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Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
What Board Members Need to Know About ESOPs
Location: Baird Ballroom E
Scott D. Miller, CPA (he/him/his)
– Enterprise Opportunities, LLC
Bill Frommelt, n/a
– Strategic Talent Partners
Effective Governance
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
Building an ESOP Board From Scratch
Location: Baird Ballroom E
Desa Bubnovich
– Material Motion, Inc.
Chad Bell, ASA (he/him/his)
– CBIZ
Effective Governance
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Should We Do That? Best Practices for ESOP Company Boards
Location: Baird Ballroom G
Scot Storjohann, n/a
– GreatBanc Trust Company
Matt Keene
– Chartwell Financial Advisory
Keith Bennett
– ESS Companies/ Sargent Corp/ Griffith Company
Effective Governance
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
The Next Chapter: Critical Steps to Ensure a Smooth CEO Transition
Location: Baird Ballroom G
Mike P. Frommelt, n/a
– Strategic Talent Partners
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
Dorothy Buckhanan Wilson
– MyPath
Effective Governance
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
ESOP Litigation Update
Location: Baird Ballroom E
Lindsey R. Camp, Esq
– Holland & Knight LLP
Clifford G. Canavera, CFP®, MBA, CFP®, MBA
– Canavera Financial Group, LLC
Matt M. Licina (he/him/his)
– NCEO
Laurence Goldberg, n/a
– ESOP Law Group, LLP
Effective Governance
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
Understanding Post-Transaction ESOP Trustee Roles and Decisions
Location: 108
Wendy L. Gilligan, J.D., LL.M. in Tax (she/her/hers)
– Gilligan Benefits Law, P.C.
Nikita Agarwal, CVA
– Ventura Trust Company
Effective Governance
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Executive Compensation: The Aspect of Business You Cannot Afford to Miss
Location: 204
Michael Kenneth
– WealthPoint Business Advisory Services, LLC
Effective Governance
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Managing Cybersecurity Risk: Must-Dos for Boards and Leadership
Location: Baird Ballroom D | Demo Stage
Johan Hammerstrom, n/a (he/him/his)
– Community IT Innovators, Inc.
Janet Schulz, MBA, FACHE
– MyPath
Tina Chang (she/her/hers)
– SysLogic Inc.
Effective Governance
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Effective Governance: Board Development and Training Workshop
Location: Baird Ballroom G
Steve Ryan, n/a
– GreatBanc Trust Company
Kate Roosevelt (she/her/hers)
– Campbell & Company
HAYDEE CALDERO, n/a (she/her/hers)
– TXI
Debra McGuire (she/her/hers)
– Private Directors Association (PDA)
Effective Governance
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Which Hat Are You Wearing? The Challenges for Internal Directors, Independent Directors, and Executive Management
Location: Baird Ballroom B
Elizabeth A. Di Cola, n/a (she/her/hers)
– USCB, Inc.
Natasha Daniels
– USCB, Inc.
Alexander P. Moss, MPPM (he/him/his)
– Praxis Consulting Group
Effective Governance
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
What Do Standout Trustees Do Differently in Governance?
Location: 206
Christine Adee, n/a
– Private company
Annmarie Logue, n/a
– Maxive Consulting, Inc.
Effective Governance
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
Let's Talk About Process: What Do I Do with an Unsolicited Third-Party Offer?
Location: Baird Ballroom E
Tabitha M. Croscut, n/a
– Devine, Millimet & Branch, P.A.
Effective Governance
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
Risk Management in an Evolving Litigation Environment
Location: 208
Blake Roter, n/a (he/him/his)
– Burke Warren MacKay & Serritella
Lars C. Golumbic, JD (he/him/his)
– Groom Law Group
Jeanne Flanagan (she/her/hers)
– M3 Insurance
Effective Governance
CE: 1
Thursday, Apr 9th
9:45 AM - 10:45 AM
CDT
Addressing the Unique Insurance Needs of ESOPs – Fiduciary and Broader Risk Transfer
Location: Baird Ballroom E
Zach Freeman, n/a
– Christensen Group
Rick Pearl, n/a (he/him/his)
– Faegre Drinker Biddle & Reath LLP
Chad Duke, n/a
– Scott Insurance
Ted Becker (he/him/his)
– McDermott Will & Schulte LLP
Christpher Kentra
– Burke Warren MacKay & Serritella
Effective Governance
CE: 1
Thursday, Apr 9th
9:45 AM - 10:45 AM
CDT
Board of Directors Peer Network: Governing for Impact and Board Leadership in Employee-Owned Companies
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Effective Governance
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
Strong Boards, Strong Companies: Governance Best Practices for ESOPs
Location: Baird Ballroom G
Allison wilkerson, JD (she/her/hers)
– McDermott Will & Schulte
Greg Cook
– Prairie Capital Advisors, Inc.
Effective Governance
CE: 1