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Wed, Sep 18
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Wednesday, September 18, 2024
8:45 AM - 4:45 PM
East Coast USA Time
Employee Ownership / Purpose Trusts (EOT/PPT) and Direct Employee Ownership
8:45 AM - 9:30 AM
East Coast USA Time
Welcome and State of EOTs and PPTs
Location: 201
Speaker:
Steve Storkan
– Employee Ownership Expansion Network
9:30 AM - 10:15 AM
East Coast USA Time
Case Study: Ocaquatics
Location: 201
Speaker:
Miren Oca
10:30 AM - 11:30 AM
East Coast USA Time
Profit Sharing and Employee Benefits
Location: 201
Speaker:
Katie Lyon
Other
CE: 1
11:30 AM - 12:00 PM
East Coast USA Time
EOT Roundtable Discussions
CE: .5
1:00 PM - 2:00 PM
East Coast USA Time
Case study: Sandias Executive SearchCommunication and Culture: Critical Success Factors
Location: 201
Speaker:
Don Ancona
– Sandias Executive Search
CE: 1
2:15 PM - 3:15 PM
East Coast USA Time
Tandem Pathways-Direct Employee Ownership
Location: 201
Speaker:
Drew Mousetis, n/a
– Tandem Center for Shared Business Success
Other
CE: 1
3:30 PM - 4:45 PM
East Coast USA Time
Afternoon Roundtables and Wrap Up
Location: 201
CE: 1
9:00 AM - 11:30 AM
East Coast USA Time
PreForum Workshops
9:00 AM - 11:30 AM
East Coast USA Time
ESOP Ownership: The Great Balancing Act
Location: 304/306
Speaker:
Ashleigh Newlin (she/her/hers)
– Chartwell Financial Advisory
Speaker:
Matt Keene
– Chartwell Financial Advisory
Speaker:
Ron Heitzman
– Parksite
Sponsored By
CE: 2
9:00 AM - 11:30 AM
East Coast USA Time
Get in the Game: Creating a High-Involvement Ownership Culture
Location: 302/303
Speaker:
Steve Baker (he/him/his)
– The Great Game of Business
Speaker:
John Williams, n/a
– Elucidate Resources
Building an Owners Manual
Sponsored By
CE: 2
9:00 AM - 11:30 AM
East Coast USA Time
Large Companies Roundtable
Location: 309
CE: 2
12:00 PM - 12:45 PM
East Coast USA Time
Opening Luncheon
12:00 PM - 12:45 PM
East Coast USA Time
Opening Luncheon
Location: Ballroom 5
Sponsored By
12:20 PM - 12:45 PM
East Coast USA Time
Welcome General Session
12:20 PM - 12:45 PM
East Coast USA Time
Welcome General Session
Location: Ballroom 5
Speaker:
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
1:00 PM - 2:15 PM
East Coast USA Time
Concurrent Session 1
1:00 PM - 2:15 PM
East Coast USA Time
Are You Acquisition-Curious? Here's What You Need to Know
Location: 302/303
Speaker:
Daniel Goldstein, n/a
– Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Acquisitions
CE: 1.25
1:00 PM - 2:15 PM
East Coast USA Time
Capital Stack: Optimize Structure and Accelerate Growth
Location: 301
Speaker:
Joseph Labetti, n/a
– Prairie Capital Advisors
Speaker:
Amanda Sigg
– BMO Commercial Bank
Mature ESOPs
CE: 1
1:00 PM - 2:15 PM
East Coast USA Time
Foundations of a Successful ESOP-Owned Company
Location: Ballroom 1/2
Speaker:
Andrew J. Kulesza, MEd, MBA, FINRA 63, 79
– J.P. Morgan
Speaker:
Melissa Thomas, CPA
– SCJ Fiduciary Services
Building an Owners Manual
CE: 1
1:00 PM - 2:15 PM
East Coast USA Time
Hiring Outside the Lines
Location: 309
Speaker:
Gina Schaefer
CE: 1.25
1:00 PM - 2:15 PM
East Coast USA Time
Leveraging AI for Ethical and Effective Employee Ownership Communications
Location: Ballroom 3/4
Speaker:
Madelyn Hammack, n/a (she/her/hers)
– National Center for Employee Ownership
Speaker:
Grace Dawson (she/they)
– NCEO
Engagement, Recruitment, and Retention
CE: 1
1:00 PM - 2:15 PM
East Coast USA Time
Start Somewhere: Leadership Development in a EO Company
Location: 304/306
Speaker:
Jon M. Sweigart, MSS (he/him/his)
– Praxis Consulting Group
Speaker:
Kristi Briseno (she/her/hers)
– Vermeer Great Plains
Managing in an ESOP Company
CE: 1
2:15 PM - 2:30 PM
East Coast USA Time
Coffee Break
2:15 PM - 2:30 PM
East Coast USA Time
Coffee Break
Location: Exhibit Hall
2:15 PM - 3:15 PM
East Coast USA Time
Concurrent Session 2
2:30 PM - 3:30 PM
East Coast USA Time
Acquisition Strategies for ESOP Companies
Location: 302/303
Speaker:
Himanshu Chaudhry, CFA (he/him/his)
– Prairie Capital Advisors, Inc.
