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Tweets by 2023 Annual Conference
Full Schedule
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Full Schedule
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Fri, Apr 21
Mon, Apr 24
Tue, Apr 25
Wed, Apr 26
Thu, Apr 27
Full Schedule
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Friday, April 21, 2023
12:00 PM – 1:00 PM
CST
Speed Networking
12:00 PM – 1:00 PM
CST
Speed Networking
Location: Virtual
Networking
CE Hours 0
Monday, April 24, 2023
8:00 AM – 4:00 PM
CST
Preconference Registration
8:00 AM – 4:00 PM
CST
Preconference Registration
Location: Lobby 2300
9:00 AM – 12:00 PM
CST
High Involvement Planning Workshop - People Support What They Help Create
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
9:00 AM – 12:00 PM
CST
Preconference: Effective Corporate Governance
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
9:00 AM – 4:00 PM
CST
Stronger Economies EO Summit**
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
10:30 AM – 10:45 AM
CST
AM Refreshment Break
10:30 AM – 10:45 AM
CST
AM Refreshment Break
Location: Lobby 2200
Networking
12:00 PM – 1:00 PM
CST
Lunch Break
12:00 PM – 1:00 PM
CST
Lunch Break
Location: Downtown Kansas City
Networking
1:00 PM – 4:00 PM
CST
Business and Financial Literacy: Profit and Cash
1:00 PM – 4:00 PM
CST
Preconference: Business and Financial Literacy: Profit and Cash
Location: 2215B
Speaker: Patrick Carpenter – GRITT Business Coaching
Speaker: Michael A. Northrup, n/a – GRITT Business Coaching (PFSbrands Division)
Engagement, Recruitment, and Retention
Sponsored By
CE Hours 3
1:00 PM – 4:00 PM
CST
Preconference: Creating a Thriving Ownership Structure throughout the ESOP Lifecycle
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
2:30 PM – 2:45 PM
CST
PM Refreshment
2:30 PM – 2:45 PM
CST
PM Refreshment
Location: Lobby 2200
Networking
5:00 PM – 7:00 PM
CST
Main Conference Registration
5:00 PM – 7:00 PM
CST
Main Conference Registration
Location: Lobby 2300
5:00 PM – 7:00 PM
CST
Sip and Social
5:00 PM – 7:00 PM
CST
Sip and Social
Location: Lobby 2200
Networking
Sponsored By
Tuesday, April 25, 2023
7:00 AM – 4:00 PM
CST
Conference Registration
7:00 AM – 4:00 PM
CST
Conference Registration
Location: Lobby 2300
CE Hours 1
7:30 AM – 8:30 AM
CST
Breakfast Buffet
7:30 AM – 8:30 AM
CST
Breakfast Buffet
Location: Grand Ballroom
Networking
Sponsored By
9:00 AM – 9:30 AM
CST
Welcome General Session
9:00 AM – 9:30 AM
CST
Welcome General Session
Location: Grand Ballroom
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
9:45 AM – 10:45 AM
CST
9 Innings of an ESOP Transaction
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
9:45 AM – 10:45 AM
CST
A Primer on ESOP Distribution Policies
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
9:45 AM – 10:45 AM
CST
Accounting and Financial Reporting Implications for ESOPs
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
9:45 AM – 10:45 AM
CST
Becoming a Strengths-Based Organization
9:45 AM – 10:45 AM
CST
Becoming a Strengths-Based Organization
Location: 2205
Session Leader: Lori Atone, n/a – TVF
Speaker: Blake Theademan – TVF
Speaker: Diana Hargenrader (she/her/hers) – TVF Inc
Speaker: Erica Roudebush (she/her/hers) – TVF Inc
Engagement, Recruitment, and Retention
CE Hours 1
9:45 AM – 10:45 AM
CST
Color Wars - National Employee Ownership Month - Month-Long Team Building Event
9:45 AM – 10:45 AM
CST
Color Wars: National Employee Ownership Month – Month-Long Team-Building Event
Location: 2204
Session Leader: Erin O'Connor, n/a (she/her/hers) – BAMCO inc.
