Tweets by 2023 Fall Forum

Full Schedule

The main forum session begin on Tuesday, September 26th with breakouts beginning at 1:45pm .

Full Schedule

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Wednesday, September 27, 2023

7:30 AM - 6:00 PM CT
Registration & Info Desk

7:30 AM - 6:00 PM CT
Registration & Info Desk
Location: Imperial Foyer

7:45 AM - 8:30 AM CT
Welcome Breakfast

7:45 AM - 8:30 AM CT
Welcome Breakfast
Location: Imperial Ballroom
Sponsored By

8:30 AM - 9:00 AM CT
Welcome General Session

8:30 AM - 9:00 AM CT
Welcome General Session
Location: Imperial Ballroom
Speaker: Timothy Garbinsky – NCEO

9:10 AM - 10:10 AM CT
Funding an ESOP with an SBA Loan

9:10 AM - 10:10 AM CT
Funding an ESOP with an SBA Loan
Location: CottonWood - 3rd Floor
Speaker: Jonathan Smith, n/a (he/him/his) – Live Oak Bank
Speaker: Avery M. Chenin, J.D. (he/him/his) – SCJ Fiduciary Services
Launching an ESOP
CE: 1

9:10 AM - 10:10 AM CT
How to Use an ESOP to Protect Legacy and Facilitate Better Family and Corporate Governance

9:10 AM - 10:10 AM CT
How to Use an ESOP to Protect Legacy and Facilitate Better Family and Corporate Governance
Location: Dogwood - 3rd Floor
Speaker: Blair Patteson, MBA, CFP, FWD, – Morgan Stanley Private Wealth Management
Speaker: Ted Margarit, JD, MBA – Paralign Capital Partners
Effective Governance
CE: 1

9:10 AM - 10:10 AM CT
Minimizing Board of Director Liability Throughout the Life of an ESOP

9:10 AM - 10:10 AM CT
Minimizing Board of Director Liability Throughout the Life of an ESOP
Location: Arboretum 1-2 - 2nd Floor
Speaker: Clifford G. Canavera, CFP®, MBA – Canavera Financial Group, LLC
Speaker: Lindsey R. Camp, Esq (she/her/hers) – Holland & Knight LLP
Effective Governance
CE: 1

9:10 AM - 10:10 AM CT
Seven Lessons Learned in Our First Decade as an ESOP

9:10 AM - 10:10 AM CT
Seven Lessons Learned in Our First Decade as an ESOP
Location: Window Box - 2nd Floor
Session Leader: Paul Grove – AXIA Consulting, Inc.
Speaker: Justin Browder, n/a – AXIA Consulting
Strategy and Sustainability
CE: 1

9:10 AM - 10:10 AM CT
Solving Recruitment and Retention Challenges in Employee-Owned Companies: Strategies and Best Practices Workshop- Part 1

9:10 AM - 10:10 AM CT
Solving Recruitment and Retention Challenges in Employee-Owned Companies: Strategies and Best Practices Workshop- Part 1
Location: Regency -2nd Floor
Speaker: Jesse D. Tyler (he/him/his) – Hypertherm, Inc.
Speaker: Lindsay Isaac (she/her/hers) – NCEO
Engagement, Recruitment, and Retention
CE: 1

9:10 AM - 10:10 AM CT
Understanding Your ESOP

9:10 AM - 10:10 AM CT
Understanding Your ESOP
Location: Arboretum 3-4 - 2nd Floor
Speaker: Tina Fisher, n/a – Principal
Speaker: Timm Boettcher (he/him/his) – Realityworks
Design, Compliance, and Operation
CE: 1

10:10 AM - 10:30 AM CT
AM Coffee Break

10:10 AM - 10:30 AM CT
AM Coffee Break
Location: Imperial Foyer

10:30 AM - 11:30 AM CT
Don't Leave Value on the Table - Risk Management and Efficiency Tools That Maximize Shareholder Value

