Full Schedule

Jacqueline Kibler, n/a – EOS Worldwide

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

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

Matt M. Licina (he/him/his) – NCEO

Francesca Santos (She/They/Ella) – National Center for Employee Ownership (NCEO)

Craig West, B.Bus(Mgmt), M. Tax Law, M.Bus(Acct/Finance), DBA, CEPA – Succession Plus

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

Sarah Bothner, n/a – The Capital ESOP Group, UBS

Rick Jaye – Business Transition Advisors

Jamie M. Walrack, n/a – First American Bank

Matthew Nels – The Menke Group, Inc.

Jake Helwick, ASA – Adamy Valuation

Wilson T. Denari, CPA/ABV – CBIZ

Scott Freund, QPA, QKC – Blue Ridge Associates

Louis Grassi, CPA, CFE – Grassi Advisory Group, Inc.

Keith Apton, CEPA – UBS Financial Services Inc

Matt M. Licina (he/him/his) – NCEO

Francesca Santos (She/They/Ella) – National Center for Employee Ownership (NCEO)

Turja Chowdhury – Village Labs

Charlie R. Ney (he/him/his) – Village Labs

Nicholas Jones – Village Labs

Mohamed Ahmed (he/him/his) – Village Labs

Matt Keene – Chartwell Financial Advisory

Ryan Graham, n/a – Chartwell Financial Advisory

Amanda Strickler – Chartwell Financial Advisory

Tom J. Bagwell, n/a – GRITT Business Coaching

Alexa Lott, SHRM-SCP (she/her/hers) – GRITT Business Coaching

Ramona Rodriguez-Brooks, n/a (she/her/hers) – NCEO

Grace Dawson (she/her/hers) – NCEO

Jaymie Oviedo – National Center for Employee Ownership

Kate Hamm, n/a – Novaspect

Kelly Mutuc, n/a (she/her/hers) – Novaspect

Amanda Clark, n/a – Black & Veatch

Darin Olivarez – Black & Veatch

Taylor Lundstrom (she/her/hers) – Morgan Stanley

J. Scott McCoy (he/him/his) – Morgan Stanley

Brian D. Wurpts – Waste Gas Fabricating Co.

Ginny Saloom, n/a – PNC Bank

John Solimine – Verit Advisors

Brian Roth – Bank of America

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

Zach Freeman, n/a – Christensen Group

Andrew Tewksbury – Ostra Cybersecurity Inc.

Ron Bogart, Masters of Organizational Leadership and Doctorate of Strategic Leadership – Gold Mechanical

Barbara Wight, MBA/CPA – Taylor Guitars

Petros Kusmu (he/him/his) – Alpine Vistas Capital / Harvard Business School

Dennis Campbell – Harvard Business School

Greg Fresh, n/a – Chartwell Financial Advisory

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

Terry Leahy, J.D., M.B.A. (he/him/his) – MyPath

Michael Moyer, n/a – GreatBanc Trust Company

Matt M. Licina (he/him/his) – NCEO

Benjamin Spadt, CPA, CVA (he/him/his) – The Menke Group

Christopher M. Silvetti, n/a – Prairie Capital Advisors, Inc.

Scott D. Miller, CPA (he/him/his) – Enterprise Opportunities, LLC

Bill Frommelt, n/a – Strategic Talent Partners

Kevin Lindsey, n/a – DVS Group LLC

Drew Larson, JD – Brown Winnick

DJ Simmons – ACME Group Holdings

Desa Bubnovich – Material Motion, Inc.

Chad Bell, ASA (he/him/his) – CBIZ

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

Emily Coates, n/a (she/her/hers) – Rayser Holdings

Angie Hoover, PHR – Rayser Holdings

Trevor Dursky, CFA – Prairie Capital Advisors

John Hooyman – OwnersEdge

Julie O'Neal, CPA – H2I Group

Cole D. Mercier, n/a – DSG

Rebecca Lechner, n/a (she/her/hers) – Room & Board

Skye Seesz (she/her/hers) – Room and Board

Tom J. Bagwell, n/a – GRITT Business Coaching

Marti Canida (she/her/hers) – Gemini Industries

DOROTHYANNA COFFEY, MS (she/her/hers) – The Omni Family of Services

Chris Moynihan, LCSW – The Omni Family of Services

Gina Drobnick – 3LS Ventures

Thomas Dudley – Butcher Joseph

Tina M. Langlois, n/a – Chartwell Financial Advisory

Will Rice, CPA – Vulcan, Inc.

