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M
M Rosen, Corey
National Center for Employee Ownership
Closing General Session
Location: Grand Ballroom
Corey M Rosen
Closing General Session
Location: Virtual
Corey M Rosen
How to Make Your Company an Idea Factory
Location: 2215 B
Corey M Rosen
M Walrack, James
First American Bank
Planning for Success: Short-Term and Long-Term Cash Flow Planning Going Into the Initial Transaction
Location: 2205
James M Walrack
Madsen, Sarah
Braun Intertec
Evolving Ownership Engagement: Keeping Pace with Changing Times
Location: 2207
Sarah Madsen
Mallaro, Mike
VGM Group
Ten Key Issues You'll Likely Encounter in Your First Ten Years as an ESOP
Location: 2209
Mike Mallaro
Margarit, Ted
Paralign Capital Partners, LLC
Debt Restructuring Considerations in ESOP Companies During Uncertain Times
Location: 2215B
Ted Margarit
Markowitz, Dan
Boulay PLLP
Business Literacy for ESOP Understanding
Location: 2207
Dan Markowitz
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
Location: Virtual
Dan Markowitz
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
Location: 2215 A
Dan Markowitz
Martin, Stephen
Argent Trust Company
Journey to a 100% S ESOP
Location: 2215A
Stephen Martin
Marx, Joseph
Principal
Planning for Success: Short-Term and Long-Term Cash Flow Planning Going Into the Initial Transaction
Location: 2205
Joseph Marx
Matthew, Sean-Tamba
SES ESOP Strategies
Stakeholder Considerations in ESOP Company Governance
Location: 2206
Sean-Tamba Matthew
McCarthy, Chelsea
Holland & Knight LLP
Managing Conflicts of Interest with the Board of Directors
Location: 2208
Chelsea McCarthy
McCorkhill, Grant
Holland & Knight LLP
Investment Policy Statements – What Are They and Why Do We Need One?
Location: 2202
Grant McCorkhill
McGehee, Shaun
Prairie Capital Advisors, Inc.
Emerging Leaders Workshop
Location: 2208
Shaun McGehee
McGinley, Michael
Prairie Capital Advisors, Inc.
Being on an ESOP Board: Beyond the Basics
Location: 2203
Michael McGinley
Pre-Feasibility Checklist: Are You a Good Candidate for an ESOP?
Location: 2209
Michael McGinley
McGuire, Julia
Campbell & Company
Board Governance Through the Lifecycle of an ESOP
Location: Virtual
Julia McGuire
Board Governance Through the Lifecycle of an ESOP
Location: 2202
Julia McGuire
Preconference: Effective Corporate Governance
Location: 2215C
Julia McGuire
McNally, Ned
State Street Global Advisors
Fiduciary Issues
Location: 2204
Ned McNally
Mead, Molly
Praxis Consulting Group
Recruiting and Retaining Employee-Owners
Location: 2209
Molly Mead
Miller, Jason
Bank of America
Financing for New and Existing ESOP Companies
Location: 2204
Jason Miller
Miller, Mitch
GreatBanc Trust Company
Disarming Mines – Risks Facing ESOP Trustees
Location: 2206
Mitch Miller
Preconference: Effective Corporate Governance
Location: 2215C
Mitch Miller
Miller, Scott
Enterprise Opportunities, LLC
Business Literacy for ESOP Understanding
Location: 2207
Scott Miller
When the Wheels Begin to Come Off: A Case Analysis of Challenging Circumstances
Location: 2209
Scott Miller
Montesano, Danielle
JP Morgan
Managing Conflicts of Interest with the Board of Directors
Location: 2208
Danielle Montesano
Moriarty, Jack
Ownership America
Government-Backed Funds to Support Employee Ownership: SBA, SSBCI, States
Location: 2209
Jack Moriarty
Moulton-Post, Leslie
ESA
Engaging Employee-Owners to Shape and Implement Your Strategic Plan
Location: 2201
Leslie Moulton-Post
Msall, Jennie
Praxis Consulting Group
Information Sharing in Employee-Owned Companies: What to Share and How
Location: 2215C
Jennie Msall
Mundell, Renee
Radian Research, Inc
Collaborative Roundtables on Recruitment and Retention
Location: 2215 A
Renee Mundell
Moving from Employee Performance Reviews to SAFE Check-Ins
Location: 2208
Renee Mundell
Setting the Stage for a High-Performance Culture
Location: 2209
Renee Mundell
Munger, Patty
Tech Etch
Recruiting and Retaining Employee-Owners
Location: 2209
Patty Munger
Myers, Ronald
ChillCo, Inc.
From Mad Men to Mayberry – Changing Culture in a Service Industry with Trust and Communication
Location: 2215C
Ronald Myers
