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Monday, Apr 24th
9:00 AM – 4:00 PM
CST
Stronger Economies EO Summit**
Location: 2207/2208
Speaker: Keith Davenport – Missouri Center for Employee Ownership
Design, Compliance, and Operation
CE Hours 6
Tuesday, Apr 25th
9:45 AM – 10:45 AM
CST
A Primer on ESOP Distribution Policies
Location: 2203
Session Leader: Vicki D. Graft, CPA. CPC, QPA – FuturePlan by Ascensus
Speaker: Mark Welker – Husch Blackwell LLP
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
9:45 AM – 10:45 AM
CST
Accounting and Financial Reporting Implications for ESOPs
Location: 2201
Speaker: Brian Sharkey, CPA, CVA – Kreischer Miller
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
9:45 AM – 10:45 AM
CST
Disarming Mines – Risks Facing ESOP Trustees
Location: 2206
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.
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
11:15 AM – 12:15 PM
CST
Aspects of ESOP Valuations and Leveraged Transactions Frequently Scrutinized by the DOL
Location: 2201
Session Leader: Michael Voves, n/a – Dorsey & Whitney LLP
Speaker: Steven Nelson – Chartwell
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
11:15 AM – 12:15 PM
CST
Plan Design and Redesign
Location: 2208
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
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
11:15 AM – 12:15 PM
CST
What to Do When You Find Mistakes with Your ESOP - And How to Avoid Them
Location: 2215C
Session Leader: Anthony Brunsvold, CPA – Blue Ridge ESOP Associates
Speaker: Brian Hector, n/a – Morgan Lewis & Bockius
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
2:15 PM – 3:15 PM
CST
ESOP Valuation in Uncertain Economic Times
Location: 2203
Session Leader: Robert Hilton, ASA (he/him/his) – South Park Advisors, LLC
Speaker: Greg Kniesel, ASA (he/him/his) – Value Management, Inc.
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
2:15 PM – 3:15 PM
CST
Haves vs. Have-Nots – The Challenges of a Mature ESOP and Solutions to Level the Playing Field
Location: 2205
Speaker: Doug Johnson, CPA, CEBS – Principal Financial
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
3:25 PM – 4:25 PM
CST
Plan Design Options for Established ESOPs
Location: Virtual
Speaker: Joel Davis – Principal Financial Group
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
3:45 PM – 4:45 PM
CST
Executive Compensation in ESOP Companies
Location: 2203
Speaker: Chris Buch, n/a (he/him/his) – Polsinelli PC
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
3:45 PM – 4:45 PM
CST
Private Capital Investments in ESOP-Owned Companies – The Developing Trends
Location: 2208
Speaker: Matthew Dennison – Chartwell Financial Advisory
Speaker: Greg Fresh, n/a – Chartwell
Design, Compliance, and Operation
CE Hours 1
Tuesday, Apr 25th
3:45 PM – 4:45 PM
CST
Watch out for the Land Mines! An ESOP Legal Update
Location: 2215 B
Speaker: Alan H. Kandel, n/a – Husch Blackwell LLP
Speaker: Christian Nemeth – McDermott Will & Emery
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
9:45 AM – 10:45 AM
CST
Basic ESOP Repurchase Obligation and Distribution Payments
Location: 2201
Speaker: Spiro G. Preovolos (he/him/his) – PenChecks Trust
Speaker: Kip Kuster (he/him/his) – Blue Ridge ESOP Associates
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
9:45 AM – 10:45 AM
CST
Not Just ESOPs: Different Paths to Employee Ownership
Location: 2206
Speaker: Greg Weiss, MBA, CPA/CFF, CVA – Harper Hofer & Associates, LLC
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
9:45 AM – 10:45 AM
CST
Synthetic Equity Uses in ESOPs and Executive Compensation
Location: 2204
Session Leader: Peter Aliferis, n/a – Pendo Advisors, LLC
Speaker: Kjersti L. Cory – SCJ Fiduciary Services
Speaker: Brian Hector, n/a – Morgan Lewis & Bockius
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
1:30 PM – 2:30 PM
CST
Plan Design Options for Established ESOPs
Location: 2207
Session Leader: Martin Drake – SES ESOP Strategies
Speaker: Joel Davis – Principal Financial Group
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
2:45 PM – 3:45 PM
CST
Administrative Tips to Protect Your Plan by Satisfying DOL or IRS Inquiries
Location: 2201
Speaker: Sandy Birdsong, CPA (she/her/hers) – Milliman
Speaker: Jose Martin Jara (he/him/his) – Fox Rothschild, LLP
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
2:45 PM – 3:45 PM
CST
Reviewing ESOP Valuations: Best Practices for Trustees and Plan Sponsors
Location: 2215C
Session Leader: Michael A. Lovett, ASA (he/him/his) – Acuity Advisors
Speaker: Alex Perry, ASA (he/him/his) – Ventura Trust
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
4:00 PM – 5:00 PM
CST
Is Your Home at Risk? How to Avoid the Pitfalls of Inadequate Fiduciary Insurance
Location: 2201
Session Leader: Ted M. Becker, n/a (he/him/his) – McDermott Will & Emery
Speaker: Rick Pearl (he/him/his) – Faegre Drinker Biddle & Reath
Design, Compliance, and Operation
CE Hours 1
Thursday, Apr 27th
10:15 AM – 11:15 AM
CST
The Use of Warrants in an ESOP Transaction
Location: 2201
Session Leader: Andrew Berger, CPA, n/a – Kreischer Miller
Speaker: Dan Sailer, CPA/ABV, CFA – Katz, Sapper & Miller
Design, Compliance, and Operation
CE Hours 1
