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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
9:00 AM – 9:10 AM
MST
Introduction
Location: 150
Matthew M. Licina (he/him/his)
– National Center for Employee Ownership
Feasibility and Transactions: Creating Employee Ownership
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
11:20 AM – 12:00 PM
MST
Lessons Learned Through an ESOP Transactions
Location: 150
Wendy L. Gilligan, JD, LLM in Taxation (she/her/hers)
– Gilligan Benefits Law
Feasibility and Transactions: Creating Employee Ownership
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
ESOPs as a Succession Solution: Navigating the Future of Family Businesses
Location: 258
Doug Bawel, Chairman-CEO of a 4600 Associate-Owned company with over $1.1 B in revenue. In 15 short years they have distributed over $6.9 M in stock to their Associate-Owners. (he/him/his)
– Jasper Holdings
David B. Solomon (he/him/his)
– LP
Glen A. Eriksson (he/him/his)
– Eriksson Engineering Associates, Ltd.
Feasibility and Transactions: Creating Employee Ownership
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
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
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
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
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
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
Room & Board’s Journey to Employee Ownership
Location: 151
Wil Becker, n/a
– Chartwell Financial Advisory
Jean Sand
– Room & Board, Inc.
Wallace (Wally) Brockhoff
– Polsinelli PC
Feasibility and Transactions: Creating Employee Ownership
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
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Tax Planning for Sellers in ESOP Transactions Absent a 1042 Election
Location: 258
Nate Dykes, n/a
– Paralign Capital Partners, LLC
Colin Boddicker, n/a
– The O'Daniel Group at Morgan Stanley Private Wealth Management
Feasibility and Transactions: Creating Employee Ownership
CE: 1