Monday, Apr 29th

1:00 PM – 2:00 PM ET

NCEO Resources for ESOP Education

Location: 124 - 125

Ramona Rodriguez-Brooks, n/a (she/her/hers) – National Center for Employee Ownership

Grace Dawson (she/they) – National Center for Employee Ownership

Lindsay Isaac (she/her/hers) – National Center for Employee Ownership

Building an ESOP Education Curriculum

Earn 1 CE Hour

Monday, Apr 29th

2:15 PM – 3:15 PM ET

Wow Employees with ESOP Communication

Location: 124 - 125

Sheryl Lewis, MBA (she/her/hers) – ROI Communication

Kelly L. Scott, MS HR OD (she/her/hers) – ROI Communication, Inc.

Building an ESOP Education Curriculum

Earn 1 CE Hour

Monday, Apr 29th

3:45 PM – 4:45 PM ET

Who Said Educators Can't Be Owners?

Location: 124 - 125

Nataki Gregory, n/a (she/her/hers) – CT3

Brian Khorsand – Khorsand ESOP Advisory, Inc.

Sheryl Bayani-Alzona, Attorney (she/her/hers) – Employee Benefits Law Group, PC

Kendra Shipmon – CT3 Education Inc.

Joy Treadwell

Building an ESOP Education Curriculum

Earn 1 CE Hour

Tuesday, Apr 30th

10:00 AM – 11:00 AM ET

Smarter, Better, Faster: The Value of Well-Trained Employee Owners

Location: 124 - 125

Steve Baker (he/him/his) – The Great Game of Business

Anne-Claire Broughton (she/her/hers) – Broughton Consulting, LLC

Building an ESOP Education Curriculum

Earn 1 CE Hour

Tuesday, Apr 30th

11:15 AM – 12:15 PM ET

Open Book Management and Financial Literacy Training

Location: 124-125

Sarah Laroque, MBA, PMP – EarthBalance

Cristine Borowski, BS Business Management (she/her/hers) – EarthBalance

Patrick Carpenter, n/a – GRITT Business Coaching

Juanpablo Wright – Axia Home Loams

Building an ESOP Education Curriculum

Earn 1 CE Hour

Tuesday, Apr 30th

1:30 PM – 2:30 PM ET

Destination Education: A Discussion of the Vehicles That Can Be Used on the Road to Employee-owner ESOP Education

Location: 124 - 125

Sarah Madsen, n/a (she/her/hers) – Braun Intertec

Joshua Kylander, NA – Braun Intertec

Building an ESOP Education Curriculum

Earn 1 CE Hour

Tuesday, Apr 30th

2:45 PM – 3:45 PM ET

It's Not Just a Retirement Plan: How to Make ESOPs Matter to Employees Every Day

Location: 124 - 125

Corey Rosen, n/a (he/him/his) – National Center for Employee Ownership

Building an ESOP Education Curriculum

Earn 1 CE Hour

Tuesday, Apr 30th

4:00 PM – 5:00 PM ET

Presenting Valuation So Employees Understand the Process, Apply Key Concepts, and Drive Company Value

Location: 124 - 125

Susan Kildahl, n/a (she/her/hers) – NHS Northstar, Inc

Nels Carlson, J.D., LL.M. – Summit Fiduciary Group

Aaron Pryor – Acclaro Valuation Advisors

Building an ESOP Education Curriculum

Earn 1 CE Hour

Wednesday, May 1st

10:00 AM – 11:00 AM ET

How to Effectively Write and Speak About Employee Ownership

Location: 124 - 125

Timothy Garbinsky, n/a (he/him/his) – National Center for Employee Ownership

Madelyn Hammack (she/her/hers) – National Center for Employee Ownership

Building an ESOP Education Curriculum

Earn 1 CE Hour

Wednesday, May 1st

11:15 AM – 12:15 PM ET

Building an ESOP Education Curriculum Wrap Up and Networking

Location: 124-125

Lindsay Isaac (she/her/hers) – National Center for Employee Ownership

Building an ESOP Education Curriculum

Earn 0 CE Hour