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Wednesday, August 27, 2025
8:30 AM - 4:00 PM
East Coast USA Time
Registration
8:30 AM - 4:00 PM
East Coast USA Time
Registration
Location: Registration 1, Level 5
Sponsored By
8:45 AM - 4:15 PM
East Coast USA Time
EOT One Day Workshop
8:45 AM - 4:15 PM
East Coast USA Time
EOT One Day Workshop
Location: 404
8:45 AM - 9:00 AM
East Coast USA Time
Welcome to the EOT One-Day Workshop
Location: 404
Speaker:
Loren Rodgers (he/him/his)
– National Center for Employee Ownership
EOT One Day Workshop
9:00 AM - 9:30 AM
East Coast USA Time
The Global EOT Landscape: Trends, Growth, and Lessons for the US
Location: 404
Speaker:
Graeme Nuttall
– Visiting Fellow, Kellogg College, University of Oxford
EOT One Day Workshop
9:40 AM - 10:40 AM
East Coast USA Time
The 'Nuts & Bolts' of Employee Ownership Trusts (EOTs)
Location: 404
Speaker:
Zoe Schlag, n/a (she/her/hers)
– Common Trust
Speaker:
Ben Wihebrink
– Cypress Valley Meat Company
EOT One Day Workshop
CE: 1
10:50 AM - 12:00 PM
East Coast USA Time
Designing Your EOT: Legal Frameworks and Strategic Choices
Location: 404
Speaker:
Jason Wiener (he/him/his)
– Jason Wiener|p.c., a public benefit corporation
Speaker:
Nicolas J. Sasso
– Porter Wright Morris & Arthur
Speaker:
Meg Anderson
– Forestry Suppliers, Inc.
EOT One Day Workshop
1:00 PM - 2:00 PM
East Coast USA Time
Collaborative Roundtables by EOT Stage
Location: 404
EOT One Day Workshop
2:10 PM - 3:10 PM
East Coast USA Time
Creating a Thriving Culture Post EOT Transaction
Location: 404
Speaker:
Courtney Kemp (she/her/hers)
– Project Equity
Speaker:
Amalia Freedman
EOT One Day Workshop
3:15 PM - 4:15 PM
East Coast USA Time
EOT Peer Network Meeting – with the Service Providers!
Location: 404
Speaker:
Matthew M. Licina (he/him/his)
– NCEO
EOT One Day Workshop
9:00 AM - 10:30 AM
East Coast USA Time
Preforum Workshops
9:00 AM - 10:30 AM
East Coast USA Time
Peer Networking: Healthcare
Location: Salon B
Speaker:
Kimberly McCourtney
– NCEO
Peer Networking
CE: 1.5
10:00 AM - 12:00 PM
East Coast USA Time
Preforum Workshops
10:00 AM - 12:00 PM
East Coast USA Time
Preforum Workshops
CE: 2
10:00 AM - 12:00 PM
East Coast USA Time
Building a High-Involvement Culture: Your Playbook for Engaging Employees Owners and Driving a Winning Culture
Location: Franklin 5-7
Session Leader:
Steve Baker, n/a (he/him/his)
– The Great Game of Business
Developing an Ownership Mindset
Presented By
CE: 2
10:00 AM - 12:00 PM
East Coast USA Time
Navigating Your Path to ESOP Sustainability: A Workshop
Location: Franklin 8-10
Speaker:
Ashleigh Newlin, n/a (she/her/hers)
– Chartwell Financial Advisory
Speaker:
Tina M. Langlois, n/a
– Chartwell Financial Advisory
Speaker:
Sean Power
– Polsinelli PC
Nuts and Bolts of Thriving ESOPs
Presented By
CE: 1
11:00 AM - 12:30 PM
East Coast USA Time
Preforum Workshops
11:00 AM - 12:30 PM
East Coast USA Time
Peer Networking: Large Company
Location: Salon B
Speaker:
Kimberly McCourtney
– NCEO
Peer Networking
CE: 1.5
11:15 AM - 11:30 AM
East Coast USA Time
Coffee Break
11:15 AM - 11:30 AM
East Coast USA Time
Coffee Break
Location: Franklin Hall Foyer
1:00 PM - 2:00 PM
