Final Maine ESOPs Logo - FALL

Maine Employee Ownership fall conference

September 26, 2019 8:15 AM - 3:00PM



8:15am – Registration and Early Networking (coffee and continental breakfast)


9:00am – Introduction: Shawn Moody and Mark Adams


9:30am – 10:45am Session I


Developing a Community Volunteer Network (Clark Insurance, Junior Achievement)

Younger generations are taking into consideration how a business gives back to their community before they work with them or for them.  How can you leverage your ESOP culture to promote and market volunteerism in your community?  As a company how do you also maximize these volunteer opportunities to provide leadership development training to your employees? Click here to view a video by Junior Achievement.


Safety in the Workplace (Steel-Pro, ABM Mechanical)

Are you committed to safety in the workplace?  ESOP culture and safety go hand in hand, how do you promote and incentivize coworkers to stay safe at work and pursue a healthy lifestyle?  Hear from companies that recently received the 2019 MEMIC Safety Award. 


10:50am – 12:05pm Session II


Onboarding to the ESOP (Maine Drilling and Blasting, Moody’s Collision Centers)

Have you ever felt your excitement towards the ESOP is overwhelming to new coworkers?  Do you struggle with the best way to communicate the benefits without getting in to the weeds?  This class is for you, see what companies are doing and hear why it works!


ESOP 201 (Spinnaker Trust, Johnson & Jordan, Maselan & Jones, Atlantic Management)

Do you wonder what pitfalls are out there and what you should avoid?  Seasoned ESOP companies explore what didn’t work for them to help prevent new ESOP companies from making the same mistakes!


12:10pm – 1:00pm Lunch (networking)


1:05pm – 2:20pm Session III


Nifty 50 (Clark Insurance, Systems Engineering, Daigle Oil)

Now that we are an ESOP, what is different?  This will be a fast-paced panel of ESOP companies at various stages in their lifecycle listing their top 50 ideas for employee engagement, ownership culture and ESOP communications.  This will provide you with plenty of ideas to bring back to your company! 

Internal Training Programs (Cianbro, Sebago Technics)

Training programs offer employers and employees advantages that are not found when you send an employee to an external training program or seminar.  Training transfer occurs more naturally and employees cement learning through training other employees.  Learn how your company can incorporate these positive programs and utilize them to improve culture.


2:25pm – 3:00pm Closing (Update on the potential for Maine ESOP Center for Education)

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James serves as the Director of Business Development at Clark Insurance where he runs the marketing, advertising, and philanthropic engagement on behalf of the company in Maine, New Hampshire, and Massachusetts. He has a degree in Psychology from Bates College and also serves as the Communications Director of the Society for Human Resource Management Maine State Council (MESHRM). An avid cribbage player and water color enthusiast, he currently resides in Portland, ME – where he is learning to enjoy 4:30am walks with his new golden retriever puppy, Emmie.

Director of Business Development - Clark Insurance


Business Meeting

Michelle oversees all JA of Maine operations, including strategic vision, fundraising, partnership development, and mission expansion. Michelle has been with the organization since 2010, starting her career as an intern upon college graduation and being immediately inspired by JA's mission. Michelle is passionate about helping young people make smart education and career decisions through project-based learning and mentorship. She holds an undergraduate degree in Child Development & Family Relations and Communication from the University of Maine and is a long-time dance instructor in Scarborough.

President, Junior Achievement of Maine


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Sandra specializes in financial analysis and uses research to provide valuations by assessing corporate risk, evaluating industry trends, and analyzing budgets and cash flows. She works primarily with closely held companies across a diverse array of industries, including manufacturing, professional services, retail, and high technology. 

Prior to joining Atlantic Management Company, Sandra spent 15 years in public accounting, focusing almost exclusively on commercial enterprises, where she worked with clients on matters including financial reporting, understanding and implementing changes in accounting guidance, assessing and strengthening internal controls, and succession planning. 

Sandra also assists companies and business owners with the intricacies of ESOP transactions and related accounting, in which she works with management to understand the post-transaction impacts to financial statements, debt covenants, and forecasts, as well as to provide ongoing financial consulting for existing ESOPs.

Sandra is a frequent author and presenter on topics including synthetic equity and deferred compensation, correcting retirement plan errors, ESOPs, business valuations, and updates to US GAAP.

Atlantic Management Company



Mary McCooe is an attorney in the corporate and employee benefit practices at Maselan & Jones, P.C, in Boston, Massachusetts. Mary frequently counsels companies, selling shareholders, and ESOP trustees in all aspects of business succession planning, ESOPs, and ESOP transactions, including drafting and negotiation of transaction documents, ERISA and Internal Revenue Code compliance, synthetic equity plans, and fiduciary duties. Mary received her J.D. from Boston University School of Law, where she was an Editor of the Boston University Law Review and a recipient of a Dean’s Award in Employee Benefits. She has been honored as a New England Super Lawyers Rising Star annually since 2016.

Maselan & Jones, P.C


Networking Event

Dawn McKenney is Occupational Safety Engineer with the Maine Department of Labor, Workplace Safety & Health Division, SafetyWorks!.  The SafetyWorks! program administers consultation and training programs known as 21(d), 23(g) and Mine Safety and Health.  Ms. McKenney has been with SafetyWorks! since 2001.  In 2007, she was promoted to Occupational Safety Engineer.  Ms. McKenney has successfully completed many OSHA classes, and is an authorized OSHA trainer to issue 10 hour and 30 hour course completion cards  for General Industry,  Construction, Shipyards, Maritime, and Longshoring.  Ms. McKenney has an Associate Degree from Mid State College. 

Occupational Safety Engineering - Maine Department of Labor, Workplace Safety & Health Division, SafetyWorks!


Networking Event

Tim received his BA in Business at the University of Maine at Orono in 1990.  He remained in the Central Maine area and worked in various industries before ultimately returning to his hometown of Fort Kent, Maine.  Tim began his career at Daigle Oil Company in 1997 as the credit administrator. In 1998, he assumed his current position as human resource/administrative executive.  During this time, he has served on various boards, and currently serves as the chairman of the board for MEMA’s health insurance trust, as well as serves as vice chairman for MEMA’s workers compensation insurance trust.  In 2015, Daigle Oil Company became an ESOP, and in 2017, Tim was named as a trustee of the ESOP.  He resides in Eagle Lake with his wife and daughter.

Human Resource/Administrative Executive


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Dennis PFS Primary Logo - Silver Sponsor
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COST: $35/per person​

TO REGISTER: please email Gina Austin at


Please send payment payable to:

Sebago Technics

Attn: Gina Austin

75 John Roberts Road, Ste. 4A

South Portland, ME 04106


Or pay by check at registration (we do not have the ability to take a credit card at this time).


We are also looking for sponsors. We aim to keep these events as cost effective as possible, so if you are interested in sponsoring please email Gina.

Sponsorship levels:

Bronze: $100 (includes one registration)

Silver:    $200 (includes two registrations and logo on materials)

Gold:     $300 (include three registrations and a sign at registration)

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