CLICK HERE for the full program. (All program events, speakers and topics subject to change.)
Wednesday, September 27
5:30 p.m. – 7:30 p.m.
REGISTRATION DESK OPEN, WELCOME RECEPTION & COMMUNICATIONS FAIR
Thursday, September 28
7:30 a.m. – 9:00 a.m.
REGISTRATION, BUFFET BREAKFAST & COMMUNICATIONS FAIR
9:00 a.m. – 10:00 a.m.
WELCOME, OPENING REMARKS & KEYNOTE ADDRESS
All the Latest about The ESOP Association, the Politics in Washington DC and Round Robin
Discussion with the President of The ESOP Association
J. Michael Keeling, President, The ESOP Association (Washington, DC)
10:00 a.m. – 10:30 a.m.
BREAK & COMMUNICATIONS FAIR
10:30 a.m. – Noon
Culture or Performance: What comes first?
Donny Springer, Principal, Columbia Financial Advisors, Inc. (Portland, Oregon)
Christen Picot, Durham & Bates Agencies, Inc.
Tough Decisions: Making Internal Changes that Affect Everyone
Janeece Higgins, Chief Executive Officer, Alaska Rubber Group (Anchorage, Alaska)
Kim Blaugher, CPA, Vice President-Consulting, Principal Financial Group (Boise, Idaho)
Noon – 1:30 p.m.
LUNCHEON, CHAPTER AWARDS PRESENATION & KEYNOTE ADDRESS
Mark Lomele, Chief Financial Officer, Recology (San Francisco, California)
1:30 p.m. – 3:00 p.m.
It’s all About ESOP Culture
Katrina Haney, Human Resource Manager, DKS Associates (Portland, Oregon)
Victor Enriquez, Group Human Resources Manager – Pacific Northwest, Recology (Portland, Oregon)
Legal and Regulatory Update: It’s not a glamorous topic, even if you put lipstick on it, but
it’s all latest information you need to know
Lynn Archer, Attorney, Lathrop Gage LLP (Portland, Oregon)
Lara Hemingway, Foster Pepper (Spokane, Washington)
PJ Carstens, Foster Pepper (Spokane, Washington)
3:00 p.m. – 7:30 p.m.
OFFSITE EVENT: BOB’S RED MILL
A highlight of this year’s conference is the opportunity to visit an employee-owned company – Bob’s Red Mill.
The attendees will be transported to Bob’s Red Mill where they will enjoy a tour of the mill, a Keynote Address by Bob Moore, Founder of Bob’s Red Mill, and a reception at the Mill Store.
Tour of Bob’s Red Mill
Keynote Address: Bob Moore, Bob’s Red Mill
Transport to the Red Mill Store – a mile from the mill – for private shopping and reception. Guests will be transported back to the hotel at approximately 7:30 p.m.
Friday, September 29
7:30 a.m. – 8:30 a.m.
8:30 a.m. – 9:30 a.m.
Roundtables will have a moderator for each topic. Registrants may attend one roundtable or move around throughout the area. Learn from each other, share ideas, and get answers to some of your most important questions.
9:30 a.m. - 10:00 a.m.
10:00 a.m. – 11:30 a.m.
Engaging Millennials Through an ESOP
This exciting session not only focuses on how to engage millennials, but also how to engage your entire workforce through the unique nontraditional benefit an ESOP provides. The presenters will provide you with seven keys things that all millennials are looking for in their employer along with the four key emotions that cause employees to become engaged at work. The session will also provide you with several “best practices” to improve retain rates and potentially attract more qualified applicants.
Jason Wellman, Senior ESOP Relationship Consultant, ESOP Partners
Dan Marcue, Chapter Development Officer, The ESOP Association
Capital Markets Update: What is Happening in the Public and Private Marketplace and What that Means to ESOP Companies
Nicholas Braun, Vice President, Chartwell