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Monday, Apr 14th
9:00 AM – 12:00 PM
MST
Is an ESOP Right for You?
Location: 150
Matthew M. Licina (he/him/his)
– National Center for Employee Ownership
Feasibility and Transactions: Creating Employee Ownership
CE: 3
Monday, Apr 14th
9:10 AM – 9:50 AM
MST
Introduction to ESOP Feasibility
Location: 150
Jade Palermo, n/a
– Empire Valuation Consultants
Jacob Cook (he/him/his)
– BDO Capital Advisors, LLC
Feasibility and Transactions: Creating Employee Ownership
Monday, Apr 14th
9:55 AM – 10:35 AM
MST
Financing an ESOP Transaction
Location: 150
Chuck Bachman, n/a (he/him/his)
– Menke & Associates
Robert E. Massengill
– Pilot Hill Advisors LLC
Feasibility and Transactions: Creating Employee Ownership
Monday, Apr 14th
10:45 AM – 11:15 AM
MST
ESOP 101 – Walking Through a New ESOP Formation
Location: 150
Matthew Dennison, n/a
– Chartwell Financial Advisory
Mark Shorthouse
– Argent Trust
Jason M. Bolt, CFA
– J.P. Morgan
Feasibility and Transactions: Creating Employee Ownership
Monday, Apr 14th
1:00 PM – 4:00 PM
MST
Administering, Communicating and Governing Your New ESOP
Location: 251 ABC
Pete J. Shuler, n/a (he/him/his)
– Blue Ridge Associates
Barbara M. Clough, QPA, QKC, QKA (she/her/hers)
– Blue Ridge Associates
Cecilia Garcia, n/a (she/her/hers)
– Blue Ridge Associates - ESOP
Cathy Maddox
– Commonwealth Holdings, Inc.
Peter Jones
– Tucker Ellis LLP
New ESOP Considerations
Presented By
CE: 3.0
Monday, Apr 14th
1:00 PM – 4:00 PM
MST
Mature ESOP Issues: All Grown Up…How to Grow?
Location: 250 ABC
Matt Keene
– Chartwell Financial Advisory
Dan Kaczmarek, n/a (he/him/his)
– Chartwell Financial Advisory
John Jamar
– CCI Systems, Inc.
Ongoing ESOP Operations
Presented By
CE: 3.0
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
A Guide to Post-Transaction GAAP ESOP Accounting: Common Entries, Financial Statements, Bank Covenants, and Common Mistakes
Location: 355 ABC
Angela Fisher, CPA (she/her/hers)
– Forvis Mazars, LLP
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Acquisitions: A View from Both Sides
Location: 151
Nick Viner, n/a
– Prairie Capital Advisors
Billy Friesen
– Commonwealth Holdings, Inc.
Mark Rydalch
– Rydalch Electric, Inc.
Growth Strategies
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
Location: 259
Natasha S. Fedder, J.D.
– Foundation Law Group
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group, PC
Julie A. Govreau, M.S., J.D., Ll.M. (she/her/hers)
– GreatBanc Trust Company
Effective Governance
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
What Every ESOP Sponsor, Fiduciary, and Service Provider Needs to Know and Do About Cybersecurity
Location: 254
Ann M. Caresani, n/a (she/her/hers)
– Baker & Hostetler LLP
Pete J. Shuler, n/a (he/him/his)
– Blue Ridge Associates
Tim Rettig, n/a
– Intrust IT
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Acquisitions Due Diligence: Examining the Process
Location: 355 DEFG
Chris Fredericks
– Empowered Ventures
Kim Dinwiddie, SPHR, SHRM-SCP (she/her/hers)
– Empowered Ventures
Growth Strategies
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Making the Dream a Reality – Barbie Sells to an ESOP
Location: 257
Barbara M. Clough, QPA, QKC, QKA (she/her/hers)
– Blue Ridge Associates
Drew Larson
– Brown Winick Law Firm
Kirk Lindemann, CPA
– EideBailly LLP
Cathy Maddox
– Commonwealth Holdings, Inc.
