Skip to main content
Toggle navigation
Login
Search
Home
Tweets by 2023 Annual Conference
Full Schedule
Home
Full Schedule
All Days
Fri, Apr 21
Mon, Apr 24
Tue, Apr 25
Wed, Apr 26
Thu, Apr 27
Full Schedule
Type here to filter the list
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
.png)
