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Monday, Apr 6th
9:00 AM - 12:00 PM
CDT
The ESOP Journey From Implementation to Maturity
Location: 106
Scott Freund, QPA, QKC
– Blue Ridge Associates
Barbara M. Clough, QPA, QKC, QKA (she/her/hers)
– Blue Ridge Associates
Markus Dahl, CPA
– Eide Bailly LLP
Operational Excellence
Sponsored By
CE: 3
Monday, Apr 6th
9:00 AM - 9:25 AM
CDT
Welcome to the ESOP Feasibility Preconference Session
Location: 206
Matt M. Licina (he/him/his)
– NCEO
Francesca Santos (She/They/Ella)
– National Center for Employee Ownership (NCEO)
Operational Excellence
CE: 1
Monday, Apr 6th
10:45 AM - 11:25 AM
CDT
Building Your ESOP Dream Team: A Guide to Who Does What
Location: 206
Anlai Jiao, JD, CPA
– Prudent Fiduciary Services
Bryan Boeck, CPFA, QKC, QKA (he/him/his)
– Merit Financial Advisors dba Fiduciary Services
Eric Strebe
– ESOP Partners
Operational Excellence
CE: 1
Monday, Apr 6th
11:30 AM - 12:10 PM
CDT
ESOPs and Estate Planning
Location: 206
Sarah Bothner, n/a
– The Capital ESOP Group, UBS
Rick Jaye
– Business Transition Advisors
Operational Excellence
CE: 1
Monday, Apr 6th
2:45 PM - 3:30 PM
CDT
Valuation and Administration: Insights for Early-Stage and Prospective ESOPs
Location: 206
Jake Helwick, ASA
– Adamy Valuation
Wilson T. Denari, CPA/ABV
– CBIZ
Scott Freund, QPA, QKC
– Blue Ridge Associates
Operational Excellence
CE: 1
Monday, Apr 6th
4:30 PM - 5:00 PM
CDT
Group Discussion and Plotting Your AC Experience
Location: 206
Matt M. Licina (he/him/his)
– NCEO
Francesca Santos (She/They/Ella)
– National Center for Employee Ownership (NCEO)
Operational Excellence
CE: 1
Monday, Apr 6th
1:30 PM - 4:30 PM
CDT
Sustainability Workshop: How Do You Compare?
Location: 204
Matt Keene
– Chartwell Financial Advisory
Ryan Graham, n/a
– Chartwell Financial Advisory
Amanda Strickler
– Chartwell Financial Advisory
Operational Excellence
Presented By
CE: 1
Monday, Apr 6th
1:30 PM - 4:30 PM
CDT
The GRITT Stress Test Every ESOP Needs: Are Your People, Culture, and Numbers Ready?
Location: 104
Tom J. Bagwell, n/a
– GRITT Business Coaching
Alexa Lott, SHRM-SCP (she/her/hers)
– GRITT Business Coaching
Operational Excellence
Sponsored By
CE: 3
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
Guarding the Ownership Culture: Cybersecurity Essentials for ESOPs
Location: 208
Zach Freeman, n/a
– Christensen Group
Andrew Tewksbury
– Ostra Cybersecurity Inc.
Operational Excellence
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
Due Diligence Demystified: CFO Insights
Location: 204
Trevor Dursky, CFA
– Prairie Capital Advisors
John Hooyman
– OwnersEdge
Julie O'Neal, CPA
– H2I Group
Operational Excellence
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Beyond the Hype: Practical AI Plays for ESOP Marketing and Sales Leaders
Location: Baird Ballroom F
David Kidd, n/a
– SteadyRain
Ryan Frederick, n/a
– Transform Labs
Thompson Knox, Jr. (he/him/his)
– SteadyRain
Operational Excellence
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Ready, Set, Own: The Amazing Race for New ESOPs
Location: Baird Ballroom E
Matthew D. Goedert, n/a (he/him/his)
– N & G Legal Group
Barbara M. Clough, QPA, QKC, QKA (she/her/hers)
– Blue Ridge Associates
Operational Excellence
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
How to Engage New Employees and a Younger Workforce in Ownership Culture
Location: Baird Ballroom D | Demo Stage
Joe Belstering
– Certified EO
Operational Excellence
Sponsored By
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Managing a Mature ESOP
Location: 208
Natasha S. Fedder, JD (she/her/hers)
– Foundation Law Group LLP
Julie A. Govreau, M.S., J.D., Ll.M (she/her/hers)
– GreatBanc Trust Company
Sheryl C. Bayani-Alzona, J.D. (she/her/hers)
– Employee Benefits Law Group
Operational Excellence
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
Show Me the Money: Distribution Rules for ESOPs
Location: 108
Kevin J. Spaeth, n/a (he/him/his)
– PenChecks Trust
Operational Excellence
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
Policy to Practice: What Washington Decisions Mean for Employee Ownership
Location: Baird Ballroom D | Demo Stage
Lisa M. Gomez, Esq. (she/her/hers)
– LMG Collaborative Consulting Solutions
Operational Excellence
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
Stardate 2026: Charting Your Course Through the NCEO Galaxy
Location: Baird Ballroom G
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– NCEO
Grace Dawson (she/her/hers)
– NCEO
Operational Excellence
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
Valuation in Uncertain Times
Location: 204
Michael A. Lovett, ASA (he/him/his)
– Ventura Trust Company
Chase Hoover, CFA
– Acuity Advisors
Michael C. Yi, ASA, CPA, MBA, TEP
– Newport Valuations, Inc.