Speaker:
Mike E. North, CPA
– Katz, Sapper and Miller, LLP
Acquisitions
CE: 1
2:30 PM - 3:30 PM
East Coast USA Time
Basics of Financials
Location: Ballroom 1/2
Speaker:
Thomas P. Wagner, Jr., CPA/ABV, CVA
– Blue & Co., LLC
Speaker:
Patrick Carpenter, n/a
– GRITT Business Coaching
Thinking and Acting Like Owners
CE: 1
2:30 PM - 3:30 PM
East Coast USA Time
Bringing Well-Being into the Workplace
Location: Ballroom 3/4
Speaker:
Dawn Hafner, CPA, MBA, CPC, QPA
– OneAmerica Retirement Services
Engagement, Recruitment, and Retention
CE: 1
2:30 PM - 3:30 PM
East Coast USA Time
How Can Research on ESOPs Be Useful for You?
Location: 304/306
Speaker:
Liza Shifrin, n/a
– NCEO
Speaker:
Michael L. Palmieri, PhD (he/him/his)
– Ohio Employee Ownership Center
Managing in an ESOP Company
CE: 1
2:30 PM - 3:30 PM
East Coast USA Time
Concurrent Session 2
2:30 PM - 3:30 PM
East Coast USA Time
Peer Forum for Executives and Directors
Location: 301
Speaker:
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
Other
CE: 1
2:30 PM - 3:30 PM
East Coast USA Time
The Download - Using the NCEO's Monthly Educational Resource
Location: 309
Speaker:
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
CE: 1
3:30 PM - 4:30 PM
East Coast USA Time
Concurrent Session 3
3:40 PM - 4:40 PM
East Coast USA Time
Acquisition Due Diligence – Partner with Professionals to Deliver Quality Reports to Your Board
Location: 302/303
Speaker:
Christine Adee, n/a
– OwnersEdge, Inc.
Acquisitions
CE: 1
3:40 PM - 4:40 PM
East Coast USA Time
Thriving Together: Cultivating Resilient Teams in Challenging Times
Location: Ballroom 1/2
Speaker:
Tom J. Bagwell, tom.bagwell@grittbusinesscoaching.com
– GRITT Business Coaching
Engagement, Recruitment, and Retention
CE: 1
3:40 PM - 4:40 PM
East Coast USA Time
Enhancing Your ESOP Culture and Driving Performance Through Education
Location: 304/306
Speaker:
Cara Benningfield, CPA
– Forvis Mazars
Speaker:
Jason Nord
– Jasper Holdings, Inc.
Managing in an ESOP Company
CE: 1
3:40 PM - 4:40 PM
East Coast USA Time
How to Structure Your Company Now for Consistent Growth in the Future
Location: Ballroom 3/4
Speaker:
Shad Tidler, n/a
– Lushin, Inc
Building an Owners Manual
CE: 1
3:40 PM - 4:40 PM
East Coast USA Time
Long-Term Benefits: Repurchase Obligation and Rewarding Employees
Location: 309
Speaker:
Ed Wilusz, ASA, CFA, MBA (he/him/his)
– Value Management Inc.
