Skip to main content
Toggle navigation
Search
Home
Home
Type here to filter the list
Monday, Apr 14th
1:00 PM – 4:00 PM
MST
Administering, Communicating and Governing Your New ESOP
Location: 251 ABC
Pete J. Shuler, n/a (he/him/his)
– Blue Ridge Associates
Barbara M. Clough, QPA, QKC, QKA (she/her/hers)
– Blue Ridge Associates
Cecilia Garcia, n/a (she/her/hers)
– Blue Ridge Associates - ESOP
Cathy Maddox
– Commonwealth Holdings, Inc.
Peter Jones
– Tucker Ellis LLP
New ESOP Considerations
Presented By
CE: 3.0
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Exiting for Good: My Multi-Generational ESOP Story
Location: 258
Tim Rettig, n/a
– Intrust IT
New ESOP Considerations
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Navigating Financial Health: Roadmaps for ESOP Leaders and ESOP Employees
Location: 254
Roy Heinbach, CPA, MBA
– Ryan Lawn & Tree
Troy L. Redstone, CPFA® AIF® CFEI® CBFA®
– PHD. Retirement Consulting
John Stoffel, CPA, CPC
– Alerus Financial
New ESOP Considerations
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
We're a New ESOP Company....Now What Do We Do?
Location: 259
John Burgess, CPA, Esq.
– Jackson Lewis P.C.
Jason W. Miller, CRC, CEPA (he/him/his)
– Berman Hopkins CPAs
New ESOP Considerations
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
What to Expect in Your First Year as an ESOP
Location: 251 ABC
Jennie Msall, n/a (she/they)
– Ventura Trust Company
Lindsay Shafer (she/her/hers)
– Praxis Consulting Group
Joe Marx, CPA (he/him/his)
– Principal Financial Group
New ESOP Considerations
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Financing for New and Existing ESOP Companies
Location: 250 ABC
John Solimine
– Verit Advisors LLC
Brian Roth
– Bank of America
New ESOP Considerations
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
Crafting Your ESOP Story: A Peer Learning Session
Location: 250 ABC
Carie Sommer (she/her/hers)
– Ayres
Jennifer Schmidt, n/a
– Ayres
New ESOP Considerations
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
New ESOPs – Post-Closing to Dos
Location: 355 DEFG
Angela Fisher, CPA (she/her/hers)
– Forvis Mazars, LLP
Jordan W. Bergkamp (he/him/his)
– Husch Blackwell LLP
New ESOP Considerations
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Employee Ownership: The Role of Impact Investing
Location: 150
Jack Moriarty, n/a
– Lafayette Square Institute
Delilah Rothenberg
– Predistribution Initiative
Lauren Sercu
– Sorenson Impact Foundation
Ted Margarit, JD, MBA
– Paralign Capital Partners
Kimberli Cavazos Haywood (she/her/hers)
– Candide Group
New ESOP Considerations
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Building the Future: The Rise of ESOPs in the Construction Industry
Location: 254
Matthew L. Drake, n/a
– BaseRock Partners
Leah Turnbull (she/her/hers)
– BMO
New ESOP Considerations
CE: 1
