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Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
Beyond the Basics: Tailoring ESOP Education for Every Stage of Ownership
Location: 108
Kate Hamm, n/a
– Novaspect
Kelly Mutuc, n/a (she/her/hers)
– Novaspect
Culture and Engagement
CE: 1
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
Empowering New Talent: BV's "We Own It, Let's Grow It" Approach to Financial Acumen Development
Location: 206
Amanda Clark, n/a
– Black & Veatch
Darin Olivarez
– Black & Veatch
Culture and Engagement
CE: 1
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
Taylor Guitars: Making Employee Ownership Work the Taylor Way
Location: Baird Ballroom F
Barbara Wight, MBA/CPA
– Taylor Guitars
Petros Kusmu (he/him/his)
– Alpine Vistas Capital / Harvard Business School
Dennis Campbell
– Harvard Business School
Greg Fresh, n/a
– Chartwell Financial Advisory
Culture and Engagement
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
Cheers to Success: Why Celebration Powers Employee-Owned Companies
Location: Baird Ballroom G
Emily Coates, n/a (she/her/hers)
– Rayser Holdings
Angie Hoover, PHR
– Rayser Holdings
Culture and Engagement
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
From Launch to Legacy: A Two-Year Journey of Engagement and Education
Location: 104
Rebecca Lechner, n/a (she/her/hers)
– Room & Board
Skye Seesz (she/her/hers)
– Room and Board
Culture and Engagement
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
Psychological Safety, Accountability, and Inclusivity: The Culture Every Team Needs
Location: Baird Ballroom F
DOROTHYANNA COFFEY, MS (she/her/hers)
– The Omni Family of Services
Chris Moynihan, LCSW
– The Omni Family of Services
Gina Drobnick
– 3LS Ventures
Culture and Engagement
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
A Storytelling Workshop for Employee-Owners
Location: Baird Ballroom B
Austin Evans (he/him/his)
– 5by5, A Change Agency
Aimee Ralph, MBA
– 3LS Solutions
Mike Brady (he/him/his)
– 40 Million Owners
Culture and Engagement
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Adding Financial Literacy to Your Ownership Culture
Location: 208
Todd Young, n/a
– Hinshaw & Culbertson LLP
Meredith Fiocchi (she/her/hers)
– Fiocchi McCarthy ESOP Group of Wells Fargo Advisors
Ashley Kirchner, n/a
– BMO Corporate Advisory
Culture and Engagement
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
How the Stories You Tell About Yourself and Your Colleagues Build (or Undermine) Your Culture
Location: 106
Corey Rosen, n/a (he/him/his)
– NCEO
Michael Quarrey (he/him/his)
– Web Industries
Culture and Engagement
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Innovative Communications Coalition (ICC) Peer Network: The Stories We Share: Building Ownership Culture One Story at a Time
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Kellie Torrenga, n/a (she/her/hers)
– Gardant Management Solutions Inc.
Danel Erickson, SHRM-CP (she/her/hers)
– Gardant Management Solutions Inc.
