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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
Private Equity & ESOPs: Recent Updates on the Expansion Efforts and Case Studies
Location: 251 DEF
Kevin Murphy
– Expanding ESOPs
Matt Ewing, n/a
– Chartwell Financial Advisory
Corey Rosen, n/a (he/him/his)
– National Center for Employee Ownership
Danney Massey
Growth Strategies
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
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
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
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
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
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
11:15 AM – 12:15 PM
MST
Advancing Strategic Advantage Through Leadership Development
Location: 254
Kathleen McInerney Kane, n/a (she/her/hers)
– Praxis Consulting Group
Brian T. Baker
– Sentry Equipment Corp
Growth Strategies
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
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
The Friendship Factor: How Trust, Relevance and Affection Drive ESOP Business Growth
Location: 250 DEF
Stephanie A. Crockett, n/a (she/her/hers)
– Mower
Growth Strategies
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
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
Strategies to Add Value to the ESOP-Owned Company
Location: 251 DEF
Richard Shuma, n/a
– Prairie Capital Advisors
Growth Strategies
CE: 1