Austin Evans (he/him/his) – 5by5, A Change Agency

Aimee Ralph, MBA – 3LS Solutions

Mike Brady (he/him/his) – 40 Million Owners

Todd Young, n/a – Hinshaw & Culbertson LLP

Meredith Fiocchi (she/her/hers) – Fiocchi McCarthy ESOP Group of Wells Fargo Advisors

Ashley Kirchner, n/a – BMO Corporate Advisory

Nick Viner, n/a – Prairie Capital Advisors

Angie Hoover, PHR – Rayser Holdings

Kelly O'Hara – Folience

David Kidd, n/a – SteadyRain

Ryan Frederick, n/a – Transform Labs

Thompson Knox, Jr. (he/him/his) – SteadyRain

Pim Jager, n/a – Scott Insurance

Abby Zipoy – Innovative Captive Strategies

Corey Rosen, n/a (he/him/his) – NCEO

Michael Quarrey (he/him/his) – Web Industries

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

Kellie Torrenga, n/a (she/her/hers) – Gardant Management Solutions Inc.

Danel Erickson, SHRM-CP (she/her/hers) – Gardant Management Solutions Inc.

Andrew Skidmore, MBA – 4Creeks

Trevor J. Gilmore, CPA/ABV, MST – The Menke Group, Inc

Anne Bushman, CPA (she/her/hers) – RSM US LLP

Rachel Simon – Chartwell Financial Advisory, Inc.

Matthew D. Goedert, n/a (he/him/his) – N & G Legal Group

Barbara M. Clough, QPA, QKC, QKA (she/her/hers) – Blue Ridge Associates

Scot Storjohann, n/a – GreatBanc Trust Company

Matt Keene – Chartwell Financial Advisory

Keith Bennett – ESS Companies/ Sargent Corp/ Griffith Company

Timothy Garbinsky, n/a (he/him/his) – National Center for Employee Ownership

Hannah Z. Sandmeyer, n/a (she/her/hers) – Up & Over Advisors, LLC

Daniel J. Goldstein, n/a – Go ESOP LLC

Michael Zimmer, MBA – ownAI

Trevyr Meade, MBA – ownAI

Beth Krieck, bkrieck@esoppartners.com (she/her/hers) – ESOP Partners

Alison Lawlor (she/her/hers) – Becht Engineering BT

James W. Anderson, Jr., PE (he/him/his) – Becht Engineering BT

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

Joe Belstering – Certified EO

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

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

Jason Wellman, n/a – ESOP Partners

Betsy Kilmer, n/a – Windings

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

Dan Markowitz, CPA – Boulay

Kevin J. Spaeth, n/a (he/him/his) – PenChecks Trust

Mike P. Frommelt, n/a – Strategic Talent Partners

Terry Leahy, J.D., M.B.A. (he/him/his) – MyPath

Dorothy Buckhanan Wilson – MyPath

Dave Williams, n/a – ISG

Matt Middendorp, n/a – Vision Point Capital

Gina Schaefer (she/her/hers) – A Cool Hardware Co.

Michelle Page, SPHR – HFA-AE, Ltd

Lindsay Isaac, n/a (she/her/hers) – NCEO

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

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

Andrew Bulluck, n/a (he/him/his) – Nobis Group

Ryan Festerling, n/a (he/him/his) – QPS Employment Group

Mike Brady (he/him/his) – 40 Million Owners

Ryan J. Kuchta, n/a (he/him/his) – ESOP Partners, Inc.

Lisa M. Gomez, Esq. (she/her/hers) – LMG Collaborative Consulting Solutions

Ramona Rodriguez-Brooks, n/a (she/her/hers) – NCEO

Grace Dawson (she/her/hers) – NCEO

Wendy L. Gilligan, J.D., LL.M. in Tax (she/her/hers) – Gilligan Benefits Law, P.C.

