Skip to main content
Toggle navigation
Search
Home
Home
Type here to filter the list
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
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
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
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 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
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
ESOP Board Best Practices on CEO Evaluation and Compensation Plans: Presented by the Private Directors Association
Location: 251 DEF
Hayde Caldero, n/a (she/her/hers)
– Project Ownership
Steve Ryan, n/a (he/him/his)
– Greatbanc
Kate Roosevelt (she/her/hers)
– Campbell & Company
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Effective Governance
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
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
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
Unlock the Power of Your Board To Create a Competitive Advantage
Location: 257
Tabitha M. Croscut, n/a
– Devine, Millimet & Branch, P.A.
Kerry Siggins (she/her/hers)
– StoneAge
Effective Governance
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
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
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Board of Directors Peer Network: Navigating Governance, Strategy, and Leadership in ESOP Companies
Location: 257
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Kimberly McCourtney
– NCEO
Effective Governance
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
11:00 AM – 12:00 PM
MST
Closing Forum on Governance Issues
Location: 257
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Effective Governance
CE: 0