Skip to main content
Toggle navigation
Search
Home
Browse by Speaker
Home
Browse by Speaker
Browse by Speaker
Type here to filter the list
All
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
S
Sand, Jean
Room & Board, Inc.
Room & Board’s Journey to Employee Ownership
Location: 151
Jean Sand
Schaefer, Drew
SCJ Fiduciary Services
Advanced Topics in ESOP Valuations
Location: 150
Drew Schaefer
Schatz, Robert
ESOP Plus®
When Things Change: Addressing ESOP Financial and Business Issues in Challenging Times
Location: 251 DEF
Robert Schatz
Scheese, Ron
F. M. Brown's Sons, Inc.
Getting Ready for a New Owner: How to Prepare Your Company to Thrive While You Work on Your Exit
Location: 254
Ron Scheese
Keeping Your Advisors On Top Of Their Game
Location: 259
Ron Scheese
Schiffler, Jim
St Cloud Industrial Products, Inc.
How to Identify Emerging Leaders
Location: 254
Jim Schiffler
Schmidt, Jennifer
Ayres
Crafting Your ESOP Story: A Peer Learning Session
Location: 250 ABC
Jennifer Schmidt
Schmit, Joe
Joe Schmit Productions LLC
Speak Like a Pro from a Professional Speaker
Location: 251 DEF
Joe Schmit
Schubring, Matt
Chartwell Financial Advisory
ESOPs as Acquisition Vehicles
Location: 151
Matt Schubring
Schuster, Amy
PNC Bank
ESOPs as Acquisition Vehicles
Location: 151
Amy Schuster
Sercu, Lauren
Sorenson Impact Foundation
Employee Ownership: The Role of Impact Investing
Location: 150
Lauren Sercu
Serwinski, Kenneth
(3) ESOP Companies
Personal Finance Education: Making Better Employee Retirement Decisions
Location: 250 DEF
Kenneth Serwinski
Shafer, Lindsay
Praxis Consulting Group
What to Expect in Your First Year as an ESOP
Location: 251 ABC
Lindsay Shafer
Shifrin, Liza
NCEO
Financial Literacy and ESOPs
Location: 150
Liza Shifrin
Shorthouse, Mark
Argent Trust
ESOP 101 – Walking Through a New ESOP Formation
Location: 150
Mark Shorthouse
Shuler, Pete
Blue Ridge Associates
Administering, Communicating and Governing Your New ESOP
Location: 251 ABC
Pete Shuler
What Every ESOP Sponsor, Fiduciary, and Service Provider Needs to Know and Do About Cybersecurity
Location: 254
Pete Shuler
Shuma, Richard
Prairie Capital Advisors
Strategies to Add Value to the ESOP-Owned Company
Location: 251 DEF
Richard Shuma
Side, Chad
Gibson
How to Think Like an Owner When It Comes to Your Health and Pharmacy Spend
Location: 250 ABC
Chad Side
Siggins, Kerry
StoneAge
Unlock the Power of Your Board To Create a Competitive Advantage
Location: 257
Kerry Siggins
Silvetti, Christopher
Prairie Capital Advisors
Managing ESOP Cash and Your Repurchase Obligation
Location: 355 DEFG
Christopher Silvetti
Skorczewski, Joe
Chartwell Financial Advisory
Goldilocks and the Partial ESOPs
Location: 251 ABC
Joe Skorczewski
Smith, Tanya
Baessler Homes
Financial Forecasting Best Practices
Location: 151
Tanya Smith
Smith, Tommy
Kaiser Permanente
Purchasing Preference Certifications: Where does Employee Ownership Fit?
Location: 259
Tommy Smith
Solimine, John
Verit Advisors LLC
Financing for New and Existing ESOP Companies
Location: 250 ABC
John Solimine
Solomon, David
LP
ESOPs as a Succession Solution: Navigating the Future of Family Businesses
Location: 258
David Solomon
Key Considerations in Second-Stage ESOP Transactions: Process and Benefits
Location: 259
David Solomon
Sommer, Carie
Ayres
Crafting Your ESOP Story: A Peer Learning Session
Location: 250 ABC
Carie Sommer
Sommers, Ken
PCE Investment Bankers, Inc.
Lifecycle Strategies of a Sustainable ESOP
Location: 355 DEFG
Ken Sommers
Stafford, Tom
Krieg DeVault LLP
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
Tom Stafford
Staruck, Jim
Governance Process and Evaluating If It Is Right to Sell versus Remaining an ESOP
Location: 259
Jim Staruck
Steinhauser, Kristin
Blue Ridge
Repurchase Obligation Study – When Do I Need to Start Planning?
Location: 355 DEFG
Kristin Steinhauser
Stewart, WIll
PCE Investment Bankers
ESOP Company Acquisition Strategy and the Role of the Board
Location: 254
WIll Stewart
Stoffel, John
Alerus Financial
Navigating Financial Health: Roadmaps for ESOP Leaders and ESOP Employees
Location: 254
John Stoffel
Storjohann, Scot
GreatBanc Trust Company
ESOPs as Acquisition Vehicles
Location: 151
Scot Storjohann
Strickland, Eric
3LS, Inc.
Your Greatest Competitive Advantage: How ESOP Companies Message to Get Ahead
Location: 355 ABC
Eric Strickland
Suckow, Steve
BMO Commercial BAnk
ESOP Advantages with an M&A Strategy – Let's Make It Simple
Location: 250 ABC
Steve Suckow
Surbeck, David
Polsinelli PC, Polsinelli LLP in California
Maximizing Banking Relationships for ESOP-Owned Companies
Location: 258
David Surbeck
Sweigart, Jon
Praxis Consulting Group
Glue Sticks: How Managers and Supervisors Shape Ownership Culture
Location: 250 DEF
Jon Sweigart