Speaker:
Michael D. Gore, CPA
– Penn United
Mature ESOPs
CE: 1
4:30 PM - 6:30 PM
East Coast USA Time
Opening Cocktail Reception
4:45 PM - 6:30 PM
East Coast USA Time
Opening Cocktail Reception
Location: Ballroom PreFunction
Sponsored By
Thursday, September 19, 2024
8:00 AM - 9:00 AM
East Coast USA Time
Welcome Breakfast
8:00 AM - 9:00 AM
East Coast USA Time
Welcome Breakfast
Location: Ballroom 5
8:30 AM - 9:00 AM
East Coast USA Time
DOL Interview: Lisa Gomez & Loren Rodgers
8:30 AM - 9:00 AM
East Coast USA Time
DOL Interview: Lisa Gomez & Loren Rodgers
Location: Ballroom 5
Speaker:
Lisa Gomez
– The Department of Labor
Speaker:
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
9:10 AM - 10:40 AM
East Coast USA Time
Concurrent Session 4
9:10 AM - 10:40 AM
East Coast USA Time
Case Study: A Valuation Report Review
Location: 309
Speaker:
Jennifer Krieger, CVA (she/her/hers)
– Weaver
Speaker:
Laurie-Leigh White, ASA, CPA/ABV, CEIV (she/her/hers)
– BVA Group
Speaker:
Dave VanNess
– GreatBanc Trust Company
Governance
CE: 1
9:10 AM - 10:40 AM
East Coast USA Time
Creating an Employee Ownership Culture with a Hybrid/Remote Workforce
Location: Ballroom 3/4
Speaker:
Melissa Thomas, CPA
– SCJ Fiduciary Services
Speaker:
Hannah L. Wiscaver, PHR, SHRM-CP
– TrueScripts Management Services
Engagement, Recruitment, and Retention
CE: 1.5
9:10 AM - 10:40 AM
East Coast USA Time
Helping Employees Think & Act Like Owners
Location: Ballroom 1/2
Speaker:
Matthew Hancock, n/a
– Praxis Consulting Group
Speaker:
Ron Scheese, CPA (he/him/his)
– Andesa Services, Inc.
Speaker:
Michael L. Palmieri, PhD (he/him/his)
– Ohio Employee Ownership Center
Thinking and Acting Like Owners
CE: 1.5
9:10 AM - 10:40 AM
East Coast USA Time
The Myth of Unaffordable Repurchase Obligations
Location: 301
Speaker:
Ed Renenger, n/a
– SES ESOP Strategies
Speaker:
Bob Whalen
– HB Global, LLC
Speaker:
Mark R. Fournier, CFA (he/him/his)
– Stout Risius Ross, LLC
Mature ESOPs
CE: 1.5
9:10 AM - 10:40 AM
East Coast USA Time
Valuation Considerations in Acquistions
Location: 302/303
Speaker:
Dan Markowitz, CPA
– Boulay
Speaker:
Sean-Tamba Matthew, n/a
– SES ESOP Strategies, a Stevens & Lee Company
Acquisitions
CE: 1.5
9:10 AM - 10:40 AM
East Coast USA Time
Your First 5 Years as an ESOP Manager
Location: 304/306
Speaker:
Scott D. Miller, CPA (he/him/his)
– Enterprise Opportunities, LLC
Speaker:
Timothy Everidge (he/him/his)
– Radian Research, Inc.
