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  • Monday, Apr 24th
    9:00 AM – 12:00 PM CST
    Preconference: Effective Corporate Governance
    Location: 2215C
    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
    Effective Governance
    Sponsored By 
     CE Hours 3
  • Tuesday, Apr 25th
    9:45 AM – 10:45 AM CST
    Managing Conflicts of Interest with the Board of Directors
    Location: 2208
    Session Leader: Danielle C. Montesano, JD (she/her/hers) – JP Morgan
    Speaker: Chelsea A. McCarthy – Holland & Knight LLP
    Effective Governance
     CE Hours 1
  • Tuesday, Apr 25th
    11:00 AM – 12:00 PM CST
    Board Governance Through the Lifecycle of an ESOP
    Location: Virtual
    Session Leader: Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
    Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting
    Speaker: Julia McGuire (she/her/hers) – Campbell & Company
    Speaker: Bart Stephan – Lerch Bates Inc.
    Effective Governance
     CE Hours 1
  • Tuesday, Apr 25th
    11:15 AM – 12:15 PM CST
    Internal Trustee Fiduciary Duties and Liability
    Location: 2205
    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
    Effective Governance
     CE Hours 1
  • Tuesday, Apr 25th
    2:15 PM – 3:15 PM CST
    Mastering the Power of the Dream ESOP Team: Co-Elevate Your Mutual Success
    Location: 2207
    Speaker: Jamie M. Waldren, CFP – Wells Fargo Advisors
    Effective Governance
     CE Hours 1
  • Tuesday, Apr 25th
    3:45 PM – 4:45 PM CST
    Preparing for a CEO or Other Key Executive Transition
    Location: 2207
    Speaker: Mike P. Frommelt, n/a – KeyStone Search
    Effective Governance
     CE Hours 1
  • Tuesday, Apr 25th
    3:45 PM – 4:45 PM CST
    The Colorado Employee Ownership Ecosystem
    Location: 2202
    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
    Effective Governance
     CE Hours 1
  • Wednesday, Apr 26th
    9:45 AM – 10:45 AM CST
    Board Fiduciary Duties and Risk Mitigation
    Location: 2202
    Session Leader: Lindsey R. Camp, J.D. (she/her/hers) – Holland & Knight LLP
    Speaker: Clifford G. Canavera, CFP®, MBA – Canavera Financial Group, LLC
    Effective Governance
     CE Hours 1
  • Wednesday, Apr 26th
    9:45 AM – 10:45 AM CST
    Living in a Consolidating Industry – What Your Governance Structure Needs to Consider
    Location: 2207
    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
    Effective Governance
     CE Hours 1
  • Wednesday, Apr 26th
    1:30 PM – 2:30 PM CST
    Stakeholder Considerations in ESOP Company Governance
    Location: 2206
    Session Leader: Sean-Tamba Matthew, n/a – SES ESOP Strategies
    Effective Governance
     CE Hours 1
  • Wednesday, Apr 26th
    2:45 PM – 3:45 PM CST
    Board Governance Through the Lifecycle of an ESOP
    Location: 2202
    Session Leader: Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
    Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting
    Speaker: Julia McGuire (she/her/hers) – Campbell & Company
    Speaker: Bart Stephan – Lerch Bates Inc.
    Speaker: Dan Luzietti – Hercules Industries
    Effective Governance
     CE Hours 1
  • Wednesday, Apr 26th
    4:00 PM – 5:00 PM CST
    ESOP Board of Director Responsibilities in the Face of Economic Headwinds
    Location: 2203
    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.
    Effective Governance
     CE Hours 1
  • Wednesday, Apr 26th
    4:00 PM – 5:00 PM CST
    ESOP Company Boards - High Functioning Board, a New Board and a Dysfunctional Board
    Location: 2215 B
    Session Leader: Scot Storjohann, n/a (he/him/his) – GreatBanc Trust Company
    Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting
    Effective Governance
     CE Hours 1
  • Wednesday, Apr 26th
    4:00 PM – 5:00 PM CST
    When the Wheels Begin to Come Off: A Case Analysis of Challenging Circumstances
    Location: 2209
    Speaker: Scott D. Miller, CPA/ABV (he/him/his) – Enterprise Opportunities, LLC
    Speaker: Gary D. Greenwald – GreatBanc Trust Company
    Effective Governance
     CE Hours 1
  • Thursday, Apr 27th
    10:15 AM – 11:15 AM CST
    Investment Policy Statements – What Are They and Why Do We Need One?
    Location: 2202
    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
    Effective Governance
     CE Hours 1