Onsite CPE

Speaker: Mitch M. Miller, Juris Doctor – GreatBanc Trust Company

Speaker: Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company

Speaker: Julia McGuire (she/her/hers) – Campbell & Company

Speaker: Brett Coble (he/him/his) – Bridges Health

Speaker: Robert Grossman – Polsinelli

Speaker: Keith Davenport – Missouri Center for Employee Ownership

Speaker: Tina M. Langlois, n/a – Chartwell Financial Advisory

Speaker: Katie Lind, n/a (she/her/hers) – Chartwell

Speaker: Allison Wilkerson, JD (she/her/hers) – McDermott Will & Emery

Speaker: Justin L. Jordan – Essential Ingredients, Inc.

Speaker: Eric Zaleski, FINRA Series 24 and 79 – PCE Investment Bankers

Speaker: Patrick De Craene – GreatBanc Trust Company

Session Leader: Vicki D. Graft, CPA. CPC, QPA – FuturePlan by Ascensus

Speaker: Mark Welker – Husch Blackwell LLP

Speaker: Brian Sharkey, CPA, CVA – Kreischer Miller

Session Leader: Mitch M. Miller, Juris Doctor – GreatBanc Trust Company

Speaker: Christian Nemeth – McDermott Will & Emery

Speaker: Olivia Kowalski, ASA (she/her/hers) – Chartwell Financial Advisory, Inc.

Session Leader: Danielle C. Montesano, JD (she/her/hers) – JP Morgan

Speaker: Chelsea A. McCarthy – Holland & Knight LLP

Speaker: Robert F. Schatz, n/a (he/him/his) – Schatz Brown Glassman LLP

Speaker: Michael James McGinley, ASA, CVA – Prairie Capital Advisors, Inc.

Speaker: Dawn Goestenkors (she/her/hers) – TI-TRUST

Speaker: Will Heidbreder, J.D., MBA, CPA, CLU (he/him/his) – Principal Financial Group

Speaker: Roland E. Burdett, III (he/him/his) – Miklos Systems, Inc.

Speaker: Ronald Scheese, CPA (he/him/his) – Andesa Services, Inc.

Session Leader: Evan Rice, n/a (he/him/his) – Guide Star a Division of CCI Systems Inc

Moderator: Miles Weis – Holmes Murphy

Speaker: Ross M. Ingersoll – Holmes Murphy

Speaker: Blake Brown – Baker Group

Session Leader: Michael Voves, n/a – Dorsey & Whitney LLP

Speaker: Steven Nelson – Chartwell

Session Leader: John Solimine, john@verit.com – Verit Advisors LLC

Speaker: Ginny Saloom – PNC

Speaker: Jason W. Miller (he/him/his) – Bank of America

Session Leader: Robert F. Schatz, n/a (he/him/his) – Schatz Brown Glassman LLP

Speaker: Merri E. Ash (she/her/hers) – Internal Trustee LLC

Speaker: Steven Greenapple – SES ESOP Strategies

Speaker: Chuck Bachman, n/a – Menke & Associates

Session Leader: Matthew D. Goedert, n/a (he/him/his) – Nixon Peabody

Speaker: Barbara M. Clough, QPA, QKC, QKA (she/her/hers) – Blue Ridge ESOP Associates

Session Leader: Anthony Brunsvold, CPA – Blue Ridge ESOP Associates

Speaker: Brian Hector, n/a – Morgan Lewis & Bockius

Speaker: Sheryl C. Bayani-Alzona, ATTORNEY (she/her/hers) – Employee Benefits Law Group, PC

Speaker: Robert W. Scarlata, FINRA – WhiteHorse Partners, LLC

Speaker: Jordan W. Bergkamp (he/him/his) – Husch Blackwell LLP

Speaker: Michelle Cronin (she/her/hers) – The National Center for Employee Ownership

Session Leader: Robert Hilton, ASA (he/him/his) – South Park Advisors, LLC

Speaker: Greg Kniesel, ASA (he/him/his) – Value Management, Inc.

