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Monday, Apr 29th
8:00 AM – 11:00 AM
ET
An Integrated Approach to Sustainable ESOP Ownership
Location: 114 - 115
Ashleigh Newlin (she/her/hers) – Chartwell Financial Advisory
Tina M. Langlois, n/a – Chartwell Financial Advisory
Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
Joe Garza – CCC Group Inc.
Strategy, and Sustainability
Sponsored By
Earn 2.75 CE Hour
Monday, Apr 29th
1:00 PM – 2:00 PM
ET
Captive Health for ESOPs Owning the Benefit of Collaboration
Location: 101 - 102
Pim Jager, n/a – Scott Insurance
Abby Zipoy
Strategy, and Sustainability
Earn 1 CE Hour
Monday, Apr 29th
1:00 PM – 2:00 PM
ET
Growing Through M&A Activity as an ESOP Company
Location: 105 - 106
Allison Wilkerson, JD (she/her/hers) – McDermott Will & Emery
Lance Studdard – The ERISA Fiduciary Group, LLC
John Penewitt, CPA (he/him/his) – LJA Engineering, Inc.
Strategy, and Sustainability
Earn 1 CE Hour
Monday, Apr 29th
1:00 PM – 2:00 PM
ET
Selling an ESOP Company
Location: 103
Robert F. Schatz, n/a (he/him/his) – ESOP Plus®: Schatz Brown Glassman LLP
John P. Murphy – Atlantic Management Company, Inc.
Strategy, and Sustainability
Earn 1 CE Hour
Monday, Apr 29th
2:15 PM – 3:15 PM
ET
Repurchase Strategies and ESOP Sustainability Case Studies
Location: 120 - 121
Henry Ventura, CFA, ASA – Prairie Capital Advisors, Inc.
Stephen C. James, Independent Trustee – SCJ Fiduciary Services
Strategy, and Sustainability
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
Advantages ESOPs Have in Acquisitions
Location: 105 - 106
Wil Becker, n/a – Chartwell Financial Advisory
Michael Voves – Dorsey & Whitney LLP
Strategy, and Sustainability
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
How to Communicate with Stakeholders from the CFO Perspective
Location: 120 - 121
Terese Krafcheck, CEBS, AIF – GreatBanc Trust Company
Susan Osterberg – Smith Seckman Reid, Inc.
Tim Priddy – SSR
Chris Staloch – Chartwell Financial Advisory
CFO Mini Track
Strategy, and Sustainability
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
In Search of the ESOP Booty & Bounty: Growing the Value of Your ESOP Post-Transaction
Location: 116 - 117
Will R. Rodriguez, CPA/ABV, CVA – Vision Point Capital, Inc.
Phillip Hayes, MBA/CVA – Berman Hopkins CPA
Strategy, and Sustainability
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
Private Equity Investing for ESOPs- Diversify your RO Assets and Fuel Growth
Location: 114 - 115
Eric Strickland, MBA – 3LS, Inc.
tracy E. Woolsey – GreatBanc Trust Company
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
Developing and Executing a Growth Through Acquisition Strategy
Location: 103
Emily Bopp, n/a – Empowered Ventures
Chris Fredericks – Empowered Ventures
Chris Adee – OwnersEdge, Inc.
Rachel Hockenberger, Masters in Finance – Parman Holdings Corporation
Robert Whalen – HB Global
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
ESOPs are Great but They are Still Businesses: How to Survive a Downturn
Location: 122-123
Daniel Goldstein – Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Kevin Bird (he/him/his) – Shepard
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
Repurchase Liability Strategies: Staying Three Steps Ahead of the Sustainability Game
Location: 111 - 113
Christel Jimenez, n/a (she/her/hers) – Principal
Bill Roark – Starfish Holdings
David Joffe (he/him/his) – Bradley
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
Shared Interests: Creative Ways to Integrate Your ESOP 401(k) and Synthetic Equity Benefit Plans
Location: 114 - 115
Todd J. McDonald, Certified Family Business Specialist, AIF – Broadstone Advisors, LLC
Edward Dorian, Jr. (he/him/his) – Dorian Drake
Ryan Simons
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
11:15 AM – 12:15 PM
ET
From Risk to Reward: Strategies for Maximizing Shareholder Value and Employee Engagement-Part 1
Location: 118-119
Elizabeth Di Cola, n/a (she/her/hers) – TI-TRUST
Ashley Kirchner – BMO
Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
Henry Ventura, CFA, ASA – Prairie Capital Advisors, Inc.