East Coast USA Time
Concurrent Session 1
1:00 PM - 2:00 PM
East Coast USA Time
Built for the Storm: How ESOP Companies Overcome in Bad Economic Times
Location: Conf Rooms 407-409
Session Leader:
Matt Middendorp, n/a
– Vision Point Capital
Speaker:
Wendy L. Gilligan, J.D. and LLM in Tax (she/her/hers)
– Gilligan Benefits Law
Nuts and Bolts of Thriving ESOPs
CE: 1
1:00 PM - 2:00 PM
East Coast USA Time
Develop, Refresh, or Strengthen Your Company's Core Values to Grow Your ESOP and Maximize Employee Ownership Benefits
Location: Conf Rooms 401-403
Speaker:
Jennifer M. Greevy, n/a
– Guttman Energy
Developing an Ownership Mindset
CE: 1
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
1:00 PM - 2:00 PM
East Coast USA Time
Innovative Communication Coalition : Fostering Mentors in an Employee-Owned Company
Location: Franklin 5-7
Speaker:
Kimberly McCourtney
– NCEO
Peer Networking
CE: 1
1:00 PM - 2:00 PM
East Coast USA Time
Life After the Sale: Navigating Growth and Value Creation in a 100% ESOP-Owned Company
Location: Conf Rooms 411-412
Session Leader:
Nikita Agarwal, CVA
– Ventura Trust
Speaker:
Lyndsay F. Capaldo
– Stout
Effectively Launching an ESOP
CE: 1
1:00 PM - 2:00 PM
East Coast USA Time
Prescription Drug Trends and How To Control Spend as an Employee-Owner
Location: Salon D
Speaker:
Deborah Dempsey, PharmD MBA (she/her/hers)
– ProAct
HR Professionals Bootcamp
CE: 1
1:00 PM - 2:00 PM
East Coast USA Time
Repurchase Obligation Study: The Key to Sustainability
Location: Franklin 8-10
Speaker:
Witold Telezynski, n/a (he/him/his)
– Principal Financial Group
Nuts and Bolts of Thriving ESOPs
CE: 1
1:00 PM - 2:00 PM
East Coast USA Time
What Every New Director Should Know About Serving on an ESOP Company Board
Location: Salon C
Speaker:
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Speaker:
Jennifer Briggs
– Mosaic Creation
Best-In-Class-Boards
CE: 1
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
1:00 PM - 2:00 PM
East Coast USA Time
Why EO Month Matters: Bringing Employee Ownership into the Spotlight
Location: Salon A
Speaker:
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Building Your EO Month Playbook
CE: 1
2:00 PM - 2:15 PM
East Coast USA Time
Coffee Break
2:00 PM - 2:15 PM
East Coast USA Time
Coffee Break
Location: Franklin Hall Foyer
2:15 PM - 3:45 PM
East Coast USA Time
Concurrent Session 2
2:15 PM - 3:45 PM
East Coast USA Time
Building Momentum: Uniting & Inspiring Teams Through Change
Location: Salon A
Moderator:
Mike Lenda
– 5by5, A Change Agency
Speaker:
Jennifer Wigal
– Omni Family of Services
Speaker:
Aimee Ralph, MBA
– 3LS Solutions
Speaker:
Austin Evans (he/him/his)
– 5by5 Agency
Developing an Ownership Mindset
CE: 1.5
2:15 PM - 3:45 PM
East Coast USA Time
CEO Peer Networking: Exclusive Roundtables on Today’s Toughest Challenges
Location: Franklin 5-7
Speaker:
Kimberly McCourtney
– NCEO
Peer Networking
CE: 1.5
2:15 PM - 3:45 PM
East Coast USA Time
ESOP Company Boards in the Real World: A Role Playing Opportunity on Real World Problems
Location: Salon B
Session Leader:
Michael A. Golden, n/a
– N/A
Speaker:
David M. Binns (he/him/his)
– ESOP Services, Inc.