10:30 AM - 11:30 AM CT
Don't Leave Value on the Table: Risk Management and Efficiency Tools That Maximize Shareholder Value
Location: CottonWood - 3rd Floor
Session Leader: Elizabeth Di Cola, n/a (she/her/hers) – TI-TRUST
Speaker: Michael James McGinley, ASA, CVA – Prairie Capital Advisors, Inc.
Speaker: Ashley Kirchner – BMO
Feasibility and Finance
CE: 1

10:30 AM - 11:30 AM CT
ESOP: From 0 to 100mph

10:30 AM - 11:30 AM CT
ESOP: From 0 to 100mph
Location: Window Box - 2nd Floor
Session Leader: Susan Favorite, n/a – DIW Group Inc. | Specialized Engineering
Speaker: John E. Harrison – DIW Group Inc. | Specialized Engineering
Engagement, Recruitment, and Retention
CE: 1

10:30 AM - 11:30 AM CT
ESOPs as an Estate Planning Vehicle

10:30 AM - 11:30 AM CT
ESOPs as an Estate Planning Vehicle
Location: Arboretum 1-2 - 2nd Floor
Speaker: Andrew J. O'Daniel, CIMA, CPM – Morgan Stanley Private Wealth Management & Family Office
Speaker: Nate Dykes, Investment Banking & Corporate ESOP Transaction Advisory – Paralign Capital Partners
Design, Compliance, and Operation
CE: 1

10:30 AM - 11:30 AM CT
Prudent Process - Best Fiduciary Practices for Annual Valuation Reviews

10:30 AM - 11:30 AM CT
Prudent Process: Best Fiduciary Practices for Annual Valuation Reviews
Location: Arboretum 3-4 - 2nd Floor
Speaker: Chip Brown, CFA, CPA/ABV – TI-TRUST
Design, Compliance, and Operation
CE: 1

10:30 AM - 11:30 AM CT
Solving Recruitment and Retention Challenges in Employee-Owned Companies: Strategies and Best Practices Workshop- Part 2

10:30 AM - 11:30 AM CT
Solving Recruitment and Retention Challenges in Employee-Owned Companies: Strategies and Best Practices Workshop- Part 2
Location: Regency -2nd Floor
Speaker: Jesse D. Tyler (he/him/his) – Hypertherm, Inc.
Speaker: Lindsay Isaac (she/her/hers) – NCEO
Engagement, Recruitment, and Retention
CE: 1

10:30 AM - 11:30 AM CT
Too Small for an ESOP? Consider an EOT

10:30 AM - 11:30 AM CT
Too Small for an ESOP? Consider an EOT
Location: Dogwood - 3rd Floor
Speaker: Joe H. Nussbaum, n/a – ACP International, Inc.
Launching an ESOP
CE: 1

11:45 AM - 12:45 PM CT
Welcome Luncheon

11:45 AM - 12:45 PM CT
Welcome Luncheon
Location: Imperial Ballroom
Sponsored By

12:45 PM - 1:30 PM CT
Keynote: Tools to Build a Strong Culture

12:45 PM - 1:30 PM CT
Keynote: Tools to Build a Strong Culture
Location: Imperial Ballroom
Keynote Speaker: Gina Schaefer
Sponsored By
CE: 0

1:45 PM - 2:45 PM CT
An ESOP Transaction Through Different Lenses

1:45 PM - 2:45 PM CT
An ESOP Transaction Through Different Lenses
Location: CottonWood - 3rd Floor
Speaker: Dan R. Markowitz, CPA – Boulay PLLP
Speaker: Chris Buch, n/a (he/him/his) – Polsinelli
Speaker: Timothy Jamison, n/a – Prairie Capital Advisors, Inc.
Speaker: Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
Launching an ESOP
CE: 1

