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Maier, John Michael (Mickey)
Professional Fiduciary Services
AI in Employee Ownership: Navigating the Future Together
Location: Baird Ballroom F
John Michael (Mickey) Maier
Markowitz, Dan
Boulay
Service Provider Peer Network: Bridging Expertise and Elevating the Employee Ownership Support Ecosystem
Location: Baird Ballroom A
Dan Markowitz
Marx, Joe
Principal
Managing Repurchase Obligations for a Mature ESOP
Location: 208
Joe Marx
Massey, Daniel
Expanding ESOPs
How Employee-Owner Stories are Supercharging the Movement to Expand ESOPs
Location: Baird Ballroom E
Daniel Massey
Massey, Jim
Chartwell
Leadership Through the ESOP Life Cycle: Emerging Issues at Every Stage
Location: Baird Ballroom F
Jim Massey
McCourtney, Kimberly
NCEO
Board of Directors Peer Network: Governing for Impact and Board Leadership in Employee-Owned Companies
Location: Baird Ballroom A
Kimberly McCourtney
CEO Peer Network: Exclusive Roundtables on Today’s Toughest Challenges: What’s Keeping You Up at Night?
Location: Baird Ballroom A
Kimberly McCourtney
ESOP Finance Leadership Peer Network Roundtables
Location: Baird Ballroom A
Kimberly McCourtney
HR Peer Network: Talent & Onboarding Strategies for Employee Ownership
Location: Baird Ballroom A
Kimberly McCourtney
Innovative Communications Coalition (ICC) Peer Network: The Stories We Share: Building Ownership Culture One Story at a Time
Location: Baird Ballroom A
Kimberly McCourtney
Rising Leaders Peer Network: Conflict Resolution
Location: Baird Ballroom A
Kimberly McCourtney
Service Provider Peer Network: Bridging Expertise and Elevating the Employee Ownership Support Ecosystem
Location: Baird Ballroom A
Kimberly McCourtney
The EO Health Care Peer Network: Insights & Strategies
Location: Baird Ballroom A
Kimberly McCourtney
The Large ESOP Company Peer Network: Scaling ESOP Excellence: Leading Big with Purpose & Ownership
Location: Baird Ballroom A
Kimberly McCourtney
McCoy, J. Scott
Morgan Stanley
Engaging ESOP Strategies: Market Dynamics and Conservative Investments
Location: Baird Ballroom D | Demo Stage
J. Scott McCoy
McGinley, Michael
Monarch Investment Partners
Mature ESOP Company Investment Considerations
Location: 206
Michael McGinley
McGuire, Debra
Private Directors Association (PDA)
Effective Governance: Board Development and Training Workshop
Location: Baird Ballroom G
Debra McGuire
McIlonie, Bart
Atlas Legal Services, PLLC
From Founder to Employees Owners: Inside the iSpace ESOP Transition
Location: Baird Ballroom F
Bart McIlonie
McInerney Kane, Kathleen
Praxis Consulting Group
When Growth is a Strategy: Developing Leaders for the Long Haul
Location: 204
Kathleen McInerney Kane
Meade, Trevyr
ownAI
Beyond the Chatbot: Agentic AI Is Here and Employee-Owned Companies Can't Afford to Wait
Location: 104
Trevyr Meade
Mercier, Cole
DSG
Effectively Communicating ESOP Amendments at Every Stage of the Employee-Owner Lifecycle
Location: 208
Cole Mercier
Merfalen, Rachel
Good Future
From Insight to Action: Using Performance Management to Improve Job Quality
Location: Baird Ballroom F
Rachel Merfalen
Middendorp, Matt
Vision Point Capital
After the Close: Cool Hardware’s First 24 Months as an ESOP
Location: 208
Matt Middendorp
Miller, Cecilia
Blue Ridge Associates
Mastering Your ESOP Statement Release: Strategies for Success
Location: 106
Cecilia Miller
Miller, Scott
Enterprise Opportunities, LLC
What Board Members Need to Know About ESOPs
Location: Baird Ballroom E
Scott Miller
Moraghan, Malini Ram
The Torana Group
EO Through Acquisitions: Rethinking Pathways to Increasing Shared Prosperity Through Employee Ownership
Location: Baird Ballroom A
Malini Ram Moraghan
Moss, Alexander
Praxis Consulting Group
Participatory Decision-Making as EO Connective Tissue
Location: 206
Alexander Moss
Which Hat Are You Wearing? The Challenges for Internal Directors, Independent Directors, and Executive Management
Location: Baird Ballroom B
Alexander Moss
Mousetis, Drew
Tandem Center for Shared Business Success
When Culture Drives Growth: The Ownership Mindset
Location: Baird Ballroom G
Drew Mousetis
Moyer, Michael
GreatBanc Trust Company
The Evergreen ESOP Playbook: How to Make an ESOP That Lasts Generations
Location: Baird Ballroom B
Michael Moyer
Moynihan, Chris
The Omni Family of Services
Psychological Safety, Accountability, and Inclusivity: The Culture Every Team Needs
Location: Baird Ballroom F
Chris Moynihan
Msall, Jennie
Ventura Trust Company
Demystifying ESOP Segregation: Best Practices for Plan Sponsors
Location: 106
Jennie Msall
Murphy, John
Chartwell Financial Advisory, Inc.
Managing Repurchase Obligations for a Mature ESOP
Location: 208
John Murphy
Murphy, Tom
Prudent Fiduciary Services
ESOP to Exit: What Happens When an ESOP Company Sells?
Location: 208
Tom Murphy
Mutuc, Kelly
Novaspect
Beyond the Basics: Tailoring ESOP Education for Every Stage of Ownership
Location: 108
Kelly Mutuc