Best-In-Class-Boards
CE: 1.5
2:15 PM - 3:45 PM
East Coast USA Time
Every Voice Counts: Engaging the Naysayers
Location: Salon C
Speaker:
Christopher Arnold, n/a
– Care Deeply Consulting
Effectively Launching an ESOP
CE: 1.5
2:15 PM - 3:45 PM
East Coast USA Time
Future-Proof Your ESOP: Personalized Leadership, AI, and the Talent Advantage
Location: Conf Rooms 414-415
Speaker:
Alexa Lott, SHRM-SCP (she/her/hers)
– GRITT Business Coaching
HR Professionals Bootcamp
CE: 1
2:15 PM - 3:45 PM
East Coast USA Time
Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 1
Location: Franklin 8-10
Session Leader:
Alex Moss, MPPM (he/him/his)
– Praxis Consulting Group
Speaker:
Christine M. Hurt, CPA, MBA (she/her/hers)
– Ayers Saint Gross, Inc.
Speaker:
Teresa Daggett (she/her/hers)
– TI-TRUST
Nuts and Bolts of Thriving ESOPs
CE: 1.5
2:15 PM - 3:45 PM
East Coast USA Time
Leading Change During Times Of uncertainty: An Opportunity for Engagement
Location: Conf Rooms 411-412
Session Leader:
Linshuang Lu, MSOD (she/her/hers)
– Praxis Consulting Group
Speaker:
Ron Scheese, CPA (he/him/his)
– F.M. Brown’s Sons, Inc.
Nuts and Bolts of Thriving ESOPs
CE: 1.5
2:15 PM - 3:45 PM
East Coast USA Time
Leveraging Employee Ownership Champions to Drive Engagement for EO Month (and beyond)
Location: Salon D
Speaker:
Tyson Hendrickson
– Pacific Steel & Recycling
Building Your EO Month Playbook
CE: 1.5
2:15 PM - 3:45 PM
East Coast USA Time
Valuation Hot Topics and Other Interesting Valuation Updates
Location: Conf Rooms 401-403
Speaker:
Laurie-Leigh White, n/a (she/her/hers)
– BVA Group
Speaker:
Stephen White
– Onyx Partners Group
Nuts and Bolts of Thriving ESOPs
CE: 1.5
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
3:55 PM - 4:55 PM
East Coast USA Time
Concurrent Session 2
3:55 PM - 4:55 PM
East Coast USA Time
Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 2
Location: Franklin 8-10
Moderator:
Alex Moss, MPPM (he/him/his)
– Praxis Consulting Group
Session Leader:
Christine M. Hurt, CPA, MBA (she/her/hers)
– Ayers Saint Gross, Inc.
