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Tuesday, April 30, 2024
8:00 AM – 9:00 AM
ET
Welcome Breakfast
8:00 AM – 9:00 AM
ET
Welcome Breakfast
Location: Ballroom
Sponsored By
Earn 0 CE Hour
9:00 AM – 9:45 AM
ET
Keynote Presentation: Scaling Success: Empowering Employees through Transformative Investments
9:00 AM – 9:45 AM
ET
Keynote Presentation: Scaling Success: Empowering Employees through Transformative Investments
Location: Ballroom
Mowa Haile (he/him/his) – Blue Sky Builders / Apex Underground
Todd Leverette
Phillip Reeves – Apis & Heritage Capital Partners
Sponsored By
Earn 0 CE Hour
10:00 AM – 11:00 AM
ET
Concurrent Session 4
10:00 AM – 11:00 AM
ET
Concurrent Session 4
10:00 AM – 11:00 AM
ET
Creating a Culture of Feedback
Location: 105-106
Linshuang Lu, MSOD (she/her/hers) – Praxis Consulting Group
Renee Mundell, n/a – Radian Research, Inc
Engagement and Culture
Earn 1 CE Hour
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
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
10:00 AM – 11:00 AM
ET
Leadership Development Throughout Your Whole Company
Location: 116 - 117
John Williams, n/a – Elucidate Resources LLC
Robert Isherwood – AMBAC International
Mark Brennan, CPA (he/him/his) – Pariveda Solutions, Inc.
Engagement and Culture
Earn 1 CE Hour
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
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
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
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
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
10:00 AM – 11:00 AM
ET
Successfully Raising Financing for an ESOP
Location: 109
Jake Cravens, CFA – Verit Advisors
Doug Dell, CPA/ABV (inactive) (he/him/his) – KeyBank
ESOP Plan Design and Feasibility
Earn 1 CE Hour
10:00 AM – 11:00 AM
ET
The CFO and the Board: Keys to a Strong and Effective Relationship
Location: 118 - 119
Collin Mayer, n/a – Chartwell Financial Advisory
Mark Welker – Husch Blackwell
Christopher Mounts – AVI Systems, Inc.
Paul Crandall – Catamount Constructors, Inc.
CFO Mini Track
Earn 1 CE Hour
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
11:00 AM – 11:15 AM
ET
Coffee Break
11:00 AM – 11:15 AM
ET
Coffee Break
Location: Ballroom
Sponsored By
11:15 AM – 12:15 PM
ET
Concurrent Session 5
11:15 AM – 12:15 PM
ET
Concurrent Session 5
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
11:15 AM – 12:15 PM
ET
Cultivating Effective Relationships with ESOP Clients
Location: 107 - 108
Ramona Rodriguez-Brooks, n/a (she/her/hers) – National Center for Employee Ownership
Professional Development
Earn 1 CE Hour
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
11:15 AM – 12:15 PM
ET
Grow Your People: An Interactive Panel On Innovative HR/L&D Practices in Employee Owned Companies
Location: 105 - 106
Jon M. Sweigart, MSS (he/him/his) – Praxis Consulting Group
Kelly Samson-Rickert, SPHR-SHRM-SCP – Pack Edge
Jenelle Markell, M. Ed. – Tech-Etch
Engagement and Culture
Earn 1 CE Hour
11:15 AM – 12:15 PM
ET
Initial Early Steps for CEO Transitions
Location: 109
Mike P. Frommelt, n/a – Strategic Talent Partners
Professional Development
Earn 1.0 CE Hour
11:15 AM – 12:15 PM
ET
Making Ownership Meaningful for People with Two Years of Tenure or Less
Location: 111 - 113
Jesse D. Tyler (he/him/his) – Hypertherm Associates
Gabrielle Lucke – Hypertherm
Engagement and Culture
Earn 1 CE Hour
11:15 AM – 12:15 PM
ET
Not Your Typical Workshop: How Champ Camp Empowers Spokespeople and Brand Ambassadors to Effectively, Consistently and Passionately Advocate for Your Brand
Location: 116 - 117
Marcy Tessmann, n/a (she/her/hers) – C.O.nxt
Brandon Miller – C.O.nxt
Rebekah Baldi, n/a – Jenkins Restorations
Engagement and Culture
Earn 1 CE Hour
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
11:15 AM – 12:15 PM
ET
Overcoming the 'Meeting Blahs'
Location: 114 - 115
Andrea Elrod, CPA – AlaTrade Foods
Daniel Hood (he/him/his) – GRITT Business Coaching
Engagement and Culture
Earn 1 CE Hour
11:15 AM – 12:15 PM
ET
Seller Financing vs. Bank Financing: Pros and Cons
Location: 101 - 102
James M. Walrack, n/a – First American Bank
Howard Gee, n/a – Card Access, Inc.
ESOP Plan Design and Feasibility
Earn 1 CE Hour
11:15 AM – 12:15 PM
ET
Take Ownership: Cultivating an Ownership Culture through Leadership Development and Storytelling
Location: 120 - 121
Maddie Binke, n/a (she/her/hers) – Catamount Constructors, Inc.
Emily Livorsi (she/her/hers) – Catamount Constructors, Inc.
Engagement and Culture
Earn 1 CE Hour
11:15 AM – 12:15 PM
ET
Public Speaking with Executive Presence
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
12:15 PM – 1:15 PM
ET
Networking Luncheon
12:15 PM – 1:15 PM
ET
Cuban Networking Luncheon
Location: Ballroom
Sponsored By
Earn 0 CE Hour
1:30 PM – 2:30 PM
ET
Concurrent Session 6
1:30 PM – 2:30 PM
ET
Concurrent Session 6
1:30 PM – 2:30 PM
ET
Communicating the Value of a Mature ESOP
Location: 109
Jennifer Schmitz, n/a – SEH
Scott Sannes – SEH
Chris C. Alexander (he/him/his) – Short Elliott Hendrickson, Inc.