Speaker: Daniel Vaccarella, CPA, CGMA, CCIFP (he/him/his) – BAMCO
Engagement, Recruitment, and Retention
CE Hours 1
9:45 AM – 10:45 AM
CST
Disarming Mines – Risks Facing ESOP Trustees
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
9:45 AM – 10:45 AM
CST
Engaging, Innovative, and Interactive Ways to Celebrate Employee Ownership and Educate Professionals About Being an Employee-Owner
9:45 AM – 10:45 AM
CST
Engaging, Innovative, and Interactive Ways to Celebrate Employee Ownership and Educate Professionals About Being an Employee-Owner
Location: 2215B
Speaker: Amanda Clark, n/a – Black & Veatch
Engagement, Recruitment, and Retention
CE Hours 1
9:45 AM – 10:45 AM
CST
Managing Conflicts of Interest with the Board of Directors
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
9:45 AM – 10:45 AM
CST
OWN Health Captive: Community and Collaboration Driving Improved Cost and Health Outcomes
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
9:45 AM – 10:45 AM
CST
Pre-Feasibility Checklist: Are You a Good Candidate for an ESOP
9:45 AM – 10:45 AM
CST
Pre-Feasibility Checklist: Are You a Good Candidate for an ESOP?
Location: 2209
Speaker: Robert F. Schatz, n/a (he/him/his) – Schatz Brown Glassman LLP
Speaker: Michael James McGinley, ASA, CVA – Prairie Capital Advisors, Inc.
Speaker: Dawn Goestenkors (she/her/hers) – TI-TRUST
Strategy and Sustainability
CE Hours 1
9:45 AM – 10:45 AM
CST
Repurchase Obligation Funding Strategies
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
9:45 AM – 10:45 AM
CST
The Advantages of Video Media in ESOP Education
9:45 AM – 10:45 AM
CST
The Advantages of Video Media in ESOP Education
Location: 2215C
Session Leader: Kyla Alterman, n/a (she/her/hers) – Workplace Development
Speaker: Jake Covell (he/him/his) – Carris Reels
Engagement, Recruitment, and Retention
CE Hours 1
10:45 AM – 11:15 AM
CST
Coffee Break
10:45 AM – 11:15 AM
CST
Coffee Break
Location: Lobby 2200
Sponsored By
11:00 AM – 12:00 PM
CST
Board Governance Through the Lifecycle of an ESOP
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
11:15 AM – 12:15 PM
CST
10 Tips to Improve Employee Retention
11:15 AM – 12:15 PM
CST
10 Tips to Improve Employee Retention
Location: 2203
Speaker: John Williams, n/a – Elucidate Resources LLC
Engagement, Recruitment, and Retention
CE Hours 1
11:15 AM – 12:15 PM
CST
360 Degree Review of Cybersecurity Insurance for an ESOP
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
11:15 AM – 12:15 PM
CST
Aspects of ESOP Valuations and Leveraged Transactions Frequently Scrutinized by the DOL
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
11:15 AM – 12:15 PM
CST
Communicating the ESOP to Your Employees
11:15 AM – 12:15 PM
CST
Communicating the ESOP to Your Employees
Location: 2207
Speaker: Richard Shuma, n/a – Prairie Capital Advisors
Speaker: Bill Keen – Keen Wealth Advisors
Speaker: Matt Wilson, CFP – Keen Wealth Advisors
Engagement, Recruitment, and Retention
CE Hours 1
11:15 AM – 12:15 PM
CST
Financing for New and Existing ESOP Companies
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
11:15 AM – 12:15 PM
CST
Internal Trustee Fiduciary Duties and Liability
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
11:15 AM – 12:15 PM
CST
Is an ESOP Right for Your Company?
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
11:15 AM – 12:15 PM
CST
Plan Design and Redesign
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
11:15 AM – 12:15 PM
CST
Setting the Stage for a High Performance Culture
11:15 AM – 12:15 PM
CST
Setting the Stage for a High-Performance Culture
Location: 2209
Session Leader: Timothy Everidge (he/him/his) – Radian Research, Inc.
Speaker: Renee Mundell, n/a – Radian Research, Inc
Engagement, Recruitment, and Retention
CE Hours 1
11:15 AM – 12:15 PM
CST
The Effect of Turbulent Market Conditions on ESOP Transactions and Annual Valuations
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
11:15 AM – 12:15 PM
CST
The Impact of Assumptions on the Ownership Mindset
11:15 AM – 12:15 PM
CST
The Impact of Assumptions on the Ownership Mindset
Location: 2215 A
Session Leader: Victor N. Aspengren, n/a – ESOP Mentoring
Speaker: Gina Rens (she/her/hers) – Ciranda, Inc.