Speaker:
Ginny Saloom
– PNC
Speaker:
Kimberlene Matthews
– PNC Institutional Asset Management
Nuts and Bolts of Thriving ESOPs
CE: 1
3:55 PM - 4:55 PM
East Coast USA Time
Concurrent Session 3
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
3:55 PM - 4:55 PM
East Coast USA Time
Battling Burnout: How Employee Ownership Can Build a Healthier, More Resilient Workforce
Location: Salon C
Speaker:
Beth Krieck, MBA, CPTD (she/her/hers)
– ESOP Partners
Developing an Ownership Mindset
CE: 1
3:55 PM - 4:55 PM
East Coast USA Time
Building the Collective Impact: Inaugural Meeting of the Service Providers Peer Network
Location: Franklin 5-7
Speaker:
Kimberly McCourtney
– NCEO
Speaker:
Dan Markowitz, CPA
– Boulay
Peer Networking
CE: 1
3:55 PM - 4:55 PM
East Coast USA Time
Communicating the Now of ESOPs
Location: Salon D
Speaker:
Corey Rosen, n/a (he/him/his)
– National Center for Employee Ownership
Building Your EO Month Playbook
CE: 1
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
3:55 PM - 4:55 PM
East Coast USA Time
Having Your Cake & Eating it Too? Balancing Strategic Trade-Offs Through Capital Structure and Balance Sheet Management for Long Term Success
Location: Conf Rooms 411-412
Session Leader:
Eric S. Zaiman, n/a
– J.P. Morgan
Speaker:
Mark R. Fournier, CFA (he/him/his)
– Stout Risius Ross, LLC
Nuts and Bolts of Thriving ESOPs
CE: 1
3:55 PM - 4:55 PM
East Coast USA Time
Mastering ESOP Allocation and Compliance Reports: A Workshop
Location: Conf Rooms 401-403
Session Leader:
Christel Jimenez, n/a (she/her/hers)
– Principal
Speaker:
Casey Gustafson, QKA
– BDO USA
HR Professionals Bootcamp
CE: 1
3:55 PM - 4:55 PM
East Coast USA Time
S Corp ESOP Traps for the Unwary Under 409(p)
Location: Conf Rooms 414-415
Session Leader:
Greg Daugherty, n/a
– Porter Wright
Speaker:
Joel Davis
– Principal
Nuts and Bolts of Thriving ESOPs
CE: 1
3:55 PM - 4:55 PM
East Coast USA Time
What Got You Here May Not Get You There: Envisioning the Future of Your ESOP to Ensure Successful Executive Transition
Location: Salon B
Speaker:
Mike P. Frommelt, n/a
– Strategic Talent Partners
Best-In-Class-Boards
CE: 1
5:00 PM - 7:00 PM
East Coast USA Time
Opening Cocktail Reception
5:00 PM - 7:00 PM
East Coast USA Time
Opening Cocktail Reception
Location: Franklin Hall Foyer
Sponsored By
Thursday, August 28, 2025
7:30 AM - 6:00 PM
East Coast USA Time
Registration & Information Desk
7:30 AM - 6:00 PM
East Coast USA Time
Registration & Information Desk
Location: Registration 1, Level 5
Sponsored By
7:45 AM - 8:30 AM
East Coast USA Time
Welcome Breakfast
7:45 AM - 8:30 AM
East Coast USA Time
Welcome Breakfast
Location: Salons E-F, Level 5
8:30 AM - 9:15 AM
East Coast USA Time
Keynote
8:30 AM - 9:15 AM
East Coast USA Time
Keynote
Location: Salons E-F, Level 5
Keynote:
Guy Raz
9:30 AM - 11:00 AM
East Coast USA Time
Acquisitions: The Deal Closes on Paper, Success Starts with Leadership Alignment!
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
9:30 AM - 11:00 AM
East Coast USA Time
Concurrent Session 4
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
9:30 AM - 11:00 AM
East Coast USA Time
Building Better Buy-In: Creating a 5 Year Plan Your Employee-Owners Can Believe In
Location: Franklin 8-10
Speaker:
Steve Baker, n/a (he/him/his)
– The Great Game of Business
Developing an Ownership Mindset
CE: 1.5
9:30 AM - 11:00 AM
East Coast USA Time
Financial Management Considerations for ESOP Companies
Location: Conf Rooms 411-412
Session Leader:
Kyle Wishing, CFA, ASA
– PCE Investment Bankers
Speaker:
Rebecca Glasgow, CFP, CEPA
– RBC Wealth Management
Speaker:
Jack Gauvin, n/a
– BMO
Effectively Launching an ESOP
CE: 1.5
9:30 AM - 11:00 AM
East Coast USA Time
Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 3
Location: Salon B
Moderator:
Christine M. Hurt, CPA, MBA (she/her/hers)
– Ayers Saint Gross, Inc.
