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Thursday, April 9, 2026
8:00 AM - 9:00 AM
CDT
Closing Breakfast
8:00 AM - 9:00 AM
CDT
Closing Breakfast
Location: Exhibit Hall A-B 3rd floor
8:15 AM - 6:00 PM
CDT
Member Lounge
8:00 AM - 11:00 AM
CDT
Member Lounge
Location: 2nd Floor
Ramona Rodriguez-Brooks, n/a (she/her/hers)
– NCEO
Grace Dawson (she/her/hers)
– NCEO
Jaymie Oviedo
– National Center for Employee Ownership
9:00 AM - 9:30 AM
CDT
Closing General Session
9:00 AM - 9:30 AM
CDT
Closing General Session
Location: Exhibit Hall A-B 3rd floor
9:45 AM - 10:45 AM
CDT
Concurrent Session 11
9:45 AM - 10:45 AM
CDT
Addressing the Unique Insurance Needs of ESOPs – Fiduciary and Broader Risk Transfer
Location: Baird Ballroom E
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
Effective Governance
CE: 1
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
9:45 AM - 10:45 AM
CDT
Board of Directors Peer Network: Governing for Impact and Board Leadership in Employee-Owned Companies
Location: Baird Ballroom A
Kimberly McCourtney, kmccourtney@nceo.org
– NCEO
Howard L. Kaplan, n/a (he/him/his)
– Kaplan Fiduciary Group
Effective Governance
CE: 1
9:45 AM - 10:45 AM
CDT
Employee Value from Performance to Paycheck to Payout - ESOP Wealth!
Location: 206
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
Workforce Development
CE: 1
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
9:45 AM - 10:45 AM
CDT
The Coaching Leader: Unlocking Performance for People-First Companies
Location: 204
Christopher Arnold, n/a (he/him/his)
– Care Deeply Consulting
Bill Zoelle
– ESOP Partners
Innovative Leadership
CE: 1
9:45 AM - 10:45 AM
CDT
When Culture Drives Growth: The Ownership Mindset
Location: Baird Ballroom G
Drew Mousetis, MBA
– Tandem Center for Shared Business Success
Daniel Cooper, CFA (he/him/his)
– PCE
Chloe Handelman
– Beyond Ownership
Growth Strategies
CE: 1
10:45 AM - 11:00 AM
CDT
Coffee Break
10:45 AM - 11:00 AM
CDT
Coffee Break
Location: Baird Ballroom Prefunction
11:00 AM - 12:00 PM
CDT
Concurrent Session 12
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
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
11:00 AM - 12:00 PM
CDT
From Transaction to Transformation: Building and Sustaining Ownership Culture
Location: 204
Matthew Tyburski, CPA
– Heywood Partners
Matt Gaffy
– Scipi Companies
Culture and Engagement
CE: 1
11:00 AM - 12:00 PM
CDT
Leveraging Operating Systems for Innovative Strategic Visioning and Planning
Location: Baird Ballroom E
Tim Rettig, n/a
– Intrust IT
Brenda Wilbur, MBA
– Great Game of Business
Innovative Leadership
CE: 1
11:00 AM - 12:00 PM
CDT
Organic Revenue Growth – Sustaining the Legacy of Success
Location: Baird Ballroom B
Gale G. Crosley, CPA, CGMA
– Crosley+Company
Growth Strategies
CE: 1
11:00 AM - 12:00 PM
CDT
Strong Boards, Strong Companies: Governance Best Practices for ESOPs
Location: Baird Ballroom G
Allison wilkerson, JD (she/her/hers)
– McDermott Will & Schulte
Greg Cook
– Prairie Capital Advisors, Inc.
Effective Governance
CE: 1
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
11:00 AM - 12:00 PM
CDT
Unlocking the Hidden Profits in Your Teams
Location: 206
Eddie Geller, n/a
– SKOR
Culture and Engagement
CE: 1
12:00 PM - 12:30 PM
CDT
Conference Concludes
12:00 PM - 12:30 PM
CDT
Conference Concludes
