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Monday, Apr 14th
9:00 AM – 12:00 PM
MST
Building a High-Involvement Culture: Your Playbook for Engaging Employees-Owners and Driving a Winning Culture
Location: 254
Steve Baker (he/him/his)
– The Great Game of Business
Rich Armstrong (he/him/his)
– The Great Game of Business
Engagement and Culture
Sponsored By
CE: 3.0
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Empowering Change: Building a Sustainable Future Through ESOP Culture
Location: 250 ABC
Kellie Torrenga, n/a (she/her/hers)
– Gardant Management Solutions Inc.
Nicole Cecich (she/her/hers)
– Gardant Management Solutions
Danel Erickson, MBA. SHRM-CP
– GARDANT MANAGEMENT
Engagement and Culture
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Inclusion is Essential for Ownership Culture: Strategies for Success
Location: 251 ABC
Linshuang Lu, MSOD (she/her/hers)
– Praxis Consulting Group
Marsha Wesley Coleman
– Praxis Consulting Group
Engagement and Culture
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
A Stake in the Outcome: Incentives That Actually Motivate Employee-Owners
Location: 251 ABC
Steve Baker (he/him/his)
– The Great Game of Business
Engagement and Culture
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Engaging Employee-Owners with Internal Branding and Digital Platforms
Location: 250 ABC
John Weller, n/a (he/him/his)
– SteadyRain
Thompson Knox
– SteadyRain
David Kidd
– SteadyRain
Engagement and Culture
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Glue Sticks: How Managers and Supervisors Shape Ownership Culture
Location: 250 DEF
Jon M. Sweigart, MSS (he/him/his)
– Praxis Consulting Group
Quincey Luedeman
– ESCO Group
Engagement and Culture
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
NCEO Resources That Make Your Life Easier
Location: 355 ABC
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– National Center for Employee Ownership
Grace Dawson (she/her/hers)
– NCEO
Engagement and Culture
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Building a 5-Year Plan Your Employee-Owners Can Believe In
Location: 250 ABC
Rich Armstrong (he/him/his)
– The Great Game of Business
Engagement and Culture
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Creating a Comprehensive Training Model for Employee-Owners
Location: 355 ABC
Kelly Mutuc, n/a (she/her/hers)
– Novaspect
Kate Hamm
– Novaspect
Engagement and Culture
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Deepen ESOP Appreciation in English and Spanish
Location: 251 DEF
Cecilia Garcia, n/a (she/her/hers)
– Blue Ridge Associates - ESOP
Engagement and Culture
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
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
HR Peer Network: Innovative Recruiting Strategies, Seamless Onboarding & Unique Benefits to Attract Top Talent
Location: 257
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Kimberly McCourtney
– NCEO
Engagement and Culture
CE: 1.0
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Leadership Train Wreck: A Case Study of a Culture Gone Wrong and How We Fixed It
Location: 355 DEFG
Anne-Claire Broughton, n/a (she/her/hers)
– Broughton Consulting, LLC
Lori Atone, n/a
– TVF
Engagement and Culture
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Marketing Your ESOP – Both Inside & Out!
Location: 355 ABC
Danielle E. Green, n/a
– ProAct, Inc.
Engagement and Culture
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Be Unst-ops-able! Providing Meaningful Professional Development for Operations (or All!) Teams
Location: 355 ABC
Elle Carne, MPA, PMP
– Employee Ownership Expansion Network
Melissa Lunak (she/her/hers)
– DSG
Engagement and Culture
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Innovative Communication Coalition: A Problem-Busting Workshop
Location: 250 DEF
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Kimberly McCourtney
– NCEO
Engagement and Culture
CE: 1.0
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Speak Like a Pro from a Professional Speaker
Location: 251 DEF
Joe Schmit, CSP
– Joe Schmit Productions LLC
Engagement and Culture
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Understanding Financial Statements for Employees
Location: 254
Gregg Peters, n/a
– Macatawa Strategies
Engagement and Culture
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Annual Statement Day & Your ESOP
Location: 250 DEF
Daniel Casatelli
– Mower
Engagement and Culture
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Building a Strong Team: Effective Communication, Collaboration, and Motivation
Location: 150
Paige McAlister, n/a
– PeopleTec
Brannen Kerbo
– PeopleTec, Inc.