Feasibility and Transactions: Creating Employee Ownership
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
What Board Members Need to Know About ESOPs
Location: 251 DEF
Scott D. Miller, CPA (he/him/his)
– Enterprise Opportunities, LLC
Rock Pledl (he/him/his)
– MyPath
Effective Governance
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Containing ESOP Transaction Cost And Simplified Transaction Structures
Location: 258
Corey Rosen, n/a (he/him/his)
– National Center for Employee Ownership
Kevin G. Long
– Employee Benefits Law Group
Feasibility and Transactions: Creating Employee Ownership
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
ESOPs as Acquisition Vehicles
Location: 151
Amy Schuster, n/a
– PNC Bank
Matt Schubring, ASA
– Chartwell Financial Advisory
Charlie Daugherty
– Precision, Inc.
Scot Storjohann (he/him/his)
– GreatBanc Trust Company
Growth Strategies
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Introduction to AI for Ethical and Effective Employee Ownership Communications
Location: 150
Madelyn Hammack, n/a (she/her/hers)
– National Center for Employee Ownership (NCEO)
Grace Dawson (she/her/hers)
– NCEO
Engagement and Culture
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Lifecycle Strategies of a Sustainable ESOP
Location: 355 DEFG
Jason M. Bolt, CFA
– J.P. Morgan
Ken Sommers
– PCE Investment Bankers, Inc.
ESOP Sustainability
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
The DOL Adequate Consideration Regulation
Location: 250 DEF
Ted Becker (he/him/his)
– McDermott Will & Emery LLP
Lars C. Golumbic, JD (he/him/his)
– The Groom Law Group
Aziz El-Tahch, CFA (he/him/his)
– Stout
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Who Should Be on Our Board of Directors?
Location: 259
John Williams, n/a
– Elucidate Resources
Daniel Goldstein, n/a
– GO ESOP LLC
Ellis Moseley
– Hisco and Freeman
Effective Governance
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Acquisitions by an ESOP Company
Location: 151
Jessica L. Emmeck
– Windings Inc.
Erik D. Ruda
– Windings
Dan Markowitz, CPA
– Boulay
Growth Strategies
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Complications and Lessons Learned from a Minority-Owned ESOP Company
Location: 254
Rebecca Alvarez, PE
– Guy Engineering Services, Inc.
Michael Twyman (he/him/his)
– Guy Engineering Services, Inc.
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Direct Employee Ownership – A Flexible & Gradual Transition
Location: 251 DEF
Drew Mousetis, MBA (he/him/his)
– Tandem Center for Shared Business Success
Thomas Gordon (he/him/his)
– Equity Shift Inc.
Feasibility and Transactions: Creating Employee Ownership
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
FAQs of Executive Compensation
Location: 259
Katie Lind, n/a (she/her/hers)
– Chartwell Financial Advisory
Chris Buch, JD
– Vedder Price
Growth Strategies
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Future-Proofing Your ESOP: Building Resilience in a Rapidly Changing World
Location: 250 ABC
Jason P. Wellman, n/a (he/him/his)
– ESOP Partners
John Okubo
– Architectural Glass & Aluminum Group
Engagement and Culture
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Maximizing Banking Relationships for ESOP-Owned Companies
Location: 258
Cecilia A. Loftus, M.B.A.
– Citizens Bank, N.A.
David Surbeck, JD
– Polsinelli PC, Polsinelli LLP in California
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
What Should the Board of Directors Focus on When Reviewing Repurchase Obligation and Sustainability Studies?
Location: 150
Hillary L. Hughes, CFA (she/her/hers)
– Prairie Capital Advisors
Tracy E. Woolsey, n/a
– GreatBanc Trust Company
Effective Governance
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
ESOP Advantages with an M&A Strategy – Let's Make It Simple
Location: 250 ABC
Christine Adee, n/a
– OwnersEdge, Inc.