Speaker: Doug Johnson, CPA, CEBS – Principal Financial

Session Leader: Mike Mallaro, n/a – VGM Group

Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting

Speaker: Tim Lang (he/him/his) – Chartwell Financial Advisory

Session Leader: Chad Bell, ASA (he/him/his) – Marcum LLP

Speaker: Rich Heeter, ChFC – Capital Trustees, LLC

Session Leader: Angela Fisher, CPA (she/her/hers) – FORVIS, LLP

Speaker: Tom Clarke, n/a – PNC

Speaker: Corey W. Vincent – FORVIS LLP

Session Leader: Rebecca Alvarez, PE – Guy Engineering Services, Inc.

Speaker: Michael Twyman (he/him/his) – GUY Engineering Services, Inc.

Speaker: Joshua S. Dautovic – Morgan Stanley

Speaker: Ned McNally (he/him/his) – State Street Global Advisors

Speaker: Matthew Dennison – Chartwell Financial Advisory

Speaker: Greg Fresh, n/a – Chartwell

Speaker: Dan R. Markowitz, CPA – Boulay PLLP

Speaker: Curt Rubinas, CEPA – UBS Financial Services Inc.

Speaker: Nick Francia – The Capital ESOP Group - UBS Financial Services, Inc.

Speaker: Larry Gudis

Speaker: Matthew M. Licina, n/a (he/him/his) – Colorado Employee Ownership Office

Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting

Speaker: Douglas Dell, CPA/ABV (Inactive) (he/him/his) – KeyBank

Speaker: Spiro G. Preovolos (he/him/his) – PenChecks Trust

Speaker: Kip Kuster (he/him/his) – Blue Ridge ESOP Associates

Session Leader: Lindsey R. Camp, J.D. (she/her/hers) – Holland & Knight LLP

Speaker: Clifford G. Canavera, CFP®, MBA – Canavera Financial Group, LLC

Session Leader: Mary S. Josephs, n/a (she/her/hers) – Verit Advisors

Speaker: Kevin G. Long, Attorney At Law (he/him/his) – Employee Benefits Law Group

Speaker: Will Bloom – Chartwell

Speaker: Allison Wilkerson, JD (she/her/hers) – McDermott Will & Emery

Speaker: Ted Margarit, JD, MBA – Paralign Capital Partners, LLC

Session Leader: Hillary L. Hughes, CFA, ASA (she/her/hers) – Prairie Capital Advisors, Inc.

Speaker: Lynn Archer, JD (she/her/hers) – GreatBanc Trust Co

Speaker: Renee P. Lewis (she/her/hers) – Holland & Knight LLP

Speaker: Greg Weiss, MBA, CPA/CFF, CVA – Harper Hofer & Associates, LLC

Session Leader: Jamie M. Walrack, n/a – First American Bank

Speaker: Joseph E. Marx, CPA (he/him/his) – Principal

Session Leader: Peter Aliferis, n/a – Pendo Advisors, LLC

Speaker: Kjersti L. Cory – SCJ Fiduciary Services

Speaker: Brian Hector, n/a – Morgan Lewis & Bockius

Speaker: Dan R. Markowitz, CPA – Boulay PLLP

Speaker: Scott D. Miller, CPA/ABV (he/him/his) – Enterprise Opportunities, LLC

Speaker: Susan Kildahl – NHS Northstar

Speaker: Adam Chelstrom

Speaker: Dan Kaczmarek, n/a (he/him/his) – Chartwell Financial Advisory

Speaker: Joseph Gilbert – Wells Fargo Advisors

Speaker: Frank Donati, CPA (he/him/his) – Eide Bailly LLP

Session Leader: TJ Genz, ASA – ESI Equity

Speaker: Peter DeLong (he/him/his) – J.P. Morgan

Session Leader: Alex Grasser, MBA – SCJ Fiduciary

Speaker: Justin W. Stemple (he/him/his) – Warner Norcross + Judd LLP

Speaker: Peter J. Shuler (he/him/his) – Blue Ridge ESOP Associates

Session Leader: Anne Claire Broughton, n/a (she/her/hers) – Broughton Consulting, LLC