Engagement and Culture
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Engagement Secrets from Broad-Based Equity Plans
Location: 251 ABC
Pam Chernoff, CEP
– Aon
Andrew Barrus
– Procore
Engagement and Culture
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Resources for New ESOPs from the NCEO
Location: 258
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Matthew M. Licina (he/him/his)
– National Center for Employee Ownership
Engagement and Culture
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Strategic Planning and Beyond: Connecting Strategy with Your People
Location: 355 ABC
Linshuang Lu, MSOD (she/her/hers)
– Praxis Consulting Group
Leslie Moulton-Post (she/her/hers)
– Environmental Science Associates
Engagement and Culture
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
Communication Committee Best Practices: Maximizing Employee Engagement with Peer-to-Peer Outreach
Location: 150
Nicholas Blissenbach, n/a
– Collective Measures
Laura Cardell (she/her/hers)
– Collective Measures
Alex Ostermann (he/him/his)
– Collective Measures
Engagement and Culture
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
The Value of Employee Ownership: Educating New and Current Employee-Owners on Value Creation at an Employee-Owned Company and How It Can Impact Them Both Culturally and Financially
Location: 355 ABC
Amanda Clark, n/a
– Black & Veatch
Engagement and Culture
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
You're in Charge... Now What? A Guide for New Managers
Location: 259
Tom J. Bagwell, n/a
– GRITT Business Coaching
Engagement and Culture
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Creating an Employee Ownership Culture with a Hybrid/Remote Workforce
Location: 250 ABC
Hannah L. Wiscaver, PHR, SHRM-CP
– 156331
Melissa Thomas, CPA
– SCJ Fiduciary Services
Engagement and Culture
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Employee Ownership: How to Educate, Energize, and Engage! Leverage Your Employee Ownership Committee to Build an Outstanding Culture and Develop Communications and Events That Transform Your Company
Location: 355 ABC
Jennifer M. Greevy, n/a (she/her/hers)
– Guttman Energy
Cathy Ivancic, n/a (she/her/hers)
– Blue Ridge Associates
Edward Dorian, Jr. (he/him/his)
– Dorian Drake
Engagement and Culture
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Enhancing Your Leadership from the Inside Out
Location: 254
GInny Vanderslice, Ph.D. (she/her/hers)
– University of Pennsylvania
Billy Duren
– Threaded Fasteners, Inc.
Marcy Tessmann, n/a (she/her/hers)
– Charleston Orwig Collective
Engagement and Culture
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Trends in Employee Benefits and Unique Recruitment and Retention Strategies
Location: 251 DEF
Nataliya Boychenko Stone, Ph.D. (she/her/hers)
– Holmes Murphy
Carlito Cabelin (he/him/his)
– ESOP One
Engagement and Culture
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
Actualizing an Ownership Culture: A Framework to Move Beyond Ownership in Name Only
Location: 355 ABC
Josh Broward, PhD (he/him/his)
– Wisdom Partners
Kelly Chewning, n/a (she/her/hers)
– Elevate Coaching & Consulting
Engagement and Culture
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
Built to Last: Sustaining Your Employee-Owner Communications Committee Through Leadership Succession Planning
Location: 250 ABC
Matthew Hancock, MBA (he/him/his)
– Praxis Consulting Group
Casey Hanson, PE, MPEM (he/him/his)
– Morrison-Maierle
Engagement and Culture
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
Walk in Your Participants' Shoes
Location: 355 DEFG
Kellee C. Kroll, n/a
– Principal
Engagement and Culture
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Your Greatest Competitive Advantage: How ESOP Companies Message to Get Ahead
Location: 355 ABC
Shannon Litton, n/a (she/her/hers)
– 5by5
Eric Strickland, MBA
– 3LS, Inc.
Engagement and Culture
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
How to Think Like an Owner When It Comes to Your Health and Pharmacy Spend
Location: 250 ABC
Hannah L. Wiscaver, PHR, SHRM-CP
– 156331
Chad Side, CHVP
– Gibson
Deborah Dempsey, PharmD MBA (she/her/hers)
– ProAct Inc.
Engagement and Culture
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Personal Finance Education: Making Better Employee Retirement Decisions
Location: 250 DEF
Kenneth E. Serwinski, n/a
– (3) ESOP Companies
Peter Newman, PhD, CFA (he/him/his)
– Peak Wealth Planning, LLC
Heather Braimbridge-Cox
– Windings, Inc.
Engagement and Culture
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Personalization at Scale: Using AI to Craft Custom Employee-Owner Experiences
Location: 251 ABC
Alexa Lott, n/a
– GRITT Business Coaching
Kim Dinwiddie, SPHR, SHRM-SCP (she/her/hers)
– Empowered Ventures
Engagement and Culture
CE: 1
Thursday, Apr 17th
11:00 AM – 12:00 PM
MST
Closing Forum on Culture & Engagement
Location: 254
Kimberly McCourtney
– NCEO
Engagement and Culture
CE: 0
Thursday, Apr 17th
11:00 AM – 12:00 PM
MST
Transform Teams with Transparency: Teaching Business Literacy with Open-Book Leadership
Location: 355 ABC
Patrick Carpenter, n/a
– GRITT Business Coaching
Engagement and Culture
CE: 1