Nikita Agarwal, CVA – Ventura Trust Company

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.

Noelle Carne, n/a – Employee Ownership Expansion Network

Ramona Rodriguez-Brooks, n/a (she/her/hers) – NCEO

Grace Dawson (she/her/hers) – NCEO

Jaymie Oviedo – National Center for Employee Ownership

Tom Clarke – PNC Bank

Wally Brockhoff, n/a – Polsinelli PC

Jean Sand – Room & Board

Rich Armstrong (he/him/his) – The Great Game of Business

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.

Michael Kenneth – WealthPoint Business Advisory Services, LLC

Mary Sullivan Josephs, n/a (she/her/hers) – Verit Advisors

Mark J. Edmonds – Employee Owned Brands

JoAnne Williams (she/her/hers) – Holden Industries, Inc.

Kim Dinwiddie, SPHR, SHRM-SCP, CPC – Empowered Ventures

Johan Hammerstrom, n/a (he/him/his) – Community IT Innovators, Inc.

Janet Schulz, MBA, FACHE – MyPath

Tina Chang (she/her/hers) – SysLogic Inc.

Dallan Guzinski, n/a (he/him/his) – Prudent Fiduciary Services

Krisi Schell, SRC Holding Company (she/her/hers) – SRC Holdings

John Abrams – Abrams+Angell

Allison Curtis (she/her/hers) – The ICA Group

Alexander P. Moss, MPPM (he/him/his) – Praxis Consulting Group

David Graham – KJT Group

Katherine Ephlin – KJT Group, Inc.

Melisa S. Gillis, M.ED, PCC – Gillis Consulting

Megan Glidden – Web Industries

Mark Stailey – UNH Browne Center

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

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)

Steve Baker, n/a (he/him/his) – The Great Game of Business

Rachel Merfalen, RachelEvaMerfalen@outlook.com (she/her/hers) – Good Future

Tiffany Richoux, n/a – SCJ Fiduciary Services

Tina Fisher, n/a – Principal

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

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

Brenda A. Bennett, CFP®, CEPA®, CRPS – UBS Financial Services Inc.

Jeff R. Behrens – SCIPI Companies

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

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

Roger Cawdette, n/a – Village Labs

Lindsay Isaac, n/a (she/her/hers) – NCEO

Andrea DiMatteo (she/her/hers) – NCEO

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

Jade Palermo, n/a – Empire Valuation Consultants

Brian Lowe – First Financial Bank

Greg Daugherty, n/a – Porter Wright

Jacqueline R. Radebaugh (she/her/hers) – Jason Wiener p.c., a public benefit corporation

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

Bob Whalen – HB Global, LLC

Daniel Massey, n/a – Expanding ESOPs

Keith Dixon – Ambac International

Morgan Uridil – Crystal Group

Kevin Sims – Web Industries

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

Jodi Lamb (she/her/hers) – Houchens Insurance

Kim Abello (she/her/hers) – Wells Fargo Advisors

David B. Solomon (he/him/his) – LP

Jim Massey – Chartwell

Michael J. McGinley, ASA, CVA – Monarch Investment Partners

Daniel J. Goldstein, n/a – Go ESOP LLC

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

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

David Gray, n/a (he/him/his) – Project Equity

Brent H. Hutchings (he/him/his) – North River Boats

Jeanne Taylor (she/her/hers) – ShopBot Tools, Inc.

Matt M. Licina (he/him/his) – NCEO

Grace Dawson (she/her/hers) – NCEO

Lori Atone, n/a – TVF

Patrick K. O'Brien, n/a – Metcalf Archaeological Consultants, a Terracon Company

Angela Busk, n/a (she/her/hers) – Colorado Pool + Spascapes

Marshall Foote (he/him/his) – Colorado Pool + Spascapes

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

Celina E. Peerman, Ph.D., SHRM-SCP, CSP (she/her/hers) – The Peerman Group

Joe Marx, CPA (he/him/his) – Principal

John P. Murphy – Chartwell Financial Advisory, Inc.