Speaker: Ted Hall (he/him/his) – ShopBot Tools

Session Leader: Martin Drake – SES ESOP Strategies

Speaker: Joel Davis – Principal Financial Group

Session Leader: Sean-Tamba Matthew, n/a – SES ESOP Strategies

Session Leader: Karen D. Ng, n/a (she/her/hers) – Nixon Peabody LLP

Speaker: Ashleigh Newlin (she/her/hers) – Chartwell Financial Advisory

Session Leader: Jake Cravens, CFA – Verit Advisors

Speaker: Douglas Dell, CPA/ABV (Inactive) (he/him/his) – KeyBank

Speaker: Sandy Birdsong, CPA (she/her/hers) – Milliman

Speaker: Jose Martin Jara (he/him/his) – Fox Rothschild, LLP

Session Leader: Chad Duke, n/a – Scott Insurance Services

Speaker: Bennett Whitehouse, n/a (he/him/his) – Scott Insurance

Session Leader: Allison Wilkerson, JD (she/her/hers) – McDermott Will & Emery

Speaker: David Whaley (he/him/his) – Thompson Hine

Speaker: Kyle A. Spader, CPA, CVA – Acumen Advisory Services

Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership

Speaker: Steve Storkan – Employee Ownership Expansion Network

Speaker: Jack Moriarty – Ownership America

Speaker: Lars C. Golumbic, JD (he/him/his) – The Groom Law Group

Session Leader: John Burgess, CPA, Esq. – Jackson Lewis PC

Speaker: Curtis L. Schehr, Attorney (he/him/his) – DCS Corporation

Session Leader: Christel Jimenez, n/a (she/her/hers) – Principal

Speaker: David Joffe (he/him/his) – Bradley

Speaker: Stephen A. Martin – Argent Trust Company

Speaker: Matt Ryan (he/him/his) – SM&E Inc

Session Leader: Michael A. Lovett, ASA (he/him/his) – Acuity Advisors

Speaker: Alex Perry, ASA (he/him/his) – Ventura Trust

Speaker: Patrick K. Schmidt, ASA, MBA – Value Consulting Group

Speaker: Seth Webber (he/him/his) – BerryDunn

Session Leader: David Solomon, n/a (he/him/his) – Levenfeld Pearlstein

Speaker: Patrick J. Stoltz – Wintrust ESOP Finance

Speaker: John Schumacher, CFA – True Financial POV, LLC

Speaker: Elizabeth Goltermann (she/her/hers) – KI Industries Inc.

Session Leader: Ted M. Becker, n/a (he/him/his) – McDermott Will & Emery

Speaker: Rick Pearl (he/him/his) – Faegre Drinker Biddle & Reath

Speaker: Scott D. Miller, CPA/ABV (he/him/his) – Enterprise Opportunities, LLC

Speaker: Gary D. Greenwald – GreatBanc Trust Company

Speaker: Paul D. Trost, n/a (he/him/his) – Equitable Edge Services LLC

Speaker: Edward Dorian, Jr. (he/him/his) – Dorian Drake

Session Leader: Nick Viner, n/a – Prairie Capital Advisors

Speaker: Alex Grasser, MBA – SCJ Fiduciary

Speaker: Chris Adee – OwnersEdge, Inc.

Speaker: Michelle Jensen – Rayser Holdings, Inc.

Session Leader: Meredith Fiocchi, n/a (she/her/hers) – Wells Fargo Advisors

Speaker: Teresa Daggett (she/her/hers) – TI-TRUST

Speaker: Grant McCorkhill, JD (he/him/his) – Holland & Knight LLP

Session Leader: Ryan Graham, n/a – Chartwell Financial Advisory

Speaker: Scot Storjohann, n/a (he/him/his) – GreatBanc Trust Company

Session Leader: Andrew Berger, CPA, n/a – Kreischer Miller

Speaker: Dan Sailer, CPA/ABV, CFA – Katz, Sapper & Miller