Equity Reporting Tool

GRAND COUTEAU

1.5 CPE Computer Science - Reporting Track

Dina Thiessen

Michael Chandler

Track : Using Research to Accelerate Reporting

Hot Topic Session

GALLIER AB

Using Research to Accelerate Reporting - 1.5 CPE Specialized Knowledge/1.25 CEP

Rosanna Knight

Track : Straight from Participants: Attitudes about Equity Compensation

Hot Topic Session

Oak Alley

A presentation of Schwab’s 2018 annual nationwide participant survey of equity award holders across multiple providers. Learn more about: • Equity compensation’s role in employee wealth building • Trends we’re seeing in the data collected from our first and second annual studies • Attitudes and behavior relative to financial advice and portfolio diversification • Respondents’ views on financial wellness programs

Crispin Hanshaw, CEP

12:15 PM
to
01:00 PM

LUNCH

GRAND BALLROOM C

$0.00

01:00 PM
to
02:00 PM
Track : 50 Shades of Administration: Exploring the different ways an equity plan can be managed

Hot Topic Session

GRAND CHERNIER

50 Shades of Administration: Exploring the different ways an equity plan can be merged - 1 CPE Specialized Knowledge/1 CEP

Scott Shuryn

Don Gillotti

Lucretia Denson

Track : Employee Stock Purchase Plans: Trends and Best Practices

Hot Topic Session

OAK ALLEY

Employee Stock Purchase Plans: Trends and Best Practices - 1 CPE Specialized Knowledge/1 CEP

Denise Glagau

JoAnn Grady

Paul Kolano

Track : How to Choose The Right Broker

Hot Topic Session

GRAND COUTEAU

How to Choose the Right Broker - 1 CPE Specialized Knowledge

Scott Bornhoft

Donna Bell

Garry Devine

Jim Seese

02:00 PM
to
02:15 PM

BREAK

GRAND BALLROOM C

$0.00

02:15 PM
to
03:30 PM
Track : Private Companies Track

Convertible Debt & SAFE (Simple Agreement for Future Equity) Agreements

NOTTOWAY

1.5 CPE Specialized Knowledge - Private Companies Track

Michael Schlosser

Eric Deen

Track : Why We Outsource Stock Plan Administration

Hot Topic Session

GRAND COUTEAU

Why We Outsource Stock Plan Administration - 1.5 CPE Specialized Knowledge

Michelle Sparks

Randy Murphy

Theresa May

Donna Bell

Katie Griffis

Kyle Guiao

Track : Accounting Track

Liability Accounting under ASU 2018-07

OAK ALLEY

1.5 CPE Accounting - Accounting Track

Roger Gilbert

Dan Robbins

Track : Monte Carlo Valuation – Not just for Market Conditions anymore

Hot Topic Session

GRAND CHERNIER

Monte Carlo Valuation - Not just for Market Conditions anymore - 1.5 CPE Specialized Knowledge/1.25 CEP

Stephan Popowski

Jacob Peters

Track : The Era of Low ESPP Participation is Over

Hot Topic Session

GALLIER AB

The Era of Low ESPP Participation is Over - 1.5 CPE Specialized Knowledge/1.25 CEP

Aaron Shapiro

Jessica Cerka

Jon Burg

03:30 PM
to
04:00 PM

BREAK

GRAND BALLROOM C

$0.00

04:00 PM
to
05:15 PM
Track : Private Companies Track

Mergers/Acquisitions & Tender Offers

GRAND COUTEAU

1.5 CPE Specialized Knowledge - Private Companies Track

Randy Murphy

Michael Mauro

Eric Deen

Track : Reporting Track

Tying out Certent Disclosure and Expense Reports

GALLIER AB

1.5 CPE Computer Science - Reporting Track

Roger Gilbert

Dan Robbins

Track : Accounting Track

Expensing for Performance Based Awards

GRAND CHERNIER

1.5 CPE Accounting - Accounting Track

Raul Fajardo

Shannon R. Morrison

Track : The Hottest Topics in Accounting & Financial Reporting

Hot Topic Session

NOTTOWAY

The Hottest Topics in Accounting & Financial Reporting - 1 CPE Specialized Knowledge/1 CEP