Operational Excellence
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
A Crash Course in ESOP Accounting, Financial Reporting, and Banking Covenants
Location: Exhibit Hall A-B | 3rd floor
Tom Clarke
– PNC Bank
Will Beard
Operational Excellence
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Green Light, Yellow Light, Red Tape: The ESOP Year in Motion
Location: Baird Ballroom D | Demo Stage
Tiffany Richoux, n/a
– SCJ Fiduciary Services
Tina Fisher, n/a
– Principal
Operational Excellence
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Life Cycle of an ESOP: Case Study
Location: Baird Ballroom B
Bill O'Brien, n/a (he/him/his)
– Morgan Stanley
Brian D. Wurpts
– Waste Gas Fabricating Co.
Kjersti Cory (she/her/hers)
– SCJ Fiduciary Services
Operational Excellence
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
What is an AI-Native Company?
Location: 106
Roger Cawdette, n/a
– Village Labs
Operational Excellence
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Clarity as Capital: The Hidden Multiplier Driving—or Dragging—Your ESOP’s Fair Market Value
Location: 208
Erica L. Roberts, Certified Pinnacle Business Guide, Certified ValueBuilder Advisor, EQ-i 2.0 Certified Coach, Authorized Partner Everything DiSC, Authorized Partner Five Behaviors, Working Genius Certified
– inVantage Business Guides
Operational Excellence
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Engage, Empower, and Grow: Workforce Activation Through Employee Ownership Strategies
Location: 104
Greg Daugherty, n/a
– Porter Wright
Jacqueline R. Radebaugh (she/her/hers)
– Jason Wiener p.c., a public benefit corporation
Operational Excellence
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Hot Topics in ESOPs: Transactions, Regulation and Litigation
Location: Baird Ballroom D | Demo Stage
Ted Becker (he/him/his)
– McDermott Will & Schulte LLP
Allison wilkerson, JD (she/her/hers)
– McDermott Will & Schulte
Erin K. Turley (she/her/hers)
– McDermott Will & Emery
Myriem Bennani
– McDermott Will & Schulte LLP
Julian Andre
– McDermott Will & Emery LLP
Operational Excellence
Sponsored By
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Spot the Flaws: A Critical, Hands-On Review of the ESOP Valuation Report
Location: 204
Jennifer Krieger, CVA (she/her/hers)
– Weaver
Laurie-Leigh White, n/a (she/her/hers)
– BVA Group
Operational Excellence
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
The Foundation of a Successful ESOP Client-Third Party Administration Relationship
Location: Baird Ballroom G
Alex Plyler, n/a
– Principal
Jerry Bohnsack, CPA
– Cross Company
Bronwen A. Sholar, CPA
– Cross Company
Operational Excellence
CE: 1
Thursday, Apr 9th
9:45 AM - 10:45 AM
CDT
AI in Employee Ownership: Navigating the Future Together
Location: Baird Ballroom F
Marcy Tessmann
– The Charleston Orwig Collective
John Michael (Mickey) Maier
– Professional Fiduciary Services
Janet Schulz, MBA, FACHE
– MyPath
Operational Excellence
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
From Founder to Employees Owners: Inside the iSpace ESOP Transition
Location: Baird Ballroom F
Kirk Lindemann, CPA
– Eide Bailly
Mark Guy
– Eide Bailly
Dustin Benz
– iSPACE Environments
Amy Sundermeyer (she/her/hers)
– iSpace Environments
Bart McIlonie
– Atlas Legal Services, PLLC
Operational Excellence
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
The Current State of the Debt Capital Markets: Implications for ESOP Companies
Location: Baird Ballroom A
Ryan Rassin, n/a
– Chartwell Financial Advisory
Peter DeLong (he/him/his)
– J.P. Morgan
Operational Excellence
CE: 1