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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Thursday, September 28, 2023

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

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

8:30 AM - 8:50 AM CT
Closing General Session

8:30 AM - 8:50 AM CT
Closing General Session
Location: Imperial Ballroom

9:00 AM - 10:00 AM CT
ESOP Board Governance from Different Angles

9:00 AM - 10:00 AM CT
ESOP Board Governance from Different Angles
Location: Dogwood - 3rd Floor
Speaker: Howard L. Kaplan – Kaplan Fiduciary Group
Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting
Speaker: Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
Speaker: Herbert Kalman – Various
Effective Governance
Presented By The Private Director's Association
CE: 1

9:00 AM - 10:00 AM CT
M&A Growth Capital for ESOP-Owned Companies: Developing Trends

9:00 AM - 10:00 AM CT
M&A Growth Capital for ESOP-Owned Companies: Developing Trends
Location: CottonWood - 3rd Floor
Speaker: Peter DeLong (he/him/his) – J.P. Morgan
Speaker: Matthew Dennison, n/a – Chartwell Financial Advisory
Feasibility and Finance
CE: 1

9:00 AM - 10:00 AM CT
New DOL Regulations? Context and Implications

9:00 AM - 10:00 AM CT
New DOL Regulations? Context and Implications
Location: Arboretum 1-2 - 2nd Floor
Speaker: Alan H. Kandel, n/a – Husch Blackwell LLP
Design, Compliance, and Operation
CE: 1

9:00 AM - 10:00 AM CT
The Self - Aware Leader and ESOP Cultures: From Stress-management to Leadership Know-how and Presence

9:00 AM - 10:00 AM CT
The Self-Aware Leader and ESOP Cultures: From Stress Management to Leadership Know-How and Presence
Location: Window Box - 2nd Floor
Speaker: John p. Schuster, n/a – John Schuster and Associates
Speaker: Tom J. Bagwell, MBA / MAPP – GRITT Business Coaching
Engagement, Recruitment, and Retention
CE: 1

9:00 AM - 10:00 AM CT
What "R" the Options for Managing Repurchase Liability

9:00 AM - 10:00 AM CT
What "R" the Options for Managing Repurchase Liability
Location: Regency -2nd Floor
Speaker: Dawn Goestenkors (she/her/hers) – TI-TRUST
Speaker: Jamie Kwiatek, JD (she/her/hers) – Polsinelli PC
Strategy and Sustainability
CE: 1

10:10 AM - 10:25 AM CT
AM Coffee Break

10:10 AM - 10:25 AM CT
AM Coffee Break
Location: Imperial Foyer

10:30 AM - 11:30 AM CT
CEO Transition; Learnings from a Real Life Example

10:30 AM - 11:30 AM CT
CEO Transition; Learnings from a Real Life Example
Location: Dogwood - 3rd Floor
Session Leader: Mike P. Frommelt, n/a – KeyStone Search
Speaker: Susan Kildahl – NHS Northstar, Inc
Strategy and Sustainability
CE: 1

10:30 AM - 11:30 AM CT
Evolution of Executive Compensation over ESOP Life Stages

10:30 AM - 11:30 AM CT
Evolution of Executive Compensation over ESOP Life Stages
Location: Window Box - 2nd Floor
Speaker: Matt G. Keene, n/a – Chartwell Financial Advisory
Speaker: Mary E. Boettcher, CPA (she/her/hers) – Realityworks, Inc.
Engagement, Recruitment, and Retention
CE: 1

10:30 AM - 11:30 AM CT
Missing Participants - Where, Oh Where Did My Participants Go?

10:30 AM - 11:30 AM CT
Missing Participants: Where, Oh Where, Did My Participants Go?
Location: CottonWood - 3rd Floor
Speaker: Carla Neal Klingler, n/a – Blue Ridge ESOP Association
Design, Compliance, and Operation
CE: 1

11:40 AM - 12:40 PM CT
Closing Luncheon

11:40 AM - 12:40 PM CT
Closing Luncheon
Location: Imperial Ballroom
Sponsored By

12:50 PM - 1:50 PM CT
Acquisition Strategies to Mitigate Repurchase Obligation Exposure

12:50 PM - 1:50 PM CT
Acquisition Strategies to Mitigate Repurchase Obligation Exposure
Location: Dogwood - 3rd Floor
Speaker: Jason D. Tuzinkewich, MBA, CVA, CEPA, M&AMI, CBI (he/him/his) – Blue Sky Business Resources
Strategy and Sustainability
CE: 1

12:50 PM - 1:50 PM CT
Player-Coach Leadership for Multigenerational ESOPs

12:50 PM - 1:50 PM CT
Player-Coach Leadership for Multigenerational ESOPs
Location: CottonWood - 3rd Floor
Speaker: Patrick Carpenter, n/a – GRITT Business Coaching
Speaker: Corey M Rosen, n/a (he/him/his) – National Center for Employee Ownership
Engagement, Recruitment, and Retention
CE: 1

2:00 PM - 3:00 PM CT
Fall Forum Concludes

2:00 PM - 3:00 PM CT
Fall Forum Concludes