Order Form

Complete each numbered section in the form below as needed and then click on the "Continue" button at the bottom. Your browser will then switch to secure mode and display a summary of your order, which you then can complete by paying securely online with your credit card--or, if you prefer, by faxing or mailing your order with your payment, or by asking to be invoiced if you're already an NCEO member. Orders are shipped within a day when possible. (If you just want to print out an order form and fill in the blanks by hand, we have a simplified order form for that purpose.)

CEPI students: use our CEPI textbook order page (see your CEPI materials for the URL).

If you only want to join as a member (not order books or register for meetings), you can use our streamlined membership signup form instead.

You also can order by phone; just call us at (510) 208-1300 with your credit card in hand.

(1) Address

Required fields are marked with an asterisk (*).

Mr. Ms.
First name*	Last name*

Organization name

Street address* (this cannot be a PO Box)

City*	State or province	Postal code*

Country	If not in the country list, choose "Other" and enter below

Telephone*	Fax	Email*

Use my email address only for this order; do not email me about new events, books, etc.
We do not share your email address with others; see our privacy and email policy (opens in new window)

(2) NCEO Membership Status

If you are not a member but join now, you will get the discounted member price on anything you order. Click here to pop up a window with information on what membership is.

	I already am an NCEO member.
	I am not a member and will not join now.
	I am not an NCEO member, but I will join now as a regular member at the introductory $90 rate for 12 months from today ($100 outside the U.S.).
	I am not an NCEO member, but I am a full-time academic (student or faculty member with current ID) not employed in the business sector, and I will join as an academic member at $40 for 12 months from today ($50 outside the U.S.).
	I am not an NCEO member, but I will join now at the rate of $300 for 12 months from today ($310 outside the U.S.) so my firm, which consults in the area of employee ownership or participation, will be listed in the Referral Service. (Click here to pop up a window with details.)

Optional: If you are joining as a member and you are not a service provider in this field, does your company:
give options to most employees? have an employee stock ownership plan (ESOP)?

(3) Indicate What You Want

Where possible, publication and meeting names are linked to pages with detailed information (including excerpts in the case of publications). Skip this section if you are only ordering membership.

PUBLICATIONS

NCEO members who order 10 or more of any single book (not a booklet) automatically receive a 20% discount on that item.

