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CEOs
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
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
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
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
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
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
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
Health Plan Savings, Transparency, and Stability for ESOP Companies
Location: 250 DEF
Pim Jager, n/a
– Scott Insurance
Abby Zipoy
– Innovative Captive Strategies
ESOP Sustainability
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
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
9:00 AM – 10:00 AM
MST
Repurchase Obligation Study – When Do I Need to Start Planning?
Location: 355 DEFG
Kristin Steinhauser, QKA
– Blue Ridge
Alexander Grasser, MBA
– Prairie Capital Advisors
ESOP Sustainability
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
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
Location: 259
Natasha S. Fedder, J.D.
– Foundation Law Group
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group, PC
Julie A. Govreau, M.S., J.D., Ll.M. (she/her/hers)
– GreatBanc Trust Company
Effective Governance
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
10:15 AM – 11:15 AM
MST
Buckle Up: Navigating the Bumpy Ride of the Founder/Owner Transition from the Company
Location: 151
Mike P. Frommelt, n/a
– Strategic Talent Partners
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
ESOP Sustainability
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
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
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
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
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
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
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
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
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
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
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
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Who Should Be on Our Board of Directors?
Location: 259
John Williams, n/a
– Elucidate Resources
Daniel Goldstein, n/a
– GO ESOP LLC
Ellis Moseley
– Hisco and Freeman
Effective Governance
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
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
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
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
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
2:15 PM – 3:15 PM
MST
From Financial Literacy to Data Fluency: The Evolution of ESOP Training
Location: 250 DEF
Aaron Dean, MBA (he/him/his)
– Deanalytics
Dan Wasserman (he/him/his)
– KJT
ESOP Sustainability
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
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
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
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
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Goldilocks and the Partial ESOPs
Location: 251 ABC
Joe Skorczewski, n/a
– Chartwell Financial Advisory
Alex Neutgens
– Bolton & Menk, Inc.
J.D Lindberg
– Resource Recycling Systems Inc
Edward C. Renenger
– SES ESOP Strategies, a Stevens & Lee Company
ESOP Sustainability
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
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
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
Purchasing Preference Certifications: Where does Employee Ownership Fit?
Location: 259
Timothy Garbinsky, n/a (he/him/his)
– National Center for Employee Ownership
Tommy Smith
– Kaiser Permanente
Jamie Garrett (she/her/hers)
– NCH / Lewis Services
ESOP Sustainability
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
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
ESOP Board Best Practices on CEO Evaluation and Compensation Plans: Presented by the Private Directors Association
Location: 251 DEF
Hayde Caldero, n/a (she/her/hers)
– Project Ownership
Steve Ryan, n/a (he/him/his)
– Greatbanc
Kate Roosevelt (she/her/hers)
– Campbell & Company
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Effective Governance
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
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
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
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
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
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
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
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
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
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: 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
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
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
Health Check: Navigating the Wellbeing of Your RO and Sustainability
Location: 355 DEFG
David S. Horvath, dhorvath@prairiecap.com
– Prairie Capital Advisors, Inc.
Thomas L. Totten, FSA, PhD
– Stokastique LLC
ESOP Sustainability
CE: 1
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
1:15 PM – 2:15 PM
MST
Staying Ahead of the Curve: Questions Board Members Should Ask
Location: 258
Ashleigh Newlin, n/a (she/her/hers)
– Chartwell Financial Advisory
Danielle C. Montesano, JD
– JP Morgan
Mary Beth H. Gray, J.D.
– Kleinbard LLC
Effective Governance
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
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
Advanced Topics in ESOP Valuations
Location: 150
Sam Makin
– BVA Group
Drew Schaefer, CPA (he/him/his)
– SCJ Fiduciary Services
ESOP Sustainability
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
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
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
Governance Process and Evaluating If It Is Right to Sell versus Remaining an ESOP
Location: 259
Mary S. Josephs, n/a (she/her/hers)
– Verit Advisors
Ellis Moseley
– Hisco and Freeman
Bob Dill
– HISCO Inc.
