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Wed, Aug 27
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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
