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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
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