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Accelerated Equity Plans

Accelerate Your Equity's Potential

Bringing industry-leading expertise and support to your equity programs to deliver a best-in-class experience for your team, partners, and participants. Founded by industry experts with issuer and vendor experience for both Private and Public organizations, we can handle all of your equity administration needs

What We Bring to the Table

We manage all stock plan administration from setup to compliance, allowing you to focus on your core business. We offer temporary support with flexible staffing solutions and provide expertise in Mergers and Acquisitions, IPOs, SPACs, Corporate Actions, and Automation Design for strategic growth.

Temporary Stock Administration Support

We provide temporary stock administration services to support you during increased workloads or staff shortages, offering flexible staffing solutions for surges in stock plan activities, transitions, or temporary assistance needs.

Full Stock Administration Outsourcing

We offer a comprehensive solution to fully outsource your stock plan administration, allowing you to focus on your core business while we handle everything from initial setup to ongoing management and compliance.

Special Projects and Consulting Services

We provide a comprehensive suite of services that empower businesses through Mergers and Acquisitions, IPOs, SPACs, Corporate Actions, and Automation Design, delivering strategic guidance for growth and success.

Our Comprehensive Services

Our specialized services in stock plan administration are crafted to address the unique needs of businesses seeking to streamline their equity management processes. Our team of dedicated professionals delivers tailored solutions that ensure regulatory compliance and seamless management of employee stock compensation programs. Trust AEP to handle the complexities of your stock plan administration, allowing you to focus on your core business objectives.

Maximize the potential of your equity system with AEP's expert vendor support. Whether you aim to optimize your current equity administration platform or seek to find and implement a new one, AEP is here to help. We specialize in all vendor platforms and will guide you through finding, implementing, and optimizing the platform that best suits your needs.

AEP offers a comprehensive suite of services designed to empower businesses across various industries and lifecycles. Our focus on quality, integrity, and client satisfaction ensures that we partner effectively with businesses to navigate challenges, optimize operations, and unlock opportunities for long-term success.

AEP assists both private and public companies in their stock plan administration by providing expert guidance and comprehensive solutions. From the initial design and implementation of your equity plans to ongoing management and compliance, AEP has you covered.

Elevate Your Equity Management with Expert Support

Accelerated Equity Plans partners with you to boost your team's effectiveness in equity compensation. We handle plan adjustments, daily operations, and future strategy, allowing you to focus on leading your company forward.

Meet the leadership team

As subject matter experts, we can provide your organization with a complete Stock Plan Administration team to handle all equity concerns!

Emily Bone

Emily Bone, MBA, CEP

Specialties

  • Private & Public Equity Plans
  • IPOs Readiness
  • Equity Administration & Process Design
  • M&A Execution
  • Specialized Projects

With over 15 years of experience in the equity compensation industry—working with both issuers and administration vendors—Emily Bone has developed deep expertise across private and public equity plans. Throughout her career, she has worn many hats, giving her a well-rounded understanding of the challenges equity professionals face, especially those navigating their roles as a team of one.

Her growing desire to support professionals who often had nowhere to turn led to the creation of AEP. At AEP, Emily and her team go beyond traditional consulting, becoming a true extension of their clients’ teams—a dependable partner who is with them every step of the way.

Outside of work, Emily loves spending time outdoors camping, biking, and kayaking with her spouse, family, and friends. She is always up for a scenic drive and a new place to explore.

Neil Birrell

Neil Birrell, CEP

Specialties

  • Global compliance
  • Global tax and mobility
  • 3rd party system integrations
  • Vendor selection
  • Implementation
  • Specialized projects

Neil Birrell is Partner at Accelerated Equity Plans. In his 20 years in equity compensation, Neil has served both private and public organizations in the administration, financial reporting, payroll, HR and tax implications of equity compensation. In his role, Neil specializes in standing up processes to help companies administer, integrate and automate these important functions.

Previous to AEP, Neil worked at Deloitte in their equity and incentives practice and at E*TRADE Corporate Services. He has presented on topics ranging from employee communications, process improvement, financial reporting, global compliance and taxation, and industry trends. Neil holds a BS in Finance from the University of Utah and is a Certified Equity Professional (CEP).

Aaron Rosser

Aaron Rosser, CEP

Specialties

  • Business Development
  • Employee Education
  • Equity Plan Execution
  • Process Improvement and Efficiency

Aaron Rosser is the Director of Business Development and Equity Consultant for Accelerated Equity Plans (AEP), where he is responsible for growth and building strong relationships with clients. He has worked on both the broker and issuer sides of equity compensation. His issuer roles include the Sr. Stock Plan Administrator at Unity Technologies and the Head of Global Equity at Sonder Holdings Inc. prior to joining AEP. He has led many employee-focused tax and education sessions for employees around the globe.

Before his issuer experience, he has worked with many multinational companies in his time as a Service Manager at E*TRADE by Morgan Stanley, Fidelity Investments, and he spent years in Stock Plan Services at legacy Morgan Stanley Smith Barney.

Zak Mudrow

Zak Mudrow, MBA, CEP

Specialties

  • Equity plan administration: RSU/RSA, performance awards, ESPP, Phantom Stock
  • Unique solutions to complex equity management scenarios
  • Financial Reporting and Reconciliation
  • Employee Education
  • Corporate Actions

Zak Mudrow is an experienced equity compensation professional with a background that includes working with industry leaders like E*TRADE and Computershare, as well as supporting a variety of companies in both consulting and in-house roles. He is passionate about delivering practical, impactful solutions in equity plan management and helping teams navigate complex compensation strategies.

