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DTSTART;TZID=America/Chicago:20260618T090000
DTEND;TZID=America/Chicago:20260618T160000
DTSTAMP:20260615T233414Z
CREATED:20260322T232427Z
LAST-MODIFIED:20260615T233414Z
UID:10000216-1781773200-1781798400@dawnmn.org
SUMMARY:Built to Last: Business Legacy & Ownership Summit
DESCRIPTION:DAWN MN Presents \nBuilt to Last: Business Legacy & Ownership Summit\nA full‑day\, no‑cost summit on employee ownership as a pathway to business growth\, succession\, and long‑term stability — for owners\, employees\, lenders\, and advisors. \nThursday\, June 18\, 20269:00 AM – 4:00 PMBraham Event CenterFree · Breakfast & lunch included\nRSVP — Save Your Spot\nWhy Attend \nWhat You’ll Leave With\nPractical guidance\, real‑world examples\, and clear next steps for keeping businesses local\, retaining jobs\, and building community wealth. \n\n\n\nA Clear Understanding\nEmployee ownership and legacy transition options\, explained in plain language. \n\n\n\nReal Examples\nHow employee ownership supports business continuity and growth. \n\n\n\nThe Right Connections\nTechnical assistance providers and financing partners ready to help. \n\n\n\nClear Next Steps\nAn action path toward stable employment and stronger local economies. \n\n\n\nPlan Your Day \nAgenda\nNo cost to attend. Light breakfast and lunch provided. Whether you’re an owner weighing what’s next\, an advisor supporting succession\, or a lender exploring transition tools — there’s a track for you. \n\nMorning Program\n\n9:00 – 9:30 AM\n\nRegistration & Light Breakfast\nArrive early to connect with peers\, speakers\, and resource partners. \n\n\n\n9:30 – 9:40 AM\n\nWelcome & Opening Remarks\nKirsten Kennedy\, Minnesota Center for Employee Ownership (MN CEO) \nSetting the stage for a day focused on business legacy\, continuity\, and ownership. \n\n\n\n9:40 – 9:50 AM\n\nIntroducing CoMN\nKatie Marty\, CoMN \nA brief introduction to CoMN and Minnesota’s cooperative network. \n\n\n\n9:50 – 10:20 AM\n\nBroad Overview: Paths to Employee Ownership\nKirsten Kennedy (MN CEO) and Char Vrieze (Cooperative Development Services) \nAn accessible introduction to employee ownership: \n\nWhat employee ownership is and why it matters\nCommon ownership models\nWhen employee ownership is — and is not — a good fit\n\n\n\n\n10:20 – 11:10 AM\n\nOwnership Panel: Real Stories from the Field\nModerated by Kirsten Kennedy (MN CEO) \nHear directly from business owners and employee-owners who have lived an ownership transition — their motivations\, challenges\, lessons learned\, and outcomes. \n\nBen Holder\, Plastic Products Company (ESOP)\nLeah Goldstein-Moses\, The Improve Group (Worker-Owned Cooperative)\nJeremy White\, CodeWeavers (Employee Ownership Trust)\nKathy Lindo\, Lindo Farms (Family-Owned Business)\n\n\n\n\n11:10 – 11:50 AM\n\nSmall Business Resource Roundup: Who to Call\, When & Why\nModerated by Elissa Hansen\, Northspan \nQuick\, practical overviews of the support ecosystem — what each organization does\, how to engage\, and what to bring to your first meeting. \n\nKatie Heppner\, SBDC\nNancy Hoffman\, Chisago County HRA-EDA\nNicole Deters\, LegalCorps\nDarold Berreau\, SCORE\nMaddy LeClaire\, DEED SBAO\n\n\n\n\n11:50 – 12:00 PM\n\nMorning Wrap & Afternoon Track Overview\nElissa Hansen\, Northspan \nHow to choose the right afternoon sessions for your goals. \n\n\n\n12:00 – 1:00 PM\n\nLunch — Beyond the Bank: Unlocking Capital Through Non-Traditional Lending\nModerated by Zack Filipovich\, Northspan \nConnect over lunch and meet organizations supporting ownership transitions and capital access: \n\nJordan Zeller\, East Central Development Commission\nNadene Kruise\, Midwest Business Finance Corporation (MBFC)\nShawn Wellnitz\, Entrepreneur Fund\nDoug Adams\, Initiative Foundation\nMatt Heggernes\, East Central Energy\n\n\n\n\n\n1:00 – 3:00 PM · Choose One \nAfternoon Concurrent Tracks\nParticipants choose one track and stay with it for the afternoon. \n\n\nTrack A\nTransactions & Succession Readiness\nRoom A\n1:00 – 1:50 PMHow to Finance an Ownership TransitionRyan Sperling (Eide Bailly)\, Mark Fick (Shared Capital)\, Jeff Cairns (Retired ESOP CPA/Attorney)\, and Darren Mozenter (MCCD).\n2:00 – 2:50 PMSuccession Planning & ValuationsElissa Hansen & Zack Filipovich\, Northspan.\n\n\nTrack B\nModels\, Benefits & Getting Started\nRoom B\n1:00 – 1:50 PMESOPs\, EOTs & Worker-Owned Co-opsKirk Lindemann (Eide Bailly)\, Christina Nicholson (Nexus)\, Char Vrieze (Cooperative Development Services)\, and Leah Goldstein-Moses (The Improve Group).\n2:00 – 2:50 PMGetting Started & Clearing Up MisconceptionsMark Fick (Shared Capital)\, Jeff Cairns (Retired ESOP CPA/Attorney)\, and Darren Mozenter (Common Trust).\n\n\nTrack C\nAdvisor Edge Clinic\nRoom C\n1:00 – 1:50 PMAdvisor Edge: Supporting Ownership TransitionsFor lenders\, accountants\, attorneys & TA providers. Facilitated by Kirsten Kennedy (MN CEO)\, with Ben Holder (Plastic Products)\, Fred Caslavka (Retired CPA\, ESOP)\, and Kathy Lindo (SBDC / Family Business).\n2:00 – 2:50 PMContinue in Track A or Track BAdvisor Edge participants choose the second session of either track — Succession Planning & Valuations (Track A) or Getting Started & Clearing Up Misconceptions (Track B).\n\n\n\n\n\nClosing\n\n3:00 – 3:30 PM\n\nClosing Remarks\, Valuation Winners & Next Steps\nKirsten Kennedy\, MN CEO \nKey takeaways\, next steps\, and wrap‑up. \n\n\n\n\n\nReady to build something that lasts?\nSeats are free but limited — reserve yours today. \nRSVP Today\nCo‑hosted by MN CEO\, Northspan\, ECRDC\, and SBDC.
URL:https://dawnmn.org/event/built-to-last-business-legacy-ownership-summit/
LOCATION:Braham Event Center\, 655 SW 8th Street\, Braham\, 55006\, United States
ATTACH;FMTTYPE=image/jpeg:https://dawnmn.org/wp-content/uploads/2026/03/BUILT-TO-LAST-Facebook-Cover-scaled.jpg
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