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Tweets by 2024 Annual Conference
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Monday, Apr 29th
1:00 PM – 2:00 PM
ET
Before During and After Our ESOP Summit
Location: 112
Barbara M. Clough, QPA, QKC, QKA (she/her/hers) – Blue Ridge ESOP Associates
Paul Grove – AXIA Consulting, Inc.
Justin Browder – AXIA Consulting
Ongoing Operations
Earn 1 CE Hour
Monday, Apr 29th
1:00 PM – 2:00 PM
ET
What to Do When Your Fiduciary Liability Insurer Denies Coverage
Location: 107 - 108
Ted Becker (he/him/his) – McDermott Will & Emery
Chris Kentra – Burke, Warren, MacKay & Serritella, P.C.
Blake Roter (he/him/his) – Burke, Warren, MacKay & Serritella, P.C.
Ongoing Operations
Earn 1 CE Hour
Monday, Apr 29th
2:15 PM – 3:15 PM
ET
Basics of ESOP Distributions
Location: 114-115
Scott Freund, QPA, QKC – Blue Ridge ESOP Associates
Ongoing Operations
Earn 1 CE Hour
Monday, Apr 29th
2:15 PM – 3:15 PM
ET
Cybersecurity Issues in ESOP Litigation/DOL Enforcement
Location: 111
Chris Nemeth, n/a – McDermott Will & Emery
Ongoing Operations
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
A Mock DOL Investigation
Location: 109
Jose M. Jara, Esq. (he/him/his) – Fox Rothschild, LLP
Kjersti Cory – SCJ Fiduciary Services
Ongoing Operations
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
Demystifying the ESOP Trustee Team's Process in an ESOP Stock Purchase Transaction
Location: 111
Jeannine Pendergast, CPA (she/her/hers) – Spinnaker Trust
Tabitha M. Croscut, n/a – Devine, Millimet & Branch, P.A.
Ongoing Operations
Earn 1.0 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
Overnight Success? How One Firm Built a Foundation for Long-term Success as a 100% ESOP S Corp
Location: 122 - 123
Gil Hantzsch, PE (he/him/his) – MSA Professional Services, Inc.
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
Not Your Basic ESOP Distributions
Location: 120 - 121
Vicki Graft, CPA, QPA, CPC – FORVIS, LLP
Brian L. Anderson (he/him/his) – DeWitt LlP
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
11:15 AM – 12:15 PM
ET
Annual ESOP Administration: Don’t Get Behind the Eight Ball
Location: 122 - 123
Mason Eisenberg, MBA – GreatBanc Trust Company
Lady Kima Disimulacion, CPA – Bernards Holdings, Inc.
Karen D. Ng, n/a (she/her/hers) – N&G Legal Group, APC
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
11:15 AM – 12:15 PM
ET
Public Speaking Mastermind: Learn How to Tell Your Story from a 19 Time Emmy Winner
Location: 103
Joe Schmit, CSP- Certified Speaking Professional – Joe Schmit LLC
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
The Trustee and Financial Advisor Annual Valuation Review impacts of Management Projections
Location: 107-108
Brian W. Crotty, ASA, ABV, CVA, CBA, CFE, CDFA (he/him/his) – HDH Advisors, LLC
Scot Storjohann (he/him/his) – GreatBanc Trust Company
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
Workshop: Mastering ESOP Acquisitions
Location: 114-115
WIll Stewart, CFA – PCE Investment Bankers
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
2:45 PM – 3:45 PM
ET
Legislative, Regulatory, and Case Law Update
Location: 101 - 102
Lars C. Golumbic, JD (he/him/his) – The Groom Law Group
Mark Nebrig – Moore & Van Allen
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
2:45 PM – 3:45 PM
ET
Why D&O, Fiduciary, and Cyber Insurance Are Particularly Important for ESOPs
Location: 105 - 106
Zach Freeman, n/a – Christensen Group, Inc.
Rick Pearl, n/a (he/him/his) – Faegre Drinker Biddle & Reath
Chad Duke – Scott Insurance Services / OWN-Health
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
A Valuation Checklist for ESOP Companies
Location: 105 - 106
Himanshu Chaudhry, CFA – Prairie Capital Advisors, Inc.
Melissa Thomas, CPA – SCJ Fiduciary Services
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
Acquisitions: The Day After
Location: 101 - 102
Alexander Grasser, MBA – SCJ Fiduciary
Nick Viner – Prairie Capital Advisors, Inc.
Mike Giannantonio – FST Logistics
Michael Kroeger
Ongoing Operations
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
Case Study: Accounting for an ESOP Transaction and Ongoing Operations
Location: 111 - 113
Angela Fisher, CPA (she/her/hers) – FORVIS, LLP
Tom Clarke – PNC Bank
Ongoing Operations
Earn 1 CE Hour
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
Winning the Leadership Transition: Preserving Relationships and Retaining People
Location: 120 - 121
Albert Ciuksza, Jr., n/a (he/him/his) – Solutions 21
Ongoing Operations
Earn 1 CE Hour
Wednesday, May 1st
11:15 AM – 12:15 PM
ET
Case Studies: Incentive Compensation in ESOP Companies
Location: 101-102
Cara Benningfield, n/a – FORVIS
Sean Power – Polsinelli PC
Mike Mallaro, n/a – VGM Group
Ongoing Operations
Earn 1 CE Hour
Wednesday, May 1st
11:15 AM – 12:15 PM
ET
Internal & External Trustee Duties & Responsibilities: Legal Administration, and Valuation
Location: 114 - 115
Merri E. Ash, n/a (she/her/hers) – Internal Trustee
James Steiker – SES ESOP Strategies
Gregory Cook – Prairie Capital Advisors, Inc.
Ongoing Operations
Earn 1 CE Hour