Full Schedule

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

Will Beard – Forvis Mazars

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

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

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)