Outside of work, Zak enjoys coaching youth sports and staying active through tennis, basketball, pickleball, and mountain biking. He is also a big sneaker fan and values spending quality time with his wife and their four kids.

Barbara Gunnufson

Barbara Gunnufson

Specialties

  • Equity Edge Online
  • Process optimization
  • System integrations
  • IPO preparation

Barbara has been in equity compensation for over 13 years, with a background in payroll management prior to that. She has spent time as a consultant with E*TRADE and as an in-house stock administrator with multiple issuers. Her shining star moment was working at a private tech company and building a public company equity program from the ground up, for their IPO.

Barbara has been serving on the NASPP Denver chapter board for nearly ten years. Additionally, she has spoken at many conferences including NASPP, Directions/Thrive, American Payroll Association and Equilar. Barbara is a social butterfly. Don’t be surprised to see her dancing the night away at various industry events. In her spare time, Barbara loves to travel and listen to live music.

Josh Ludlow

Josh Ludlow, CEP

Specialties

  • Equity Plan Administration
  • Process Improvement and Automation
  • IPO Readiness
  • Private and Public Equity Programs
  • Custom Reporting and Reconciliation

Josh Ludlow is an equity compensation consultant with a background in scaling and automating stock plan administration for both high-growth startups and established private companies. After several years in the industry, he joined Accelerated Equity Plans in 2024, where he helps clients implement streamlined, compliant, and people-friendly equity programs.

Prior to consulting, Josh held in-house roles supporting equity and compensation functions, giving him a practical, end-to-end understanding of equity lifecycle management. He enjoys solving complex equity puzzles and partnering with clients to make stock plans work better for everyone involved.

Outside of work, Josh is a proud dad to a toddler and welcomed their 2nd baby in June of 2025. When he’s not decoding RSUs and ESPPs, he’s focused on family life, finding time for golf and basketball, and occasionally losing sleep over Utah Jazz scores.

Grace Segui

Grace Segui, CEP

Specialties

  • End-to-End Stock Plan Administration
  • Equity Plan Strategy & Design
  • Employee Communication
  • Training
  • Cross-Functional & External Stakeholder Collaboration

Grace Segui began her journey in Equity Compensation in 2003 on the front lines of customer service, guiding individuals through stock option exercises and trade execution. Her hands-on experience grew as she joined the training team, where she helped educate others on the complexities of equity plans. By 2007, she stepped into the role of Client Service Manager, deepening her expertise and sharpening her client-focused approach.

In the next chapter of her career, she transitioned to the issuer side, serving as Stock Plan Administrator at Activision Blizzard for seven years—gaining invaluable insight into the internal mechanics of plan management at a dynamic, high-growth company. Now in her third decade in Equity Compensation, Grace serves as a Consulting Director at AEP, partnering with clients to design, optimize, and elevate their equity programs with both strategic insight and practical experience.

Jordan Sims

Jordan Sims, CEP

Specialties

  • Process Strategy and Implementation
  • Equity Compensation and Analysis
  • Shareworks Specialist
  • Risk Analysis and Improvements
  • Project Management

Jordan has worked in finance for the past 12 years. Starting at Jordan Credit Union (yes, he was Jordan from Jordan Credit Union) to working within the equity compensation industry over the last 4 years, he has experienced a wide breadth of personal finance, specializing in Private Market equity compensation as a Client Success Manager and a Secondaries Transactions Specialist.

Jordan specializes in finding ways to build and improve process enhancements and excels in finding ways to work smarter rather than harder. As a Morgan Stanley CSM, he spent his time as the primary dedicated CSM for various high profile franchise clients. He specializes in RSU Releases, Administration Setup, and many other areas within the Equity Atmosphere. Jordan is based in Saratoga Springs, Utah, and in his free time he loves spending time with his wife and two daughters. If you bring up baseball with him... just be aware you won't be able to leave the conversation at a reasonable time!

What Our Customers are Saying

Emily/Accelerated Equity Plans will always be at the top of our list when it comes to all things equity related. Emily’s knowledge and breadth of experience makes her more than just a subject matter expert. Through her attentiveness and collaboration, working with Emily feels seamless; she is an integral part of the team. Don’t hesitate to include Emily in your projects, especially if they involve spreadsheets as she is an Excel guru!

Grace S.

Manager, Equity Compensation

Accelerated Equity Plans has been a great partner to us and was crucial in our success through some significant projects. The team, especially Emily, brought a level of passion, investment, and ownership to our work that is challenging to find, all while staying positive and upbeat despite the many surprising hurdles that arose. I would strongly recommend Accelerated Equity Plans and would use them again in a heartbeat to expand the team capacity where needed on future projects.

James R.

Deputy CAO

I’ve worked with Emily over several years in different capacities. I was thrilled to learn that Emily had started Accelerated Equity Plans. AEP is my go-to for anything equity I need assistance with. Emily has assisted with process improvements, process documentation, as well as making herself available for random questions along the way.

Jeanine R.

Director, Global Equity

Our experience with Accelerated Equity Plans has been nothing short of outstanding. Emily is an incredibly hard worker who brings a wealth of knowledge to every project. She was a critical asset in our M&A work, helping us navigate complex items with confidence and success. Emily’s technical expertise is matched by her exemplary teamwork. Her great attitude and personable nature make AEP a joy to work with, fostering a positive and productive work environment. We highly recommend AEP for any equity consulting needs and look forward to working with them again in the future.

Sara B. Director

Stock Plan Administration

Seamless Collaboration with Trusted Vendors

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Take your equity management to the next level today