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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
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