Speaker: Ellen Patnaude, PCC (she/her/hers) – LeadQuine
Engagement, Recruitment, and Retention
CE Hours 1
11:15 AM – 12:15 PM
CST
What to Do When You Find Mistakes with Your ESOP - And How to Avoid Them
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
12:00 PM – 6:00 PM
CST
Massage Lounge
12:00 PM – 6:00 PM
CST
Massage Lounge
Location: Lobby 2300
Sponsored By
CE Hours 1
12:15 PM – 1:15 PM
CST
Ready to Use Tools for Employee Ownership Month…. And Every Month
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
12:30 PM – 1:45 PM
CST
Welcome Lunch
12:30 PM – 1:45 PM
CST
Welcome Lunch
Location: Grand Ballroom
Sponsored By
1:30 PM – 2:15 PM
CST
Expo Hall Exploration
1:30 PM – 2:15 PM
CST
Expo Hall Exploration
Location: Lobby 2200
Networking
2:15 PM – 3:15 PM
CST
Capital Markets Considerations for ESOP-Owned Companies
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
2:15 PM – 3:15 PM
CST
Drafting the Perfect ESOP
2:15 PM – 3:15 PM
CST
Drafting the Perfect ESOP
Location: 2206
Speaker: Sheryl C. Bayani-Alzona, ATTORNEY (she/her/hers) – Employee Benefits Law Group, PC
Launching an ESOP
CE Hours 1
2:15 PM – 3:15 PM
CST
Employee Ownership When You're Not Looking to Sell
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
2:15 PM – 3:15 PM
CST
ESOP Basics
2:15 PM – 3:15 PM
CST
ESOP Basics
Location: 2202
Speaker: Michelle Cronin (she/her/hers) – The National Center for Employee Ownership
Launching an ESOP
CE Hours 1
2:15 PM – 3:15 PM
CST
ESOP Valuation in Uncertain Economic Times
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
2:15 PM – 3:15 PM
CST
From Burnout to Flourishing: Develop High-Quality Connections to Increase Employee Engagement
2:15 PM – 3:15 PM
CST
From Burnout to Flourishing: Develop High-Quality Connections to Increase Employee Engagement
Location: 2215 A
Speaker: Tom Bagwell, MBA/MAPP – GRITT Business Coaching
Speaker: Jason P. Wellman – ESOP Partners
Engagement, Recruitment, and Retention
CE Hours 1
2:15 PM – 3:15 PM
CST
Grilled Cheese Snack Break
3:15 PM – 3:45 PM
CST
Grilled Cheese Snack Break
Location: Lobby 2200
Networking
Sponsored By
2:15 PM – 3:15 PM
CST
Have and Have Nots -- the Challenges of a Mature ESOP and Solutions to Level the Playing Field
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
2:15 PM – 3:15 PM
CST
How NCEO Research and Data Can Help You and Your Business
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
2:15 PM – 3:15 PM
CST
Mastering the Power of the Dream ESOP Team Co-Elevate Your Mutual Success
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
2:15 PM – 3:15 PM
CST
Own Your Reputation: Crisis Communications for ESOPs
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
2:15 PM – 3:15 PM
CST
Ten Key Issues You'll Likely Encounter in Your First Ten Years as an ESOP
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
2:15 PM – 3:15 PM
CST
Understanding the Share Price: ABC’s of Business Valuation
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
2:15 PM – 3:15 PM
CST
What Is Working in Onboarding, Learning and Development, and Engagement as the Workforce Evolves
2:15 PM – 3:15 PM
CST
What Is Working in Onboarding, Learning and Development, and Engagement as the Workforce Evolves
Location: 2215B
Speaker: Jesse D. Tyler (he/him/his) – Hypertherm, Inc.
