Navigating Financial Health: Roadmaps for ESOP Leaders and ESOP Employees

Tuesday, April 15, 2025

10:15 AM – 11:15 AM MST

Location: 254

CE: 1

CE Type: CPE, SHRM
Education Level: Novice

Roy Heinbach, CPA, MBA

CFO
Ryan Lawn & Tree
Merriam, KS
Troy L. Redstone, CPFA® AIF® CFEI® CBFA®

Chief Behavioral Officer, Senior Retirement Plan Consultant
PHD. Retirement Consulting
Overland Park, KS
John Stoffel, CPA, CPC

Business Advisor, Senior Retirement Specialist
Alerus Financial
North Mankato, MN

Prepare to actively participate in an engaging conference session this week in Salt Lake City! If you are a new senior leader at an employee-owned company, this session is a must-attend. Roy, Troy, and John will guide you through two critical initiatives designed to ensure the long-term health of both your employee-owned company and its employee-owners.
NCEO Group: ESOP Finance Working Group

Learning Objectives:

Develop a corporate financial health roadmap for your ESOP – Case study: Ryan Lawn & Tree.
Create a financial roadmap for employee-owners in an ESOP – Case study: Ryan Lawn & Tree, PHD Retirement Solutions and Alerus Retirement & Benefits.
List examples with your peers of how you plan on building your financial roadmap for your company and your employee-owners.