Jim Staruck
Effective Governance
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
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
Unlock the Power of Your Board To Create a Competitive Advantage
Location: 257
Tabitha M. Croscut, n/a
– Devine, Millimet & Branch, P.A.
Kerry Siggins (she/her/hers)
– StoneAge
Effective Governance
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
Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short
Location: 150
Ryan Graham, n/a
– Chartwell Financial Advisory
Roy Heinbach, CPA, MBA
– Ryan Lawn & Tree
ESOP Sustainability
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Best-in-Class Board of Directors
Location: 250 DEF
Ann M. Caresani, n/a (she/her/hers)
– Baker & Hostetler LLP
Matthew Hricko, n/a
– Stout
Effective Governance
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
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
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
How to Make Sure That Insurance and Indemnification Agreements Work for You
Location: 251 DEF
Blake Roter, n/a (he/him/his)
– Burke Warren MacKay & Serritella
Chris Nemeth, n/a
– McDermott Will & Emery LLP
Chris Kentra
– Burke Warren MacKay & Serritella
Effective Governance
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
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
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
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
CE: 1
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
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
Selling Your ESOP Company: Managing Acquisition Inquiries and Surviving the Acquisition Process in an ESOP Company
Location: 150
Patrick K. O'Brien, n/a (he/him/his)
– Metcalf Archaeological Consultants, a Terracon Company
George Tsai (he/him/his)
– Polsinelli PC
Effective Governance
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
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
CFOs
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
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
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
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
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
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
Health Plan Savings, Transparency, and Stability for ESOP Companies
Location: 250 DEF
Pim Jager, n/a
– Scott Insurance
Abby Zipoy
– Innovative Captive Strategies
ESOP Sustainability
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
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
9:00 AM – 10:00 AM
MST
Repurchase Obligation Study – When Do I Need to Start Planning?
Location: 355 DEFG
Kristin Steinhauser, QKA
– Blue Ridge
Alexander Grasser, MBA
– Prairie Capital Advisors
ESOP Sustainability
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
Location: 259
Natasha S. Fedder, J.D.
– Foundation Law Group
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group, PC
Julie A. Govreau, M.S., J.D., Ll.M. (she/her/hers)
– GreatBanc Trust Company
Effective Governance
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
10:15 AM – 11:15 AM
MST
Buckle Up: Navigating the Bumpy Ride of the Founder/Owner Transition from the Company
Location: 151
Mike P. Frommelt, n/a
– Strategic Talent Partners
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
ESOP Sustainability
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
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
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
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
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
12:45 PM – 1:45 PM
MST
Lifecycle Strategies of a Sustainable ESOP
Location: 355 DEFG
Jason M. Bolt, CFA
– J.P. Morgan
Ken Sommers
– PCE Investment Bankers, Inc.
ESOP Sustainability
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
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
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
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
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
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
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
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
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Goldilocks and the Partial ESOPs
Location: 251 ABC
Joe Skorczewski, n/a
– Chartwell Financial Advisory
Alex Neutgens
– Bolton & Menk, Inc.
J.D Lindberg
– Resource Recycling Systems Inc
Edward C. Renenger
– SES ESOP Strategies, a Stevens & Lee Company
ESOP Sustainability
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
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
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Purchasing Preference Certifications: Where does Employee Ownership Fit?
Location: 259
Timothy Garbinsky, n/a (he/him/his)
– National Center for Employee Ownership
Tommy Smith
– Kaiser Permanente
Jamie Garrett (she/her/hers)
– NCH / Lewis Services
ESOP Sustainability
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
ESOP Board Best Practices on CEO Evaluation and Compensation Plans: Presented by the Private Directors Association
Location: 251 DEF
Hayde Caldero, n/a (she/her/hers)
– Project Ownership
Steve Ryan, n/a (he/him/his)
– Greatbanc
Kate Roosevelt (she/her/hers)
– Campbell & Company
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Effective Governance
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
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
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
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
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
11:15 AM – 12:15 PM
MST
Sustaining Success: Strategies for Maintaining a Thriving ESOP-Owned Company
Location: 251 DEF
Tina M. Langlois, n/a
– Chartwell Financial Advisory
Joe Lyons
– Barr Brands
ESOP Sustainability
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: 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
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
Health Check: Navigating the Wellbeing of Your RO and Sustainability
Location: 355 DEFG
David S. Horvath, dhorvath@prairiecap.com
– Prairie Capital Advisors, Inc.
