Browse by Speaker

Abello, Kim

Wells Fargo Advisors

Abrams, John

Abrams+Angell

Adee, Christine

Private company

Agarwal, Nikita

Ventura Trust Company

Ahmed, Mohamed

Village Labs

Alterman, Kyla

Prudent Fiduciary Services

Anderson, James

Becht Engineering BT

Andre, Julian

McDermott Will & Emery LLP

Apton, Keith

UBS Financial Services Inc

Armstrong, Rich

The Great Game of Business

Arnold, Christopher

Care Deeply Consulting

Atone, Lori

TVF

Bagwell, Tom

GRITT Business Coaching

Baker, Steve

The Great Game of Business

Bayani-Alzona, Sheryl

Employee Benefits Law Group

Beard, Will

Becker, Ted

McDermott Will & Schulte LLP

Behrens, Jeff

SCIPI Companies

Bell, Chad

CBIZ

Belstering, Joe

Certified EO

Bennani, Myriem

McDermott Will & Schulte LLP

Bennett, Brenda

UBS Financial Services Inc.

Bennett, Keith

ESS Companies/ Sargent Corp/ Griffith Company

Benz, Dustin

iSPACE Environments

Boeck, Bryan

Merit Financial Advisors dba Fiduciary Services

Bogart, Ron

Gold Mechanical

Bohnsack, Jerry

Cross Company

Bolt, Jason

J.P. Morgan

Bothner, Sarah

The Capital ESOP Group, UBS

Brady, Mike

40 Million Owners

Brockhoff, Wally

Polsinelli PC

Bruinsma, Britt

Vision ESOP Valuation

Bruns, Lynn

ISG

Bubnovich, Desa

Material Motion, Inc.

Buch, Chris

Sheppard

Buckhanan Wilson, Dorothy

MyPath

Bulluck, Andrew

Nobis Group

Bushman, Anne

RSM US LLP

Busk, Angela

Colorado Pool + Spascapes

Byrd, Amy

Pacific Steel & Recycling

Cabelin, Carlito

ESOP One

CALDERO, HAYDEE

TXI

Campbell, Dennis

Harvard Business School

Camp, Lindsey

Holland & Knight LLP

Canavera, CFP®, MBA, Clifford

Canavera Financial Group, LLC

Canida, Marti

Gemini Industries

Carlson, Nels

Summit Fiduciary Group

Carne, Noelle

Employee Ownership Expansion Network

Cawdette, Roger

Village Labs

Chang, Tina

SysLogic Inc.

Chewning, Kelly

Elevate Coaching & Consulting

Chowdhury, Turja

Village Labs

Clark, Amanda

Black & Veatch

Clarke, Tom

PNC Bank

Clough, Barbara

Blue Ridge Associates

Coates, Emily

Rayser Holdings

COFFEY, DOROTHYANNA

The Omni Family of Services

Comley, Brian

Worth and Company

Cook, Greg

Prairie Capital Advisors, Inc.

Cooper, Daniel

PCE

Cory, Kjersti

SCJ Fiduciary Services

Cripps, Jenny

Gemini Industries

Croscut, Tabitha

Devine, Millimet & Branch, P.A.

Crosley, Gale

Crosley+Company

Curtis, Allison

The ICA Group

Dahl, CPA, Markus

Eide Bailly LLP

Daniels, Natasha

USCB, Inc.

Daugherty, Greg

Porter Wright

Davenport, Keith

030 Holding Company

Dawson, Grace

NCEO

DeLong, Peter

J.P. Morgan

Denari, Wilson

CBIZ

Di Cola, Elizabeth

USCB, Inc.

DiMatteo, Andrea

NCEO

Dinwiddie, Kim

Empowered Ventures

Dixon, Keith

Ambac International

Drobnick, Gina

3LS Ventures

Drusch, Chelsea

Weidert Group

Drysdale, Lesa

ISG

Dudley, Thomas

Butcher Joseph

Duke, Chad

Scott Insurance

Dursky, Trevor

Prairie Capital Advisors

Eagle, Brian

Eagle & Fein, P.C.

Edmonds, Mark

Employee Owned Brands

Ephlin, Katherine

KJT Group, Inc.

Erickson, Danel

Gardant Management Solutions Inc.

Evans, Austin

5by5, A Change Agency

Fedder, Natasha

Foundation Law Group LLP

Festerling, Ryan

QPS Employment Group

Fiocchi, Meredith

Fiocchi McCarthy ESOP Group of Wells Fargo Advisors

Fisher, Tina

Principal

Flanagan, Jeanne

M3 Insurance

Foote, Marshall

Colorado Pool + Spascapes

Frederick, Ryan

Transform Labs

Freeman, Zach

Christensen Group

Frehner, Brad

Caltrol Inc

Fresh, Greg

Chartwell Financial Advisory

Freund, Scott

Blue Ridge Associates

Frommelt, Bill

Strategic Talent Partners

Frommelt, Mike

Strategic Talent Partners

Gaffy, Matt

Scipi Companies

Garbinsky, Timothy

National Center for Employee Ownership

Gardner, Jim

Retired, Senior VP, Servisfirst Bank, CFO Roane Transportation Company

Geller, Eddie

SKOR

Gilligan, Wendy

Gilligan Benefits Law, P.C.

