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Full Schedule
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Thursday, April 17, 2025
8:00 AM – 9:30 AM
MST
Registration Opens
8:00 AM – 9:30 AM
MST
Registration Opens
Location: East Registration
8:30 AM – 9:30 AM
MST
Breakfast
8:30 AM – 9:30 AM
MST
Breakfast
Location: Hall C
9:00 AM – 9:45 AM
MST
Closing General Session
9:00 AM – 9:40 AM
MST
Closing General Session
Location: Grand Ballroom
9:45 AM – 10:45 AM
MST
Board of Directors Peer Network: Navigating Governance, Strategy, and Leadership in ESOP Companies
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
9:45 AM – 10:45 AM
MST
Concurrent Session 11
9:45 AM – 10:45 AM
MST
Concurrent Session 11
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
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
9:45 AM – 10:45 AM
MST
Everyone's Job: Risk Management and Value Creation from the Board to the Shop Floor
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
9:45 AM – 10:45 AM
MST
How to Think Like an Owner When It Comes to Your Health and Pharmacy Spend
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
9:45 AM – 10:45 AM
MST
Personal Finance Education: Making Better Employee Retirement Decisions
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
9:45 AM – 10:45 AM
MST
Personalization at Scale: Using AI to Craft Custom Employee-Owner Experiences
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
9:45 AM – 10:45 AM
MST
Selling Your ESOP Company: Managing Acquisition Inquiries and Surviving the Acquisition Process in an ESOP Company
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
9:45 AM – 10:45 AM
MST
Strategies to Add Value to the ESOP-Owned Company
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
9:45 AM – 10:45 AM
MST
Tax Planning for Sellers in ESOP Transactions Absent a 1042 Election
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
9:45 AM – 10:45 AM
MST
Top Ten New ESOP Legal Developments That You Should Know About
9:45 AM – 10:45 AM
MST
Top Ten New ESOP Legal Developments That You Should Know About
Location: 254
Erin K. Turley (she/her/hers)
– McDermott Will & Emery
Ted Becker (he/him/his)
– McDermott Will & Emery LLP
Chris Nemeth, n/a
– McDermott Will & Emery LLP
Julian Andre
– McDermott Will & Emery LLP
Myriem Bennani
– McDermott Will & Emery LLP
Allison Wilkerson, JD (she/her/hers)
– McDermott Will & Emery
Ongoing ESOP Operations
Presented By
CE: 1
11:00 AM – 12:00 PM
MST
Closing Forum on Culture & Engagement
11:00 AM – 12:00 PM
MST
Closing Forum on Culture & Engagement
Location: 254
Kimberly McCourtney
– NCEO
Engagement and Culture
CE: 0
11:00 AM – 12:00 PM
MST
Closing Forum on Governance Issues
11:00 AM – 12:00 PM
MST
Closing Forum on Governance Issues
Location: 257
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Effective Governance
CE: 0
11:00 AM – 12:00 PM
MST
Closing Forum on Plan Operations
11:00 AM – 12:00 PM
MST
Closing Forum on Plan Operations
Location: 251 DEF
Matthew M. Licina (he/him/his)
– National Center for Employee Ownership
ESOP Sustainability
CE: 0
11:00 AM – 12:00 PM
MST
Concurrent Session 12
11:00 AM – 12:00 PM
MST
Concurrent Session 12
11:00 AM – 12:00 PM
MST
Open Discussion on State of EO
11:00 AM – 12:00 PM
MST
Open Discussion on State of EO
Location: 251 ABC
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
ESOP Sustainability
CE: 0
11:00 AM – 12:00 PM
MST
Transform Teams with Transparency: Teaching Business Literacy with Open-Book Leadership
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
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