Thomas L. Totten, FSA, PhD
– Stokastique LLC
ESOP Sustainability
CE: 1
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
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
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
Advanced Topics in ESOP Valuations
Location: 150
Sam Makin
– BVA Group
Drew Schaefer, CPA (he/him/his)
– SCJ Fiduciary Services
ESOP Sustainability
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
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
2:30 PM – 3:30 PM
MST
Unlock the Power of Your Board To Create a Competitive Advantage
Location: 257
Tabitha M. Croscut, n/a
– Devine, Millimet & Branch, P.A.
Kerry Siggins (she/her/hers)
– StoneAge
Effective Governance
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
Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short
Location: 150
Ryan Graham, n/a
– Chartwell Financial Advisory
Roy Heinbach, CPA, MBA
– Ryan Lawn & Tree
ESOP Sustainability
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
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
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
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
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
CE: 1
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
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
Selling Your ESOP Company: Managing Acquisition Inquiries and Surviving the Acquisition Process in an ESOP Company
Location: 150
Patrick K. O'Brien, n/a (he/him/his)
– Metcalf Archaeological Consultants, a Terracon Company
George Tsai (he/him/his)
– Polsinelli PC
Effective Governance
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
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
Communications/culture
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
COOs and other operations executives
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
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
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
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
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
9:00 AM – 10:00 AM
MST
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
Location: 259
Natasha S. Fedder, J.D.
– Foundation Law Group
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group, PC
Julie A. Govreau, M.S., J.D., Ll.M. (she/her/hers)
– GreatBanc Trust Company
Effective Governance
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
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
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
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
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
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
10:15 AM – 11:15 AM
MST
What Board Members Need to Know About ESOPs
Location: 251 DEF
Scott D. Miller, CPA (he/him/his)
– Enterprise Opportunities, LLC
Rock Pledl (he/him/his)
– MyPath
Effective Governance
CE: 1
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
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
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
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
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
2:15 PM – 3:15 PM
MST
From Financial Literacy to Data Fluency: The Evolution of ESOP Training
Location: 250 DEF
Aaron Dean, MBA (he/him/his)
– Deanalytics
Dan Wasserman (he/him/his)
– KJT
ESOP Sustainability
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
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
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
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
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
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Purchasing Preference Certifications: Where does Employee Ownership Fit?
Location: 259
Timothy Garbinsky, n/a (he/him/his)
– National Center for Employee Ownership
Tommy Smith
– Kaiser Permanente
Jamie Garrett (she/her/hers)
– NCH / Lewis Services
ESOP Sustainability
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
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
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
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
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
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
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
11:15 AM – 12:15 PM
MST
Sustaining Success: Strategies for Maintaining a Thriving ESOP-Owned Company
Location: 251 DEF
Tina M. Langlois, n/a
– Chartwell Financial Advisory
Joe Lyons
– Barr Brands
ESOP Sustainability
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
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
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
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
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
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
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
2:30 PM – 3:30 PM
MST
Unlock the Power of Your Board To Create a Competitive Advantage
Location: 257
Tabitha M. Croscut, n/a
– Devine, Millimet & Branch, P.A.
Kerry Siggins (she/her/hers)
– StoneAge
Effective Governance
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
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
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
How to Make Sure That Insurance and Indemnification Agreements Work for You
Location: 251 DEF
Blake Roter, n/a (he/him/his)
– Burke Warren MacKay & Serritella
Chris Nemeth, n/a
– McDermott Will & Emery LLP
Chris Kentra
– Burke Warren MacKay & Serritella
Effective Governance
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
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
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
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
General counsel
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
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
9:00 AM – 10:00 AM
MST
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
Location: 259
Natasha S. Fedder, J.D.