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
Estimating Repurchases A Workshop
Location: 111 - 113
Daniel Cooper, CFA (he/him/his) – PCE
Joseph E. Marx, CPA (he/him/his) – Principal
Danielle Foster, ESOP Attorney (she/her/hers) – Atlas Legal Services, PLLC
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
From Risk to Reward: Strategies for Maximizing Shareholder Value and Employee Engagement- Part 2
Location: 118-119
Elizabeth Di Cola, n/a (she/her/hers) – TI-TRUST
Ashley Kirchner – BMO
Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
Henry Ventura, CFA, ASA – Prairie Capital Advisors, Inc.
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
Responding to Purchase Offers
Location: 122 - 123
Paul D. Trost, n/a (he/him/his) – Equitable Edge Services LLC
william W. merten, JD, LLM – Krieg DeVault LLP
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
2:45 PM – 3:45 PM
ET
Direct Employee Ownership: An ESOP Alternative
Location: 107 - 108
Chip Cargas, n/a – Cargas
Greg R. Weiss, MBA, CPA/CFF, CVA – Harper Hofer & Associates, LLC
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
2:45 PM – 3:45 PM
ET
Winding Your Way Through Leadership Succession: Developing a Succession System for the Future
Location: 114 - 115
Kathleen McInerney Kane, n/a (she/her/hers) – Praxis Consulting Group
Heather Braimbridge-Cox – Windings, Inc.
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
ESOP Company Executive Compensation Is It Different
Location: 116 - 117
Matt Keene, n/a – Chartwell Financial Advisory
Katie Lind (she/her/hers) – Chartwell Financial Advisory
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
How to Navigate a Second-Stage ESOP Transaction
Location: 120 - 121
David B. Solomon (he/him/his) – Levenfeld Pearlstein, LLC
Brady Finny – Atlantic Management
Frank Ricciardi, PE, LSP – Weston and Sampson
Kim Plourde – Weston & Sampson
Strategy, and Sustainability
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
Why Innovate? The Case for Renewal in ESOPs
Location: 122 - 123
Bruce Vojak, n/a – Breakthrough Innovation Advisors, LLC
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
Capital Structure Alternatives for Mature ESOPs
Location: 101 - 102
Ann M. Caresani, Attorney – BakerHostetler
Tom DeSimone, CPA – Prairie Capital Advisors, Inc.
Matthew Hricko – Stout
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
Debt Trends and Capital Markets Update
Location: 114 - 115
Dan Kaczmarek, n/a – Chartwell Financial Advisory
Guillermo Doria – BankUnited, N.A
Ryan Ochs – Lafayette Square
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
ESG 101: A Primer for ESOP Companies
Location: 116 - 117
Matt Balestrieri, M.B.A. (he/him/his) – MyPath
Terry Leahy, J.D., M.B.A. – MyPath
Sara Kekula – M3 Insurance
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
How to Manage Your Board & Fiduciary Succession
Location: 109
Jack Veale, MBA (he/him/his) – ESOPMarketplace.com, ESOPTraining.com, PTCFO.com
Mark Smith
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
The Department of Labor’s Adequate Consideration Regulation: What Now?
Location: 122-123
Rick Pearl, n/a (he/him/his) – Faegre Drinker Biddle & Reath
Julie A. Govreau, M.S., J.D., Ll.M. – GreatBanc Trust Company
Aziz El-Tahch, CFA (he/him/his) – Stout
Ted Becker (he/him/his) – McDermott Will & Emery
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
11:15 AM – 12:15 PM
ET
ESOPs and M&A: Exploring the Intersection, the Prudence, and Process for Unsolicited Offers
Location: 122 - 123
Mary S. Josephs, n/a (she/her/hers) – Verit Advisors
Renee Lewis (she/her/hers) – Holland & Knight LLP
Miguel Paredes – Prudent Fiduciary Services, LLC
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
11:15 AM – 12:15 PM
ET
Thriving Through Time: Overcoming Benefit Level Hurdles in ESOP Maturity
Location: 107 - 108
Ryan Graham, n/a – Chartwell Financial Advisory
Melissa Lunak – DSG
Strategy, and Sustainability
Earn 1 CE Hour
Wednesday, May 1st
11:15 AM – 12:15 PM
ET
Using Employee Ownership and Public Benefit Corporation Laws to Reinforce the Principles of Long-Term Ownership
Location: 105-106
Clay Hagan, n/a – Torch Technologies, Inc.
Lindsay Shafer (she/her/hers) – Praxis Consulting Group
Amanda M. Clark, n/a – Torch Technologies
Strategy, and Sustainability
Earn 1 CE Hour