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Tuesday, April 15, 2025
7:30 AM – 9:00 AM
MST
Conference Registration Opens
7:30 AM – 9:00 AM
MST
Conference Registration Opens
Location: East Registration
7:45 AM – 8:45 AM
MST
Breakfast
7:45 AM – 8:45 AM
MST
Breakfast
Location: Hall C
Sponsored By
8:30 AM – 8:50 AM
MST
Opening General Session
8:30 AM – 8:50 AM
MST
Opening General Session
Location: Grand Ballroom
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
Sponsored By
9:00 AM – 10:00 AM
MST
A Guide to Post-Transaction GAAP ESOP Accounting: Common Entries, Financial Statements, Bank Covenants, and Common Mistakes
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
9:00 AM – 10:00 AM
MST
Acquisitions: A View from Both Sides
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
9:00 AM – 10:00 AM
MST
Concurrent Session 1
9:00 AM – 10:00 AM
MST
Concurrent Session 1
9:00 AM – 10:00 AM
MST
Empowering Change: Building a Sustainable Future Through ESOP Culture
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
9:00 AM – 10:00 AM
MST
ESOPs as a Succession Solution: Navigating the Future of Family Businesses
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
9:00 AM – 10:00 AM
MST
Financial Literacy and ESOPs
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
9:00 AM – 10:00 AM
MST
Health Plan Savings, Transparency, and Stability for ESOP Companies
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
9:00 AM – 10:00 AM
MST
Inclusion is Essential for Ownership Culture: Strategies for Success
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
9:00 AM – 10:00 AM
MST
Private Equity & ESOPs: Recent Updates on the Expansion Efforts and Case Studies
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
9:00 AM – 10:00 AM
MST
Repurchase Obligation Study – When Do I Need to Start Planning?
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
9:00 AM – 10:00 AM
MST
The CEO Exchange: What’s Top of Mind
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
9:00 AM – 10:00 AM
MST
The ESOP Trustee, the Board of Directors, and Fiduciaries’ Responsibilities for Other Fiduciaries
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
9:00 AM – 10:00 AM
MST
What Every ESOP Sponsor, Fiduciary, and Service Provider Needs to Know and Do About Cybersecurity
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
10:00 AM – 10:15 AM
MST
Smoothie Break
10:00 AM – 10:15 AM
MST
Smoothie Break
Location: Grand Ballroom Foyer
Sponsored By
10:15 AM – 11:15 AM
MST
A Stake in the Outcome: Incentives That Actually Motivate Employee-Owners
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
10:15 AM – 11:15 AM
MST
Acquisitions Due Diligence: Examining the Process
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
10:15 AM – 11:15 AM
MST
Buckle Up: Navigating the Bumpy Ride of the Founder/Owner Transition from the Company
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
10:15 AM – 11:15 AM
MST
Communicating Annual ESOP Valuation to Engage Employees and Drive Performance
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
10:15 AM – 11:15 AM
MST
Concurrent Session 2
10:15 AM – 11:15 AM
MST
Concurrent Session 2
10:15 AM – 11:15 AM
MST
Engaging Employee-Owners with Internal Branding and Digital Platforms
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
10:15 AM – 11:15 AM
MST
Exiting for Good: My Multi-Generational ESOP Story
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
10:15 AM – 11:15 AM
MST
Glue Sticks: How Managers and Supervisors Shape Ownership Culture
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
10:15 AM – 11:15 AM
MST
Making the Dream a Reality – Barbie Sells to an ESOP
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
10:15 AM – 11:15 AM
MST
Navigating Financial Health: Roadmaps for ESOP Leaders and ESOP Employees
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
10:15 AM – 11:15 AM
MST
NCEO Resources That Make Your Life Easier
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
10:15 AM – 11:15 AM
MST
We're a New ESOP Company....Now What Do We Do?
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
10:15 AM – 11:15 AM
MST
What Board Members Need to Know About ESOPs
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
11:00 AM – 1:00 PM
MST
Headshot Studio
11:00 AM – 1:00 PM
MST
Headshot Studio
Location: Grand Ballroom
Sponsored By
11:15 AM – 12:30 PM
MST
Networking Lunch
11:15 AM – 12:30 PM
MST
Networking Lunch
Location: Hall C
12:45 PM – 1:45 PM
MST
Building a 5-Year Plan Your Employee-Owners Can Believe In
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
12:45 PM – 1:45 PM
MST
Concurrent Session 3
12:45 PM – 1:45 PM
MST
Concurrent Session 3
12:45 PM – 1:45 PM
MST
Containing ESOP Transaction Cost And Simplified Transaction Structures
12:45 PM – 1:45 PM
MST
Containing ESOP Transaction Cost And Simplified Transaction Structures
Location: 258
Corey Rosen, n/a (he/him/his)
– National Center for Employee Ownership
Kevin G. Long
– Employee Benefits Law Group
Feasibility and Transactions: Creating Employee Ownership
CE: 1
12:45 PM – 1:45 PM
MST
Creating a Comprehensive Training Model for Employee-Owners
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
12:45 PM – 1:45 PM
MST
Deepen ESOP Appreciation in English and Spanish
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
12:45 PM – 1:45 PM
MST
ESOPs as Acquisition Vehicles
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
12:45 PM – 1:45 PM
MST
How to Identify Emerging Leaders
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
12:45 PM – 1:45 PM
MST
Introduction to AI for Ethical and Effective Employee Ownership Communications
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
12:45 PM – 1:45 PM
MST
Lifecycle Strategies of a Sustainable ESOP
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
12:45 PM – 1:45 PM
MST
The DOL Adequate Consideration Regulation
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
12:45 PM – 1:45 PM
MST
What to Expect in Your First Year as an ESOP
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
12:45 PM – 1:45 PM
MST
Who Should Be on Our Board of Directors?