Engagement, Recruitment, and Retention
CE Hours 1
3:25 PM – 4:25 PM
CST
Plan Design Options for Established ESOPs
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
3:45 PM – 4:45 PM
CST
A Guide to Post-Transaction GAAP ESOP Accounting: Common Entries, Financial Statements, Bank Covenants, and Common Mistakes
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
3:45 PM – 4:45 PM
CST
Complications and Lessons Learned from a Minority-owned ESOP Company
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
3:45 PM – 4:45 PM
CST
Executive Compensation in ESOP Companies
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
3:45 PM – 4:45 PM
CST
Fiduciary Issues
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
3:45 PM – 4:45 PM
CST
How to Create a Talent Management Strategy for Your ESOP
3:45 PM – 4:45 PM
CST
How to Create a Talent Management Strategy for Your ESOP
Location: 2209
Speaker: Michael A. Northrup, n/a – GRITT Business Coaching (PFSbrands Division)
Speaker: Alexa Lott, SHRM-SCP – PFSbrands
Engagement, Recruitment, and Retention
CE Hours 1
3:45 PM – 4:45 PM
CST
Information Sharing in Employee Owned Companies: What to Share and How
3:45 PM – 4:45 PM
CST
Information Sharing in Employee-Owned Companies: What to Share and How
Location: 2215C
Session Leader: Jennie Msall, n/a (She / They) – Praxis Consulting Group
Speaker: Jesse D. Tyler (he/him/his) – Hypertherm, Inc.
Engagement, Recruitment, and Retention
CE Hours 1
3:45 PM – 4:45 PM
CST
Preparing for a CEO or Other Key Executive Transition
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
3:45 PM – 4:45 PM
CST
Private Capital Investments in ESOP-Owned Companies – the Developing Trends
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
3:45 PM – 4:45 PM
CST
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
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
3:45 PM – 4:45 PM
CST
The 1042 Rollover
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
3:45 PM – 4:45 PM
CST
The Colorado Employee Ownership Ecosystem
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
3:45 PM – 4:45 PM
CST
Watch out for the Land Mines! an ESOP Legal Update
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
5:00 PM – 7:00 PM
CST
Opening Cocktail Reception
5:00 PM – 7:00 PM
CST
Opening Cocktail Reception
Location: Lobby 2200
Networking
Sponsored By
Wednesday, April 26, 2023
7:00 AM – 4:00 PM
CST
Conference Registration
7:00 AM – 4:00 PM
CST
Conference Registration
Location: Lobby 2300
7:30 AM – 8:30 AM
CST
Breakfast Buffet
7:30 AM – 8:30 AM
CST
Breakfast Buffet
Location: Grand Ballroom
Networking
Sponsored By
8:45 AM – 9:30 AM
CST
Conference Keynote
8:45 AM – 9:30 AM
CST
Conference Keynote
Location: Grand Ballroom
Keynote Speaker: Greg Graves
Keynote Speaker: Kerry Siggins – StoneAge
Sponsored By
9:45 AM – 10:45 AM
CST
Basic ESOP Repurchase Obligation and Distribution Payments
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
9:45 AM – 10:45 AM
CST
Board Fiduciary Duties and Risk Mitigation
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
9:45 AM – 10:45 AM
CST
Conversation on Cost and Fit in Partnering with a Transaction Advisor
9:45 AM – 10:45 AM
CST
Conversation on Cost and Fit in Partnering with a Transaction Advisor
Location: 2203
Session Leader: Mary S. Josephs, n/a (she/her/hers) – Verit Advisors
Speaker: Kevin G. Long, Attorney At Law (he/him/his) – Employee Benefits Law Group
Launching an ESOP
CE Hours 1
9:45 AM – 10:45 AM
CST
Debt Restructuring Considerations in ESOP Companies During Uncertain Times
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
9:45 AM – 10:45 AM
CST
Diversity Equity Inclusion and Belonging: How Does it Connect to Ownership Culture?
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
9:45 AM – 10:45 AM
CST
From Mad Men to Mayberry - Changing Culture in a Service Industry with Trust and Communication
9:45 AM – 10:45 AM
CST
From Mad Men to Mayberry – Changing Culture in a Service Industry with Trust and Communication
Location: 2215C
Session Leader: Paul Haley, CPA – ChillCo, Inc,
Speaker: Ronald Myers (he/him/his) – ChillCo, Inc.
