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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
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