| Terry Adamson Senior Vice President Radford, an Aon Hewitt Company Terry Adamson is a Senior Vice President at Radford and has over 17 years of consulting experience. As National Practice Leader for Aon’s employee equity consulting practice, Terry is involved with all types of equity compensation, including the valuation and accounting for stock options, performance equity and ESPPs under ASC Topic 718. Terry has worked extensively in the design of long-term incentive programs, the valuation of compensatory arrangements during a change in control under IRC 280G and sabbatical valuations under Topic 710. He has recently co-authored articles in the Tax Management Compensation Planning Journal, Benefits Quarterly, WorldatWork Journal and The Journal of Employee Ownership Law and Benefits Review. Terry is a frequent speaker on equity valuation at conferences, seminars and webcasts. Terry was on the FASB Round Table on Employee Share Options and is the Chairman of the Society of Actuaries taskforce on stock option valuation. Terry is also a Certified Equity Professional (CEP) and serves on the CEP Curriculum Committee. In 2010, Terry received the 2010 Individual Achievement award by the NASPP. Prior to joining Radford, Terry was employed as an actuary at The Hay Group in New York City. Terry holds a bachelor of science degree in mathematics from Georgetown University. | |
| Jennifer Baehr Programs Director NASPP Jennifer Baehr is the Programs Director at the NASPP. Her responsibilities include NASPP memberships and online education to service providers, overseeing the proposal assistance program and conference RFP process, and she serves as the point of contact for conference speakers. Jen started her career in the industry in 2000. Prior to joining the NASPP she was the Senior Manager of Product & Industry Relations at OptionEase where she was responsible for enhancing the product strategy and offerings. She also worked at Transcentive in several areas including consulting, training, product strategy and product management. Jen has been a speaker at the NASPP Annual Conference, the CEP Symposium, Transcentive Source Conferences and local NASPP chapter meetings on financial reporting and other topics. She holds a bachelor’s degree in accounting from Central Connecticut State University and graduate degrees in management and business administration from Albertus Magnus College. Jen earned her CEP designation in November 2005 and is a volunteer for the Certified Equity Professional Institute (CEPI), where she serves on the curriculum committee. Jen is also Public Relations Director for the Connecticut NASPP Chapter. | |
| Patricia Brown Director, Product Management and Quality Assurance Solium Patricia Brown is responsible for the product management team that helps provide overall direction for the Solium Transcentive suite of products. Patricia has over 20 years of experience in equity compensation. Prior to joining Solium, Patricia was the Director of Stock Programs for a large public healthcare company, where she was responsible for all aspects of equity compensation. In 2001, Patricia joined the former Transcentive Outsourcing group as an Account Manager, where she was responsible for administrator training and relationship management for a broad array of clients. She also served as a member of the Financial Reporting Resources Center at Transcentive, where she helped clients meet their financial reporting needs. Patricia is a member of the technical oversight board for the CEPI's Restricted Stock and Restricted Stock Units and the Performance Awards GPS publications. She also is a member of the CEPI Certification Council as well as a member of the American Coalition of Stock Plan Administrators sub-committee on best practices. Patricia has been a speaker at the NASPP Annual Conference, NASPP Local Chapter Meetings and Solium events on administrative issues and other topics. She holds a bachelor of science in business administration from Sacred Heart University and is a Certified Equity Professional (CEP) and long standing member of the NASPP. | |
| Ruth Doyle Vice President, Consulting CompIntelligence Ruth Doyle is VP of Consulting with CompIntelligence, where she supports clients with HR and payroll system integration, specialized reporting, implementation and data conversions, and financial reporting implementation and reconciliation. Prior to joining CompIntelligence, she spent over six years as a Director with UBS Corporate Employee Financial Services and nine years as Product Manager with Transcentive, focusing on delivery of products and services relating to accounting compliance for share-based compensation under ASC and IFRS standards. She has spent over 14 years in the industry and is a frequent speaker and trainer on the intricacies of financial reporting for equity compensation. Ruth is an active member of the NASPP, is a Certified Equity Professional (CEP) and a volunteer on the CEP Certification Council. She holds a bachelor of arts from Sacred Heart University and an MBA from UMASS Amherst, Isenberg School of Management. | |
| David Griffin Vice President, Product and Technology Solium David Griffin joined Solium in 2001 where he has served in many different management roles including application development, quality assurance, systems analysis and most recently product management. David is currently responsible for the oversight of all functions relating to Solium Transcentive's product and technology solutions. Prior to joining Solium Transcentive David was a Product Manager for a Fitlinxx, an industry leading provider of wellness applications and previous to that spent a couple of years as a Management consultant at PriceWaterhouseCoopers. David earned a BS in Marketing from the University of Connecticut. | |