Engagement, Recruitment, and Retention
CE Hours 1
9:45 AM – 10:45 AM
CST
Living in a Consolidating Industry - What Your Governance Structure Needs to Consider
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
9:45 AM – 10:45 AM
CST
Moving from Employee Performance Reviews to SAFE Check-Ins
9:45 AM – 10:45 AM
CST
Moving from Employee Performance Reviews to SAFE Check-Ins
Location: 2208
Session Leader: Renee Mundell, n/a – Radian Research, Inc
Speaker: Timothy Everidge (he/him/his) – Radian Research, Inc.
Engagement, Recruitment, and Retention
CE Hours 1
9:45 AM – 10:45 AM
CST
Not Just ESOPs: Different Paths to Employee Ownership
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
9:45 AM – 10:45 AM
CST
Planning for Success: Short Term and Long Term Cash Flow Planning Going into the Initial Transaction
9:45 AM – 10:45 AM
CST
Planning for Success: Short-Term and Long-Term Cash Flow Planning Going Into the Initial Transaction
Location: 2205
Session Leader: Jamie M. Walrack, n/a – First American Bank
Speaker: Joseph E. Marx, CPA (he/him/his) – Principal
Launching an ESOP
CE Hours 1
9:45 AM – 10:45 AM
CST
Recruiting and Retaining Employee Owners
9:45 AM – 10:45 AM
CST
Recruiting and Retaining Employee-Owners
Location: 2209
Speaker: Molly Mead, MBA, EdD (she/her/hers) – Praxis Consulting Group
Speaker: Patty Munger (she/her/hers) – Tech Etch
Speaker: Nataliya Boychenko Stone, MBA, CEBS (she/her/hers) – Holmes Murphy
Engagement, Recruitment, and Retention
CE Hours 1
9:45 AM – 10:45 AM
CST
Synthetic Equity Uses in ESOPs and Executive Compensation
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
10:00 AM – 10:30 AM
CST
Virtual Wellness - How to Stretch, Move, and Breathe at Your Desk to Fell Better
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
10:45 AM – 11:00 AM
CST
Coffee Break
10:45 AM – 11:00 AM
CST
Coffee Break
Location: Lobby 2200
Sponsored By
11:00 AM – 12:00 PM
CST
Being on an ESOP Board: Beyond the Basics
11:00 AM – 12:00 PM
CST
Being on an ESOP Board: Beyond the Basics
Location: 2203
Speaker: Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
Speaker: Steven Greenapple – SES ESOP Strategies
Speaker: Gary D. Greenwald – GreatBanc Trust Company
Speaker: Michael J. McGinley – Prairie Capital Advisors, Inc.
Speaker: John Schumacher, CFA – True Financial POV, LLC
Speaker: Andy Ward
Professional Development
CE Hours 1
11:00 AM – 12:00 PM
CST
Business Literacy for ESOP Understanding
11:00 AM – 12:00 PM
CST
Business Literacy for ESOP Understanding
Location: 2207
Speaker: Dan R. Markowitz, CPA – Boulay PLLP
Speaker: Scott D. Miller, CPA/ABV (he/him/his) – Enterprise Opportunities, LLC
Speaker: Susan Kildahl – NHS Northstar
Speaker: Adam Chelstrom
Professional Development
CE Hours 1
11:00 AM – 12:00 PM
CST
CEO Networking
11:00 AM – 12:00 PM
CST
CEO Networking
Location: 2205
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
11:00 AM – 12:00 PM
CST
Collaborative Roundtables on Creating an ESOP Communication Plan
11:00 AM – 12:00 PM
CST
Collaborative Roundtables on Creating an ESOP Communication Plan
Location: 2215C
Speaker: Ramona Rodriguez-Brooks, n/a (she/her/hers) – National Center for Employee Ownership
Speaker: Grace Dawson, n/a (she/her/hers) – National Center for Employee Ownership
Professional Development
CE Hours 1
11:00 AM – 12:00 PM
CST
Collaborative Roundtables on Recruitment and Retention
11:00 AM – 12:00 PM
CST
Collaborative Roundtables on Recruitment and Retention
Location: 2215 A
Speaker: Renee Mundell, n/a – Radian Research, Inc
Speaker: Lori Atone, n/a – TVF
Professional Development
CE Hours 1
11:00 AM – 12:00 PM
CST
Creating a Culture of Ownership (ACTUALLY)
11:00 AM – 12:00 PM
CST
Creating a Culture of Ownership (ACTUALLY)
Location: 2202
Speaker: Michael Curry, MBA (he/him/his) – Propeller Consulting
Speaker: Briana Guerrero, MSL (she/her/hers) – Propeller
Professional Development
Sponsored By
CE Hours 1
11:00 AM – 12:00 PM
CST
Emerging Leaders Workshop
11:00 AM – 12:00 PM
CST
Emerging Leaders Workshop
Location: 2208
Speaker: Ashley Kirchner – BMO
Speaker: Shaun McGehee – Prairie Capital Advisors, Inc.
