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  • Tuesday, Apr 25th
    9:45 AM – 10:45 AM CST
    9 Innings of an ESOP Transaction
    Location: 2202
    Speaker: Eric Zaleski, FINRA Series 24 and 79 – PCE Investment Bankers
    Speaker: Patrick De Craene – GreatBanc Trust Company
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    11:15 AM – 12:15 PM CST
    Financing for New and Existing ESOP Companies
    Location: 2204
    Session Leader: John Solimine, john@verit.com – Verit Advisors LLC
    Speaker: Ginny Saloom – PNC
    Speaker: Jason W. Miller (he/him/his) – Bank of America
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    11:15 AM – 12:15 PM CST
    Is an ESOP Right for Your Company?
    Location: 2206
    Speaker: Chuck Bachman, n/a – Menke & Associates
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    11:15 AM – 12:15 PM CST
    The Effect of Turbulent Market Conditions on ESOP Transactions and Annual Valuations
    Location: 2215B
    Session Leader: Patrice Radogna, ASA, CPA, ABAR – Marcum LLP
    Speaker: Jim Higgins – Pilot Hill Advisors LLC
    Speaker: Mike Flesch – Alerus
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    2:15 PM – 3:15 PM CST
    Employee Ownership When You're Not Looking to Sell
    Location: 2201
    Speaker: Robert W. Scarlata, FINRA – WhiteHorse Partners, LLC
    Speaker: Jordan W. Bergkamp (he/him/his) – Husch Blackwell LLP
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    2:15 PM – 3:15 PM CST
    Understanding the Share Price: ABC’s of Business Valuation
    Location: 2215C
    Session Leader: Chad Bell, ASA (he/him/his) – Marcum LLP
    Speaker: Rich Heeter, ChFC – Capital Trustees, LLC
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    2:15 PM – 3:15 PM CST
    Capital Markets Considerations for ESOP-Owned Companies
    Location: Virtual
    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
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    3:45 PM – 4:45 PM CST
    A Guide to Post-Transaction GAAP ESOP Accounting: Common Entries, Financial Statements, Bank Covenants, and Common Mistakes
    Location: 2201
    Session Leader: Angela Fisher, CPA (she/her/hers) – FORVIS, LLP
    Speaker: Tom Clarke, n/a – PNC
    Speaker: Corey W. Vincent – FORVIS LLP
    Feasibility and Finance
     CE Hours 1
  • Tuesday, Apr 25th
    3:45 PM – 4:45 PM CST
    The 1042 Rollover
    Location: 2206
    Speaker: Curt Rubinas, CEPA – UBS Financial Services Inc.
    Speaker: Nick Francia – The Capital ESOP Group - UBS Financial Services, Inc.
    Speaker: Larry Gudis
    Feasibility and Finance
     CE Hours 1
  • Wednesday, Apr 26th
    1:30 PM – 2:30 PM CST
    Capital Markets Considerations for ESOP-Owned Companies
    Location: 2202
    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
    Feasibility and Finance
     CE Hours 1
  • Wednesday, Apr 26th
    1:30 PM – 2:30 PM CST
    ESOP vs. EOT: One Company's Journey
    Location: 2205
    Session Leader: Anne Claire Broughton, n/a (she/her/hers) – Broughton Consulting, LLC
    Speaker: Ted Hall (he/him/his) – ShopBot Tools
    Feasibility and Finance
     CE Hours 1
  • Wednesday, Apr 26th
    2:45 PM – 3:45 PM CST
    Government-Backed Funds to Support Employee Ownership: SBA, SSBCI, States
    Location: 2209
    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
    Feasibility and Finance
     CE Hours 1
  • Wednesday, Apr 26th
    2:45 PM – 3:45 PM CST
    The Effect of Turbulent Market Conditions on ESOP Transactions and Annual Valuations
    Location: Virtual
    Session Leader: Patrice Radogna, ASA, CPA, ABAR – Marcum LLP
    Speaker: Jim Higgins – Pilot Hill Advisors LLC
    Speaker: Mike Flesch – Alerus
    Feasibility and Finance
     CE Hours 1
  • Wednesday, Apr 26th
    4:00 PM – 5:00 PM CST
    Common Valuation Pitfalls
    Location: 2205
    Speaker: Patrick K. Schmidt, ASA, MBA – Value Consulting Group
    Speaker: Seth Webber (he/him/his) – BerryDunn
    Feasibility and Finance
     CE Hours 1