1:45 PM - 2:45 PM CT
An Introduction to Developing Internal Communications Plans

1:45 PM - 2:45 PM CT
An Introduction to Developing Internal Communications Plans
Location: Arboretum 3-4 - 2nd Floor
Speaker: Keith Davenport, MDiv, MPA (he/him/his) – Missouri Center for Employee Ownership
Speaker: Ivy Wan-Beltejar, ASA, CFA – Empire Valuation Consultants
Engagement, Recruitment, and Retention
CE: 1

1:45 PM - 2:45 PM CT
Conflict Resolution at the Board Level

1:45 PM - 2:45 PM CT
Conflict Resolution at the Board Level
Location: Regency -2nd Floor
Speaker: Scot Storjohann, n/a (he/him/his) – GreatBanc Trust Company
Speaker: Scott D. Miller, CPA/ABV (he/him/his) – Enterprise Opportunities, LLC
Effective Governance
CE: 1

1:45 PM - 2:45 PM CT
Engaging Employee-Owners in Strategic Decision-Making and Planning

1:45 PM - 2:45 PM CT
Engaging Employee-Owners in Strategic Decision-Making and Planning
Location: Arboretum 1-2 - 2nd Floor
Session Leader: Linshuang Lu, MSOD (she/her/hers) – Praxis Consulting Group
Speaker: Travis Holland, P.E. – BakerRisk
Strategy and Sustainability
CE: 1

1:45 PM - 2:45 PM CT
Fiduciary Responsibility and Plan Distributions

1:45 PM - 2:45 PM CT
Fiduciary Responsibility and Plan Distributions
Location: Window Box - 2nd Floor
Session Leader: Carla Neal Klingler, n/a – Blue Ridge ESOP Association
Speaker: Howard L. Kaplan – Kaplan Fiduciary Group
Speaker: Kenneth E. Serwinski – Prairie Capital Advisors, Inc.
Strategy and Sustainability
CE: 1

1:45 PM - 2:45 PM CT
Former Employees Own Shares: So What?

1:45 PM - 2:45 PM CT
Former Employees Own Shares: So What?
Location: Dogwood - 3rd Floor
Session Leader: Tina M. Langlois, n/a – Chartwell Financial Advisory
Speaker: Kjersti L. Cory – SCJ Fiduciary Services
Speaker: Tabitha Croscut, J.D. – Devine, Millimet & Branch, P.A.
Strategy and Sustainability
CE: 1

2:45 PM - 3:00 PM CT
PM Coffee Break

2:45 PM - 3:00 PM CT
PM Coffee Break
Location: Imperial Foyer

3:00 PM - 4:00 PM CT
Administrative Issues- QDROs, Death & Disability

3:00 PM - 4:00 PM CT
Administrative Issues: QDROs, Death, and Disability
Location: Arboretum 3-4 - 2nd Floor
Speaker: Jamie Kwiatek, JD (she/her/hers) – Polsinelli PC
Speaker: Anthony Brunsvold, CPA – Blue Ridge ESOP Associates
Design, Compliance, and Operation
CE: 1

3:00 PM - 4:00 PM CT
Delivering on the Promise(s) of Employee Ownership

3:00 PM - 4:00 PM CT
Delivering on the Promise(s) of Employee Ownership
Location: Window Box - 2nd Floor
Speaker: Chris Cooper, n/a – Ohio Employee Ownership Center/Kent
Speaker: Kimberly Roland, SHRM-CP – Access Sciences Corporation
Engagement, Recruitment, and Retention
CE: 1

3:00 PM - 4:00 PM CT
Eliminating Fear and Insecurity in Your Organization: Leadership Strategies for Improving the Lives of Workers In and Out of the Workplace

3:00 PM - 4:00 PM CT
Eliminating Fear and Insecurity in Your Organization: Leadership Strategies for Improving the Lives of Workers In and Out of the Workplace
Location: Regency -2nd Floor
Speaker: Dallan Guzinski, n/a (he/him/his)
CE: 1