Gillis, Melisa

Gillis Consulting

Gilmore, Trevor

The Menke Group, Inc

Glidden, Megan

Web Industries

Goedert, Matthew

N & G Legal Group

Goldberg, Laurence

ESOP Law Group, LLP

Goldstein, Daniel

Go ESOP LLC

Golumbic, Lars

Groom Law Group

Gomez, Lisa

LMG Collaborative Consulting Solutions

Govreau, Julie

GreatBanc Trust Company

Grage, Nick

Alliant Engineering

Graham, David

KJT Group

Graham, Ryan

Chartwell Financial Advisory

Grant, Adam

Grassi, Louis

Grassi Advisory Group, Inc.

Gray, David

Project Equity

Guy, Mark

Eide Bailly

Guzinski, Dallan

Prudent Fiduciary Services

Hammack, Madelyn

National Center for Employee Ownership (NCEO)

Hammerstrom, Johan

Community IT Innovators, Inc.

Hamm, Kate

Novaspect

Handelman, Chloe

Beyond Ownership

Helwick, Jake

Adamy Valuation

Herndon, Denise

Renkim Corporation

Holloman, Ian

HDH Advisors

Hoover, Angie

Rayser Holdings

Hoover, Chase

Acuity Advisors

Hooyman, John

OwnersEdge

Horvath, David

Prairie Capital Advisors, Inc.

Howell, Jermie

Inline Electric Supply Company

Hughes, Hillary

Prairie Capital Advisors

Hurt, Christine

Ayers Saint Gross, Inc.

Hutchings, Brent

North River Boats

Isaac, Lindsay

NCEO

Jager, Pim

Scott Insurance

Jani, Raam

BakerHostetler

Jaye, Rick

Business Transition Advisors

Jiao, Anlai

Prudent Fiduciary Services

Johnson, Mindi

Foster Swift Collins & Smith, PC

Jones, Gabi

Brinkmann Constructors

Jones, Nicholas

Village Labs

Josephs, Mary

Verit Advisors

Kaplan, Howard

Kaplan Fiduciary Group

Keene, Matt

Chartwell Financial Advisory

Kenneth, Michael

WealthPoint Business Advisory Services, LLC

Kentra, Christpher

Burke Warren MacKay & Serritella

Kibler, Jacqueline

EOS Worldwide

Kidd, David

SteadyRain

Kildahl, Susan

NHS Northstar, Inc

Kilmer, Betsy

Windings

Kirchner, Ashley

BMO Corporate Advisory

Kitta, Bob

Mead Lumber Company, Inc.

Knox, Thompson

SteadyRain

Koenig, Mark

Bluedog

Krchma, Melissa

Bluedog

Krieck, Beth

ESOP Partners

Krieger, Jennifer

Weaver

Krueger, Angi

OwnersEdge

Kuchta, Ryan

ESOP Partners, Inc.

Kusmu, Petros

Alpine Vistas Capital / Harvard Business School

Lamb, Jodi

Houchens Insurance

Langlois, Tina

Chartwell Financial Advisory

Larson, Drew

Brown Winnick

Lawlor, Alison

Becht Engineering BT

Leahy, Terry

MyPath

Lechner, Rebecca

Room & Board

Lenda, Mike

5by5, A Change Agency

Lianos, Eva

NCEO

Licina, Matt

NCEO

Lindemann, Kirk

Eide Bailly

Lindsey, Kevin

DVS Group LLC

Logue, Annmarie

Maxive Consulting, Inc.

Lott, Alexa

GRITT Business Coaching

Lovett, Michael

Ventura Trust Company

Lowe, Brian

First Financial Bank

Lu, Linshuang

Praxis Consulting Group

Lundstrom, Taylor

Morgan Stanley

Maier, John Michael (Mickey)

Professional Fiduciary Services

Markowitz, Dan

Boulay

Marx, Joe

Principal

Massey, Daniel

Expanding ESOPs

Massey, Jim

Chartwell

McCourtney, Kimberly

NCEO

McCoy, J. Scott

Morgan Stanley

McGinley, Michael

Monarch Investment Partners

McGuire, Debra

Private Directors Association (PDA)

McIlonie, Bart

Atlas Legal Services, PLLC

McInerney Kane, Kathleen

Praxis Consulting Group

Meade, Trevyr

ownAI

Mercier, Cole

DSG

Merfalen, Rachel

Good Future

Middendorp, Matt

Vision Point Capital

Miller, Cecilia

Blue Ridge Associates

Miller, Scott

Enterprise Opportunities, LLC

Moraghan, Malini Ram

The Torana Group

Moss, Alexander

Praxis Consulting Group

Mousetis, Drew

Tandem Center for Shared Business Success

Moyer, Michael

GreatBanc Trust Company

Moynihan, Chris

The Omni Family of Services

Msall, Jennie

Ventura Trust Company

Murphy, John

Chartwell Financial Advisory, Inc.