– Foundation Law Group
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group, PC
Julie A. Govreau, M.S., J.D., Ll.M. (she/her/hers)
– GreatBanc Trust Company
Effective Governance
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
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
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
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
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
ESOP Litigation Update
Location: 258
Lindsey R. Camp, Esq (she/her/hers)
– Holland & Knight LLP
Clifford G. Canavera, CFP®, MBA
– Canavera Financial Group, LLC
Larry Goldberg
– ESOP Law Group
Effective Governance
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
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
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 Acquisitions
Location: 254
Himanshu Chaudhry, CFA (he/him/his)
– Prairie Capital Advisors, Inc.
Jerrod Hogan
– OWN, Inc.
Growth Strategies
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
Governance Process and Evaluating If It Is Right to Sell versus Remaining an ESOP
Location: 259
Mary S. Josephs, n/a (she/her/hers)
– Verit Advisors
Ellis Moseley
– Hisco and Freeman
Bob Dill
– HISCO Inc.
Jim Staruck
Effective Governance
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
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
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
How to Make Sure That Insurance and Indemnification Agreements Work for You
Location: 251 DEF
Blake Roter, n/a (he/him/his)
– Burke Warren MacKay & Serritella
Chris Nemeth, n/a
– McDermott Will & Emery LLP
Chris Kentra
– Burke Warren MacKay & Serritella
Effective Governance
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
Selling Your ESOP Company: Managing Acquisition Inquiries and Surviving the Acquisition Process in an ESOP Company
Location: 150
Patrick K. O'Brien, n/a (he/him/his)
– Metcalf Archaeological Consultants, a Terracon Company
George Tsai (he/him/his)
– Polsinelli PC
Effective Governance
CE: 1
HR/benefits / recruiting
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
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
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
Health Plan Savings, Transparency, and Stability for ESOP Companies
Location: 250 DEF
Pim Jager, n/a
– Scott Insurance
Abby Zipoy
– Innovative Captive Strategies
ESOP Sustainability
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
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
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
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
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
Lifecycle Strategies of a Sustainable ESOP
Location: 355 DEFG
Jason M. Bolt, CFA
– J.P. Morgan
Ken Sommers
– PCE Investment Bankers, Inc.
ESOP Sustainability
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
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
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
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
2:15 PM – 3:15 PM
MST
From Financial Literacy to Data Fluency: The Evolution of ESOP Training
Location: 250 DEF
Aaron Dean, MBA (he/him/his)
– Deanalytics
Dan Wasserman (he/him/his)
– KJT
ESOP Sustainability
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Internal trustees
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
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Repurchase Obligation Study – When Do I Need to Start Planning?
Location: 355 DEFG
Kristin Steinhauser, QKA
– Blue Ridge
Alexander Grasser, MBA
– Prairie Capital Advisors
ESOP Sustainability
CE: 1
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
Location: 259
Natasha S. Fedder, J.D.
– Foundation Law Group
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group, PC
Julie A. Govreau, M.S., J.D., Ll.M. (she/her/hers)
– GreatBanc Trust Company
Effective Governance
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
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
10:15 AM – 11:15 AM
MST
What Board Members Need to Know About ESOPs
Location: 251 DEF
Scott D. Miller, CPA (he/him/his)
– Enterprise Opportunities, LLC
Rock Pledl (he/him/his)
– MyPath
Effective Governance
CE: 1
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Lifecycle Strategies of a Sustainable ESOP
Location: 355 DEFG
Jason M. Bolt, CFA
– J.P. Morgan
Ken Sommers
– PCE Investment Bankers, Inc.
ESOP Sustainability
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
12:45 PM – 1:45 PM
MST
Who Should Be on Our Board of Directors?
