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Tweets by 2023 Annual Conference
Virtual Presentations
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Virtual Presentations
Virtual Presentations
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Friday, Apr 21st
12:00 PM – 1:00 PM
CST
Speed Networking
Location: Virtual
Networking
CE Hours 0
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
12:15 PM – 1:15 PM
CST
Ready to Use Tools for Employee Ownership Month…. And Every Month
Location: Virtual
Speaker: Grace Dawson, n/a (she/her/hers) – National Center for Employee Ownership
Speaker: Deana Haworth (she/her/hers) – Hirons
Engagement, Recruitment, and Retention
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
3:25 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
Wednesday, Apr 26th
10:00 AM – 10:30 AM
CST
Virtual Wellness - How to Stretch, Move, and Breathe at Your Desk to Fell Better
Location: Virtual
Speaker: Mahri Relin, MS, CPT, PCES (she/her/hers) – Body Conceptions by Mahri, Ltd
Professional Development
CE Hours 0
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
5:15 PM – 6:00 PM
CST
Welcome General Session
Location: Virtual
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
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
4:20 PM – 5:00 PM
CST
Conference Keynote
Location: Virtual
Keynote Speaker: Greg Graves
Keynote Speaker: Kerry Siggins – StoneAge
Thursday, Apr 27th
9:30 AM – 10:00 AM
CST
Closing General Session
Location: Virtual
Speaker: Corey M Rosen, n/a (he/him/his) – National Center for Employee Ownership
CE Hours 0
Thursday, Apr 27th
11:00 AM – 12:00 PM
CST
Public Speaking with Executive Presence
Location: Virutal
Speaker: Bryan Rutberg, n/a (he/him/his) – 3C Communications
Engagement, Recruitment, and Retention
CE Hours 1