Rob Starkey – Hypertherm Inc.

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

Jennifer Krieger, CVA (she/her/hers) – Weaver

Laurie-Leigh White, n/a (she/her/hers) – BVA Group

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

Terry Leahy, J.D., M.B.A. (he/him/his) – MyPath

Christine Adee, n/a – Private company

Annmarie Logue, n/a – Maxive Consulting, Inc.

Angi Krueger – OwnersEdge

Chelsea Drusch – Weidert Group

Kyla Alterman, n/a (she/her/hers) – Prudent Fiduciary Services

Mark Koenig – Bluedog

Melissa Krchma – Bluedog

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

Tabitha M. Croscut, n/a – Devine, Millimet & Branch, P.A.

Cecilia Miller, n/a (she/her/hers) – Blue Ridge Associates

Lynn Phelps – MTI Boats, Inc

Denise Herndon – Renkim Corporation

Sean OBrien, n/a (he/him/his) – Alliant Engineering

Beth Winter (she/her/hers) – Alliant Engineering

Nick Grage, PE, PTOE, RSP (he/him/his) – Alliant Engineering

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

Alex Plyler, n/a – Principal

Jerry Bohnsack, CPA – Cross Company

Bronwen A. Sholar, CPA – Cross Company

Jermie Howell, SHRM-SCP – Inline Electric Supply Company

Amy L. Byrd (she/her/hers) – Pacific Steel & Recycling

Richard Shuma, n/a – Prairie Capital Advisors

Kathleen McInerney Kane, n/a (she/her/hers) – Praxis Consulting Group

Dave Nowak, P.E. – Sentry Equipment Corp

Marcease Warren – Sentry Equipment Corp

Ramona Rodriguez-Brooks, n/a (she/her/hers) – NCEO

Eva Lianos, CMP – NCEO

Madelyn Hammack, n/a (she/her/hers) – National Center for Employee Ownership (NCEO)

Grace Dawson (she/her/hers) – NCEO

Francesca Santos (She/They/Ella) – National Center for Employee Ownership (NCEO)

Ramona Rodriguez-Brooks, n/a (she/her/hers) – NCEO

Grace Dawson (she/her/hers) – NCEO

Jaymie Oviedo – National Center for Employee Ownership

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

Marcy Tessmann – The Charleston Orwig Collective

John Michael (Mickey) Maier – Professional Fiduciary Services

Janet Schulz, MBA, FACHE – MyPath

Kimberly McCourtney, kmccourtney@nceo.org – NCEO

Howard L. Kaplan, n/a (he/him/his) – Kaplan Fiduciary Group

Carlito R. Cabelin, n/a (he/him/his) – ESOP One

Ivy Wan-Beltejar, ASA, CFA (she/her/hers) – Empire Valuation Consultants

Mike P. Frommelt, n/a – Strategic Talent Partners

Joseph D. Verri – The 128 Group at Morgan Stanley

Ken Sommers, CPA – PCE Investment Bankers

Jason M. Bolt, CFA – J.P. Morgan

Christopher Arnold, n/a (he/him/his) – Care Deeply Consulting

Bill Zoelle – ESOP Partners

Drew Mousetis, MBA – Tandem Center for Shared Business Success

Daniel Cooper, CFA (he/him/his) – PCE

Chloe Handelman – Beyond Ownership

Tom Murphy, JD (he/him/his) – Prudent Fiduciary Services

Britt Bruinsma – Vision ESOP Valuation

Chris Buch, JD – Sheppard

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

Matthew Tyburski, CPA – Heywood Partners

Matt Gaffy – Scipi Companies

Tim Rettig, n/a – Intrust IT

Brenda Wilbur, MBA – Great Game of Business

Gale G. Crosley, CPA, CGMA – Crosley+Company

Allison wilkerson, JD (she/her/hers) – McDermott Will & Schulte

Greg Cook – Prairie Capital Advisors, Inc.

Ryan Rassin, n/a – Chartwell Financial Advisory

Peter DeLong (he/him/his) – J.P. Morgan

Eddie Geller, n/a – SKOR