Session Leader:
Alex Moss, MPPM (he/him/his)
– Praxis Consulting Group
Speaker:
Joel Fidler (he/him/his)
– Ayers Saint Gross
Nuts and Bolts of Thriving ESOPs
CE: 1
9:30 AM - 11:00 AM
East Coast USA Time
Navigating Difficult Conversations: A Practical Framework for Tough Conversations, Restoring Trust, and Leading Teams with Confidence, Reducing Burnout and Boosting Performance
Location: Salon A
Speaker:
Daniel Hood, n/a (he/him/his)
– GRITTBusiness Coaching
Speaker:
Jermie Howell, SHRM-SCP
– Inline Electric Supply Company
HR Professionals Bootcamp
CE: 1.5
9:30 AM - 11:00 AM
East Coast USA Time
Planning Engaging Activities & Events for EO Month
Location: Salon D
Speaker:
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Building Your EO Month Playbook
CE: 1.5
9:30 AM - 11:00 AM
East Coast USA Time
Proven Strategies for Launching and Relaunching Your ESOP
Location: Salon C
Session Leader:
Jason Wellman, n/a
– ESOP Partners
Effectively Launching an ESOP
CE: 1.5
9:30 AM - 11:00 AM
East Coast USA Time
Revenue Diversification for ESOPs: Balancing Growth, Risk, and Purpose
Location: Conf Rooms 407-409
Moderator:
Shannon Litton, n/a
– 3LS Professional Services
Speaker:
Jane Wintz
– Omni Family of Servies
Speaker:
Eric Strickland, MBA
– 3LS Incorporated
Speaker:
Michael Morosi
– 3LS
Speaker:
Gina Drobnick
– 3LS Ventures Inc
Nuts and Bolts of Thriving ESOPs
CE: 1.5
9:30 AM - 11:00 AM
East Coast USA Time
Tailoring Governance Structures: How ESOPs Are Shaping Board Strategies to Fit Their Unique DNA
Location: Conf Rooms 414-415
Session Leader:
Sheila Bangalore, n/a
– StoneAge Holdings, Inc.
Speaker:
Jennifer Briggs
– Mosaic Creation
Best-In-Class-Boards
CE: 1.5
11:00 AM - 11:15 AM
East Coast USA Time
Coffee Break
11:00 AM - 11:15 AM
East Coast USA Time
Coffee Break
Location: Franklin Hall Foyer
11:15 AM - 12:15 PM
East Coast USA Time
Concurrent Session 5
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
11:15 AM - 12:15 PM
East Coast USA Time
ESOP Litigation Update
Location: Conf Rooms 407-409
Session Leader:
Lindsey R. Camp, Esq (she/her/hers)
– Holland & Knight LLP
Speaker:
Clifford G. Canavera, CFA
– Canavera Financial Group LLC
Nuts and Bolts of Thriving ESOPs
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
HR Peer Network: Cultivating Organizational Trust in Employee-Owned Companies
Location: Franklin 5-7
Speaker:
Kimberly McCourtney
– NCEO
Peer Networking
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 4
Location: Salon B
Moderator:
Alex Moss, MPPM (he/him/his)
– Praxis Consulting Group
Session Leader:
Christine M. Hurt, CPA, MBA (she/her/hers)
– Ayers Saint Gross, Inc.
Speaker:
Joel Fidler (he/him/his)
– Ayers Saint Gross
Nuts and Bolts of Thriving ESOPs
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
Mature ESOP Participant Focused Plan Design Considerations - The Wawa Way
Location: Conf Rooms 401-403
Session Leader:
Scott Freund, QPA, QPC
– Blue Ridge Associates
Speaker:
Daniel J. Peterson
– Wawa, Inc.
