Employee Owned 2019 | Columbia Financial Advisors, Inc | 13 November 2019 | Paris Las Vegas, 3655 S Las Vegas Blvd, Las Vegas, NV 89109, USA

Columbia Financial Advisors is a nationally recognized business appraisal and financial advisory firm, primarily serving privately held companies and their shareholders.

Columbia Financial Advisors provides business valuation, financial advisory services, and litigation support to clients throughout the country. We serve small, closely held companies as well as some of the largest privately held companies in the country and publicly traded firms.

Over the years, we have earned a reputation for rigorously determined analysis and conclusions. Because the work we do forms the basis for critical business decisions that impact peoples lives and livelihoods, it must be reliable beyond question.

2019 Speakers

MODERATORS:

Merri E. Ash
Senior Vice President, TI-Trust, Inc.

Alan S. Carlyle
Managing Director, Fifth Third Bank, ESOP Finance Group

Matt Hancock
Principal, Praxis Consulting Group, Inc.

Virginia J. Vanderslice
President, Praxis Consulting Group, Inc.

Deborah Karlsrud
Director, Newport Group

Elyse S. Bluth
Managing Director, Duff & Phelps, LLC

Mary Beth H. Gray
Managing Partner, Kleinbard LLC

Christopher L. McLean
Member & Partner, Kaufman & Canoles, P.C.

William W. Merten
Partner & Employee, Winston & Strawn LLP

Nicholas J. Francia
Certified Exit Planning Advisor - Senior Vice President, UBS Financial Services

Peter Jones
Vice President, Horizon Trust & Investment Management

Wendy L. Lankes
SES ESOP Plan Services, An Ascensus Company

Eric S. Zaiman
Executive Director, J.P. Morgan

Tracy E. Woolsey
Senior Vice President, Horizon Trust & Investment Management

Miguel Paredes
President, Prudent Fiduciary Services LLC

Elizabeth S. Perdue
Partner, Holland & Knight LLP

Mary S. Josephs
Founder & CEO, Verit Advisors, LLC

Dion Reihs
Network Manager, NCM Associates, Inc.

Arlene L. Ashcraft
Principal, Columbia Financial Advisors, Inc.

Lars C. Golumbic
Principal, Groom Law Group, Chartered

Renee M. Stadtmueller
Director, Blue Ridge ESOP Associates

Brian D. Hector
Partner, Morgan, Lewis & Bockius LLP

Brian Ippensen
President, TI-Trust, Inc.

William S. Bloom
Managing Director, Chartwell Financial Advisory, Inc.

Thomas Dudley
Co Founder, Certified Employee-Owned

David M. Diehl
Chief Executive Officer, Prairie Capital Advisors, Inc.

Vicki Graft
Coordinator, Swerdlin & Company, An Ascensus Company

Cindy Turcot
President, Gardener's Supply Company

Linshuang Lu
Principal, Praxis Consulting Group, Inc.

James G. Steiker
Co-chair, SES ESOP Strategies, A Stevens & Lee/Griffin Company

John C. Korschot
President, Stern Brothers Valuation Advisors

Howard L. Kaplan
Partner, Kaplan Fiduciary Group

Kevin T. Rusch
Director, Blue Ridge ESOP Associates

Lisa Tille
President, Consulting LLC

Alan Kandel
Partner, Husch Blackwell LLP

Michael Zermeño
Managing Shareholder, Roorda, Piquet & Bessee, Inc.

Greg Kniesel
Managing Director, Value Management Inc.

Kyle J. Wishing
Manager, Willamette Management Associates

Kim S. Abello
Director, Wells Fargo ESOP Advisory Practice / Specialty Finance Group

Joseph D. Verri
Senior Vice President, Morgan Stanley

Brian Sweeney
Partner, Redpath and Company, Ltd.

Trevor Bare
Consulting Actuary, Conrad Siegel Actuaries

Timothy R. Lee
Managing Director, Mercer Capital

Donny Springer
Principal, Columbia Financial Advisors, Inc.

Allison T. Wilkerson
Attorney, McDermott, Will & Emer

Michael J. McGinley
Director, Prairie Capital Advisors, Inc.

Barbara M. Clough
Director, Newport Group

Ryan Graham
Director, Chartwell Financial Advisory, Inc.