Managing in an ESOP Company
CE: 1.5
11:00 AM - 12:00 PM
East Coast USA Time
Concurrent Session 5
11:00 AM - 12:00 PM
East Coast USA Time
Board Members & Trustees Peer Networking
Location: 304/306
Speaker:
Howard L. Kaplan (he/him/his)
– Kaplan Fiduciary Group
11:00 AM - 12:00 PM
East Coast USA Time
ESOP CEO Peer Networking
Location: 309
Speaker:
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
11:00 AM - 12:00 PM
East Coast USA Time
ESOP Finance Working Group Peer Networking
Location: 302/303
Speaker:
Susan Kildahl, n/a (she/her/hers)
– NHS Northstar, Inc
11:00 AM - 12:00 PM
East Coast USA Time
HR Peer Networking
Location: Ballroom 3/4
Speaker:
Michelle Cronin (she/her/hers)
– The National Center for Employee Ownership
11:00 AM - 12:00 PM
East Coast USA Time
Innovative Communication Coalition Peer Networking
Location: Ballroom 1/2
Speaker:
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
11:00 AM - 12:00 PM
East Coast USA Time
Service Provider Peer Networking
Location: 301
Speaker:
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– National Center for Employee Ownership
12:00 PM - 12:45 PM
East Coast USA Time
Luncheon
12:00 PM - 12:45 PM
East Coast USA Time
Luncheon
12:45 PM - 1:30 PM
East Coast USA Time
Keynote- Brewing Potential: Leadership Strategies for Employee-Owned Businesses
12:45 PM - 1:30 PM
East Coast USA Time
Keynote- Brewing Potential: Leadership Strategies for Employee-Owned Businesses
Location: Grand Ballroom 5
Keynote:
Jennifer Briggs
– Modern Times Beer
Keynote Speaker:
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– National Center for Employee Ownership
Sponsored By
CE: 0
1:45 PM - 3:00 PM
East Coast USA Time
Concurrent Session 6
1:45 PM - 3:00 PM
East Coast USA Time
A Case Study of a Successful ESOP: Midwest Mole, Inc.
Location: 304/306
Speaker:
MIKE MATHIOUDAKIS, n/a (he/him/his)
– Genesis ESOP Advisors
Speaker:
Adam Rupp
– Midwest Mole, Inc.
Managing in an ESOP Company
CE: 1.25
1:45 PM - 3:00 PM
East Coast USA Time
Develop and Utilize Guiding Principles to Empower Employee-Owners to Make Decisions That Support the Company's Goals and Visions
Location: Ballroom 1/2
Speaker:
Susan Kildahl, n/a (she/her/hers)
– NHS Northstar, Inc
Speaker:
Alex Moss, MPPM (he/him/his)
– Praxis Consulting Group
Building an Owners Manual
CE: 1.25
1:45 PM - 3:00 PM
East Coast USA Time
Fasten Your Seatbelts: Navigating the Bumpy Ride of the Second Transition
Location: 301
Speaker:
Mike P. Frommelt, n/a
– Strategic Talent Partners
Speaker:
Terry Leahy, J.D., M.B.A.
– MyPath
Speaker:
Dennis J. Long
– Bridges ESOP, Inc.
Mature ESOPs
CE: 1.25
1:45 PM - 3:00 PM
East Coast USA Time
StoryBrand for Employee Ownership: Create compelling messages for your team, customers and community
Location: Ballroom 3/4
Speaker:
Shannon Litton, n/a (she/her/hers)
– 5by5
Engagement, Recruitment, and Retention
CE: 1
1:45 PM - 3:00 PM
East Coast USA Time
The Ins and Outs of Successful Acquisitions
Location: 302/303
Speaker:
Doug Bawel, Chairman-CEO of a 4600 Associate-Owned company with over $1.1 B in revenue. In 15 short years they have distributed over $6.9 M in stock to their Associate-Owners.
– Jasper Holdings Inc
Acquisitions
CE: 1.25
3:15 PM - 4:15 PM
East Coast USA Time
Concurrent Session 7
3:15 PM - 4:15 PM
East Coast USA Time
Acquisition Capital for ESOP Companies
Location: 302/303
Speaker:
Dan Kaczmarek, n/a
– Chartwell Financial Advisory, Inc.