Nuts and Bolts of Thriving ESOPs
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
Navigating the ESOP Repurchase Obligation: Strategies for Sustainable Employee Ownership Funding
Location: Franklin 8-10
Speaker:
JOSHUA M. YOUNG, CFP, CEPA
– UBS FINANCIAL SERVICES
Speaker:
Joe Marx, CPA (he/him/his)
– Principal
Nuts and Bolts of Thriving ESOPs
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
Ownership Culture by Design: How to Use Research to Inform Your Strategy
Location: Salon D
Session Leader:
Michael L. Palmieri, PhD, CEPA (he/him/his)
– Ohio Employee Ownership Center
Speaker:
Liza Shifrin, PhD (she/her/hers)
– NCEO
Speaker:
Jon M. Sweigart, MSS (he/him/his)
– Praxis Consulting Group
Developing an Ownership Mindset
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
The ESOP Checklist Blueprint
Location: Conf Rooms 411-412
Speaker:
Corey Rosen, n/a (he/him/his)
– National Center for Employee Ownership
Speaker:
Matthew M. Licina (he/him/his)
– NCEO
Nuts and Bolts of Thriving ESOPs
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
What to Expect from Your ESOP Trustee
Location: Conf Rooms 414-415
Speaker:
Scot Storjohann, n/a (he/him/his)
– GreatBanc Trust Company
Speaker:
Sandy Shoemaker
– Shoemaker Consulting
Effectively Launching an ESOP
CE: 1
11:15 AM - 12:15 PM
East Coast USA Time
Innovative Communication Coalition: Fostering Mentors in an Employee-Owned Company
11:15 AM - 12:15 PM
East Coast USA Time
Cybersecurity Governance for ESOP Boards
Location: Salon A
Speaker:
Johan Hammerstrom, n/a (he/him/his)
– Community IT Innovators, Inc.
Speaker:
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
Speaker:
Tina Chang
– SysLogic
Best-In-Class-Boards
CE: 1
12:15 PM - 1:15 PM
East Coast USA Time
Opening Luncheon
12:15 PM - 1:15 PM
East Coast USA Time
Opening Luncheon
Location: Salons E-F, Level 5
Sponsored By
1:15 PM - 1:40 PM
East Coast USA Time
NCEO General Session
1:15 PM - 1:40 PM
East Coast USA Time
NCEO General Session
Location: Salons E-F, Level 5
1:45 PM - 3:00 PM
East Coast USA Time
Concurrent Session 6
1:45 PM - 3:00 PM
East Coast USA Time
Activate the Ownership Mindset: Tools to Motivate, Communicate, and Align for Results
Location: Salon D
Speaker:
Tom J. Bagwell, n/a
– GRITT Business Coaching
Developing an Ownership Mindset
CE: 1
1:45 PM - 3:00 PM
East Coast USA Time
Beyond the Deal: Communication and Transparency in Post-Transaction ESOP Success
Location: Salon A
Speaker:
Shaun R. McGehee, n/a
– Prairie Capital Advisors, Inc.
Effectively Launching an ESOP
CE: 1
1:45 PM - 3:00 PM
East Coast USA Time
Building a Board That Is Right for You: A Lesson from Others
Location: Salon B
Session Leader:
Steve Ryan
– GreatBanc
Speaker:
GInny Vanderslice, Ph.D. (she/her/hers)
– University of Pennsylvania
Best-In-Class-Boards
CE: 1
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
1:45 PM - 3:00 PM
East Coast USA Time
Impact of Strategic Financial Planning on the ESOP and the Company
Location: Conf Rooms 407-409
Moderator:
Dan Markowitz, CPA
– Boulay
Best-In-Class-Boards
CE: 1
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
1:45 PM - 3:00 PM
East Coast USA Time
Reviewing a Valuation Report, Especially the Projections
Location: Salon C
Speaker:
Michael C. Yi, ASA, CPA, MBA, TEP
– Newport Valuations, Inc.
