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Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Health Plan Savings, Transparency, and Stability for ESOP Companies
Location: 250 DEF
Pim Jager, n/a
– Scott Insurance
Abby Zipoy
– Innovative Captive Strategies
ESOP Sustainability
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Repurchase Obligation Study – When Do I Need to Start Planning?
Location: 355 DEFG
Kristin Steinhauser, QKA
– Blue Ridge
Alexander Grasser, MBA
– Prairie Capital Advisors
ESOP Sustainability
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Buckle Up: Navigating the Bumpy Ride of the Founder/Owner Transition from the Company
Location: 151
Mike P. Frommelt, n/a
– Strategic Talent Partners
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
ESOP Sustainability
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
2:15 PM – 3:15 PM
MST
From Financial Literacy to Data Fluency: The Evolution of ESOP Training
Location: 250 DEF
Aaron Dean, MBA (he/him/his)
– Deanalytics
Dan Wasserman (he/him/his)
– KJT
ESOP Sustainability
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
Purchasing Preference Certifications: Where does Employee Ownership Fit?
Location: 259
Timothy Garbinsky, n/a (he/him/his)
– National Center for Employee Ownership
Tommy Smith
– Kaiser Permanente
Jamie Garrett (she/her/hers)
– NCH / Lewis Services
ESOP Sustainability
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
Sustaining Success: Strategies for Maintaining a Thriving ESOP-Owned Company
Location: 251 DEF
Tina M. Langlois, n/a
– Chartwell Financial Advisory
Joe Lyons
– Barr Brands
ESOP Sustainability
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Health Check: Navigating the Wellbeing of Your RO and Sustainability
Location: 355 DEFG
David S. Horvath, dhorvath@prairiecap.com
– Prairie Capital Advisors, Inc.
Thomas L. Totten, FSA, PhD
– Stokastique LLC
ESOP Sustainability
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
4:00 PM – 5:00 PM
MST
Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short
Location: 150
Ryan Graham, n/a
– Chartwell Financial Advisory
Roy Heinbach, CPA, MBA
– Ryan Lawn & Tree
ESOP Sustainability
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
CE: 1
Thursday, Apr 17th
11:00 AM – 12:00 PM
MST
Closing Forum on Plan Operations
Location: 251 DEF
Matthew M. Licina (he/him/his)
– National Center for Employee Ownership
ESOP Sustainability
CE: 0
Thursday, Apr 17th
11:00 AM – 12:00 PM
MST
Open Discussion on State of EO
Location: 251 ABC
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
ESOP Sustainability
CE: 0