Steve Suckow (he/him/his)
– BMO Commercial BAnk
Michael Voves
– Dorsey & Whitney LLP
Growth Strategies
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
ESOP Litigation Update
Location: 258
Lindsey R. Camp, Esq (she/her/hers)
– Holland & Knight LLP
Clifford G. Canavera, CFP®, MBA
– Canavera Financial Group, LLC
Larry Goldberg
– ESOP Law Group
Effective Governance
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Goldilocks and the Partial ESOPs
Location: 251 ABC
Joe Skorczewski, n/a
– Chartwell Financial Advisory
Alex Neutgens
– Bolton & Menk, Inc.
J.D Lindberg
– Resource Recycling Systems Inc
Edward C. Renenger
– SES ESOP Strategies, a Stevens & Lee Company
ESOP Sustainability
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Investing the 1042 Rollover
Location: 257
Nick Francia, CEPA
– The Capital ESOP Group, UBS Financial Services, Inc
Feasibility and Transactions: Creating Employee Ownership
CE: 1.0
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Leveraged ESOP Accounting
Location: 355 DEFG
Marcus R. Piquet, CPA
– AmbroseAdvisors
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
ESOP Company Acquisition Strategy and the Role of the Board
Location: 254
WIll Stewart, CFA
– PCE Investment Bankers
Jason Evelyn
– Cerris
Growth Strategies
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Financial Forecasting Best Practices
Location: 151
Don M. Drysdale, CPA/ABV, ASA
– Gibralatar Business Valuations
Greg Jex
– Bunnell Incorporated
Tanya Smith, MBA (she/her/hers)
– Baessler Homes
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Financing for New and Existing ESOP Companies
Location: 250 ABC
John Solimine
– Verit Advisors LLC
Brian Roth
– Bank of America
New ESOP Considerations
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Managing ESOP Cash and Your Repurchase Obligation
Location: 355 DEFG
Curt Rubinas, CEPA
– RBC Wealth Management
Christopher Silvetti
– Prairie Capital Advisors
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
Are You Running the Most Efficient and Effective Board Meetings? How to Get the Right Candidates and Different Ways to Run a Successful Board of Directors Meeting
Location: 151
Tracy E. Woolsey, n/a
– GreatBanc Trust Company
Tom Stafford
– Krieg DeVault LLP
Effective Governance
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
ESOP–ESOP Mergers – A Marriage Made in Heaven?
Location: 251 ABC
Daniel Cooper, CFA (he/him/his)
– PCE
Mary A. McCooe, JD
– Maselan & Jones, P.C.
Growth Strategies
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
New ESOPs – Post-Closing to Dos
Location: 355 DEFG
Angela Fisher, CPA (she/her/hers)
– Forvis Mazars, LLP
Jordan W. Bergkamp (he/him/his)
– Husch Blackwell LLP
New ESOP Considerations
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
The Evolving Role of the Board Chairperson
Location: 258
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Sean Power
– Polsinelli PC
Ryan Ray
– HFA Enterprise, LTD
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Employee Ownership: The Role of Impact Investing
Location: 150
Jack Moriarty, n/a
– Lafayette Square Institute
Delilah Rothenberg
– Predistribution Initiative
Lauren Sercu
– Sorenson Impact Foundation
Ted Margarit, JD, MBA
– Paralign Capital Partners
Kimberli Cavazos Haywood (she/her/hers)
– Candide Group
New ESOP Considerations
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
ESOP Mergers and Acquisitions – "Control What You Can Control"
Location: 151
Alexander Grasser, MBA
– Prairie Capital Advisors
Mike Giannantonio
– OneCompass Holdings, Inc.
Chris Fredericks
– Empowered Ventures
Growth Strategies
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Key Considerations in Second-Stage ESOP Transactions: Process and Benefits
Location: 259
Chad Bell, ASA (he/him/his)
– CBIZ
David B. Solomon (he/him/his)
– LP
Kimberly Plourde (she/her/hers)
– Weston & Sampson
Feasibility and Transactions: Creating Employee Ownership
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Staying Ahead of the Curve: Questions Board Members Should Ask
Location: 258
Ashleigh Newlin, n/a (she/her/hers)
– Chartwell Financial Advisory
Danielle C. Montesano, JD
– JP Morgan
Mary Beth H. Gray, J.D.
