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Tweets by 2024 Annual Conference
Full Schedule
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Wed, May 1
Full Schedule
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Wednesday, May 1, 2024
8:00 AM – 9:00 AM
ET
Closing Breakfast
8:00 AM – 9:00 AM
ET
Closing Breakfast
Location: Ballroom
Sponsored By
Bank of America
9:00 AM – 9:45 AM
ET
Closing General Session
9:00 AM – 9:45 AM
ET
Closing General Session
Location: Ballroom
10:00 AM – 11:00 AM
ET
Concurrent Session 9
10:00 AM – 11:00 AM
ET
Concurrent Session 9
10:00 AM – 11:00 AM
ET
Building Wealth: How an ESOP Can Change Your Life
Location: 111 - 113
Dawn Hafner, CPA, MBA, CPC, QPA – OneAmerica Retirement Services
Peter Newman, CFA (he/him/his) – Peak Wealth Planning, LLC
Tiffany R. Bennett, MAL – Plastic Products Company
Engagement and Culture
Earn 1 CE Hour
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
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
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
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
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
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
10:00 AM – 11:00 AM
ET
Preparing for a Transition to ESOP-Ownership? 5 Things to Know in 2024
Location: 107 - 108
Ted Margarit, JD, MBA – Paralign Capital Partners
Leah Turnbull (she/her/hers) – BMO
Chris Buch, JD (he/him/his) – Vedder Price
ESOP Plan Design and Feasibility
Earn 1 CE Hour
10:00 AM – 11:00 AM
ET
The Compounding Effect of Culture on Stock Value
Location: 118 - 119
Patrick K. Schmidt, pat@valcongrp.com – Value Consulting Group
Corey Rosen, n/a (he/him/his) – National Center for Employee Ownership
Engagement and Culture
Earn 1 CE Hour
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
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
11:00 AM – 11:15 AM
ET
Coffee Break
11:00 AM – 11:15 AM
ET
Coffee Break
Location: Ballroom
11:15 AM – 12:15 PM
ET
Concurrent Session 10
11:15 AM – 12:15 PM
ET
Concurrent Session 10
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
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
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
11:15 AM – 12:15 PM
ET
How to Build a Bench of A-Players
Location: 116 - 117
Alexa Lott, n/a – PFSbrands
Carlito Cabelin (he/him/his) – ESOP One
Engagement and Culture
Earn 1 CE Hour
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
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
11:15 AM – 12:15 PM
ET
Using Earnouts & Clawbacks In ESOP Transactions Within The Current Valuation, Capital Markets, & Regulatory Environment
Location: 120 - 121
Nate Dykes, n/a – Paralign Capital Partners
Drew Schaefer, CPA (he/him/his) – SCJ Fiduciary Services
ESOP Plan Design and Feasibility
Earn 1 CE Hour
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
11:15 AM – 12:15 PM
ET
Using the Stewardship Climate Scale to Measure the Perception of Governance Employee Ownership Culture
Location: 118 - 119
Richard M. Van Doel, n/a – Indiana Center for Employee Ownership
Betsy Kilmer
Engagement and Culture
Earn 1 CE Hour
12:30 PM – 1:00 PM
ET
Annual Conference Concludes
12:30 PM – 1:00 PM
ET
Annual Conference Concludes
Earn 0 CE Hour