Events

April 29, 2024

NCEO Annual Employee Ownership Conference

Alex, Jon, Kathleen, Lindsay, Linshuang, and Matt hope to see you in Tampa!

Monday, April 29

8 – 11 AM

  • Alex Moss will present An Integrated Approach to Sustainable ESOP Ownership, with Ashleigh Chartwell Financial Advisory, Tina M. Langlois, Chartwell Financial Advisory, and Joe Garza, CCC Group.

Tuesday, April 30

10 – 11 AM

  • Linshuang Lu will present Creating a Culture of Feedback with Renee Mundell, Radian Research, Inc.
  • Alex Moss will present What Is Management's Responsibility for Corporate Governance and the Board of Directors? with Kim Blaugher, Beyster Institute, and Howard L. Kaplan, Kaplan Financial Group

11:15 AM – 12:15 PM

  • Jon Sweigart will present Grow Your People: An Interactive Panel on Innovative HR/L&D Practices in Employee Owned Companies with Kelly Samson-Rickert, Pack Edge, and Jenelle Markell, Tech-Etch.
  • Alex Moss will present Part 1 of From Risk to Reward: Strategies for Maximizing Shareholder Value and Employee Engagement with Elizabeth Di, TI-TRUST; Ashley Kirchner, BMO, and Michael McGinley, Prairie Capital Advisors, Inc.

1:30 – 2:30 PM

  • Alex Moss will present Part 2 of From Risk to Reward: Strategies for Maximizing Shareholder Value and Employee Engagement with Elizabeth Di, TI-TRUST; Ashley Kirchner, BMO, and Michael McGinley, Prairie Capital Advisors, Inc.

2:45 – 3:34 PM

  • Kathleen McInerney Kane will present Winding Your Way Through Leadership succession: Developing a Succession System for the Future with Heather Braimbridge-Cox Windings, Inc.
  • Matt Hancock will present Establishing an Inclusive Culture Across International Offices with Betsy Bassan, Panagora Group, and Gabrielle Lucke, Hypertherm.

Wednesday, May 1

11:15 AM – 12:15 PM

  • Lindsay Shafer will present Using Employee Ownership and Public Benefit Corporation Laws to Reinforce the Principles of Long-term Ownership with Clay Hagan, Torch Technologies, Inc., Dave Whorton, Tugboat Institute, and Amanda M. Clark, Torch Technologies, Inc.


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