Murphy, Tom

Prudent Fiduciary Services

Mutuc, Kelly

Novaspect

Nels, Matthew

The Menke Group, Inc.

Newlin, Ashleigh

Chartwell Financial Advisory

Ney, Charlie

Village Labs

Ng, Karen

N&G Legal Group, APC

Nowak, Dave

Sentry Equipment Corp

O'Brien, Bill

Morgan Stanley

O'Brien, Patrick

Metcalf Archaeological Consultants, a Terracon Company

OBrien, Sean

Alliant Engineering

O'Hara, Kelly

Folience

Olivarez, Darin

Black & Veatch

O'Neal, Julie

H2I Group

Oviedo, Jaymie

National Center for Employee Ownership

Page, Michelle

HFA-AE, Ltd

Palermo, Jade

Empire Valuation Consultants

Payne, Jarrett

The Great Game of Business

Pearl, Rick

Faegre Drinker Biddle & Reath LLP

Peerman, Celina

The Peerman Group

Phelps, Lynn

MTI Boats, Inc

Plyler, Alex

Principal

Pryor, Aaron

Acclaro Valuation Advisors

Quarrey, Michael

Web Industries

Radebaugh, Jacqueline

Jason Wiener p.c., a public benefit corporation

Ralph, Aimee

3LS Solutions

Rassin, Ryan

Chartwell Financial Advisory

Rettig, Tim

Intrust IT

Rice, Will

Vulcan, Inc.

Richoux, Tiffany

SCJ Fiduciary Services

Roberts, Erica

inVantage Business Guides

Rodriguez-Brooks, Ramona

NCEO

Roosevelt, Kate

Campbell & Company

Rosen, Corey

NCEO

Roter, Blake

Burke Warren MacKay & Serritella

Roth, Brian

Bank of America

Ruybal, Haley

StoneAge Tools

Ryan, Steve

GreatBanc Trust Company

Saloom, Ginny

PNC Bank

Sand, Jean

Room & Board

Sandmeyer, Hannah

Up & Over Advisors, LLC

Santos, Francesca

National Center for Employee Ownership (NCEO)

Schaefer, Gina

A Cool Hardware Co.

Schell, Krisi

SRC Holdings

Schulz, Janet

MyPath

Schuster, Amy

PNC Bank

Seesz, Skye

Room and Board

Sholar, Bronwen

Cross Company

Shuma, Richard

Prairie Capital Advisors

Silvetti, Christopher

Prairie Capital Advisors, Inc.

Simmons, DJ

ACME Group Holdings

Simon, Rachel

Chartwell Financial Advisory, Inc.

Sims, Kevin

Web Industries

Skidmore, Andrew

4Creeks

Solimine, John

Verit Advisors

Solomon, David

LP

Sommers, Ken

PCE Investment Bankers

Spadt, Benjamin

The Menke Group

Spaeth, Kevin

PenChecks Trust

Stailey, Mark

UNH Browne Center

Starkey, Rob

Hypertherm Inc.

Steffes-Tuttle, Andrea

Well Economy Lab

Steichen, Isabelle

Torana Group

Storjohann, Scot

GreatBanc Trust Company

Strebe, Eric

ESOP Partners

Strickland, Eric

3LS, Inc.

Strickler, Amanda

Chartwell Financial Advisory

Sundermeyer, Amy

iSpace Environments

Taylor, Jeanne

ShopBot Tools, Inc.

Tessmann, Marcy

The Charleston Orwig Collective

Tewksbury, Andrew

Ostra Cybersecurity Inc.

Torrenga, Kellie

Gardant Management Solutions Inc.

Totten, Thomas

Stokastique LLC

Turley, Erin

McDermott Will & Emery

Tyburski, Matthew

Heywood Partners

Uridil, Morgan

Crystal Group

Vanderslice, Ginny

Center for Social Policy and Practice, Univ of Pennsylvania

Verri, Joseph

The 128 Group at Morgan Stanley

Viner, Nick

Prairie Capital Advisors

Walrack, Jamie

First American Bank

Wan-Beltejar, Ivy

Empire Valuation Consultants

Warren, Marcease

Sentry Equipment Corp

Wellman, Jason

ESOP Partners

West, Craig

Succession Plus

Whalen, Bob

HB Global, LLC

White, Laurie-Leigh

BVA Group

Wight, Barbara

Taylor Guitars

Wilbur, Brenda

Great Game of Business

wilkerson, Allison

McDermott Will & Schulte

Williams, Dave

ISG

Williams, JoAnne

Holden Industries, Inc.

Wingard, Christopher

Kleinbard LLC

Winter, Beth

Alliant Engineering

Wintz, Jane

The Omni Family of Services

Woolsey, Tracy

GreatBanc Trust Company

Wurpts, Brian

Waste Gas Fabricating Co.

Yi, Michael

Newport Valuations, Inc.

Young, Joshua

UBS Financial Services Inc.

Young, Todd

Hinshaw & Culbertson LLP

Zimmer, Michael

ownAI

Zipoy, Abby

Innovative Captive Strategies

Zoelle, Bill

ESOP Partners