Acquisitions
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Communicating Value Drivers for a Successful ESOP Culture
Location: Ballroom 1/2
Speaker:
Henry Ventura, CFA, ASA (he/him/his)
– Prairie Capital Advisors
Speaker:
Brad Hinkle, MBA, CPA
– Rochester Metal Products
Building an Owners Manual
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
ESOP Issues in the Board Room: Presented by the Private Directors Association
Location: 309
Speaker:
Steve Ryan, n/a (he/him/his)
– GreatBanc Trust Company
Speaker:
Howard L. Kaplan (he/him/his)
– Kaplan Fiduciary Group
Speaker:
Dan Markowitz, CPA
– Boulay
Speaker:
Haydee Caldero, MBA (she/her/hers)
– Project Ownership
Speaker:
Chris Buch, JD
– Vedder Price
Governance
Sponsored By
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Financial Modeling for New and Mature ESOPS
Location: 304/306
Speaker:
Thomas L. Totten, FSA, PhD
– Stokastique LLC
Speaker:
Norman Gould, III, CPA and ESOP Financial Manager
– IMMI
Managing in an ESOP Company
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Fostering Inclusive Workplaces: Leveraging Evidence-Based Research to Overcome Unconscious Bias in Team Leadership
Location: Ballroom 3/4
Speaker:
Racquel Maye, n/a
– HR Transformation Consulting Group
Engagement, Recruitment, and Retention
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Pitfalls When Financing Growth in ESOP-Owned Companies
Location: 301
Speaker:
Ted Margarit, JD, MBA
– Paralign Capital Partners
Speaker:
Spencer T. Moats
– Foley & Lardner LLP
Mature ESOPs
CE: 1
4:30 PM - 5:15 PM
East Coast USA Time
Concurrent Session 8
4:30 PM - 5:15 PM
East Coast USA Time
Bridging the Gap: How Academic Research on M&A and Governance Can Benefit Your ESOP
Location: 301
Speaker:
Victor E. Jarosiewicz, PhD, ASA, CFA, CAIA
– Georgia State University
Mature ESOPs
CE: 1
4:30 PM - 5:15 PM
East Coast USA Time
Captive Health Insurance ESOPs: Owning The Benefits of Collaboration
Location: 304/306
Speaker:
Pim Jager, n/a
– Scott Insurance
Speaker:
Abby Zipoy
– Innovative Captive Strategies
Other
CE: 1
4:30 PM - 5:15 PM
East Coast USA Time
Stewardship Governance and Culture: Unlocking the Value of Employee Ownership
Location: Ballroom 1/2
Speaker:
Richard M. Van Doel, n/a
– Indiana Center for Employee Ownership
Speaker:
Martin Long (he/him/his)
– Performance Validation
Thinking and Acting Like Owners
CE: 1.25
4:30 PM - 5:15 PM
East Coast USA Time
The Stay Interview as a Retention Tool
Location: Ballroom 3/4
Speaker:
Gabrielle Lucke, n/a
– Hypertherm Associates, Inc
Engagement, Recruitment, and Retention
CE: 1.25
4:30 PM - 5:15 PM
East Coast USA Time
What Do ESOP Service Providers Need to Know About EOTs and Direct EO
4:30 PM - 5:15 PM
East Coast USA Time
What Do ESOP Service Providers Need to Know About EOTs and Direct EO
Location: 309
Speaker:
Corey Rosen, n/a (he/him/his)
– National Center for Employee Ownership
Speaker:
Drew Mousetis, n/a
– Tandem Center for Shared Business Success
5:15 PM - 7:15 PM
East Coast USA Time
Closing Cocktail Reception
5:15 PM - 7:00 PM
East Coast USA Time
Closing Cocktail Reception
Location: Ballroom PreFunction
Sponsored By
Friday, September 20, 2024
7:45 AM - 8:45 AM
East Coast USA Time
Closing Breakfast
7:45 AM - 8:45 AM
East Coast USA Time
Closing Breakfast
Location: Ballroom 5
8:30 AM - 8:50 AM
East Coast USA Time
Closing General Session
8:30 AM - 8:50 AM
East Coast USA Time
Closing General Session
Speaker:
Corey Rosen, n/a (he/him/his)
– National Center for Employee Ownership
9:00 AM - 10:30 AM
East Coast USA Time
Concurrent Session 9
9:00 AM - 10:30 AM
