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Tweets by 2023 Annual Conference
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Monday, Apr 24th
9:00 AM – 12:00 PM
CST
High-Involvement Planning Workshop – People Support What They Help Create
Location: 2215A
Session Leader: Rich Armstrong, n/a (he/him/his) – The Great Game of Business
Speaker: Steve Baker, n/a (he/him/his) – The Great Game of Business
Speaker: Adam Trebolo (he/him/his) – SRC of Lexington
Strategy and Sustainability
Sponsored By
CE Hours 3
Monday, Apr 24th
1:00 PM – 4:00 PM
CST
Preconference: Creating a Thriving Ownership Structure throughout the ESOP Life Cycle
Location: 2215A
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.
Strategy and Sustainability
Sponsored By
CE Hours 3
Tuesday, Apr 25th
9:45 AM – 10:45 AM
CST
OWN Health Captive: Community and Collaboration Driving Improved Cost and Health Outcomes
Location: 2207
Session Leader: Pim Jager, n/a – Scott Insurance
Speaker: Joel Hull – Innovative Captive Strategies
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
9:45 AM – 10:45 AM
CST
Repurchase Obligation Funding Strategies
Location: 2215 A
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.
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
11:15 AM – 12:15 PM
CST
360 Degree Review of Cybersecurity Insurance for an ESOP
Location: 2202
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
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
2:15 PM – 3:15 PM
CST
How NCEO Research and Data Can Help You and Your Business
Location: 2204
Speaker: Nancy Wiefek, n/a – National Center for Employee Ownership
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
2:15 PM – 3:15 PM
CST
Own Your Reputation: Crisis Communications for ESOPs
Location: 2208
Speaker: Marcy Tessmann, n/a (she/her/hers) – C.O.nxt
Speaker: Laura Hensley (she/her/hers) – C.O. Nxt
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
2:15 PM – 3:15 PM
CST
Ten Key Issues You'll Likely Encounter in Your First Ten Years as an ESOP
Location: 2209
Session Leader: Mike Mallaro, n/a – VGM Group
Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting
Speaker: Tim Lang (he/him/his) – Chartwell Financial Advisory
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
3:45 PM – 4:45 PM
CST
Complications and Lessons Learned from a Minority-Owned ESOP Company
Location: 2205
Session Leader: Rebecca Alvarez, PE – Guy Engineering Services, Inc.
Speaker: Michael Twyman (he/him/his) – GUY Engineering Services, Inc.
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
3:45 PM – 4:45 PM
CST
Fiduciary Issues
Location: 2204
Speaker: Joshua S. Dautovic – Morgan Stanley
Speaker: Ned McNally (he/him/his) – State Street Global Advisors
Strategy and Sustainability
CE Hours 1
Tuesday, Apr 25th
3:45 PM – 4:45 PM
CST
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
Location: 2215 A
Speaker: Dan R. Markowitz, CPA – Boulay PLLP
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
9:45 AM – 10:45 AM
CST
Debt Restructuring Considerations in ESOP Companies During Uncertain Times
Location: 2215B
Speaker: Will Bloom – Chartwell
Speaker: Allison Wilkerson, JD (she/her/hers) – McDermott Will & Emery
Speaker: Ted Margarit, JD, MBA – Paralign Capital Partners, LLC
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
9:45 AM – 10:45 AM
CST
Diversity, Equity, Inclusion, and Belonging (DEIB)? What Does It Mean, and How Does Any of This Connect to ESOP Culture?
Location: 2215A
Speaker: Heather Stephens (she/her/hers) – Restek
Speaker: Lindsay Shafer (she/her/hers) – Praxis Consulting Group
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
11:00 AM – 12:00 PM
CST
Humanizing Employee Ownership: Ways to Make It Feel "Real"
Location: Virtual
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
12:15 PM – 1:15 PM
CST
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
Location: Virtual
Speaker: Dan R. Markowitz, CPA – Boulay PLLP
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
1:30 PM – 2:30 PM
CST
Current Trends in Mergers & Acquisitions
Location: 2215 A
Session Leader: TJ Genz, ASA – ESI Equity
Speaker: Peter DeLong (he/him/his) – J.P. Morgan
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
1:30 PM – 2:30 PM
CST
Engaging Employee-Owners to Shape and Implement Your Strategic Plan
Location: 2201
Session Leader: Linshuang Lu, MSOD (she/her/hers) – Praxis Consulting Group
Speaker: Leslie Moulton-Post (she/her/hers) – ESA
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
1:30 PM – 2:30 PM
CST
ESOP Transaction Loan Length: How Long is Too Long?
Location: 2203
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
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
1:30 PM – 2:30 PM
CST
The Truth About ESOP Releveraging
Location: 2204
Session Leader: Karen D. Ng, n/a (she/her/hers) – Nixon Peabody LLP
Speaker: Ashleigh Newlin (she/her/hers) – Chartwell Financial Advisory
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
2:45 PM – 3:45 PM
CST
Cyber Risk: Best Practices for Protecting Your ESOP and Responding to Cyber-Related Incidents
Location: 2203
Session Leader: Chad Duke, n/a – Scott Insurance Services
Speaker: Bennett Whitehouse, n/a (he/him/his) – Scott Insurance
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
2:45 PM – 3:45 PM
CST
ESOP Companies and an Acquisition Strategy
Location: 2208
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
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
2:45 PM – 3:45 PM
CST
How to Grow Old as an ESOP: Governance, Plan Design, & Administration
Location: 2205
Session Leader: John Burgess, CPA, Esq. – Jackson Lewis PC
Speaker: Curtis L. Schehr, Attorney (he/him/his) – DCS Corporation
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
2:45 PM – 3:45 PM
CST
Journey to a 100% S ESOP
Location: 2215A
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
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
4:00 PM – 5:00 PM
CST
Seizing Transitions as Opportunities for Culture Change
Location: 2208
Session Leader: Jon M. Sweigart, MSS (he/him/his) – Praxis Consulting Group
Speaker: Richard A. Cammarano, President & CEO (-) – Tech Etch
Strategy and Sustainability
CE Hours 1
Thursday, Apr 27th
10:15 AM – 11:15 AM
CST
Communicating Value Drivers to the Board and the Employees
Location: 2205
Speaker: Paul D. Trost, n/a (he/him/his) – Equitable Edge Services LLC
Speaker: Edward Dorian, Jr. (he/him/his) – Dorian Drake
Strategy and Sustainability
CE Hours 1
Thursday, Apr 27th
10:15 AM – 11:15 AM
CST
ESOP Holding Companies
Location: 2203
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.
Strategy and Sustainability
CE Hours 1
Thursday, Apr 27th
10:15 AM – 11:15 AM
CST
Humanizing Employee Ownership: Ways to Make It Feel "Real"
Location: 2206
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
Strategy and Sustainability
CE Hours 1
Thursday, Apr 27th
10:15 AM – 11:15 AM
CST
Sustainability Throughout the ESOP Life Cycle
Location: 2204
Session Leader: Ryan Graham, n/a – Chartwell Financial Advisory
Speaker: Scot Storjohann, n/a (he/him/his) – GreatBanc Trust Company
Strategy and Sustainability
CE Hours 1