Professional Development
CE Hours 1
11:00 AM – 12:00 PM
CST
Exhibit Hall Exploration
11:00 AM – 12:00 PM
CST
Exhibit Hall Exploration
Location: Lobby 2200
Professional Development
11:00 AM – 12:00 PM
CST
Human Resources Peer Networking
11:00 AM – 12:00 PM
CST
Human Resources Peer Networking
Location: 2201
Speaker: Michelle Cronin (she/her/hers) – The National Center for Employee Ownership
Professional Development
CE Hours 1
11:00 AM – 12:00 PM
CST
Humanizing Employee Ownership: Ways to Make It Feel "Real"
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
11:00 AM – 12:00 PM
CST
Integrate Leadership Development with Succession
11:00 AM – 12:00 PM
CST
Integrate Leadership Development with Succession
Location: 2209
Session Leader: Ginny Vanderslice, MS, Ph.D. (she/her/hers) – Praxis Consulting Group, Inc.
Speaker: Carolyn N. Stanworth – BL Companies
Professional Development
CE Hours 1
11:00 AM – 12:00 PM
CST
Putting Employee Well-Being First: Why Engagement at Work Does Not Shield Us from Mental Health Challenges
11:00 AM – 12:00 PM
CST
Putting Employee Well-Being First: Why Engagement at Work Does Not Shield Us from Mental Health Challenges
Location: 2206
Speaker: Dallan Guzinski, n/a – National Center for Employee Ownership
Professional Development
CE Hours 1
11:00 AM – 1:00 PM
CST
Headshot Studio
11:00 AM – 1:00 PM
CST
Headshot Studio
Location: 3501A
Sponsored By
12:15 PM – 1:15 PM
CST
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
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
12:15 PM – 1:30 PM
CST
Networking Lunch
12:15 PM – 1:30 PM
CST
Networking Lunch
Location: Grand Ballroom
Sponsored By
1:00 PM – 1:30 PM
CST
Welcome General Session
5:15 PM – 6:00 PM
CST
Welcome General Session
Location: Virtual
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
1:30 PM – 2:30 PM
CST
Capital Markets Considerations for ESOP-Owned Companies
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
1:30 PM – 2:30 PM
CST
Current Trends in Mergers & Acquisitions
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
1:30 PM – 2:30 PM
CST
Engaging Employee-Owners to Shape and Implement Your Strategic Plan
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
1:30 PM – 2:30 PM
CST
ESOP Transaction Loan Length: How Long is Too Long?
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
1:30 PM – 2:30 PM
CST
ESOP vs. EOT: One Company's Journey
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
1:30 PM – 2:30 PM
CST
Evolution of Executive Compensation over ESOP Life Stages
1:30 PM – 2:30 PM
CST
Evolution of Executive Compensation over ESOP Life Stages
Location: 2209
Session Leader: Jamie Kwiatek, JD (she/her/hers) – Polsinelli
Speaker: Matt G. Keene – Chartwell
Engagement, Recruitment, and Retention
CE Hours 1
1:30 PM – 2:30 PM
CST
How to Make Your Company an Idea Factory
1:30 PM – 2:30 PM
CST
How to Make Your Company an Idea Factory
Location: 2215 B
Speaker: Corey M Rosen, n/a (he/him/his) – National Center for Employee Ownership
Engagement, Recruitment, and Retention
CE Hours 1
1:30 PM – 2:30 PM
CST
Plan Design Options for Established ESOPs
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
1:30 PM – 2:30 PM
CST
Stakeholder Considerations in ESOP Company Governance
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
1:30 PM – 2:30 PM
CST
The Truth About ESOP Releveraging
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
1:30 PM – 2:30 PM
CST
Trust the Process: Getting Financing for a Leveraged ESOP Transaction
1:30 PM – 2:30 PM
CST
Trust the Process: Getting Financing for a Leveraged ESOP Transaction
Location: 2208
Session Leader: Jake Cravens, CFA – Verit Advisors
Speaker: Douglas Dell, CPA/ABV (Inactive) (he/him/his) – KeyBank
Launching an ESOP
CE Hours 1
1:30 PM – 2:30 PM
CST
Who Owns Performance in an Employee Owned Company?
