Skip to main content
Toggle navigation
Search
Home
Home
Type here to filter the list
Monday, Apr 6th
9:00 AM - 12:00 PM
CDT
Building a High-Involvement Culture: Your Playbook for Engaging Employee-Owners and Driving a Winning Culture
Location: 104
Steve Baker, n/a (he/him/his)
– The Great Game of Business
Rich Armstrong (he/him/his)
– The Great Game of Business
Jarrett Payne
– The Great Game of Business
Innovative Leadership
Sponsored By
CE: 3
Monday, Apr 6th
9:30 AM - 10:25 AM
CDT
Using Employee Ownership as a Business Succession and Exit Planning Tool
Location: 206
Craig West, B.Bus(Mgmt), M. Tax Law, M.Bus(Acct/Finance), DBA, CEPA
– Succession Plus
Innovative Leadership
CE: 1
Monday, Apr 6th
3:35 PM - 4:25 PM
CDT
The Ownership Mindset: Choosing and Leading Employee Ownership
Location: 206
Louis Grassi, CPA, CFE
– Grassi Advisory Group, Inc.
Keith Apton, CEPA
– UBS Financial Services Inc
Innovative Leadership
CE: 1
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
From the Front Lines: Employee Voices on Employee Ownership Conversions
Location: 104
Andrea Steffes-Tuttle (she/her/hers)
– Well Economy Lab
Haley Ruybal (she/her/hers)
– StoneAge Tools
Brian Comley (he/him/his)
– Worth and Company
Gabi Jones
– Brinkmann Constructors
Innovative Leadership
CE: 1
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
The EO Health Care Peer Network: Insights & Strategies
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
Innovative Leadership
CE: 1
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
The Evergreen ESOP Playbook: How to Make an ESOP That Lasts Generations
Location: Baird Ballroom B
Michael Moyer, n/a
– GreatBanc Trust Company
Matt M. Licina (he/him/his)
– NCEO
Innovative Leadership
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
CEO Peer Network: Exclusive Roundtables on Today’s Toughest Challenges: What’s Keeping You Up at Night?
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Innovative Leadership
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
Effectively Communicating ESOP Amendments at Every Stage of the Employee-Owner Lifecycle
Location: 208
Cole D. Mercier, n/a
– DSG
Innovative Leadership
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Make Employee Ownership Attractive to Gen Z
Location: 206
Andrew Skidmore, MBA
– 4Creeks
Innovative Leadership
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Leading with Your Whole Self: How Leader Well-Being Drives Organizational Health in Employee-Owned Companies
Location: 204
Kelly Chewning, ICF ACC (she/her/hers)
– Elevate Coaching & Consulting
Keith Davenport, n/a (he/him/his)
– 030 Holding Company
Mike Lenda
– 5by5, A Change Agency
Innovative Leadership
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Service Provider Peer Network: Bridging Expertise and Elevating the Employee Ownership Support Ecosystem
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Dan Markowitz, CPA
– Boulay
Innovative Leadership
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
After the Close: Cool Hardware’s First 24 Months as an ESOP
Location: 208
Matt Middendorp, n/a
– Vision Point Capital
Gina Schaefer (she/her/hers)
– A Cool Hardware Co.
Innovative Leadership
CE: 1
Tuesday, Apr 7th
5:45 PM - 7:15 PM
CDT
Building Local Bridges: Facilitated Networking by State and Region (An NCEOX Initiative)
Location: Baird Ballroom AB
Noelle Carne, n/a
– Employee Ownership Expansion Network
Innovative Leadership
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Benefit Corporations and Employee Ownership: A Perfect Match?
Location: Baird Ballroom A
Wally Brockhoff, n/a
– Polsinelli PC
Jean Sand
– Room & Board
Innovative Leadership
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Contingency Planning for a World on Fire
Location: 108
Rich Armstrong (he/him/his)
– The Great Game of Business
Innovative Leadership
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Unleashing Employee-Owners’ Potential: The Multiplier Effect
Location: Baird Ballroom B
Melisa S. Gillis, M.ED, PCC
– Gillis Consulting
Megan Glidden
– Web Industries
Mark Stailey
– UNH Browne Center
Innovative Leadership
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Communicating Annual ESOP Valuation to Engage Employees and Drive Performance
Location: 208
Susan Kildahl, n/a (she/her/hers)
– NHS Northstar, Inc
Nels Carlson, J.D., LL.M.
– Summit Fiduciary Group
Aaron Pryor, ASA, CFA
– Acclaro Valuation Advisors
Innovative Leadership
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Rising Leaders Peer Network: Conflict Resolution
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Karen D. Ng, n/a (she/her/hers)
– N&G Legal Group, APC
Linshuang Lu, MSOD (she/her/hers)
– Praxis Consulting Group
Innovative Leadership
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Scenario Planning: Engaging Employee-Owners to Lead Through Unpredictability
Location: 108
Marcy Tessmann
– The Charleston Orwig Collective
Ginny Vanderslice, Ph.D (she/her/hers)
– Center for Social Policy and Practice, Univ of Pennsylvania
Lynn Bruns, PE
– ISG
Innovative Leadership
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
How Employee Ownership Can Align Your Purpose, People, and Profit
Location: Baird Ballroom D | Demo Stage
Bob Whalen
– HB Global, LLC
Innovative Leadership
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Growing Successors: Effectively Building the Next Generation of Leaders
Location: 106
Angela Busk, n/a (she/her/hers)
– Colorado Pool + Spascapes
Marshall Foote (he/him/his)
– Colorado Pool + Spascapes
Innovative Leadership
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Leading in the Gap: Turning Uncertainty Into Innovation
Location: Baird Ballroom E
Celina E. Peerman, Ph.D., SHRM-SCP, CSP (she/her/hers)
– The Peerman Group
Innovative Leadership
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
The Large ESOP Company Peer Network: Scaling ESOP Excellence: Leading Big with Purpose & Ownership
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Terry Leahy, J.D., M.B.A. (he/him/his)
– MyPath
Innovative Leadership
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
The Language of Ownership: How Effective Communication Builds Culture
Location: 104
Jermie Howell, SHRM-SCP
– Inline Electric Supply Company
Innovative Leadership
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
When Growth is a Strategy: Developing Leaders for the Long Haul
Location: 204
Kathleen McInerney Kane, n/a (she/her/hers)
– Praxis Consulting Group
Dave Nowak, P.E.
– Sentry Equipment Corp
Marcease Warren
– Sentry Equipment Corp
Innovative Leadership
CE: 1
Thursday, Apr 9th
9:45 AM - 10:45 AM
CDT
The Coaching Leader: Unlocking Performance for People-First Companies
Location: 204
Christopher Arnold, n/a (he/him/his)
– Care Deeply Consulting
Bill Zoelle
– ESOP Partners
Innovative Leadership
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
Leveraging Operating Systems for Innovative Strategic Visioning and Planning
Location: Baird Ballroom E
Tim Rettig, n/a
– Intrust IT
Brenda Wilbur, MBA
– Great Game of Business
Innovative Leadership
CE: 1