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