Amanda Benincasa

Gina Klein

Track : How Participant Demographics Impact the Perception of Equity Compensation

Hot Topic Session

OAK ALLEY

How Participant Demographics Impact the Perception of Equity Compensation - 1.5 CPE Specialized Knowledge/1.25 CEP

Scott Shuryn

Don Gillotti

06:00 PM
to
10:00 PM

Customer Appreciation Event

Mardi Gras World

$0.00

- sponsored by TD Ameritrade

08:30 AM
to
09:30 AM

Welcome & Keynote Panel

GRAND BALLROOM AB

$0.00

Global Equity Insights Survey 2019—Looking Back to the Future 1 CPE Specialized Knowledge/.75 CEP

Tom Paleka

Michael H. Kramarsch

Marc Muntermann

Danyle Anderson

Carl J. Stegman

Jorge Martin

09:30 AM
to
09:45 AM

BREAK

GRAND BALLROOM C

$0.00

09:45 AM
to
10:50 AM
Track : Private Companies Track

The Portal for Private Companies

OAK ALLEY

1 CPE Computer Science - Private Companies Track

Michelle Petri-Hall

Tina Carlson

Dina Thiessen

Track : Accounting Track

Take Advantage of Certent’s ESPP Accounting Capabilities

GRAND CHERNIER

1 CPE Computer Science - Accounting Track

Michael Mauro

Raul Fajardo

Track : Administration Track

Mobility on the Move

GRAND COUTEAU

1 CPE Specialized Knowledge - Administration Track

Roger Gilbert

Lucas Cramsey

Christina Fertl

Track : Beyond Total Shareholder Return (TSR): Unlocking the Full Power of Your Performance-Based Equity

Hot Topic Session

NOTTOWAY

Beyond Total Shareholder Return (TSR): Unlocking the Full Power of Your Performance Based Equity - 1 CPE Specialized Knowledge/1 CEP

Ryan Ross

09:45 AM
to
10:30 AM
Track : Maneuver through your Audit

Hot Topic Session

GALLIER AB

Maneuver Through Your Audit - 1 CPE Accounting/1 CEP

Don Gillotti

Gina Klein

10:50 AM
to
11:00 AM

BREAK

GRAND BALLROOM C

$0.00

11:00 AM
to
12:05 PM
Track : Accounting Track

Processing Period Closes

OAK ALLEY

1 CPE Accounting - Accounting Track

Michael Mauro

Karl Kuckowicz

Lorna Gunderman

Track : Administration Track

Everything you need to know about DEU’s (Dividend Equivalent Units)

GALLIER AB

1 CPE Specialized Knowledge - Administration Track

Tina Carlson

Jacob Peters

Track : Reporting Track

Insider Reporting

NOTTOWAY

1 CPE Computer Science - Reporting Track

Michael Schlosser

Eric Deen

Track : Honk if You Love Employee Stock Purchase Plans

Hot Topic Session

GRAND CHERNIER

Honk if You Love Employee Stock Purchase Plans - 1 CPE Specialized Knowledge/1 CEP

Emily Cervino, CEP

Amanda Benincasa

Track : Taking a deeper dive: Global Equity Insights Survey 2019

Hot Topic Session

GRAND COUTEAU

Taking a Deeper Dive: Global Equity Insights Survey 2019 - 1 CPE Specialized Knowledge/1 CEP

Dr. Jan Dörrwächter

Marc Muntermann

Danyle Anderson

Carl J. Stegman

12:05 PM
to
12:50 PM

LUNCH

GRAND BALLROOM C

$0.00

12:50 PM
to
02:00 PM

Closing Keynote & Prize Drawing

GRAND BALLROOM AB

$0.00

Shannon Huffman Polson