Engagement and Culture
Earn 1 CE Hour
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
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
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
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
1:30 PM – 2:30 PM
ET
Madmen to Mayberry: Lessons Learned From Changing ESOP Corporate Culture in a Service Industry
Location: 116-117
John P. Haley, Jr., CPA – ChillCo, Inc.
Frank Myers (he/him/his) – ChillCo, Inc.
Engagement and Culture
Earn 1 CE Hour
1:30 PM – 2:30 PM
ET
Negotiating an ESOP Transaction: Common Term Sheet Factors and What They Mean
Location: 103
Chad Bell, ASA (he/him/his) – Marcum LLP
Wallace (Wally) Brockhoff – Polsinelli PC
ESOP Plan Design and Feasibility
Earn 1 CE Hour
1:30 PM – 2:30 PM
ET
Re- Designing Your ESOP Document
Location: 120 - 121
Matthew D. Goedert, n/a (he/him/his) – N&G Legal Group
ESOP Plan Design and Feasibility
Earn 1 CE Hour
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
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
1:30 PM – 2:30 PM
ET
Unlocking the Potential of Artificial Intelligence
Location: 105-106
Dan Wasserman – KJT
Jon E. Ault, MS – Eide Bailly
Earn 1 CE Hour
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
2:30 PM – 2:45 PM
ET
Smoothie Bar Break
2:30 PM – 2:45 PM
ET
Smoothie Bar Break
Sponsored By
2:45 PM – 3:45 PM
ET
Concurrent Session 7
2:45 PM – 3:45 PM
ET
Concurrent Session 7
2:45 PM – 3:45 PM
ET
Demystifying Financial Statements: Putting it in Plain English
Location: 111 - 113
Don M. Drysdale, CPA/ABV, ASA – Gibraltar Business Valuations
Catherine Foster, Over 40 years of diverse, multi-dimensional entrepreneurship. – Journeys of Change, LLC
Jessica Brandenburg
Engagement and Culture
Earn 1 CE Hour
2:45 PM – 3:45 PM
ET
Developing Trends Private Capital Investments in ESOP Owned Companies
Location: 109
Greg Fresh, n/a – Chartwell Financial Advisory
Pete Stavros (he/him/his) – KKR
Larry Goldberg, n/a – ESOP Law Group
ESOP Plan Design and Feasibility
Earn 1 CE Hour
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
2:45 PM – 3:45 PM
ET
ESOP Committees: Fun Ideas for Educating and Engaging Employee-Owners
Location: 118 - 119
Sean OBrien, n/a – Alliant Engineering
Beth Winter (she/her/hers) – Alliant Engineering
Matt Middendorp, n/a – ESOP Partners
Engagement and Culture
Earn 1 CE Hour
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
2:45 PM – 3:45 PM
ET
Establishing an Inclusive Culture Across International Offices
Location: 116-117
Betsy Bassan – Panagora Group
Gabrielle Lucke – Hypertherm
Matt Hancock – Praxis Consulting Group
Engagement and Culture
Earn 1 CE Hour
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
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
2:45 PM – 3:45 PM
ET
Strategic Preparations for the Feasibility Study: Positioning Yourself and Your Company for Success
Location: 103
Kevin G. Long – Employee Benefits Law Group
Timothy Garbinsky, n/a (he/him/his) – National Center for Employee Ownership
ESOP Plan Design and Feasibility
Earn 1 CE Hour
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
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
4:00 PM – 5:00 PM
ET
Concurrent Session 8
4:00 PM – 5:00 PM
ET
Concurrent Session 8
4:00 PM – 4:45 PM
ET
The Role of the DOL in Supporting the Growth of Employee Ownership and Employee Engagement
Location: Ballroom
Timothy Hauser
Steve Storkan – Employee Ownership Expansion Network
Lisa Gomez – The Department of Labor
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
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
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
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
4:00 PM – 5:00 PM
ET
Financing Your ESOP Transaction with Warrants
Location: 103
Dan Sailer, CPA/ABV, CFA – KSM
Andrew Berger, CPA – Kreischer Miller
ESOP Plan Design and Feasibility
Earn 1 CE Hour
4:00 PM – 5:00 PM
ET
How Not to Scare Potential ESOP Clients Away
Location: 107 - 108
Daniel Goldstein – Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Corey Rosen, n/a (he/him/his) – National Center for Employee Ownership
ESOP Plan Design and Feasibility
Earn 1 CE Hour
4:00 PM – 5:00 PM
ET
How to Create an INSPIRING Safety Culture
Location: 118 - 119
Tom Bagwell, n/a – GRITT Business Coaching
Engagement and Culture
Earn 1 CE Hour
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
4:00 PM – 5:00 PM
ET
Investing in the 1042 Rollover
Location: 109
Nick Francia, CEPA – The Capital ESOP Group at UBS
ESOP Plan Design and Feasibility
Earn 1 CE Hour
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
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
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
5:00 PM – 6:00 PM
ET
Peer Networking Happy Hour
5:00 PM – 6:00 PM
ET
Peer Networking Happy Hour
Location: 118 - 119
Earn 0 CE Hour
5:15 PM – 7:15 PM
ET
Closing Reception
5:15 PM – 7:15 PM
ET
Closing Reception
Location: Ballroom Prefunction
Sponsored By