| Erin Herlihy Product Manager Solium Erin Herlihy started at Solium as a Business Analyst specializing in financial reporting and later joined the Product Management team in 2010. In addition to representing the Product Management team on various Solium Transcentive projects, she has assisted with the development of product training materials for both the Shareworks and Transcentive applications. Erin holds a bachelor 's degree in economics from Union College and an MBA from the University of Connecticut. Erin earned her Certified Equity Professional (CEP) designation in 2009 and is a member of the NASPP. | |
| James Hocking Vice President Strategic Accounts Solium James Hocking joined Solium in 2005. As Vice President of Strategic Accounts, he is responsible for overseeing Solium’s relationships with external brokers, third-party providers and individual issuing companies. In this role, he works closely with the product team to facilitate data availability and transfer among these constituencies. Prior to joining Solium, James spent eight years in the healthcare software industry working in both client services and product management. James earned his Certified Equity Professional (CEP) designation in 2006 and serves on the CEPI Advisory Board. He is a member of the NASPP. He received his bachelor of arts from Marist College and his MBA from the University of Connecticut. | |
| Viji Karunakaran Product Manager Solium Viji Karunakaran is part of the Product Management Team with Solium. She has presented in our previous annual conferences. She is responsible for writing requirement documents for new enhancements, working with the development and quality assurance teams to implement new requirements, interacting with clients and staying on top of trends in the equity compensation industry. Since joining the company in 2004, Viji has served as a Consultant, Data Management Team Lead and Business Analyst. She holds a bachelor's degree in electronics and telecommunication engineering. She earned her CEP designation in 2010 and is a volunteer for the CEPI. She is also a member of the NASPP, GEO and NCEO. | |
| Patricia Landry Vice President, Client Operations Solium Patricia Landry joined Solium in 2005. She began in support and services, and as the needs of the company evolved, Patricia took on additional operations responsibilities. In her current role, Patricia oversees consulting and implementation, data management, account management, support services and production support. The client operations team is responsible for the day-to-day support and operations for U.S. self-administration business. Patricia earned her Certified Equity Professional (CEP) designation in June 2012, has her bachelor of science in business administration from Oswego State University of New York and is currently enrolled in an executive MBA program. | |
| Craig Malan Solutions Specialist Solium Craig Malan joined Solium in 2011 as a member of support services. His day-to-day responsibilities include assisting clients with the in-house administration of their equity plans on both the Shareworks and Transcentive platforms. Craig has a bachelor's degree in mathematics from the University of Connecticut. | |
| Michael Mauro Senior Solutions Specialist Solium Michael Mauro started in the sales organization group in 2000 and has held positions with technical support services, strategic account management, product management and consulting. Michael spends most of his time working directly with clients to ensure that Solium solutions allow clients to meet their complex equity compensation reporting requirements. Michael frequently consults with clients in the areas of financial reporting and best practices and on the use of Solium solutions to effectively manage and report on equity compensation plans. Michael has been a frequent speaker at Solium events and local NASPP chapter meetings on financial reporting and other topics. Michael is working toward his Certified Equity Professional (CEP) designation and is a member of the NASPP. | |
| Joseph Purdy Director, Platform Education & Certification Solium Joe Purdy has been with Solium for over 13 years serving in various client service roles including Support Specialist, Plan Administrator, Training Consultant, and Manager, Financial Reporting. Joe has recently taken on a new role leading Solium’s education and certification programs that are offered to internal staff and clients. Prior to his current role, Joe was a senior member of the Product Management team for the Transcentive suite focused on financial reporting, Crystal Reports and leading the quality assurance team. Joe has been a speaker at the NASPP Annual Conference, CEPI Symposium, NASPP Local Chapter Meetings and various Solium events on administrative and financial reporting topics. He has also proctored the Certified Equity Professional (CEP) Level 2 study group for the NCEO for that last two years. Joe earned his bachelor of science degree from Sacred Heart University in Connecticut, his CEP designation in 2005 and is an officer for the Connecticut Chapter of the NASPP. | |
| Jim Wulforst President, US Solium Jim Wulforst is the newly appointed President of Solium US. Jim has over 25 years of financial services experience, including an eleven-year tenure with Fidelity Investments, with seven years as Senior Vice President of Fidelity's stock plan services. Jim comes to Solium from E*Trade Financial Corporate Services Inc., where he was President for six years. His extensive knowledge of the global stock plan environment, client and participant services, marketing and strategy have allowed him to create successful partnerships throughout the stock plan industry. Jim is a graduate of the University of Miami with a degree in business administration. He is currently a member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), and holds FINRA Series 7, 24 and 63 licenses. | |
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| August 20, 2013 |
| 8:00 am - 6:00 pm |
| Philadelphia |
| United States |