Nuts and Bolts of Thriving ESOPs
CE: 1
1:45 PM - 3:00 PM
East Coast USA Time
Rising Leaders Peer Network: Ownership Starts Here: Practicing Leadership from Any Role
Location: Franklin 5-7
Speaker:
Kimberly McCourtney
– NCEO
Speaker:
Kelly Chewning, n/a (she/her/hers)
– Elevate Coaching & Consulting
Peer Networking
CE: 1.15
1:45 PM - 3:00 PM
East Coast USA Time
The Ownership Advantage Isn't Enough: Pairing Purpose with Job Quality to Drive Talent and Engagement
Location: Conf Rooms 401-403
Speaker:
Rachel Merfalen, n/a (she/her/hers)
– Good Future
HR Professionals Bootcamp
CE: 1
1:45 PM - 3:00 PM
East Coast USA Time
What Not to Do: The Guide to Repurchase Obligation Mistakes
Location: Conf Rooms 414-415
Session Leader:
Nick Viner, n/a
– Prairie Capital Advisors
Speaker:
Thomas L. Totten, FSA, PhD
– Stokastique
Nuts and Bolts of Thriving ESOPs
CE: 1
3:00 PM - 3:15 PM
East Coast USA Time
Coffee Break
3:00 PM - 3:15 PM
East Coast USA Time
Coffee Break
Location: Franklin Hall Foyer
3:15 PM - 4:15 PM
East Coast USA Time
A Big Tent:The Movement to Expand Employee Ownership
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
3:15 PM - 4:15 PM
East Coast USA Time
Concurrent Session 7
3:15 PM - 4:15 PM
East Coast USA Time
Balancing Act : One Company’s Journey to Becoming 100% Employee Owned
Location: Salon A
Session Leader:
Dawn Goestenkors, n/a (she/her/hers)
– TI-Trust, Inc.
Speaker:
Mike Ferraro
– The Motz Group
Speaker:
Robert F. Schatz, n/a (he/him/his)
– ESOP Plus® LLP
Nuts and Bolts of Thriving ESOPs
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Executive Compensation in ESOP Companies
Location: Conf Rooms 407-409
Speaker:
Chris Buch, JD
– Vedder Price, PC
Best-In-Class-Boards
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Finance Working Group: From Numbers to Know-How: Building Financial Literacy Programs that Stick
Location: Franklin 5-7
Speaker:
Kimberly McCourtney
– NCEO
Peer Networking
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
How Does a Good Company Become a Successful ESOP
Location: Conf Rooms 414-415
Session Leader:
James D. Kveton, CVA (he/him/his)
– Creative Planning, LLC
Moderator:
Joe Dejong
– Creative Planning, LLC
Effectively Launching an ESOP
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
How to Lead with Extreme Ownership
Location: Conf Rooms 411-412
Speaker:
Natalie N. Sullivan, n/a (she/her/hers)
– Melton Truck Lines
Developing an Ownership Mindset
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
How to Use Potential Share Price Increases to Improve Retention and Engagement
Location: Conf Rooms 401-403
Session Leader:
Ivy Wan-Beltejar, ASA, CFA (she/her/hers)
– Empire Valuation Consultants
Speaker:
Carlito Cabelin (he/him/his)
– ESOP One
Building Your EO Month Playbook
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
NCEO Resources That Make Your Life Easier
Location: Salon D
Speaker:
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– NCEO
Speaker:
Matthew M. Licina (he/him/his)
– NCEO
Nuts and Bolts of Thriving ESOPs
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Understanding Releveraging: Different Strategies and Practical Applications
Location: Franklin 8-10
Session Leader:
Alex Grasser, n/a
– Prairie Capital Advisors
Speaker:
Alex Perry, ASA (he/him/his)
– Ventura Trust
Nuts and Bolts of Thriving ESOPs
CE: 1
3:15 PM - 4:15 PM
