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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Tuesday, September 26, 2023

7:00 AM - 1:00 PM CT
Exhibitor Move In / Set Up

7:00 AM - 1:00 PM CT
Exhibitor Move In / Set Up
Location: Imperial Foyer

8:30 AM - 4:00 PM CT
Registration & Info Desk

8:30 AM - 4:00 PM CT
Registration & Info Desk
Location: Imperial Foyer

10:00 AM - 12:30 PM CT
PreForum Workshop: GET in the GAME: Your Playbook for Engaging Employee Owners and Driving a Winning Culture

10:00 AM - 12:30 PM CT
PreForum Workshop: GET in the GAME: Your Playbook for Engaging Employee Owners and Driving a Winning Culture
Location: Regency-2nd Floor
Speaker: Steve Baker, n/a (he/him/his) – The Great Game of Business
Engagement, Recruitment, and Retention
Sponsored By
CE: 2.5

10:00 AM - 12:30 PM CT
Preforum Workshop: Strategic Plan Design Throughout the ESOP Lifecycle

10:00 AM - 12:30 PM CT
Preforum Workshop: Strategic Plan Design Throughout the ESOP Lifecycle
Location: Dogwood- 3rd Floor
Speaker: Katie Lind, n/a (she/her/hers) – Chartwell Financial Advisory
Speaker: Ryan Graham, n/a – Chartwell Financial Advisory
Strategy and Sustainability
Sponsored By
CE: 2.5

11:15 AM - 11:30 AM CT
AM Coffee Break

11:15 AM - 11:30 AM CT
AM Coffee Break

1:45 PM - 2:45 PM CT
A Case Study: ESOPs in Construction with Pieper-Houston Electric

1:45 PM - 2:45 PM CT
A Case Study: ESOPs in Construction with Pieper-Houston Electric
Location: Regency-2nd Floor
Moderator: Jennifer Krieger, CVA (she/her/hers) – Weaver
Speaker: Vincent Wayne Isaacks, Attorney, CPA (he/him/his) – Isaacks & Associates
Speaker: WILL ROSELL, MBA – Pieper-Houston Electric LP
Launching an ESOP
CE: 1

1:45 PM - 2:45 PM CT
ESOP Pre-Feasibility

1:45 PM - 2:45 PM CT
ESOP Pre-Feasibility
Location: Cottonwood-3rd Floor
Speaker: Timothy Garbinsky – NCEO
Speaker: Lindsay Isaac (she/her/hers) – NCEO
Speaker: Grace Dawson, n/a (she/her/hers) – NCEO
Speaker: Madelyn Hammack (she/her/hers) – NCEO
Launching an ESOP
CE: 1

1:45 PM - 2:45 PM CT
Public Policy and Employee Ownership

1:45 PM - 2:45 PM CT
Public Policy and Employee Ownership
Location: Window Box - 2nd Floor
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
Speaker: Noelle Montano (she/her/hers) – Employee-owned S Corporations of America
Speaker: Steve Storkan – Employee Ownership Expansion Network
Design, Compliance, and Operation
CE: 1

1:45 PM - 2:45 PM CT
Sources of Capital for ESOP Companies

1:45 PM - 2:45 PM CT
Sources of Capital for ESOP Companies
Location: Arboretum 1-2 - 2nd Floor
Speaker: Ryan Rassin – Chartwell Financial Advisory
Speaker: Dan Kaczmarek, n/a – Chartwell Financial Advisory
Speaker: Ginny Saloom – PNC
Feasibility and Finance
CE: 1

1:45 PM - 2:45 PM CT
Take 5 Movement for Better Mental Health & Wellness

1:45 PM - 2:45 PM CT
Take 5 Movement for Better Mental Health & Wellness
Location: Dogwood - 3rd Floor
Speaker: David Moeller, n/a – Inside Edge Commercial Interior Services
Speaker: Jessie Damm – Inside Edge Commercial Interior Services
Speaker: Tarry Johnson – Inside Edge Commercial Interior Services
Engagement, Recruitment, and Retention

1:45 PM - 2:45 PM CT
What Do Internal Trustees Need to Know

1:45 PM - 2:45 PM CT
What Do Internal Trustees Need to Know
Location: Arboretum 3-4 - 2nd Floor
Speaker: Andy Manchir, ASA, CEPA (he/him/his) – Katz, Sapper, Miller
Speaker: Stephen C. James – SCJ Fiduciary Services
Speaker: Merri E. Ash, n/a (she/her/hers) – Internal Trustee, LLC.
Effective Governance
CE: 1

1:45 PM - 7:00 PM CT
Main Forum Breakout Start

1:40 PM - 1:45 PM CT
Main Forum Breakout Start

2:45 PM - 3:15 PM CT
PM Coffee Break

2:45 PM - 3:15 PM CT
PM Coffee Break
Location: Imperial Foyer

3:30 PM - 4:30 PM CT
Captives – A perfect fit for ESOP’s

3:30 PM - 4:30 PM CT
Captives: A Perfect Fit for ESOPs
Location: Window Box - 2nd Floor
Speaker: Pim Jager, n/a – Scott Insurance
Speaker: Sara Strapolos

3:30 PM - 4:30 PM CT
Design Your ESOP to Attract New Employees and Retain Current Employees

3:30 PM - 4:30 PM CT
Design Your ESOP to Attract New Employees and Retain Current Employees
Location: Regency -2nd Floor
Speaker: Renee Stadtmueller, CPA, QPA – Blue Ridge ESOP Associates
Speaker: Lindsay Isaac (she/her/hers) – NCEO
Speaker: Chuck Bachman, n/a (he/him/his) – Menke & Associates
Design, Compliance, and Operation
CE: 1

3:30 PM - 4:30 PM CT
Empowering Internal Trustees: Overseeing the Annual ESOP Valuation Process with Confidence & Competence

3:30 PM - 4:30 PM CT
Empowering Internal Trustees: Overseeing the Annual ESOP Valuation Process with Confidence and Competence
Location: Dogwood - 3rd Floor
Speaker: Justin King, AM-BV, MBA – Economics Partners
Speaker: Bill Evans – Community IT Innovators, Inc.
Feasibility and Finance
CE: 1

3:30 PM - 4:30 PM CT
What Are My Exit Options? Is an ESOP a Good Exit Strategy for My Company?

3:30 PM - 4:30 PM CT
What Are My Exit Options? Is an ESOP a Good Exit Strategy for My Company?
Location: CottonWood - 3rd Floor
Speaker: Jade Palermo – Empire Valuation Consultants
Launching an ESOP
CE: 1

3:30 PM - 4:30 PM CT
Winning the People Part of Leadership Transition

3:30 PM - 4:30 PM CT
Winning the Leadership Transition: Preserve Relationships and Retain People
Location: Arboretum 3-4 - 2nd Floor
Speaker: Albert Ciuksza, Jr., n/a – Solutions 21
Strategy and Sustainability
CE: 1

5:00 PM - 7:00 PM CT
Opening Cocktail Reception

5:00 PM - 7:00 PM CT
Opening Cocktail Reception
Location: Imperial Foyer
Sponsored By