Browse by Speaker

Adee, Christine

OwnersEdge, Inc.

Alvarez, Rebecca

Guy Engineering Services, Inc.

Anderson, Brian

Dewitt LLP

Andre, Julian

McDermott Will & Emery LLP

Armstrong, Rich

The Great Game of Business

Atone, Lori

TVF

Bachman, Chuck

Menke & Associates

Bagwell, Tom

GRITT Business Coaching

Baker, Brian

Sentry Equipment Corp

Baker, Steve

The Great Game of Business

Barrus, Andrew

Procore

Bawel, Doug

Jasper Holdings

Bayani-Alzona, Sheryl

Employee Benefits Law Group, PC

Becker, Ted

McDermott Will & Emery LLP

Becker, Wil

Chartwell Financial Advisory

Bell, Chad

CBIZ

Belstering, Joe

Bennani, Myriem

McDermott Will & Emery LLP

Bergkamp, Jordan

Husch Blackwell LLP

Blissenbach, Nicholas

Collective Measures

Boddicker, Colin

The O'Daniel Group at Morgan Stanley Private Wealth Management

Bolt, Jason

J.P. Morgan

Boychenko Stone, Nataliya

Holmes Murphy

Braimbridge-Cox, Heather

Windings, Inc.

Brockhoff, Wallace (Wally)

Polsinelli PC

Broughton, Anne-Claire

Broughton Consulting, LLC

Broward, Josh

Wisdom Partners

Buch, Chris

Vedder Price

Burgess, John

Jackson Lewis P.C.

Bush, Charita

KTA-Tator, Inc.

Cabelin, Carlito

ESOP One

Caldero, Hayde

Project Ownership

Camp, Lindsey

Holland & Knight LLP

Canavera, Clifford

Canavera Financial Group, LLC

Cardell, Laura

Collective Measures

Caresani, Ann

Baker & Hostetler LLP

Carlson, Nels

Summit Fiduciary Group

Carne, Elle

Employee Ownership Expansion Network

Carpenter, Patrick

GRITT Business Coaching

Casatelli, Daniel

Mower

Cavazos Haywood, Kimberli

Candide Group

Cawdette, Roger

Villabe Labs

Cecich, Nicole

Gardant Management Solutions

Chaudhry, Himanshu

Prairie Capital Advisors, Inc.

Chernoff, Pam

Aon

Chewning, Kelly

Elevate Coaching & Consulting

Chowdhury, Turja

Village Labs

Clark, Amanda

Black & Veatch

Clough, Barbara

Blue Ridge Associates

Cook, Jacob

BDO Capital Advisors, LLC

Cooper, Daniel

PCE

Crockett, Stephanie

Mower

Croscut, Tabitha

Devine, Millimet & Branch, P.A.

Daugherty, Charlie

Precision, Inc.

Dawson, Grace

NCEO

Dean, Aaron

Deanalytics

DeJong, Joe

Creative Planning Business Services

DeLisle, Noel

GO2 Partners

Dempsey, Deborah

ProAct Inc.

Dennison, Matthew

Chartwell Financial Advisory

Di Cola, Elizabeth

EDiCola Consulting

Dill, Bob

HISCO Inc.

Dinwiddie, Kim

Empowered Ventures

Dorian, Edward

Dorian Drake

Drake, Matthew

BaseRock Partners

Drysdale, Don

Gibralatar Business Valuations

Duren, Billy

Threaded Fasteners, Inc.

Dykes, Nate

Paralign Capital Partners, LLC

El-Tahch, Aziz

Stout

Emmeck, Jessica

Windings Inc.

Ende, John

Great Lakes Dental Technologies

Erickson, Danel

GARDANT MANAGEMENT

Eriksson, Glen

Eriksson Engineering Associates, Ltd.

Evelyn, Jason

Cerris

Ewing, Matt

Chartwell Financial Advisory

Fedder, Natasha

Foundation Law Group

Fisher, Angela

Forvis Mazars, LLP

Fisher, Tina

Principal

Flesch, Mike

Summit Fiduciary Group, LLC

Francia, Nick

The Capital ESOP Group, UBS Financial Services, Inc

Fredericks, Chris

Empowered Ventures

Friesen, Billy

Commonwealth Holdings, Inc.

Frommelt, Mike

Strategic Talent Partners

Garbinsky, Timothy

National Center for Employee Ownership

Garcia, Cecilia

Blue Ridge Associates - ESOP

Garrett, Jamie

NCH / Lewis Services

Giannantonio, Mike

OneCompass Holdings, Inc.

