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Monday, Apr 6th
9:00 AM - 12:00 PM
CDT
Are You Running Your Business, or Is Your Business Running You?
Location: 204
Jacqueline Kibler, n/a
– EOS Worldwide
Growth Strategies
Sponsored By
CE: 3
Monday, Apr 6th
1:30 PM - 2:25 PM
CDT
What Does It All Mean? Demystifying the Financing Process for ESOPs
Location: 206
Jamie M. Walrack, n/a
– First American Bank
Matthew Nels
– The Menke Group, Inc.
Growth Strategies
CE: 1
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
Financing Considerations for New and Existing ESOPs
Location: Baird Ballroom G
Ginny Saloom, n/a
– PNC Bank
John Solimine
– Verit Advisors
Brian Roth
– Bank of America
Growth Strategies
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
Acquisition Strategy and Finding the Right Targets
Location: 108
Kevin Lindsey, n/a
– DVS Group LLC
Drew Larson, JD
– Brown Winnick
DJ Simmons
– ACME Group Holdings
Growth Strategies
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Beyond the Acquisition: Lessons Learned From Integration Missteps
Location: 108
Nick Viner, n/a
– Prairie Capital Advisors
Angie Hoover, PHR
– Rayser Holdings
Kelly O'Hara
– Folience
Growth Strategies
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Beyond the Broker: Mission-Driven Off-Market Acquisition Strategies for Growth
Location: 206
Hannah Z. Sandmeyer, n/a (she/her/hers)
– Up & Over Advisors, LLC
Daniel J. Goldstein, n/a
– Go ESOP LLC
Growth Strategies
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
How Smart ESOPs Link Repurchase Planning with Acquisition-Driven Growth
Location: 206
Mike Brady (he/him/his)
– 40 Million Owners
Ryan J. Kuchta, n/a (he/him/his)
– ESOP Partners, Inc.
Growth Strategies
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Holding Company Strategies and Case Studies to Diversify and Grow Shareholder Value
Location: 208
Mary Sullivan Josephs, n/a (she/her/hers)
– Verit Advisors
Mark J. Edmonds
– Employee Owned Brands
JoAnne Williams (she/her/hers)
– Holden Industries, Inc.
Growth Strategies
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Growing Good Through Acquisition: Lessons From Building a Diversified ESOP
Location: 104
Jane Wintz
– The Omni Family of Services
Eric Strickland, MBA
– 3LS, Inc.
Jim Gardner
– Retired, Senior VP, Servisfirst Bank, CFO Roane Transportation Company
Tracy E. Woolsey, n/a (she/her/hers)
– GreatBanc Trust Company
Growth Strategies
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Demystifying the Financing Process
Location: Baird Ballroom G
Jade Palermo, n/a
– Empire Valuation Consultants
Brian Lowe
– First Financial Bank
Growth Strategies
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Leadership Through the ESOP Life Cycle: Emerging Issues at Every Stage
Location: Baird Ballroom F
Kim Abello (she/her/hers)
– Wells Fargo Advisors
David B. Solomon (he/him/his)
– LP
Jim Massey
– Chartwell
Growth Strategies
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Mature ESOP Company Investment Considerations
Location: 206
Michael J. McGinley, ASA, CVA
– Monarch Investment Partners
Daniel J. Goldstein, n/a
– Go ESOP LLC
Growth Strategies
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Navigating the Path of ESOP to ESOP Mergers
Location: 108
Hillary L. Hughes, CFA, ASA (she/her/hers)
– Prairie Capital Advisors
Tracy E. Woolsey, n/a (she/her/hers)
– GreatBanc Trust Company
Mindi M. Johnson (she/her/hers)
– Foster Swift Collins & Smith, PC
Growth Strategies
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
EO Through Acquisitions: Rethinking Pathways to Increasing Shared Prosperity Through Employee Ownership
Location: Baird Ballroom A
Malini Ram Ram Moraghan, n/a (she/her/hers)
– The Torana Group
Isabelle Steichen (she/her/hers)
– Torana Group
Mike Brady (he/him/his)
– 40 Million Owners
Raam Jani
– BakerHostetler
Growth Strategies
CE: 1
Thursday, Apr 9th
9:45 AM - 10:45 AM
CDT
When Culture Drives Growth: The Ownership Mindset
Location: Baird Ballroom G
Drew Mousetis, MBA
– Tandem Center for Shared Business Success
Daniel Cooper, CFA (he/him/his)
– PCE
Chloe Handelman
– Beyond Ownership
Growth Strategies
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
Organic Revenue Growth – Sustaining the Legacy of Success
Location: Baird Ballroom B
Gale G. Crosley, CPA, CGMA
– Crosley+Company
Growth Strategies
CE: 1