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Final Program


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  • Wednesday, Aug 27th
    1:00 PM - 2:00 PM East Coast USA Time
    How to Manage ROI and ROAS in Digital Marketing to Drive Value for Your ESOP
    Location: Salon B
    Session Leader: John Weller, n/a (he/him/his) – SteadyRain
    Speaker: Tom Kasperski – SteadyRain
    EO as a Competitive Advantage
     CE: 1
  • Wednesday, Aug 27th
    1:00 PM - 2:00 PM East Coast USA Time
    What Would It Take to Create 60,000 New ESOP Companies in the Next 10 Years and 600,000 in the Next 15? Addressing Barriers to Scale
    Location: Conf Rooms 414-415
    Session Leader: Brendan Richardson, n/a – Liquidus Partners
    Speaker: Todd Leverette (he/him/his) – Apis & Heritage
    Speaker: Malini Ramanarayanan Moraghan – Essential Owners Fund
    Speaker: Joe Belstering
    EO as a Competitive Advantage
     CE: 1
  • Wednesday, Aug 27th
    2:15 PM - 3:45 PM East Coast USA Time
    Why Your ESOP Needs to Consider Acquisitions: Not the Usual ABCs of How to Do Acquisitions
    Location: Conf Rooms 407-409
    Session Leader: Daniel Goldstein, n/a – Go ESOP LLC
    Speaker: Steve Greenapple, J.D. – SES ESOP Strategies, a Stevens & Lee Company
    Speaker: Michael Morosi – 3LS
    EO as a Competitive Advantage
     CE: 1.5
  • Wednesday, Aug 27th
    3:55 PM - 4:55 PM East Coast USA Time
    AI Meets ESOP: Building Your First Data Dictionary and Data Committee
    Location: Salon A
    Speaker: Aaron Dean, MBA (he/him/his) – Deanalytics
    Speaker: Ryan Frederick, n/a – Transform Labs
    EO as a Competitive Advantage
     CE: 1
  • Wednesday, Aug 27th
    3:55 PM - 4:55 PM East Coast USA Time
    Growth, Sustainability and Compliance: the Triple Mandate for ESOP Company Directors and Executives
    Location: Conf Rooms 407-409
    Session Leader: Patrice L. Radogna, ASA, CPA, ABAR – CBIZ
    Speaker: Sean-Tamba Matthew – SES ESOP Strategies/Stevens & Lee
    EO as a Competitive Advantage
     CE: 1
  • Thursday, Aug 28th
    9:30 AM - 11:00 AM East Coast USA Time
    Acquisitions: The Deal Closes on Paper, Success Starts with Leadership Alignment!
    Location: Conf Rooms 401-403
    Session Leader: Melisa Gillis, n/a – Gillis Consulting
    Speaker: Daniel Goldstein, n/a – Go ESOP LLC
    Speaker: Susan K. Bunz – Stellar Industries
    EO as a Competitive Advantage
     CE: 1.5
  • Thursday, Aug 28th
    9:30 AM - 11:00 AM East Coast USA Time
    AI Idea Sprint: Jump-Start Innovation in Your ESOP Today with Artificial Intelligence
    Location: Franklin 5-7
    Session Leader: Michael Zimmer, MBA – ownAI
    Session Leader: Trevyr Meade, MBA – ownAI
    Speaker: Mark Brennan, n/a (he/him/his) – Pariveda Solutions, Inc.
    EO as a Competitive Advantage
     CE: 1.5
  • Thursday, Aug 28th
    11:15 AM - 12:15 PM East Coast USA Time
    After DEI, What?: How to Talk About What We Are Not Supposed to for ESOPs
    Location: Salon C
    Speaker: Nelson Parrish, II, n/a (he/him/his) – Praxis Consulting Group
    EO as a Competitive Advantage
     CE: 1
  • Thursday, Aug 28th
    1:45 PM - 3:00 PM East Coast USA Time
    ESOPs in Mergers and Acquisitions: Exploring Opportunities, Risks and Strategic Advantages
    Location: Franklin 8-10
    Speaker: Katrina Samarin, CPA, MT (she/her/hers) – Kreischer Miller
    Speaker: Andrew Zielinski – M&T Bank
    Speaker: James Horan – Bradford White Corporation
    EO as a Competitive Advantage
     CE: 1
  • Thursday, Aug 28th
    1:45 PM - 3:00 PM East Coast USA Time
    Nonprofit Boards as Leadership Labs: Empowering Employee Owners to Grow Personally, Lead Boldly, and Drive Impact
    Location: Conf Rooms 411-412
    Speaker: Elle Carne, n/a – Employee Ownership Expansion Network
    EO as a Competitive Advantage
     CE: 1
  • Thursday, Aug 28th
    3:15 PM - 4:15 PM East Coast USA Time
    A Big Tent: The Movement to Expand Employee Ownership
    Location: Salon C
    Session Leader: Daniel Massey, n/a – Expanding ESOPs
    Speaker: Anna-Lisa Miller (she/her/hers) – Ownership Works
    Moderator: mary S. Josephs, n/a (she/her/hers) – Verit Advisors
    Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
    Speaker: Megan Thompson (she/her/hers) – Ford Foundation
    EO as a Competitive Advantage
     CE: 1
  • Friday, Aug 29th
    9:00 AM - 10:15 AM East Coast USA Time
    Building Financial Literacy to Empower Employee-Owners
    Location: Salon B
    Speaker: Patrick Carpenter, n/a – GRITTBusiness Coaching
    EO as a Competitive Advantage
     CE: 1.15
  • Friday, Aug 29th
    9:00 AM - 10:15 AM East Coast USA Time
    Designed to Thrive: A Culture Playbook for Mergers & Acquisitions'
    Location: Franklin 5-7
    Speaker: Marsha Coleman, n/a (she/her/hers) – Praxis Consulting Group
    EO as a Competitive Advantage
     CE: 1
  • Friday, Aug 29th
    10:30 AM - 11:30 AM East Coast USA Time
    Building Shared Success: How Engagement, Profit Sharing, and Direct EO Can Lead the Way
    Location: Salon C
    Speaker: Drew Mousetis, MBA (he/him/his) – Tandem Center for Shared Business Success
    Speaker: Alex Mobarak – Cargas
    EO as a Competitive Advantage
     CE: 1