Synergy 2017 | Solium | 23 May 2017 | Coronado, California, United States

This year’s client conference is designed to expand your knowledge, boost your skills and leave you feeling relaxed and reenergized. It is the best way to stay up-to-date on the latest Shareworks™ features and get tips on how to gain the most benefit from using our powerful software platform.

Synergy 2017 provides just the right balance of work and play:

Boost your skills with hands-on training

Connect with peers at networking events

Stay up-to-date on the latest trends with industry experts

Relax at an upscale resort overlooking San Diego Bay

BARBARA BAKSA
Executive Director, NASPP

BILL STOREY,
Manager, Outsourcing Services, Stock & Option Solutions

CARLY SANFILIPO
Associate Director, Aon

DAN KAPINOS
Associate Partner, Aon

DEE CROSBY
Executive Director, Certified Equity Professional Institute (CEPI)

ELIZABETH DODGE
Principal, Equity Plan Solutions, LLC (EPS)

Darryl Arvai
Director of Corporate Reporting – Shopify

DENISE GLAGAU
Partner, Baker & McKenzie

JOHN BIZJAK
Professor of Finance, Texas Christian University

JENNIFER KIRK
Director of Global Equity
Management – Google Inc.

JAMES WHITE
Sr. Manager, Retirement and
Equity Plan Services, Raymond James Financial Inc.

JANE PLATT
Stock Plan Administrator/Paralegal – Array BioPharma Inc.

KATHLEEN MARTELL
Administrator, Executive Compensation, Ball Corporation

JON F. DOYLE
Lawyer, International Law Solutions

JON BURG
Partner and Practice Leader, Aon

JOHN HAMMOND
Founder and CEO,
bendystraw

LAURA MCDANIELS
Special Counsel, Cooley

KEN STOLER
Partner, PwC

KEN WECHSLER
Associate Partner, Radford

KATHY KOPELCHUK
Manager, Human Resources – Surge Energy Inc.

MATT SATO
Senior Stock Administrator — Space Exploration Technologies

MADORI PLAYFORD
Outsourcing Manager, Stock & Option Solutions

MARSHALL MORT
Associate, Corporate Group, Fenwick & West LLP

LILIBETH SERAFIN
Director of Global Equity Operations – Uber

RENEE DEMING
Partner, Cooley

MICHAEL CAPUTO
Managing Partner,
Lane Caputo
Compensation

MIKE GOULD
Partner, U.S. Public Offerings Leader

MATTHEW GOFORTH
Lead Researcher, Governance and Compensation, Equilar

SORRELL JOHNSON
Senior Equity Compensation Consultant, Stock & Option Solutions

SCOTT MAYHEW
Assistant Controller – Paylocity

SCOTT SCHWARTZ
Practice Leader, Equity Management Solutions, Armanino

ROBYN SHUTAK
Senior Director, Programs and Member Services, GEO

STEVE CHAN
Principal in Toronto and New York, Hugessen

STEVE ALLAN
Head, SVB Analytics and SVB Securities Strategic Advisory

Solium Staff Speakers:
ACHAESSA JAMES
Product and Services Consultant, Solium

CHRISTIAN IVES
Client Service Manager, Solium

CAMERON HALL
EVP, Canadian Client Services and Head of Global Marketing, Solium

BRENDA MUELLER
Relationship Manager, Solium

CASSANDRA FEDELE
Team Lead, Core Market Client Services, Solium

DAN CONNOLLY
Client Service Manager, Team Lead, Solium

DAVID MILNE
Product Management, Solium

CRYSTAL BLACKWELL
Manager, Relationship Management Core Market - Solium

DON DRYBROUGH
Vice President Corporate Solutions

ERIN CONOLLY
Relationship Manager, Solium

HASH VARA
Director, Relationship Management, Canada, Solium

ERIN HERLIHY
Product Manager, Solium

JAMES WULFORST
Relationship Manager, Solium

JANNET CALIX
Director, Private Market Operations, Solium

JEFF MCPHERSON
Director of Product Management, Solium

JENNIFER TARDIF
Senior Relationship Manager, Solium

JEREMY WRIGHT
SVP, Private Markets Segment Leader, USA, Solium

JESSICA TOWNSEND
Client Service Manager, Solium

JIM WULFORST
President, USA

JORDAN RINDAHL
Product Manager, Solium

JUSTIN JAMES
VP, Executive Services, Solium

KELSEY KRAHN
Relationship Manager, Solium

LINDSEY BRUNKE
Client Administrator, Solium

LANCE TITCHKOSKY
SVP, Technology, Solium

LISA BERTOLET
Products and Services Consultant, Solium

LUCA CUTRONE
Director, Client Administration, Solium

MICHAEL BOLDT
Director of Executive Compensation, Ball Corporation

MICHAEL ADAMACK
Relationship Manager, Solium

MIKE ESPOSITO
Product Manager, Financial Reports, Solium

MATT CONNOR
Relationship Manager, Solium

MATT BULKEY
Client Service Manager, Solium

MIKE PEWTON
Director, Solium

MATT MAHER
Relationship Manager, Solium

MIKE SHIELLS
Manager, Client Service Management, Solium

MARCOS LOPEZ
CEO, Solium

RIMA DEBS
Relationship Manager, Solium

PATTI LANDRY
SVP, Public Market Segment Leader, USA, Solium

NETA PYASI
Director, Core Market Client Service Management, USA, Solium

PATTY NGUYEN
Sr. Client Service Manager, Solium

TIM SHEA
Product & Services Consultant, Solium

TAYLOR BORDERS
Large Market Client Service Manager, Solium

SAMANTHA LOPEMAN
Manager of Client Services, Solium

SUSAN KICEY
Relationship Manager, Solium