Location: 259
John Williams, n/a
– Elucidate Resources
Daniel Goldstein, n/a
– GO ESOP LLC
Ellis Moseley
– Hisco and Freeman
Effective Governance
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
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
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
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
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
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
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
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
Health Check: Navigating the Wellbeing of Your RO and Sustainability
Location: 355 DEFG
David S. Horvath, dhorvath@prairiecap.com
– Prairie Capital Advisors, Inc.
Thomas L. Totten, FSA, PhD
– Stokastique LLC
ESOP Sustainability
CE: 1
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
1:15 PM – 2:15 PM
MST
Staying Ahead of the Curve: Questions Board Members Should Ask
Location: 258
Ashleigh Newlin, n/a (she/her/hers)
– Chartwell Financial Advisory
Danielle C. Montesano, JD
– JP Morgan
Mary Beth H. Gray, J.D.
– Kleinbard LLC
Effective Governance
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
Best-in-Class Board of Directors
Location: 250 DEF
Ann M. Caresani, n/a (she/her/hers)
– Baker & Hostetler LLP
Matthew Hricko, n/a
– Stout
Effective Governance
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
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
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
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
Selling Your ESOP Company: Managing Acquisition Inquiries and Surviving the Acquisition Process in an ESOP Company
Location: 150
Patrick K. O'Brien, n/a (he/him/his)
– Metcalf Archaeological Consultants, a Terracon Company
George Tsai (he/him/his)
– Polsinelli PC
Effective Governance
CE: 1
Manager/supervisor
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
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
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
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
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
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
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
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
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
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
Speak Like a Pro from a Professional Speaker
Location: 251 DEF
Joe Schmit, CSP
– Joe Schmit Productions LLC
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
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
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
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
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
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
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
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
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
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
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
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
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
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
Member of the board
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
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
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
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
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
9:00 AM – 10:00 AM
MST
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
Location: 259
Natasha S. Fedder, J.D.
– Foundation Law Group
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group, PC
Julie A. Govreau, M.S., J.D., Ll.M. (she/her/hers)
– GreatBanc Trust Company
Effective Governance
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
Buckle Up: Navigating the Bumpy Ride of the Founder/Owner Transition from the Company
Location: 151
Mike P. Frommelt, n/a
– Strategic Talent Partners
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
ESOP Sustainability
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
10:15 AM – 11:15 AM
MST
What Board Members Need to Know About ESOPs
Location: 251 DEF
Scott D. Miller, CPA (he/him/his)
– Enterprise Opportunities, LLC
Rock Pledl (he/him/his)
– MyPath
Effective Governance
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
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
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
Tuesday, Apr 15th
12:45 PM – 1:45 PM
MST
Who Should Be on Our Board of Directors?
Location: 259
John Williams, n/a
– Elucidate Resources
Daniel Goldstein, n/a
– GO ESOP LLC
Ellis Moseley
– Hisco and Freeman
Effective Governance
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
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
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
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
2:15 PM – 3:15 PM
MST
What Should the Board of Directors Focus on When Reviewing Repurchase Obligation and Sustainability Studies?
Location: 150
Hillary L. Hughes, CFA (she/her/hers)
– Prairie Capital Advisors
Tracy E. Woolsey, n/a
– GreatBanc Trust Company
Effective Governance
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
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
ESOP Litigation Update
Location: 258
Lindsey R. Camp, Esq (she/her/hers)
– Holland & Knight LLP
Clifford G. Canavera, CFP®, MBA
– Canavera Financial Group, LLC
Larry Goldberg
– ESOP Law Group
Effective Governance
CE: 1
Tuesday, Apr 15th
3:30 PM – 4:30 PM
MST
Goldilocks and the Partial ESOPs
Location: 251 ABC
Joe Skorczewski, n/a
– Chartwell Financial Advisory
Alex Neutgens
– Bolton & Menk, Inc.
