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Full Schedule

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Monday, April 14, 2025
7:30 AM – 8:00 AM MST
Registration Opens for PreConference Attendees

9:00 AM – 12:00 PM MST
AI 101: How to Excel in the Age of AI

9:00 AM – 12:00 PM MST
AM Preconference Sessions

9:00 AM – 12:00 PM MST
Building a High-Involvement Culture: Your Playbook for Engaging Employees-Owners and Driving a Winning Culture

9:00 AM – 12:00 PM MST
ESOP 101 – Walking Through a New ESOP Formation
Speaker: Matthew M. Licina – National Center for Employee Ownership

9:00 AM – 12:00 PM MST
Financing an ESOP Transaction
Speaker: Matthew M. Licina – National Center for Employee Ownership

9:00 AM – 12:00 PM MST
Introduction to ESOP Feasibility
Speaker: Matthew M. Licina – National Center for Employee Ownership

9:00 AM – 12:00 PM MST
Is an ESOP Right for You?
Matthew M. Licina (he/him/his) – National Center for Employee Ownership
Feasibility and Transactions: Creating Employee Ownership
CE: 3

9:00 AM – 12:00 PM MST
Lessons Learned Through an ESOP Transactions
Speaker: Matthew M. Licina – National Center for Employee Ownership

1:00 PM – 4:00 PM MST
Administering, Communicating and Governing Your New ESOP

1:00 PM – 4:00 PM MST
Getting Ready for a New Owner: How to Prepare Your Company to Thrive While You Work on Your Exit

1:00 PM – 4:00 PM MST
Mature ESOP Issues: All Grown Up…How to Grow?

1:00 PM – 4:00 PM MST
PM Preconference Sessions

1:00 PM – 4:00 PM MST
The Power of Inspiration: Building Resilient Leaders & Teams

4:00 PM – 7:00 PM MST
Conference Registration Open for All Attendees

5:00 PM – 7:00 PM MST
Opening Cocktail Reception