Gilligan, Wendy

Gilligan Benefits Law

Gillis, Melisa

Gillis Consulting

Goldberg, Larry

ESOP Law Group

Goldstein, Daniel

GO ESOP LLC

Golumbic, Lars

The Groom Law Group

Gordon, Thomas

Equity Shift Inc.

Govreau, Julie

GreatBanc Trust Company

Graft, Vicki

Forvis Mazars

Graham, Ryan

Chartwell Financial Advisory

Grasser, Alexander

Prairie Capital Advisors

Gray, Mary Beth

Kleinbard LLC

Green, Danielle

ProAct, Inc.

Greevy, Jennifer

Guttman Energy

Hafner, Dawn

OneAmerica Retirement Services

Haley, John

ChillCo, Inc.

Hammack, Madelyn

National Center for Employee Ownership (NCEO)

Hamm, Kate

Novaspect

Hancock, Matthew

Praxis Consulting Group

Hanson, Casey

Morrison-Maierle

Harris, Dwayne

Web Industries

Heinbach, Roy

Ryan Lawn & Tree

Hogan, Jerrod

OWN, Inc.

Hood, Daniel

GRITT Business Coaching

Horvath, David

Prairie Capital Advisors, Inc.

Hricko, Matthew

Stout

Hughes, Hillary

Prairie Capital Advisors

Isaac, Lindsay

National Center for Employee Ownership

Isherwood, Robert

AMBAC International

Ivancic, Cathy

Blue Ridge Associates

Jackson, Kylie

The Great Game of Business

Jager, Pim

Scott Insurance

Jamar, John

CCI Systems, Inc.

James, Stephen

SCJ Fiduciary Services

Jex, Greg

Bunnell Incorporated

Jones, Peter

Tucker Ellis LLP

Josephs, Mary

Verit Advisors

Kaczmarek, Dan

Chartwell Financial Advisory

Kane, Kathleen

Praxis Consulting Group

Kaplan, Howard

Kaplan Fiduciary Group

Keene, Matt

Chartwell Financial Advisory

Kentra, Chris

Burke Warren MacKay & Serritella

Kerbo, Brannen

PeopleTec, Inc.

Kidd, David

SteadyRain

Kildahl, Susan

NHS Northstar, Inc

Kirchner, Ashley

BMO

Knox, Thompson

SteadyRain

Kowalski, Olivia

Chartwell Financial Advisory

Kroll, Kellee

Principal

Lande, Cindy

BrownWinick Law Firm

Langlois, Tina

Chartwell Financial Advisory

Larson, Drew

Brown Winick Law Firm

Leahy, Terry

MyPath

Lee, Robert

Mariner

Licina, Matthew

National Center for Employee Ownership

Lindberg, J.D

Resource Recycling Systems Inc

Lindemann, Kirk

EideBailly LLP

Lind, Katie

Chartwell Financial Advisory

Litton, Shannon

5by5

Loftus, Cecilia

Citizens Bank, N.A.

Long, Kevin

Employee Benefits Law Group

Lott, Alexa

GRITT Business Coaching

Lucot, Joe

Guttman Energy

Luedeman, Quincey

ESCO Group

Lu, Linshuang

Praxis Consulting Group

Lunak, Melissa

DSG

Lyons, Joe

Barr Brands

Maddox, Cathy

Commonwealth Holdings, Inc.

Makin, Sam

BVA Group

Mallaro, Mike

VGM Group, Inc

Margarit, Ted

Paralign Capital Partners

Markowitz, Dan

Boulay

Marx, Joe

Principal Financial Group

Massengill, Robert

Pilot Hill Advisors LLC

Massey, Danney

McAlister, Paige

PeopleTec

McCooe, Mary

Maselan & Jones, P.C.

McCourtney, Kimberly

NCEO

McGehee, Shaun

Prairie Capital Advisors, Inc.

Meade, Trevyr

ownAI

Middendorp, Matt

Vision Point Capital

Miller, Jason

Berman Hopkins CPAs

Miller, Scott

Enterprise Opportunities, LLC

Montesano, Danielle

JP Morgan

Montesano, Joseph

Montesano Enterprises LLC

Moriarty, Jack

Lafayette Square Institute

Moseley, Ellis

Hisco and Freeman

Moss, Alex

Praxis Consulting Group, Inc.

Moulton-Post, Leslie

Environmental Science Associates

Mousetis, Drew

Tandem Center for Shared Business Success

Msall, Jennie

Ventura Trust Company

Murphy, Kevin

Expanding ESOPs

Mutuc, Kelly

Novaspect

Myers, Frank

ChillCo, Inc.

Nemeth, Chris

McDermott Will & Emery LLP

Neutgens, Alex

Bolton & Menk, Inc.

