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Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
Engaging ESOP Strategies: Market Dynamics and Conservative Investments
Location: Baird Ballroom D | Demo Stage
Taylor Lundstrom (she/her/hers)
– Morgan Stanley
J. Scott McCoy (he/him/his)
– Morgan Stanley
Brian D. Wurpts
– Waste Gas Fabricating Co.
Repurchase Obligation and Sustainability
Sponsored By
CE: 1
Tuesday, Apr 7th
8:50 AM - 9:50 AM
CDT
The Repurchase Playbook: Proven Strategies for a Predictable Future
Location: 106
Benjamin Spadt, CPA, CVA (he/him/his)
– The Menke Group
Christopher M. Silvetti, n/a
– Prairie Capital Advisors, Inc.
Repurchase Obligation and Sustainability
CE: 1
Tuesday, Apr 7th
10:00 AM - 11:00 AM
CDT
The Power of Why: Making Intentional ESOP Decisions
Location: Baird Ballroom B
Tina M. Langlois, n/a
– Chartwell Financial Advisory
Will Rice, CPA
– Vulcan, Inc.
Repurchase Obligation and Sustainability
CE: 1
Tuesday, Apr 7th
11:30 AM - 12:30 PM
CDT
Making Your ESOP a Success, Now and Forever
Location: 104
Trevor J. Gilmore, CPA/ABV, MST
– The Menke Group, Inc
Repurchase Obligation and Sustainability
CE: 1
Tuesday, Apr 7th
2:45 PM - 3:45 PM
CDT
ESOP Trivia Challenge: Turning Obligations Into Opportunities
Location: 106
Joshua M. Young, CFP, CEPA
– UBS Financial Services Inc.
Thomas L. Totten, FSA, PhD
– Stokastique LLC
Brian A. Eagle, J.D.
– Eagle & Fein, P.C.
Ian Holloman
– HDH Advisors
Repurchase Obligation and Sustainability
CE: 1
Tuesday, Apr 7th
4:15 PM - 5:15 PM
CDT
ESOP Finance Leadership Peer Network Roundtables
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Repurchase Obligation and Sustainability
CE: 1
Wednesday, Apr 8th
9:15 AM - 10:15 AM
CDT
Demystifying ESOP Segregation: Best Practices for Plan Sponsors
Location: 106
Christopher R. Wingard, MBA/JD (he/him/his)
– Kleinbard LLC
Jennie Msall, CVA (she/they)
– Ventura Trust Company
David S. Horvath, dhorvath@prairiecap.com
– Prairie Capital Advisors, Inc.
Repurchase Obligation and Sustainability
CE: 1
Wednesday, Apr 8th
10:45 AM - 11:45 AM
CDT
Planning for Payouts: Build Your ESOP's Liquidity Playbook in Real Time
Location: 204
Brenda A. Bennett, CFP®, CEPA®, CRPS
– UBS Financial Services Inc.
Jeff R. Behrens
– SCIPI Companies
Repurchase Obligation and Sustainability
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
ESOP Sustainability: What ‘R’ is right for you right now?
Location: 204
Markus Dahl, CPA
– Eide Bailly LLP
Barbara M. Clough, QPA, QKC, QKA (she/her/hers)
– Blue Ridge Associates
Bob Kitta
– Mead Lumber Company, Inc.
Brad Frehner
– Caltrol Inc
Lesa Drysdale
– ISG
Jenny Cripps
– Gemini Industries
Repurchase Obligation and Sustainability
CE: 1
Wednesday, Apr 8th
1:10 PM - 2:10 PM
CDT
Pairing Investment Policy and Sustainability Studies for Long-Term Success
Location: 108
Ashleigh Newlin, n/a (she/her/hers)
– Chartwell Financial Advisory
Christine M. Hurt, CPA, MBA (she/her/hers)
– Ayers Saint Gross, Inc.
Amy Schuster, FINRA Series SIE, 79 and 63 licenses and MBA
– PNC Bank
Repurchase Obligation and Sustainability
CE: 1
Wednesday, Apr 8th
2:45 PM - 3:45 PM
CDT
Managing Repurchase Obligations for a Mature ESOP
Location: 208
Joe Marx, CPA (he/him/his)
– Principal
John P. Murphy
– Chartwell Financial Advisory, Inc.
Rob Starkey
– Hypertherm Inc.
Repurchase Obligation and Sustainability
CE: 1
Wednesday, Apr 8th
4:00 PM - 5:00 PM
CDT
The Power of Leverage: Managing ESOP Repurchase with Confidence
Location: 108
Amy L. Byrd (she/her/hers)
– Pacific Steel & Recycling
Richard Shuma, n/a
– Prairie Capital Advisors
Repurchase Obligation and Sustainability
CE: 1
Thursday, Apr 9th
9:45 AM - 10:45 AM
CDT
Maximizing Employee Ownership: Strategies for New, 5-Year, and 10-Year-plus ESOPs
Location: Baird Ballroom B
Ken Sommers, CPA
– PCE Investment Bankers
Jason M. Bolt, CFA
– J.P. Morgan
Repurchase Obligation and Sustainability
CE: 1
Thursday, Apr 9th
11:00 AM - 12:00 PM
CDT
ESOP to Exit: What Happens When an ESOP Company Sells?
Location: 208
Tom Murphy, JD (he/him/his)
– Prudent Fiduciary Services
Britt Bruinsma
– Vision ESOP Valuation
Chris Buch, JD
– Sheppard
Repurchase Obligation and Sustainability
CE: 1
