ESOP Company Boards:  Diverse Perspectives on Governance

Overview

We will be discussing ESOP company boards and governance. Our three panelists bring diverse perspectives: board member, ESOP trustee, plan administrator and how employee ownership impacts the culture. We will hear about success stories and things to consider when adding independent directors to an ESOP board. 

Registration

$25 Member Registration
$30 Non-Member Registration

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Thank you to our National  Sponsors!

Panelists

Jayne McQuillan founded Journey Consulting in 2007 with one mission – to Change Lives by Transforming Businesses. A Certified Exit Planning Advisor (CEPA), MBA, CPA, and author of the best-selling book “The Value Journey,” Jayne has 30+ years of expertise in succession and transition planning, strategic planning, organizational development, budgeting and business planning, and leadership development. Her firm utilizes a holistic approach that engages the business, financial and personal to achieve strategic outcomes for family owned and privately held businesses.  

With clients in manufacturing, construction, distribution, service, and health care, Jayne’s experience uniquely positioned her to serve as a value-driver and key contributor on the Board of Directors for multiple companies and not for profit agencies over the years. Jayne currently serves as a Board member for two 100% ESOP owned companies and a minority-owned ESOP, and holds positions as an Audit Committee Chair and member of Audit and Compensation Committees.

Kyle Spader President Acumen Advisory Services, LLC

Kyle Spader has spent the past seven years working at Acumen Advisory Services providing external trustee services for approximately 80-100 clients. Mr. Spader provides transactional support for both buy and sell side ESOP engagements and assists with ongoing client relationships.

Kyle has a CPA, CMA, CVA and tax background and has served in both CFO and Division President roles with a large 100% ESOP. He is a frequent speaker in forums around the country for both the ESOP Association and National Center for Employee Ownership on topics including Board Governance, Acquisitions in ESOP companies and various ESOP Topics from a Trustee’s perspective.

Kyle has experience as both an internal and external ESOP Board member, internal and external trustee, executive leadership of an ESOP company and practical business experience as a P & L manager.

Jason Wellman Director of Ownership Culture ESOP Partners

Jason Wellman is a director of ownership culture with ESOP Partners. Jason helps ESOP companies by developing a comprehensive Ownership Culture through proactive educational resources for all participants to improve their understanding of ESOPs' unique benefits. 

He is a member and past chairman of The ESOP Association Advisory Committee on Ownership Culture. Executive Vice President – President Elect of the Wisconsin ESOP chapter and a member of the Minnesota & Dakotas ESOP Chapter Membership Committee. Jason is also a contributing author for the ESOP Association’s ESOP Report on Ownership Advantage topics to improve ESOP culture and communications for the Association’s members. 

In his free time, Jason is a devoted Wisconsin sports fan and attends games frequently with his wife, Anne. He enjoys spending time playing sports with their three children, Brady, Tyler, and Leah. He is also actively involved in his local church, serving as a Sunday School teacher and AWANA Captain.

Moderator

Alison Heiser Founder & CEO Alison Heiser Associates

Alison Heiser is a sought-after advisor on growth strategy and business model innovation. She is a former Chief Customer Officer and head of marketing for some of the world’s leading organizations, and an expert on marketing, brand building and customer-focused digital transformation strategies.

Alison currently serves on the advisory board of NAXION, a 100% ESOP owned company in the market research industry. She is also on the advisory board of 37 Oaks, whose clients are predominantly black women business owners in underserved communities. 

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