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Wed, Aug 27
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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
