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Final Maine ESOPs Logo - FALL

2022 Maine
Employee Ownership

fall conference

September 26, 2022 8:00 AM - 3:00PM


8:00am – Registration and Early Networking (coffee and continental breakfast)


8:30am – 9:00am – Welcome & Introductions: Mark Adams, Sebago Technics / Shawn Moody, Moody's Co-Worker Owned


9:30am – 10:30am Session I



Nifty-Fifty (Mainely Tubs, Pack Edge, Revision Energy)

  • Interactive, Rapid-Fire Presentation by 3-4 ESOP Companies on ideas and activities for ESOP Committees, ESOP Culture, and ESOP Month.



Valuation 101 (Berry Dunn, Sebago Technics, Bellview Associates)

  • Basics about the annual valuation process. Role of the Trustee(s), Role of the Board of Directors and presentation to employee-owners.


10:45am – 11:45am Session II



Recruiting, Onboarding, and Retention (ProSearch, Wright-Ryan, Sebago Technics)

  • Tips and tools for recruiting, onboarding and retention in today’s labor market and how the ESOP can be engaged to provide an advantage over the competition.



The Role and Value of ESOP Advisors (Spinnaker Trust, Sargent Corporation)

  • What are the challenges and solutions for Mature ESOPs and how can new ESOPs plan for the future?


12:00pm – 1:00pm Lunch (networking) Herb Sargent – "Sargent's ESOP Journey"


1:15pm – 2:15pm Session III



ESOP Committees (Systems Engineering)

  • The role and experience of ESOP Committees in communication, education and culture.



Health Insurance - Self-Insurance & Reference-Based Pricing (Moody's Co-Worker Owned, ELAP, Diversified Insurance)

  • Information and options for self-insurance and reference-based pricing of health insurance for ESOP companies.


2:25pm – 3:00pm Closing

  • Updates on Supporting Employee-Ownership in Maine

  • Next Steps for Maine ESOPs Group



President/CEO, Sebago Technics

­­­Mark Adams joined Sebago Technics, Inc. in 2005 and serves as President/CEO. He also serves on the Board of Directors and Board of Trustees for Sebago Technics and other ESOP Companies. Mr. Adams is a graduate of the University of Maine with a BA in Public Management and has a demonstrated history of organizational development and management in both the public and private sectors. He is skilled in business development, land development, nonprofit organizations, public speaking, municipalities, and the AEC industry. He is a passionate advocate for ESOPs, having served as the President of the New England Chapter ESOP Association from 2013-2015, and is a frequent presenter at conferences throughout New England on employee ownership.

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Director, Employee Development & Engagement, Sebago Technics

Mary Kozicki LaFontaine is the Director of Employee Development and Engagement at Sebago Technics, a civil engineering firm.  Mary holds a Bachelor’s degree from the University of WI Stevens Point and a Master’s degree in Adult Education from the University of Southern Maine.  She has over 25 years’ of experience in human resources, training, staff development, and workforce development.  Mary has over 20 years of service with the Central Maine HR Association and is currently the President-Elect for the Maine State SHRM Council. Mary and her husband, live in Auburn; they have four adult children and nine grandchildren. 

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Operations Supervisor - Pack Edge

Rob is an Operations Supervisor and manages the Gel Plant in Cumberland, Me.  He started with Pack Edge in August 2021. He is also chairman of the ESOP committee.  He is a firm believer and advocate of the continuous improvement culture and idea generation. Prior to Pack Edge, Rob worked 16 years for Geiger in their distribution center.  When not at work, Rob can be found at his camp in Litchfield with his wife Nicole, daughter Desma, and dog Meiko.

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Commercial Design & Estimating - ReVision Energy

Sam Clift joined ReVision Energy in 2019 after graduating from Northeastern University with a degree in Mechanical Engineering and minor in Sustainable Energy Systems. He works on the Commercial Design and Estimating team, where he helps businesses and communities across New England achieve their solar goals. He joined ReVision’s ESOP Communication Committee to help grow ESOP culture within the company and has served for one year. While not at work, Sam can be found playing on ReVision’s soccer team, as well as hiking and camping across Maine with his wife Shawna and dog Stan.

