Full Schedule

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