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Employment and Jobs

Employee Ownership Ideas Forum – 2024: Agenda

Day 1 – April 9, 2024

10:00 am – Welcoming Remarks
  • Maureen Conway, Vice President, The Aspen Institute, Executive director, Economic Opportunities Program
  • Dan Porterfield, President, The Aspen Institute
  • Adrienne Eaton, Dean of the School of Management and Labor Relations, Rutgers University
  • Jonathan Holloway, President, Rutgers University
10:20 am – Remarks from the Honorable Larry Bucshon, Congressman for the State of Indiana, 8th District
10:25 am – Innovations in State Employee Ownership Policy
  • Mike Padden, State Senator, Washington
  • Naquetta Ricks, State Representative, District 40, Colorado House of Representatives
  • Kerry Siggins, CEO, StoneAge, Chair of Colorado Employee Ownership Commission
  • Paul Kinghorn, Director, Center for Business and Innovation Growth/Advance Iowa, University of Northern Iowa
  • Zach Warmbrodt, Financial Services Editor (moderator)

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11:40 am – Break
12:00 pm – Hometown Ownership: The Impact of Employee Ownership in Rural Communities
  • Daniel Goldstein, Chief Executive Officer, Go ESOP LLC, Executive Fellow, Rutgers Institute for the Study of Employee Ownership and Profit Sharing
  • Molly Hemstreet, Founder and Co-Executive Director, The Industrial Commons, Executive Fellow, Rutgers Institute for the Study of Employee Ownership and Profit Sharing
  • Jenny Levy, Executive Vice President, People, Community & Environment Hypertherm
  • Michael Williams, CFO, Black & Veatch
  • Jeff Guo, Co-host and Reporter for Planet Money, NPR (moderator)

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1:15 pm – Lunch 
2:00 pm  – Employee Ownership, Strategic Sectors, and Supply Chain Resilience
  • Mowa Haile, CEO, Underground, President, Sky Blue Builders
  • Mariann Fuller, CFO, Columbia Chemical
  • Joey Nestegard, CFO, Schweitzer Engineering Laboratories
  • Rick Plympton, CEO, Optimax Systems Inc
  • Adria Scharf, Associate Director, Institute for the Study of Employee Ownership and Profit Sharing, Rutgers School (moderator)

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3:00 pm  – Remarks from Senator Chris Van Hollen, State of Maryland
3:05 pm – Break
3:15 pm – Federal Policy Update
  • Jim Bonham, President and CEO, The ESOP Association
3:25 pm  – Remarks from Senator Bernie Sanders, State of Vermont
3:30 pm  – Federal Agencies Supporting Employee Ownership
  • Lisa Gomez, Assistant Secretary for Employee Benefits Security Administration, US Department of Labor
  • Alex Jacquez, Special Assistant to the President for Economic Development and Industrial Strategy, National Economic Council, The White House
  • David Brown, Director of Policy, Office of the Administrator, US Small Business Administration
  • Leroy Garcia, Chief of Staff, Rural Business-Cooperative Service, US Department of Agriculture
  • Maureen Conway, Vice President, The Aspen Institute; Executive Director, Economic Opportunities Program (moderator)

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4:45 pm – Closing Remarks
  • Sarah Keh, Vice President, Inclusive Solutions, Prudential Financial
5:00 pm – Day 1 Conclusion 

Day 2 – April 10, 2024

The Aspen Institute, Smith Room

9:00 am – Welcoming Remarks
  • Maureen Conway – Vice President, the Aspen Institute; Executive director, the Economic Opportunities Program
  • Margot Brandenburg – Senior Program Officer, The Ford Foundation
9:10 am – Innovations and Evolutions in Employee Ownership
  • Christine Adee, Co-Chief Executive Officer, OwnersEdge, Inc.
  • Chris Cooper, Director, Ohio Employee Ownership Center
  • Corey Rosen, Founder and Senior Staff Member, National Center for Employee Ownership, Faculty Fellow and Member, Rutgers Institute for the Study of Employee Ownership and Profit Sharing
  • Aquilina Soriano Versoza, Executive Director, Pilipino Workers Center, Executive Fellow, Rutgers Institute for the Study of Employee Ownership and Profit Sharing
  • Mary Josephs, Founder and Chief Executive Officer, Verit Advisors, Contributor, Forbes (moderator)

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10:10 am – Break
10:20 am – New Frontiers in Employee Ownership Finance
  • Amy Brakeman, Co-Founder, Unlock Ownership Fund
  • Phil Reeves, Founding Partner, Apis & Heritage Capital Partners
  • Zoe Schlag, Cofounder and Managing Partner, Common Trust, Executive Fellow, Rutgers Institute for the Study of Employee Ownership and Profit Sharing
  • Jim Sorenson, Founder, Sorenson Impact Group
  • Melissa Hoover, Senior Fellow, Rutgers Institute for the Study of Employee Ownership and Profit Sharing, Special Projects Director, Democracy at Work Institute (moderator)

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11:30 am – Lunch and Table Discussions (in-person)
1:00 pm – The Future of Equity Compensation
  • Robert Patricelli, Senior Advisor, InTandem Capital Partners
  • Anna-Lisa Miller, Founding Executive Director, Ownership Works
  • Anthony Cimino, Vice President and Head of Policy, Carta
  • Barbara Baksa, Executive Director, National Association of Stock Plan Professionals
  • Adria Scharf, Associate Director, Institute for the Study of Employee Ownership and Profit Sharing, Rutgers School (moderator)

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2:30 pm – In-person Breakout Conversations
4:15 pm – Five Big Ideas for Employee Ownership
  • Christine Curella, Former Senior Policy Adviser to Deputy Mayor of New York City, Economic Development Consultant
  • Evan Edwards, Chief Executive Officer, Project Equity
  • Chris Griswold, Policy Director, American Compass
  • Wilma Liebman, Former National Labor Relations Board Chair, Senior Fellow, Rutgers Institute for the Study of Employee Ownership and Profit Sharing
  • Jason Wiener, Member, Colorado Employee Ownership Commission, Executive Fellow, Rutgers Institute for the Study of Employee Ownership and Profit Sharing

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4:45 pm – Closing Remarks

Gwyneth Galbraith, Vice President, Global Small Business Philanthropy, JPMorgan Chase

5.30 pm – Reception

Day 3 – April 11, 2024

8:00 am – 5:00 pm – Purpose Trust Ownership Convening (Invitation Only)

Project Equity, EO+WD, and Purpose Owned are hosting a one-day convening on strengthening and expanding the field of purpose trust ownership. By invitation only.

 

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