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Co-Founder - ReVision Energy

ReVision Energy is a 100% employee-owned solar company and certified B Corp. Phil Coupe is one of four co-founders of the company, responsible for leadership, strategy, relationship-building and representing the company throughout northern New England. Before helping to launch ReVision, Phil was involved in the successful startup of three companies that made the Inc. 500 list of fastest-growing companies in America and received numerous awards for corporate social responsibility and triple bottom line business practices. He serves on the boards of the Conservation Law Foundation and Environmental & Technology Council of Maine and has been a mentor in the Big Brothers/Big Sisters program since 2010. He lives in southern Maine with his wife, three kids and a surfing chihuahua named Kodak.

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Human Resources Manager - Mainely Tubs

Lynne joined Mainely Tubs in November 2020 in their newly created HR Administrator role.  Growing up in a family-owned business, she  appreciates the opportunity to be part of an ESOP and the win-win situation it creates for both the company and its employee owners.  Lynne is passionate about being a culture champion with a focus on coaching and mentoring others to help them reach their full potential. She also has a background in mediation and serves as a volunteer mediator utilizing both Facilitative and Transformative models.

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Director of HR - ESOP Advisor - Pack Edge

Kelly’s career path has been engrained in strategic  Organizational/Workforce Development and HR. She started with Pack Edge at the beginning of the ESOP (2019).  She is also an adjunct professor teaching organizational behavior, leadership, research, and HR courses.  She is a member of the ME State Council for SHRM, and  committee member for Maine’s Workforce Board. She promotes women and girls in STEM careers and to gain meaningful work.  She supports people of all ages and diverse groups to help them reach their careers goals. She is constantly researching how to engage the workforce and likes to learn about what makes people “tick”.  When not working, she enjoys being up north at camp and doing activities outdoors. 

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Director, IT Consulting - Pro Search

A Maine native, Todd graduated from the University of Maine at Farmington and has been in the recruiting industry since 2003. Todd is the Founder and President of B.A.S.S.A (Beaver Alum Supporting Student-Athletes), a nonprofit formed to provide scholarships for UMF student-athletes and financial support to athletic programs. With a passion for keeping Maine’s best and brightest here in Maine, Todd has been actively involved with the state and local universities since 2007. Todd has been the Chair of USM Corporate Partners, is on the USM Foundation Board, and serves on the UMF Board of Visitors as an advisor to the President; and is also the founder of the IT Contractor Networking Group of Maine. Todd lives in Cumberland with his wife, two sons, and their dogs, Josie and Dozer.  Todd has been a ProSearcher since 2005.



Director, HR - Wright-Ryan

Michelle has worked in Human Resources since 2004 in the fields of Healthcare, Engineering, and Construction.  Michelle has come up through the HR ranks working in Employee Relations, Recruiting, Compliance, Benefits/Compensation, Training & Development, and Strategic Planning.   She holds the SHRM Senior Certified Professional credential.  Michelle lives in Durham with her spouse, two daughters and yellow lab named Figgy.   



Bellview Associates

Richard has performed the financial analysis on and assisted in the structuring of over 60 ESOP transactions. Additionally, he has worked on various ESOP restructuring projects, developed Roth features alongside ESOPs, and prepared future repurchase obligation studies.

Prior to joining Bellview Associates, Richard worked as an investment associate at Bridgewater Associates in the research department on the equities team. In addition, he co-founded a startup in the financial services industry focusing on delivering high-speed market data.

While enrolled at George Washington University, he co-founded the George Washington Student Investment Club and managed their equity portfolio. He graduated in 2015 with a degree in finance.

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We are looking for sponsors! We aim to keep these events as cost effective as possible, so if you are interested in sponsoring please email Beth Valley at

Sponsorship Levels (all levels include logo on materials and mention during the Welcome session):

  • Bronze: $100 (includes one registration)

  • Silver:    $200 (includes two registrations)

  • Gold:     $300 (include three registrations)


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COST: $35/per person​

TO REGISTER: please email Beth Valley at

*Please include the names and titles of all attendees and indicate if you wish to become an event  sponsor.


Please send payment payable to:

Sebago Technics

Attn: Beth Valley

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).

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