1:30 PM – 2:30 PM
CST
Who Owns Performance in an Employee-Owned Company?
Location: 2215C
Speaker: Jennifer Briggs, n/a (she/her/hers) – Mosaic Creation, LLC
Engagement, Recruitment, and Retention
CE Hours 1
2:15 PM – 2:45 PM
CST
Coffee & Sweets Break
2:15 PM – 2:45 PM
CST
Coffee & Sweets Break
Location: Lobby 2200
Sponsored By
2:45 PM – 3:45 PM
CST
Administrative Tips to Protect Your Plan by Satisfying DOL or IRS Inquiries
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
2:45 PM – 3:45 PM
CST
Board Governance Through the Lifecycle of an ESOP
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
2:45 PM – 3:45 PM
CST
Cyber Risk: Best Practices for Protecting Your ESOP and Responding to Cyber Related Incidents.
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
2:45 PM – 3:45 PM
CST
ESOP Companies and an Acquisition Strategy
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
2:45 PM – 3:45 PM
CST
Government-Backed Funding to Support Employee Ownership
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
2:45 PM – 3:45 PM
CST
High Performance Leadership Teams as the Foundation of Employee Ownership Culture
2:45 PM – 3:45 PM
CST
High-Performance Leadership Teams as the Foundation of Employee Ownership Culture
Location: 2215B
Speaker: Michael Quarrey (he/him/his) – Web Industries
Speaker: Melissa Hoover (she/her/hers) – Democracy at Work Institute
Speaker: Melisa Gillis – Gillis Consulting
Speaker: Heather Icke (she/her/hers) – Apex Plumbing
Engagement, Recruitment, and Retention
CE Hours 1
2:45 PM – 3:45 PM
CST
How to Grow Old as an ESOP: Governance, Plan Design & Administration
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
2:45 PM – 3:45 PM
CST
Incentive Plans That Support Employee Ownership
2:45 PM – 3:45 PM
CST
Incentive Plans That Support Employee Ownership
Location: 2206
Speaker: Alex Freytag (he/him/his) – ProfitWorks
Engagement, Recruitment, and Retention
CE Hours 1
2:45 PM – 3:45 PM
CST
Journey to a 100% S ESOP
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
2:45 PM – 3:45 PM
CST
Psychologically Safe Teams: Improving the Quality of Your Outcomes by Changing the Nature of Your Conversations
2:45 PM – 3:45 PM
CST
Psychologically Safe Teams: Improving the Quality of Your Outcomes by Changing the Nature of Your Conversations
Location: 2207
Speaker: Dallan Guzinski, n/a – National Center for Employee Ownership
Engagement, Recruitment, and Retention
CE Hours 1
2:45 PM – 3:45 PM
CST
Reviewing ESOP Valuations: Best Practices for Trustees and Plan Sponsors
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
2:45 PM – 3:45 PM
CST
The Effect of Turbulent Market Conditions on ESOP Transactions and Annual Valuations
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
3:00 PM – 5:00 PM
CST
Headshot Studio
3:00 PM – 5:00 PM
CST
Headshot Studio
Location: 3501A
Sponsored By
4:00 PM – 4:45 PM
CST
Conference Keynote
4:20 PM – 5:00 PM
CST
Conference Keynote
Location: Virtual
Keynote Speaker: Greg Graves
Keynote Speaker: Kerry Siggins – StoneAge
4:00 PM – 5:00 PM
CST
Common Valuation Pitfalls
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
4:00 PM – 5:00 PM
CST
Create a Winning Culture in 90 Days with Mini Games
4:00 PM – 5:00 PM
CST
Create a Winning Culture in 90 Days with Mini Games
Location: 2215A
Speaker: Steve Baker, n/a (he/him/his) – The Great Game of Business
Engagement, Recruitment, and Retention
CE Hours 1
4:00 PM – 5:00 PM
CST
Creating Your Culture of Excellence Through Communication and Excellence
4:00 PM – 5:00 PM
CST
Creating Your Culture of Excellence Through Communication
Location: 2202
Speaker: Cara Benningfield, n/a – FORVIS
Session Leader: Doug A. Bawel – Jasper Holdings, Inc.