James Bado
Workplace Development, Inc.

Richard C. Mapp, III
Attorney, Kaufman & Canoles, P.C.

Paul J. Halverson
Managing Director, Chartwell Financial Advisory, Inc.

Joseph E. Marx
Vice President, Principal Financial Group

Jon M. Sweigart
Praxis Consulting Group, Inc..

Bradley E. Henschen
Consultant, Principal Financial Group

Brian G. Jenkins
Executive Director, J.P. Morgan

Christopher A. Kramer
Managing Director, Strategic Equity Group

A. Lori Stuart
Senior Manager, Crowe LLP

SPEAKERS:

Frieda Takaki
President, Chart Rehabilitation

Doug Wright
CEO, Mountain Hardware & Sports

Connie Burnette
Vice President, Dept. Manager, Human Resources and Accounting, Wiley|Wilson

Jim Winterscheid
Senior Vice President, Travel & Transport

Amy Huot
Manager, Proponent

Mike Willard
Chairman/CEO/Owner, Salem Distributing Company

Derrick Vick
Vice President, Freedom Industries

Terry McGonegle
Senio VP, CFO, Wright Tree Service

Sekou Andrews
Founder & CEO, Poetic Voice

David A. Whaley
Partner, Thompson Hine LLP

Dave Van Ness
ESOP Relationship Manager, Horizon Trust & Investment Management

Phillip Chou
Managing Director, AmbroseAdvisors

Dolores Lawrence
Managing Director, Blue Ridge ESOP Associates

Mike Frommelt
CEO, KeyStone Search

Victor N. Aspengren
Director, Prairie Capital Advisors, Inc.

Arlene Westbrook
Senior Vice president, GreatBanc Trust Company

Randy Shrake
Director, Blue Ridge ESOP Associates

Steven J. Nelson
Director of Operations, Chartwell Financial Advisory, Inc.

Cara Benningfield
Partner, BKD, LLP

Chip Brown
Professional Finance Advisors, I-Trust, Inc.

Neil M. Brozen
President, Ventura ESOP Fiduciary Services

Alexander L. Mounts
Partner, Krieg DeVault LLP

John P. Murphy
President, Atlantic Management Company, Inc.

Nickolas N. Sypniewski
Managing Director, ComStock Advisors

Harvey Katz
Partner, Esq, Fox Rothschild, LLP

Laurence A. Goldberg
Partner, ESOP Law Group, LLP

Karen D. Ng
Partner, Nixon Peabody, LLP

David P. Burdette
Director, Prairie Capital Advisors, Inc.

Ted Margarit
Managing Director, Chartwell Financial Advisory, Inc.

Lynn Archer
Senior Vice President, GreatBanc Trust Company

Seth Mattison
Co-Founder and Chief Movement Officer, Luminate Labs.

Lee S. Bloom
Board Member at First Empire Securities, Inc, Aldine Advisors, LLC

John Michael 'Mickey' Maier
President, Professional Fiduciary Services LLC

Jeffrey S. Gelburd
Vice President, Murray Securus

Philip J. Carstens, Jr.
Member, Foster Pepper PLLC

Michael J. Harden
Senior Managing Director, AmbroseAdvisors

Isaiah Aguilar
Director, STOUT

Daniel P. Callanan
Director, ComStock Advisors

Regina Carls
Managing Director, J.P. Morgan

Mark R. Fournier
Managing Director, STOUT

Thomas P. Stafford
Partner, Krieg DeVault LLP

Peter J. Prodoehl
VP, Principal Financial Group

Peter H. Briggs
Managing Director, Shareholder Strategies, Inc.

Chuck Coyne
Managing Director, Empire Valuation Consultants, LLC

Scot Storjohann
Senior Vice President, GreatBanc Trust Company

Alexander P. Moss
President, Praxis Consulting Group, Inc.

Peter J. Shuler
Owner, Crowe LLP

Susan M. Ledingham
Administrator, SES ESOP Plan Services, An Ascensus Company

Tabitha M. Croscut
Shareholder, Devine Millimet and Branch, P.A.