J.D Lindberg
– Resource Recycling Systems Inc
Edward C. Renenger
– SES ESOP Strategies, a Stevens & Lee Company
ESOP Sustainability
CE: 1
Wednesday, Apr 16th
10:00 AM – 11:00 AM
MST
ESOP Board Best Practices on CEO Evaluation and Compensation Plans: Presented by the Private Directors Association
Location: 251 DEF
Hayde Caldero, n/a (she/her/hers)
– Project Ownership
Steve Ryan, n/a (he/him/his)
– Greatbanc
Kate Roosevelt (she/her/hers)
– Campbell & Company
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Effective Governance
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
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
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
Are You Running the Most Efficient and Effective Board Meetings? How to Get the Right Candidates and Different Ways to Run a Successful Board of Directors Meeting
Location: 151
Tracy E. Woolsey, n/a
– GreatBanc Trust Company
Tom Stafford
– Krieg DeVault LLP
Effective Governance
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
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
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
11:15 AM – 12:15 PM
MST
Sustaining Success: Strategies for Maintaining a Thriving ESOP-Owned Company
Location: 251 DEF
Tina M. Langlois, n/a
– Chartwell Financial Advisory
Joe Lyons
– Barr Brands
ESOP Sustainability
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: 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
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
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
1:15 PM – 2:15 PM
MST
Staying Ahead of the Curve: Questions Board Members Should Ask
Location: 258
Ashleigh Newlin, n/a (she/her/hers)
– Chartwell Financial Advisory
Danielle C. Montesano, JD
– JP Morgan
Mary Beth H. Gray, J.D.
– Kleinbard LLC
Effective Governance
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
2:30 PM – 3:30 PM
MST
Governance Process and Evaluating If It Is Right to Sell versus Remaining an ESOP
Location: 259
Mary S. Josephs, n/a (she/her/hers)
– Verit Advisors
Ellis Moseley
– Hisco and Freeman
Bob Dill
– HISCO Inc.
Jim Staruck
Effective Governance
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
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
Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short
Location: 150
Ryan Graham, n/a
– Chartwell Financial Advisory
Roy Heinbach, CPA, MBA
– Ryan Lawn & Tree
ESOP Sustainability
CE: 1
Wednesday, Apr 16th
4:00 PM – 5:00 PM
MST
Best-in-Class Board of Directors
Location: 250 DEF
Ann M. Caresani, n/a (she/her/hers)
– Baker & Hostetler LLP
Matthew Hricko, n/a
– Stout
Effective Governance
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
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
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
Board of Directors Peer Network: Navigating Governance, Strategy, and Leadership in ESOP Companies
Location: 257
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Kimberly McCourtney
– NCEO
Effective Governance
CE: 1
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
CE: 1
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
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
Selling Your ESOP Company: Managing Acquisition Inquiries and Surviving the Acquisition Process in an ESOP Company
Location: 150
Patrick K. O'Brien, n/a (he/him/his)
– Metcalf Archaeological Consultants, a Terracon Company
George Tsai (he/him/his)
– Polsinelli PC
Effective Governance
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
Non-manager
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
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
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
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
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
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
Non-manager professional development
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
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
professional development
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
Tuesday, Apr 15th
9:00 AM – 10:00 AM
MST
Repurchase Obligation Study – When Do I Need to Start Planning?
Location: 355 DEFG
Kristin Steinhauser, QKA
– Blue Ridge
Alexander Grasser, MBA
– Prairie Capital Advisors
ESOP Sustainability
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
Leveraged ESOP Accounting
Location: 355 DEFG
Marcus R. Piquet, CPA
– AmbroseAdvisors
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
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
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
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
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
Advanced Topics in ESOP Valuations
Location: 150
Sam Makin
– BVA Group
Drew Schaefer, CPA (he/him/his)
– SCJ Fiduciary Services
ESOP Sustainability
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
Thursday, Apr 17th
9:45 AM – 10:45 AM
MST
ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
Location: 355 ABC
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Stephen C. James, Independent Trustee
– SCJ Fiduciary Services
ESOP Sustainability
CE: 1
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