East Coast USA Time
Culture, the Forgotten Component of Successful Acquisitions
Location: 302/303
Speaker:
Daniel Goldstein, n/a
– Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Speaker:
Ginny Vanderslice, PhD (she/her/hers)
– Praxis
Acquisitions
CE: 1.5
9:00 AM - 10:30 AM
East Coast USA Time
Self-Funding Incentives That Transform Your Ownership Culture
Location: Ballroom 1/2
Speaker:
Steve Baker (he/him/his)
– The Great Game of Business
Building an Owners Manual
CE: 1.5
9:00 AM - 10:30 AM
East Coast USA Time
Succession for Key Roles: A Workshop
Location: 304/306
Speaker:
Mike Mallaro, mike.mallaro@vgm.com
– VGM Group, Inc
Speaker:
Andy Manchir, ASA, CEPA, CMA (he/him/his)
– Katz Sapper & Miller
Managing in an ESOP Company
CE: 1.5
9:00 AM - 10:30 AM
East Coast USA Time
The Heart of the Company: Leveraging Employee Ownership Throughout the Employee Lifecycle
Location: Ballroom 3/4
Speaker:
Keith Davenport, n/a (he/him/his)
– Blazer Strategies
Speaker:
Deana Haworth (she/her/hers)
– Hirons
Engagement, Recruitment, and Retention
CE: 1.5
10:45 AM - 11:45 AM
East Coast USA Time
Concurrent Session 10
10:45 AM - 11:45 AM
East Coast USA Time
Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short
Location: 301
Speaker:
Ryan Graham, n/a
– Chartwell
Speaker:
Jessica Brandenburg
Mature ESOPs
CE: 1
10:45 AM - 11:45 AM
East Coast USA Time
Driving a Culture of Learning
Location: Ballroom 3/4
Speaker:
Amber Ferrell, n/a
– OneCompass Holdings
Engagement, Recruitment, and Retention
CE: 1
10:45 AM - 11:45 AM
East Coast USA Time
Minimizing Board Liability Through the Life of an ESOP
Location: 304/306
Speaker:
Lindsey R. Camp, Esq (she/her/hers)
– Holland & Knight LLP
Speaker:
Clifford G. Canavera, CFP®, MBA
– Canavera Financial Group, LLC
Other
CE: 1
10:45 AM - 11:45 AM
East Coast USA Time
Off to the Races: How to Gain Buy-In for Your ESOP Through Effective Communications
Location: 309
Speaker:
Will R. Rodriguez, CPA/ABV, CVA
– Vision Point Capital, Inc.
Speaker:
Phillip J. Hayes, n/a
– Sell-side advisor
Speaker:
Jason Ireland (he/him/his)
– Industrial Supply Company
Building an Owners Manual
CE: 1
10:45 AM - 11:45 AM
East Coast USA Time
Practices and Policies for Highly Participatory ESOPs
Location: Ballroom 1/2
Speaker:
Chris Cooper, n/a
– Ohio Employee Ownership Center
Speaker:
Chris Bennett
– Co-op Cincy
*Speaker:
Rebecca Moix
Thinking and Acting Like Owners
CE: 1
10:45 AM - 11:45 AM
East Coast USA Time
Unsolicited Offers and M&A - ESOP Challenges
Location: 302/303
Speaker:
Anthony J. Dolan, n/a
– Prairie Capital Advisors, Inc.
Speaker:
Miguel Paredes
– Prudent Fiduciary Services, LLC
Speaker:
Rob Lystad
– Bryan Cave Leighton Paisner LLP
Acquisitions
CE: 1
11:45 AM - 12:45 PM
East Coast USA Time
Closing Luncheon
11:45 AM - 12:45 PM
East Coast USA Time
Closing Luncheon
Sponsored By
12:50 PM - 1:50 PM
East Coast USA Time
Concurrent Session 11
12:50 PM - 1:30 PM
East Coast USA Time
Acquisition Leadership Roundtable Discussions
Location: Ballroom 1/2
Acquisitions
CE: .75
12:50 PM - 1:50 PM
East Coast USA Time
Preserving Institutional ESOP Knowledge & Strategy for Times of Transition
Location: 302/303
Speaker:
Jason W. Miller, CTP, CRC, CEPA (he/him/his)
– Berman-Hopkins
Speaker:
Diana Clark, MS, PHR
– Berman Hopkins
Mature ESOPs
CE: 1
12:50 PM - 1:50 PM
East Coast USA Time
Win–Win Workplace: How Thriving Employees Drive Bottom-Line Success
Location: Ballroom 3/4
Speaker:
Angela Jackson, EDLD (she/her/hers)
– Future Forward Institute
Engagement, Recruitment, and Retention
CE: 1
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