Susan Peters Schaefer
Partner, Winston & Strawn LLP

Jason Smolanoff
Senior Managing Director, Kroll, a division of Duff & Phelps

Jeffrey S. Buettner
Managing Director, ButcherJoseph & Co.

Angela Fisher
Manager, BKD, LLP

Paul S. Fusco
Partner, SES ESOP Strategies, A Stevens & Lee/Griffin Company

Jackie J. Salmon
Field VP, OneAmerica Company

Leslie Kearns
Senior Administrator, SES ESOP Plan Services, An Ascensus Company

Erin Hollis
Managing Member, Marshall & Stevens, Inc.

Jason Wellman
Senior ESOP Relationship Consultant, ESOP Partners LLC

Erin K. Turley
Partner, McDermott, Will & Emery

Avery Chenin
Shareholder, SES ESOP Strategies, A Stevens & Lee/Griffin Company

John G. Hommel
Senior Vice President, GreatBanc Trust Company

Robert F. Schatz
Partner, ESOP Plus: Schatz Brown Glassman LLP

Brandon G. Feingold
Attorney, Greenberg Traurig, LLP

Fred Kaseff
Senior Vice President, GreatBanc Trust Company

Erica Dhawan
Keynote Speaker on 21st Century Collaboration, Author, Speaker, Educator

Kevin P. Rettler
Principal, Principal Financial Group

Rebecca L. Hoffman
Senior ESOP Consultant, Principal Financial Group

Gregory K. Brown
Partner, Holland & Knight LLP

Sandra Smith
Vice President, Atlantic Management Company, Inc.

Terence L. Griswold
Managing Director, Empire Valuation Consultants, LLC

Richard A. Glassman
Partner, ESOP Plus: Schatz Brown Glassman LLP

Seth Webber
Principal, BerryDunn

Wayne Isaacks
Owner, Isaacks & Associates, Ltd., LLP

Leah N. Turnbull
Vice President, J.P. Morgan

Paul Dougherty
Tax Manager, Recology

Connie Woodmansee
Manager, Swerdlin & Company, An Ascensus Company

Marcus R. Piquet
Senior Managing Director, AmbroseAdvisors

Sandy Shoemaker
Service industry office champion, Plante Moran

Victor N. Alam
Senior Lawyer, Menke & Associates, Inc.

Carla Neal Klingler
Secretary, Blue Ridge ESOP Associates

C. Grant McCorkhill
Partner, Holland & Knight LLP

Sharon B. Hearn
Partner, Krieg DeVault LLP

James F. Joyner, III
Managing Member, Integra Benefits Consulting LLC

Ted Becker
Attorney, McDermott, Will & Emery LLP

Matthew Hricko
Director, STOUT

Ashleigh Newlin
Sr. Associate, Chartwell Financial Advisory, Inc.

Lynn H. DuBois
Partner, ESOP Law Group, LLP

John Williams
VP Sales Marketing, Central States Manufacturing, Inc.

Peter A. Ney
Senior VP Treasurer, EA Engineering, Science, and Technology, Inc., PBC

Cathy J. Ivancic
Owner, Workplace Development, Inc.

Sean Kelleher
Director, Fifth Third Bank, ESOP Finance Group

Clifford G. Canavera
President, Canavera Financial Group, LLC

Barry Goodman
Consultant, Advanced Valuation Analytics, Ltd.

Sephrin Ebertz
Human Resource Manager, Butler Till Media Services, Inc.

Lisa A. Durham
Attorney, Krieg DeVault LLP

Rebecca T. Glasgow
UBS Financial Services Inc./Private Wealth Management/The ESOP Group

Scott J. Freund
Director, Blue Ridge ESOP Associates

2019 Sponsors

DIAMOND SPONSOR:
• McDermott Will & Emery

PLATINUM SPONSORS:
• BKD CPAs & Advisors
• TI-Trust, Inc.
• UBS Financial Services Inc.
• GreatBanc Trust Company

GOLD SPONSORS:
• BMO Harris Bank
• SES ESOP Strategies
• Principal
• Swerdlin & Company
• Crowe LLP
• Empire Valuation Consultants, LLC

SILVER SPONSORS:
• Verit Advisors
• Drinker Biddle & Reath LLP

BRONZE SPONSOR:
• Columbia Financial Advisors, Inc.