Engagement, Recruitment, and Retention
CE Hours 1
4:00 PM – 5:00 PM
CST
ESOP Board of Director Responsibilities in the Face of Economic Headwinds
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
4:00 PM – 5:00 PM
CST
ESOP Company Boards - High Functioning Board, a New Board and a Dysfunctional Board
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
4:00 PM – 5:00 PM
CST
Evolving Ownership Engagement: Keeping Pace with Changing Times
4:00 PM – 5:00 PM
CST
Evolving Ownership Engagement: Keeping Pace with Changing Times
Location: 2207
Session Leader: Sarah M. Madsen, n/a (she/her/hers) – Braun Intertec
Speaker: Joshua Kylander – Braun Intertec
Speaker: Juanpablo Wright
Engagement, Recruitment, and Retention
CE Hours 1
4:00 PM – 5:00 PM
CST
Is Your Home at Risk? How to Avoid the Pitfalls of Inadequate Fiduciary Insurance
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
4:00 PM – 5:00 PM
CST
Ready to Use Tools for Employee Ownership Month…. And Every Month
4:00 PM – 5:00 PM
CST
Ready to Use Tools for Employee Ownership Month…. And Every Month
Location: 2215C
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
4:00 PM – 5:00 PM
CST
Renewing Ownership Passion in Mature ESOPs
4:00 PM – 5:00 PM
CST
Renewing Ownership Passion in Mature ESOPs
Location: 2206
Speaker: Cathy Ivancic, n/a (she/her/hers) – Workplace Development Inc.
Speaker: Heather Stephens (she/her/hers) – Restek
Engagement, Recruitment, and Retention
CE Hours 1
4:00 PM – 5:00 PM
CST
Seizing Transitions as Opportunities for Culture Change
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
4:00 PM – 5:00 PM
CST
When the Wheels Begin to Come off: A Case Analysis of Challenging Circumstances
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
5:00 PM – 7:00 PM
CST
KC BBQ Reception
5:00 PM – 7:00 PM
CST
KC BBQ Reception
Location: Grand Ballroom
Thursday, April 27, 2023
8:30 AM – 9:30 AM
CST
Closing Breakfast Buffet
8:30 AM – 9:30 AM
CST
Closing Breakfast Buffet
Location: Grand Ballroom
Sponsored By
9:30 AM – 10:00 AM
CST
Closing General Session
9:30 AM – 10:00 AM
CST
Closing General Session
Location: Grand Ballroom
Speaker: Corey M Rosen, n/a (he/him/his) – National Center for Employee Ownership
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
10:15 AM – 11:15 AM
CST
Communicating Value Drivers to the Board and the Employees
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
10:15 AM – 11:15 AM
CST
ESOP Holding Companies
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
10:15 AM – 11:15 AM
CST
How a Company Is Reaching New Frontiers Through the Power of Employee Ownership
10:15 AM – 11:15 AM
CST
How a Company Is Reaching New Frontiers Through the Power of Employee Ownership
Location: 2208
Session Leader: Stephanie Carlin, ASA (she/her/hers) – C5 Business Advisors, LLC
Speaker: Chris Harapat (he/him/his) – Superior Contracting & Manufacturing Services Co.
Speaker: Ron Stratman (he/him/his) – Accurate Electric, LLC
Engagement, Recruitment, and Retention
CE Hours 1
10:15 AM – 11:15 AM
CST
Humanizing Employee Ownership: Ways to Make It Feel "Real"
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
10:15 AM – 11:15 AM
CST
Investment Policy Statements – What Are They and Why Do We Need One?
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
10:15 AM – 11:15 AM
CST
Sustainability Throughout the ESOP Lifecycle
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
10:15 AM – 11:15 AM
CST
The Use of Warrants in an ESOP Transaction
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
11:00 AM – 12:00 PM
CST
Public Speaking with Executive Presence
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
12:00 PM – 12:30 PM
CST
Conference Ends
12:00 PM – 12:30 PM
CST
Conference Ends
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