Newlin, Ashleigh

Chartwell Financial Advisory

Newman, Peter

Peak Wealth Planning, LLC

O'Brien, Jim

GO2 Partners, Inc.

O'Brien, Patrick

Metcalf Archaeological Consultants, a Terracon Company

Okubo, John

Architectural Glass & Aluminum Group

Olivarez, Darin

Black & Veatch

Ostermann, Alex

Collective Measures

Palermo, Jade

Empire Valuation Consultants

Peters, Gregg

Macatawa Strategies

Piquet, Marcus

AmbroseAdvisors

Pledl, Rock

MyPath

Plourde, Kimberly

Weston & Sampson

Power, Sean

Polsinelli PC

Pryor, Aaron

Acclaro Valuation Advisors

Quarrey, Michael

Web Industries

Ray, Ryan

HFA Enterprise, LTD

Redstone, Troy

PHD. Retirement Consulting

Renenger, Edward

SES ESOP Strategies, a Stevens & Lee Company

Rettig, Tim

Intrust IT

Rodgers, Loren

National Center for Employee Ownership

Rodriguez-Brooks, Ramona

National Center for Employee Ownership

Roosevelt, Kate

Campbell & Company

Rosen, Corey

National Center for Employee Ownership

Roter, Blake

Burke Warren MacKay & Serritella

Roth, Brian

Bank of America

Rothenberg, Delilah

Predistribution Initiative

Rubinas, Curt

RBC Wealth Management

Ruda, Erik

Windings

Ryan, Steve

Greatbanc

Rydalch, Mark

Rydalch Electric, Inc.

Sand, Jean

Room & Board, Inc.

Schaefer, Drew

SCJ Fiduciary Services

Schatz, Robert

ESOP Plus®

Scheese, Ron

F. M. Brown's Sons, Inc.

Schiffler, Jim

St Cloud Industrial Products, Inc.

Schmidt, Jennifer

Ayres

Schmit, Joe

Joe Schmit Productions LLC

Schubring, Matt

Chartwell Financial Advisory

Schuster, Amy

PNC Bank

Sercu, Lauren

Sorenson Impact Foundation

Serwinski, Kenneth

(3) ESOP Companies

Shafer, Lindsay

Praxis Consulting Group

Shifrin, Liza

NCEO

Shorthouse, Mark

Argent Trust

Shuler, Pete

Blue Ridge Associates

Shuma, Richard

Prairie Capital Advisors

Side, Chad

Gibson

Siggins, Kerry

StoneAge

Silvetti, Christopher

Prairie Capital Advisors

Skorczewski, Joe

Chartwell Financial Advisory

Smith, Tanya

Baessler Homes

Smith, Tommy

Kaiser Permanente

Solimine, John

Verit Advisors LLC

Solomon, David

LP

Sommer, Carie

Ayres

Sommers, Ken

PCE Investment Bankers, Inc.

Stafford, Tom

Krieg DeVault LLP

Staruck, Jim

Steinhauser, Kristin

Blue Ridge

Stewart, WIll

PCE Investment Bankers

Stoffel, John

Alerus Financial

Storjohann, Scot

GreatBanc Trust Company

Strickland, Eric

3LS, Inc.

Suckow, Steve

BMO Commercial BAnk

Surbeck, David

Polsinelli PC, Polsinelli LLP in California

Sweigart, Jon

Praxis Consulting Group

Tessmann, Marcy

Charleston Orwig Collective

Thomas, Melissa

SCJ Fiduciary Services

Torrenga, Kellie

Gardant Management Solutions Inc.

Totten, Thomas

Stokastique LLC

Tsai, George

Polsinelli PC

Turley, Erin

McDermott Will & Emery

Turnbull, Leah

BMO

Twyman, Michael

Guy Engineering Services, Inc.

Vanderslice, GInny

University of Pennsylvania

Ventura, Henry

Prairie Capital Advisors

Viner, Nick

Prairie Capital Advisors

Voves, Michael

Dorsey & Whitney LLP

Walrack, Jamie

First American Bank

Walz, Cindy

Torch Technologies, Inc.

Wasserman, Dan

KJT

Weller, John

SteadyRain

Wellman, Jason

ESOP Partners

Wesley Coleman, Marsha

Praxis Consulting Group

Wiefek, Nancy

NCEO

Wilkerson, Allison

McDermott Will & Emery

Williams, John

Elucidate Resources

WIlusz, Ed

Value Management Inc.

Wiscaver, Hannah

156331

Woolsey, Tracy

GreatBanc Trust Company

Zimmer, Michael

ownAI

Zipoy, Abby

Innovative Captive Strategies