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
1:45 PM – 2:15 PM
MST
Building a Plan to Maximize Employee Owner Engagement
1:45 PM – 2:15 PM
MST
Building a Plan to Maximize Employee Owner Engagement
Location: Demo Stage in Grand Ballroom
Joe Belstering
Presented By
1:45 PM – 2:15 PM
MST
Coffee Break
1:45 PM – 2:15 PM
MST
Coffee Break
Location: Grand Ballroom Foyer
Sponsored By
2:15 PM – 3:15 PM
MST
Acquisitions by an ESOP Company
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
2:15 PM – 3:15 PM
MST
Complications and Lessons Learned from a Minority-Owned ESOP Company
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
2:15 PM – 3:15 PM
MST
Concurrent Session 4
2:15 PM – 3:15 PM
MST
Concurrent Session 4
2:15 PM – 3:15 PM
MST
Direct Employee Ownership – A Flexible & Gradual Transition
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
2:15 PM – 3:15 PM
MST
ESOP Best Practices: Understanding the Annual Valuation Process & Valuation Drivers
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
2:15 PM – 3:15 PM
MST
FAQs of Executive Compensation
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
2:15 PM – 3:15 PM
MST
From Financial Literacy to Data Fluency: The Evolution of ESOP Training
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
2:15 PM – 3:15 PM
MST
Future-Proofing Your ESOP: Building Resilience in a Rapidly Changing World
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
2:15 PM – 3:15 PM
MST
HR Peer Network: Innovative Recruiting Strategies, Seamless Onboarding & Unique Benefits to Attract Top Talent
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
2:15 PM – 3:15 PM
MST
Leadership Train Wreck: A Case Study of a Culture Gone Wrong and How We Fixed It
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
2:15 PM – 3:15 PM
MST
Marketing Your ESOP – Both Inside & Out!
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
2:15 PM – 3:15 PM
MST
Maximizing Banking Relationships for ESOP-Owned Companies
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
2:15 PM – 3:15 PM
MST
What Should the Board of Directors Focus on When Reviewing Repurchase Obligation and Sustainability Studies?
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
3:00 PM – 5:00 PM
MST
Headshot Studio
3:00 PM – 5:00 PM
MST
Headshot Studio
Location: Grand Ballroom
Sponsored By
3:30 PM – 4:30 PM
MST
Aligning Your ESOP with Company Culture and Ongoing Corporate Objectives
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
3:30 PM – 4:30 PM
MST
Be Unst-ops-able! Providing Meaningful Professional Development for Operations (or All!) Teams
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
3:30 PM – 4:30 PM
MST
Concurrent Session 5
3:30 PM – 4:30 PM
MST
Concurrent Session 5
3:30 PM – 4:30 PM
MST
ESOP Advantages with an M&A Strategy – Let's Make It Simple
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
3:30 PM – 4:30 PM
MST
ESOP Litigation Update
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
3:30 PM – 4:30 PM
MST
Goldilocks and the Partial ESOPs
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
3:30 PM – 4:30 PM
MST
Innovative Communication Coalition: A Problem-Busting Workshop
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
3:30 PM – 4:30 PM
MST
Investing the 1042 Rollover
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
3:30 PM – 4:30 PM
MST
Leveraged ESOP Accounting
3:30 PM – 4:30 PM
MST
Leveraged ESOP Accounting
Location: 355 DEFG
Marcus R. Piquet, CPA
– AmbroseAdvisors
Ongoing ESOP Operations
CE: 1
3:30 PM – 4:30 PM
MST
Make It Tangible – A Case Study on How Employee Owner Feedback Helped Us Manage Our Repurchase Obligation
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
3:30 PM – 4:30 PM
MST
Purchasing Preference Certifications: Where does Employee Ownership Fit?
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
3:30 PM – 4:30 PM
MST
Speak Like a Pro from a Professional Speaker
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
3:30 PM – 4:30 PM
MST
Understanding Financial Statements for Employees
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
4:30 PM – 6:30 PM
MST
Sip & Social Reception
4:30 PM – 6:30 PM
MST
Sip & Social Reception
Location: Grand Ballroom Foyer
Sponsored By
4:45 PM – 5:45 PM
MST
Book Signing-Quality Time Remaining
4:45 PM – 5:45 PM
MST
Book Signing-Quality Time Remaining
Location: Booth 218
Steve Baker (he/him/his)
– The Great Game of Business
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