– Kleinbard LLC
Effective Governance
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Top Five ESOP Compliance Problems and How to Avoid Them
Location: 251 ABC
Dawn M. Hafner, CPA, MBA, CPC, QPA
– OneAmerica Retirement Services
Cindy Lande (she/her/hers)
– BrownWinick Law Firm
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
Advanced Topics in ESOP Valuations
Location: 150
Sam Makin
– BVA Group
Drew Schaefer, CPA (he/him/his)
– SCJ Fiduciary Services
ESOP Sustainability
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
ESOPs and Acquisitions
Location: 254
Himanshu Chaudhry, CFA (he/him/his)
– Prairie Capital Advisors, Inc.
Jerrod Hogan
– OWN, Inc.
Growth Strategies
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
ESOPs and International, Collectively-Bargained, and Leased Employees
Location: 258
Marcus R. Piquet, CPA
– AmbroseAdvisors
Feasibility and Transactions: Creating Employee Ownership
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
Governance Process and Evaluating If It Is Right to Sell versus Remaining an ESOP
Location: 259
Mary S. Josephs, n/a (she/her/hers)
– Verit Advisors
Ellis Moseley
– Hisco and Freeman
Bob Dill
– HISCO Inc.
Jim Staruck
Effective Governance
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
Succession Planning for CEO and Other Key Roles: An Interactive Workshop
Location: 251 ABC
Mike Mallaro, n/a
– VGM Group, Inc
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Best-in-Class Board of Directors
Location: 250 DEF
Ann M. Caresani, n/a (she/her/hers)
– Baker & Hostetler LLP
Matthew Hricko, n/a
– Stout
Effective Governance
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Economic & Interest Rate Markets Update and It’s Impact on ESOP Financing
Location: 258
Jamie Walrack
– First American Bank
Feasibility and Transactions: Creating Employee Ownership
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
How to Make Sure That Insurance and Indemnification Agreements Work for You
Location: 251 DEF
Blake Roter, n/a (he/him/his)
– Burke Warren MacKay & Serritella
Chris Nemeth, n/a
– McDermott Will & Emery LLP
Chris Kentra
– Burke Warren MacKay & Serritella
Effective Governance
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Keeping Your Advisors On Top Of Their Game
Location: 259
Ron Scheese, CPA (he/him/his)
– F. M. Brown's Sons, Inc.
Joe DeJong
– Creative Planning Business Services
John B. Ende
– Great Lakes Dental Technologies
Ongoing ESOP Operations
CE: 1.0
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Strategies for Integrating Employee Ownership Culture in Acquisitions
Location: 251 ABC
Melisa Gillis, mgillis@gillisconsulting.com
– Gillis Consulting
Michael Quarrey (he/him/his)
– Web Industries
Daniel Goldstein, n/a
– GO ESOP LLC
Dwayne Harris (he/him/his)
– Web Industries
Growth Strategies
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Everyone's Job: Risk Management and Value Creation from the Board to the Shop Floor
Location: 151
Ashley Kirchner, n/a
– BMO
Elizabeth Di Cola, n/a (she/her/hers)
– EDiCola Consulting
Alex Moss, MPPM (he/him/his)
– Praxis Consulting Group, Inc.
Shaun McGehee
– Prairie Capital Advisors, Inc.
Ongoing ESOP Operations
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Selling Your ESOP Company: Managing Acquisition Inquiries and Surviving the Acquisition Process in an ESOP Company
Location: 150
Patrick K. O'Brien, n/a (he/him/his)
– Metcalf Archaeological Consultants, a Terracon Company
George Tsai (he/him/his)
– Polsinelli PC
Effective Governance
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Top Ten New ESOP Legal Developments That You Should Know About
Location: 254
Erin K. Turley (she/her/hers)
– McDermott Will & Emery
Ted Becker (he/him/his)
– McDermott Will & Emery LLP
Chris Nemeth, n/a
– McDermott Will & Emery LLP
Julian Andre
– McDermott Will & Emery LLP
Myriem Bennani
– McDermott Will & Emery LLP
Allison Wilkerson, JD (she/her/hers)
– McDermott Will & Emery
Ongoing ESOP Operations
Presented By
CE: 1