Culture and Engagement
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Building Trust: Driving Engagement, Performance and Ownership in a New ESOP
Location: Baird Ballroom B
Beth Krieck, bkrieck@esoppartners.com (she/her/hers)
– ESOP Partners
Alison Lawlor (she/her/hers)
– Becht Engineering BT
James W. Anderson, Jr., PE (he/him/his)
– Becht Engineering BT
Culture and Engagement
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Off to a Strong Start: Tips for New ESOPs to Ensure Long-Term Success
Location: Baird Ballroom E
Jason Wellman, n/a
– ESOP Partners
Culture and Engagement
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Play, Learn, Own: Making ESOP and Financial Literacy Education Engaging
Location: Baird Ballroom F
Betsy Kilmer, n/a
– Windings
Culture and Engagement
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
Achieving Growth Through a Coaching Culture
Location: Baird Ballroom F
Dave Williams, n/a
– ISG
Culture and Engagement
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
Case Study: Ideas App for a Quickly Growing EO Company
Location: 106
Michelle Page, SPHR
– HFA-AE, Ltd
Lindsay Isaac, n/a (she/her/hers)
– NCEO
Culture and Engagement
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
From Communication to Culture: Building Ownership From the Inside Out
Location: Baird Ballroom B
Andrew Bulluck, n/a (he/him/his)
– Nobis Group
Culture and Engagement
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Nothing Artificial About It: Building Prosocial Teams, Collective Intelligence, and a People-First Culture
Location: Baird Ballroom F
Dallan Guzinski, n/a (he/him/his)
– Prudent Fiduciary Services
Krisi Schell, SRC Holding Company (she/her/hers)
– SRC Holdings
Culture and Engagement
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Participatory Decision-Making as EO Connective Tissue
Location: 206
John Abrams
– Abrams+Angell
Allison Curtis (she/her/hers)
– The ICA Group
Alexander P. Moss, MPPM (he/him/his)
– Praxis Consulting Group
Culture and Engagement
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
The Perfect Blend: Integrating Fun, Learning, and Ownership in Employee Engagement
Location: Baird Ballroom G
David Graham
– KJT Group
Katherine Ephlin
– KJT Group, Inc.
Culture and Engagement
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Forecasts, Predictions, and Wild-A$$ Guesses
Location: 206
Steve Baker, n/a (he/him/his)
– The Great Game of Business
Culture and Engagement
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Building a Feedback Culture
Location: 106
Lindsay Isaac, n/a (she/her/hers)
– NCEO
Andrea DiMatteo (she/her/hers)
– NCEO
Culture and Engagement
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
How Employee-Owner Stories are Supercharging the Movement to Expand ESOPs
Location: Baird Ballroom E
Daniel Massey, n/a
– Expanding ESOPs
Keith Dixon
– Ambac International
Morgan Uridil
– Crystal Group
Kevin Sims
– Web Industries
Culture and Engagement
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Building Ownership Culture from Day One: Lessons from ESOP and EOT Leaders
Location: Baird Ballroom B
David Gray, n/a (he/him/his)
– Project Equity
Brent H. Hutchings (he/him/his)
– North River Boats
Jeanne Taylor (she/her/hers)
– ShopBot Tools, Inc.
Culture and Engagement
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Getting Real Use Out of Your NCEO Membership: A Practical Workshop
Location: Baird Ballroom G
Matt M. Licina (he/him/his)
– NCEO
Grace Dawson (she/her/hers)
– NCEO
Lori Atone, n/a
– TVF
Patrick K. O'Brien, n/a
– Metcalf Archaeological Consultants, a Terracon Company
Culture and Engagement
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
Brand is Culture, Culture is Brand: Why Strategic Marketing Builds ESOP Value
Location: Baird Ballroom B
Angi Krueger
– OwnersEdge
Chelsea Drusch
– Weidert Group
Culture and Engagement
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
Culture as Capital: The Ownership Effect
Location: 206
Kyla Alterman, n/a (she/her/hers)
– Prudent Fiduciary Services
Mark Koenig
– Bluedog
Melissa Krchma
– Bluedog
Culture and Engagement
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
Mastering Your ESOP Statement Release: Strategies for Success
Location: 106
Cecilia Miller, n/a (she/her/hers)
– Blue Ridge Associates
Lynn Phelps
– MTI Boats, Inc
Denise Herndon
– Renkim Corporation
Culture and Engagement
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
Ownership 365: Strategies for Year Round Engagement
Location: Baird Ballroom F
Sean OBrien, n/a (he/him/his)
– Alliant Engineering
Beth Winter (she/her/hers)
– Alliant Engineering
Nick Grage, PE, PTOE, RSP (he/him/his)
– Alliant Engineering
Culture and Engagement
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
From Transaction to Transformation: Building and Sustaining Ownership Culture
Location: 204
Matthew Tyburski, CPA
– Heywood Partners
Matt Gaffy
– Scipi Companies
Culture and Engagement
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
Unlocking the Hidden Profits in Your Teams
Location: 206
Eddie Geller, n/a
– SKOR
Culture and Engagement
CE: 1