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Monday, Apr 14th
9:00 AM – 12:00 PM
MST
AI 101: How to Excel in the Age of AI
Location: 250 ABC
Roger Cawdette
– Villabe Labs
Turja Chowdhury
– Village Labs
Ongoing ESOP Operations
CE: 3.0
Monday, Apr 14th
1:00 PM – 4:00 PM
MST
Mature ESOP Issues: All Grown Up…How to Grow?
Location: 250 ABC
Matt Keene
– Chartwell Financial Advisory
Dan Kaczmarek, n/a (he/him/his)
– Chartwell Financial Advisory
John Jamar
– CCI Systems, Inc.
Ongoing ESOP Operations
Presented By
CE: 3.0
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
A Guide to Post-Transaction GAAP ESOP Accounting: Common Entries, Financial Statements, Bank Covenants, and Common Mistakes
Location: 355 ABC
Angela Fisher, CPA (she/her/hers)
– Forvis Mazars, LLP
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Financial Literacy and ESOPs
Location: 150
Liza Shifrin, n/a
– NCEO
Nancy Wiefek, n/a
– NCEO
Darin Olivarez
– Black & Veatch
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
The CEO Exchange: What’s Top of Mind
Location: 257
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Kimberly McCourtney
– NCEO
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
What Every ESOP Sponsor, Fiduciary, and Service Provider Needs to Know and Do About Cybersecurity
Location: 254
Ann M. Caresani, n/a (she/her/hers)
– Baker & Hostetler LLP
Pete J. Shuler, n/a (he/him/his)
– Blue Ridge Associates
Tim Rettig, n/a
– Intrust IT
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
10:15 AM – 11:15 AM
MST
Communicating Annual ESOP Valuation to Engage Employees and Drive Performance
Location: 150
Susan Kildahl, n/a (she/her/hers)
– NHS Northstar, Inc
Nels Carlson, J.D., LL.M.
– Summit Fiduciary Group
Aaron Pryor, ASA, CFA
– Acclaro Valuation Advisors
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
How to Identify Emerging Leaders
Location: 254
Jim Schiffler, n/a
– St Cloud Industrial Products, Inc.
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
The DOL Adequate Consideration Regulation
Location: 250 DEF
Ted Becker (he/him/his)
– McDermott Will & Emery LLP
Lars C. Golumbic, JD (he/him/his)
– The Groom Law Group
Aziz El-Tahch, CFA (he/him/his)
– Stout
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Complications and Lessons Learned from a Minority-Owned ESOP Company
Location: 254
Rebecca Alvarez, PE
– Guy Engineering Services, Inc.
Michael Twyman (he/him/his)
– Guy Engineering Services, Inc.
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
ESOP Best Practices: Understanding the Annual Valuation Process & Valuation Drivers
Location: 251 ABC
Olivia Kowalski, n/a (she/her/hers)
– Chartwell Financial Advisory
Mike Flesch
– Summit Fiduciary Group, LLC
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
2:15 PM – 3:15 PM
MST
Maximizing Banking Relationships for ESOP-Owned Companies
Location: 258
Cecilia A. Loftus, M.B.A.
– Citizens Bank, N.A.
David Surbeck, JD
– Polsinelli PC, Polsinelli LLP in California
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Aligning Your ESOP with Company Culture and Ongoing Corporate Objectives
Location: 150
Tina Fisher, n/a
– Principal
Cindy Walz, BS Accounting, MBA
– Torch Technologies, Inc.
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Leveraged ESOP Accounting
Location: 355 DEFG
Marcus R. Piquet, CPA
– AmbroseAdvisors
Ongoing ESOP Operations
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Make It Tangible – A Case Study on How Employee Owner Feedback Helped Us Manage Our Repurchase Obligation
Location: 151
Frank Myers (he/him/his)
– ChillCo, Inc.
John P. Haley, Jr., CPA
– ChillCo, Inc.
Allison Wilkerson, JD (she/her/hers)
– McDermott Will & Emery
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Financial Forecasting Best Practices
Location: 151
Don M. Drysdale, CPA/ABV, ASA
– Gibralatar Business Valuations
Greg Jex
– Bunnell Incorporated
Tanya Smith, MBA (she/her/hers)
– Baessler Homes
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
Managing ESOP Cash and Your Repurchase Obligation
Location: 355 DEFG
Curt Rubinas, CEPA
– RBC Wealth Management
Christopher Silvetti
– Prairie Capital Advisors
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
Finance Working Group: Charting Financial Success Across the ESOP Lifecycle
Location: 257
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Kimberly McCourtney
– NCEO
Matt Middendorp, n/a
– Vision Point Capital
Ongoing ESOP Operations
CE: 1.0
Wednesday, Apr 16th
11:15 AM – 12:15 PM
MST
Unleashing AI's Potential in Employee-Owned Companies: A Practical Workshop
Location: 250 DEF
Michael Zimmer, n/a
– ownAI
Trevyr Meade
– ownAI
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
1:15 PM – 2:15 PM
MST
Top Five ESOP Compliance Problems and How to Avoid Them
Location: 251 ABC
Dawn M. Hafner, CPA, MBA, CPC, QPA
– OneAmerica Retirement Services
Cindy Lande (she/her/hers)
– BrownWinick Law Firm
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
Succession Planning for CEO and Other Key Roles: An Interactive Workshop
Location: 251 ABC
Mike Mallaro, n/a
– VGM Group, Inc
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
2:30 PM – 3:30 PM
MST
When Things Change: Addressing ESOP Financial and Business Issues in Challenging Times
Location: 251 DEF
Robert F. Schatz, n/a (he/him/his)
– ESOP Plus®
Joseph Montesano, MBA- Finance, CPA (Inactive status), 40+ years of busienss experience, former CFO of compnay, Board member of ESOP companies in the past 10 years, Business consultant (he/him/his)
– Montesano Enterprises LLC
Ed A. WIlusz, ASA, CFA, MBA (he/him/his)
– Value Management Inc.
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Beyond the Ordinary ESOP Distributions
Location: 250 ABC
Vicki D. Graft, CPA, QPA, CPC
– Forvis Mazars
Brian L. Anderson (he/him/his)
– Dewitt LLP
Ongoing ESOP Operations
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Keeping Your Advisors On Top Of Their Game
Location: 259
Ron Scheese, CPA (he/him/his)
– F. M. Brown's Sons, Inc.
Joe DeJong
– Creative Planning Business Services
John B. Ende
– Great Lakes Dental Technologies
Ongoing ESOP Operations
CE: 1.0
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Everyone's Job: Risk Management and Value Creation from the Board to the Shop Floor
Location: 151
Ashley Kirchner, n/a
– BMO
Elizabeth Di Cola, n/a (she/her/hers)
– EDiCola Consulting
Alex Moss, MPPM (he/him/his)
– Praxis Consulting Group, Inc.
Shaun McGehee
– Prairie Capital Advisors, Inc.
Ongoing ESOP Operations
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Top Ten New ESOP Legal Developments That You Should Know About
Location: 254
Erin K. Turley (she/her/hers)
– McDermott Will & Emery
Ted Becker (he/him/his)
– McDermott Will & Emery LLP
Chris Nemeth, n/a
– McDermott Will & Emery LLP
Julian Andre
– McDermott Will & Emery LLP
Myriem Bennani
– McDermott Will & Emery LLP
Allison Wilkerson, JD (she/her/hers)
– McDermott Will & Emery
Ongoing ESOP Operations
Presented By
CE: 1