East Coast USA Time
Vulnerability and Trust as Leadership Superpowers
Location: Salon B
Speaker:
Renee Mundell, n/a
– Radian Research, Inc
HR Professionals Bootcamp
CE: 1
4:15 PM - 6:15 PM
East Coast USA Time
Closing Cocktail Reception
4:15 PM - 6:15 PM
East Coast USA Time
Closing Cocktail Reception
Location: Franklin Hall Foyer
Sponsored By
Friday, August 29, 2025
7:30 AM - 12:00 PM
East Coast USA Time
Registration & Information Desk
7:30 AM - 12:00 PM
East Coast USA Time
Registration & Information Desk
Location: Registration 1, Level 5
7:45 AM - 8:30 AM
East Coast USA Time
Closing Breakfast
7:45 AM - 8:30 AM
East Coast USA Time
Closing Breakfast
Location: Salons E-F, Level 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
Location: Salons E-F, Level 5
Speaker:
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– NCEO
Speaker:
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
9:00 AM - 10:15 AM
East Coast USA Time
Concurrent Session 8
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
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
9:00 AM - 10:15 AM
East Coast USA Time
Evaluating and Hiring Effective ESOP Leaders
Location: Salon A
Speaker:
Todd Johnson
– Strategic Talent Partners
Speaker:
Tara Kuckkan (she/her/hers)
– HM Cragg
HR Professionals Bootcamp
CE: 1
9:00 AM - 10:15 AM
East Coast USA Time
Keeping the Momentum of EO Month Going Year Round
Location: Salon C
Speaker:
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– NCEO
Speaker:
Kimberly McCourtney
– NCEO
Building Your EO Month Playbook
CE: 1
9:00 AM - 10:15 AM
East Coast USA Time
Navigating Repurchase Obligations & Succession Planning Through the Lens of Demographics
Location: Franklin 8-10
Speaker:
Dustin Pirie, MBA
– ESOP Analytics
Nuts and Bolts of Thriving ESOPs
CE: 1
10:15 AM - 11:15 AM
East Coast USA Time
Closing Grab and Go Lunch Break
10:15 AM - 11:15 AM
East Coast USA Time
Closing Grab and Go Lunch Break
Location: Franklin Hall Foyer
10:30 AM - 11:30 AM
East Coast USA Time
Concurrent Session 9
10:30 AM - 11:30 AM
East Coast USA Time
Building Ownership Culture with Data: Using Surveys to Measure and Strengthen Employee Engagement
Location: Franklin 5-7
Speaker:
Lindsay Isaac (she/her/hers)
– National Center for Employee Ownership
Effectively Launching an ESOP
CE: 1
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
10:30 AM - 11:30 AM
East Coast USA Time
Engage, Align, Transform: Practical Tools and Actions to Build an Ownership Culture That Delivers on Your Mission
Location: Salon A
Speaker:
Dallan Guzinski, n/a (he/him/his)
– Prudent Fiduciary Services
Developing an Ownership Mindset
CE: 1
10:30 AM - 11:30 AM
East Coast USA Time
Health Plan Savings, Transparency, and Stability for ESOP Companies
Location: Salon B
Session Leader:
Pim Jager, n/a
– Scott Insurance
Speaker:
Sara Stopulous
– Innovative Captive Strategies
HR Professionals Bootcamp
CE: 1
10:30 AM - 11:30 AM
East Coast USA Time
The 'Nuts & Bolts' of Employee Ownership Trusts (EOTs)
10:30 AM - 11:30 AM
East Coast USA Time
How Should an ESOP-Owned Company's Board of Directors Handle an Unsolicited Offer to Buy the Company?
Location: Franklin 8-10
Speaker:
Jon N. Gogolak, n/a
– PCE
Speaker:
David Surbeck, JD
– Polsinelli PC, Polsinelli LLP in California
Best-In-Class-Boards
CE: 1
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