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Tweets by 2024 Annual Conference
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Monday, Apr 29th
1:00 PM – 2:00 PM
ET
ESOP Are So Complicated How Do I Get Up to Speed
Location: 116-117
Ann M. Caresani, Attorney – BakerHostetler
Kevin Ward
Effective Governance
Earn 1 CE Hour
Monday, Apr 29th
2:15 PM – 3:15 PM
ET
Strategic Planning and the Board of Directors
Location: 112
Loren Rodgers (he/him/his) – National Center for Employee Ownership
Effective Governance
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
ESOP Leadership Dynamics: Exploring the Evolution of Directors' and Executive Officers' Roles in Ownership
Location: 107 - 108
Steven B. Greenapple, J.D. (he/him/his) – SES ESOP Strategies, a Stevens & Lee Company
Christine M. Hurt, CPA, MBA – Ayers Saint Gross, Inc.
Stephanie Olexa, PhD, MBA (she/her/hers) – Lead to the Future, LLC
Michael Biviano – BAMCO
Effective Governance
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
Minimizing Board of Director Liability Over the Life of an ESOP
Location: 107 - 108
Lindsey R. Camp, Esq (she/her/hers) – Holland & Knight LLP
Clifford G. Canavera, CFP®, MBA – Canavera Financial Grouip, LLC
Effective Governance
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
What Is Management's Responsibility for Corporate Governance and the Board of Directors?
Location: 101 - 102
Kim Blaugher, n/a – Beyster Institute
Howard L. Kaplan (he/him/his) – Kaplan Financial Group
Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
Effective Governance
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
How to Develop a Professional Advisor Network That Drives Value
Location: 101 - 102
Dillon T. Lewchuk, Investment Banker & Investor – Paralign Capital Partners
Joel Davis – Principal Financial Group
Blair Patteson, MBA, CFP, FWD, – Morgan Stanley Private Wealth Management
Effective Governance
Earn 1 CE Hour
Tuesday, Apr 30th
2:45 PM – 3:45 PM
ET
ESOP Company Governance - Who Does What and Interactive Examples of Challenging Issues
Location: 122 - 123
Scott D. Miller, CPA (he/him/his) – Enterprise Opportunities, LLC
Terry Leahy, J.D., M.B.A. – MyPath
Dawn Goestenkors (she/her/hers) – Ti-Trust, Inc.
Effective Governance
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
The PDA Presents: ESOP: Governance Unveiled Perspectives from the Boardroom
Location: 114-115
Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
Howard L. Kaplan (he/him/his) – Kaplan Financial Group
Sandy L. shoemaker, CPA – Shoemaker Consulting
Dan Markowitz, CPA – Boulay
Effective Governance
Presented By
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
CEO & Executive Succession: Building Leadership Profiles for Continued Growth
Location: 105 - 106
Mike P. Frommelt, n/a – Strategic Talent Partners
Effective Governance
Earn 1 CE Hour