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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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