3:00 PM - 4:00 PM CT
Executive Compensation

3:00 PM - 4:00 PM CT
Executive Compensation
Location: Dogwood - 3rd Floor
Session Leader: Lindsay Baublitz, ASA – SC&H Capital
Speaker: Nikita Agarwal, CVA – Ventura ESOP Fidcuciary Services
Speaker: Lindsay Baublitz, ASA – SC&H Capital
Feasibility and Finance
CE: 1

3:00 PM - 4:00 PM CT
The Role of an ESOP Trustee

3:00 PM - 4:00 PM CT
The Role of an ESOP Trustee
Location: CottonWood - 3rd Floor
Speaker: Susan M. Longmire, CRSP (she/her/hers) – Aegis Fiduciary Services, LLC
Speaker: Lindsey R. Camp, Esq (she/her/hers) – Holland & Knight LLP
Design, Compliance, and Operation
CE: 1

3:00 PM - 4:00 PM CT
What Is Impacting Valuations in 2023

3:00 PM - 4:00 PM CT
What Is Impacting Valuations in 2023
Location: Arboretum 1-2 - 2nd Floor
Speaker: Matthew J. Silla, ASA, CFA – Apple Growth Partners
Feasibility and Finance
CE: 1

4:10 PM - 5:10 PM CT
Communicating Value When Market Conditions Are Rocky

4:10 PM - 5:10 PM CT
Communicating Value When Market Conditions Are Rocky
Location: Arboretum 3-4 - 2nd Floor
Speaker: Donny Springer, ASA – Weaver
Strategy and Sustainability
CE: 1

4:10 PM - 5:10 PM CT
Harnessing the Power of Executive Benefits in an ESOP-Owned Company

4:10 PM - 5:10 PM CT
Harnessing the Power of Executive Benefits in an ESOP-Owned Company
Location: Arboretum 1-2 - 2nd Floor
Speaker: Sean Power – Polsinelli PC
Speaker: Cara Benningfield, n/a – FORVIS
Engagement, Recruitment, and Retention
CE: 1

4:10 PM - 5:10 PM CT
NextGen Leadership Communications: Understanding What Employees Want and the Four Universal Communication Principles

4:10 PM - 5:10 PM CT
NextGen Leadership Communications: Understanding What Employees Want and the Four Universal Communication Principles
Location: Window Box - 2nd Floor
Speaker: Tom J. Bagwell, MBA / MAPP – GRITT Business Coaching
Engagement, Recruitment, and Retention
CE: 1

4:10 PM - 5:10 PM CT
Responding to an Unsolicited Offer

4:10 PM - 5:10 PM CT
Responding to an Unsolicited Offer
Location: Dogwood - 3rd Floor
Speaker: Anthony Dolan – Prairie Capital Advisors, Inc.
Effective Governance
CE: 1

4:10 PM - 5:10 PM CT
Rewards & Recognition: Designing Incentives That Actually Motivate Employee Owners and Drive Results

4:10 PM - 5:10 PM CT
Rewards & Recognition: Designing Incentives That Actually Motivate Employee Owners and Drive Results
Location: Regency -2nd Floor
Speaker: Steve Baker, n/a (he/him/his) – The Great Game of Business
Engagement, Recruitment, and Retention
CE: 1

4:10 PM - 5:10 PM CT
Valuation Checklist for ESOP Companies

4:10 PM - 5:10 PM CT
Valuation Checklist for the ESOP Company
Location: CottonWood - 3rd Floor
Speaker: Melissa Thomas, CPA – SCJ Fiduciary Services
Speaker: Himanshu Chaudhry, CFA – Prairie Capital Advisors, Inc.
Design, Compliance, and Operation
CE: 1

5:15 PM - 7:15 PM CT
Terrace Cocktail Reception

5:15 PM - 7:15 PM CT
Terrace Cocktail Reception
Location: Pool Terrace