Employee Stock Ownership Plans (ESOPs) & 401(k) Plans
Qty.	Price	Member price	Publication name	Qty.	Price	Member price	Publication name
	$35	$25	Selling to an ESOP		$35	$25	ESOP Committee Guide
	$35	$25	Understanding ESOPs		$35	$25	ESOP Valuation
	$75	$50	Model ESOP		$35	$25	Executive Compensation in ESOP Companies
	$35	$25	Leveraged ESOPs and Employee Buyouts		$50	$35	ESOP Communications Sourcebook
	$35	$25	S Corporation ESOPs		$35	$25	ESOPs and Corporate Governance
	$3	$2	An Introduction to ESOPs (booklet) (min. order 5*)		$35	$25	Administrative Issues for ESOP Companies
	$15	$10	Understanding ESOP Valuation (booklet)		$35	$25	How ESOP Companies Handle the Repurchase Obligation
	$35	$25	Section 401(k) Plans and Employee Ownership		$15	$10	The Inside ESOP Fiduciary Handbook
You may order a single copy of An Introduction to ESOPs* if you order it with one or more of the ESOP publications costing $25 or more. ESOP Q&A: For the ESOP Q&A, see here.
Stock Options & Related Plans in the U.S.
Qty.	Price	Member price	Publication name	Qty.	Price	Member price	Publication name
	$35	$25	The Stock Options Book		$50	$35	Beyond Stock Options
	$35	$25	Selected Issues in Equity Compensation		$50	$35	Accounting for Equity Compensation
	$35	$25	Incentive Compensation and Employee Ownership		$75	$50	Model Equity Compensation Plans Out of print until early summer 2008)
	$35	$25	Employee Stock Purchase Plans (click here for our ESPP survey)		$35	$25	Current Practices in Stock Option Plan Design (2001 book)
	$50	$35	Communicating Stock Options		$35	$25	Equity Compensation in a Post-Expensing World
	$75	$50	The Stock Administration Book		$50	$35	Tax and Securities Sources for Equity Compensation
	$35	$25	The Law of Equity Compensation		$25	$15	Issue Brief: The Future of Broad-Based Equity Plans
	$50	$35	The Decision-Maker's Guide to Equity Compensation
Stock Plans Outside the U.S.
Qty.	Price	Member price	Publication name	Qty.	Price	Member price	Publication name
	$35	$25	Equity-Based Compensation for Multinational Corporations		$35	$25	A Conceptual Guide to Equity-Based Compensation for Non-U.S. Companies
Ownership Culture
Qty.	Price	Member price	Publication name	Qty.	Price	Member price	Publication name
	$35	$25	DVD: Corey Rosen at Stanford Business School on Employee Ownership		$75	$50	Front-Line Finance Facilitator's Manual
	$35	$25	The Ownership Edge		$75	$50	Front-Line Finance Diskette
Company Lists
Qty.	Price	Member price	Publication name	Qty.	Price	Member price	Publication name
	$150	$100	Minority ESOP-Owned Companies		$150	$100	Majority ESOP-Owned Companies
	$150	$100	ESOP and Broad-Based Equity Awards in Major Public Companies
Miscellaneous
Qty.	Price	Member price	Publication name		Qty.	Price	Member price	Publication name
	$100	$75	Journal of Employee Ownership Law and Finance (1-year subscription)*		$35	$25	Journal back issue(s) (type issue(s) desired under "Miscellaneous" below)
	$35	$25	Employee Ownership Concepts in Nonprofits and Government		$15	$10	Wealth & Income Consequences of Employee Ownership
	$25	$15	Employee Ownership and Corporate Performance		$25	$15	Issue Brief: The State of Employee Ownership 2008
	$27.50	$27.50	Equity: Why Employee Ownership Is Good for Business		$15	$15	Paradoxes of Leadership
*Journal and Clipping Service subscriptions are $10 more per year outside the U.S.

MEETINGS

Enter the number of people you are registering (1, 2, etc.) on the left in the "number of persons" box. Also type the name(s) of the person(s) under "Meeting Attendees and Miscellaneous" (step #4 below). Note: These are "flat rates" for online registration that apply regardless of the date. Also, for certain meetings, members of organizations or attendees of certain conferences qualify for member prices; if you fall into this category but are not an NCEO member, just pick the appropriate entry from the drop-down list below when available--the entry will end with something like "(GGOB attendee)."

Effective Boards of Directors: Best Practices in Governing an ESOP Company is sold out. If you would like to be added to the waiting list, call NCEO Conference Director Deborah Krant at 510-208-1304 or email her at DKrant@nceo.org.

Fiduciary Issues for Internal ESOP Trustees

$265 for nonmembers and $195 for members
Number of persons (enter quantity here)

Prerecorded Webinars
Online (prerecorded for listening/viewing anytime)

Accounting for ESOPs (Part 1) ($50 members, $75 nonmembers)
number of persons

Accounting for ESOPs (Part 2) ($50 members, $75 nonmembers)
number of persons

A Company of Entrepreneurs: Getting Employees Involved ($50 members, $75 nonmembers)
number of persons

Advanced ESOP Valuation Issues ($50 members, $75 nonmembers)
number of persons

Becoming a Best Place to Work ($50 members, $75 nonmembers)
number of persons

Building Trust in an Employee-Owned Company ($50 members, $75 nonmembers)
number of persons

Business Literacy ($50 members, $75 nonmembers)
number of persons

Communicating the Valuation Process to Employees ($50 members, $75 nonmembers)
number of persons

Communicating Your ESOP ($50 members, $75 nonmembers)
number of persons

Equity Compensation for Closely Held Companies ($50 members, $75 nonmembers)
number of persons

ESOP Committees (Part 1) ($50 members, $75 nonmembers)
number of persons

ESOPs as a Business Transition Tool ($50 members, $75 nonmembers)
number of persons

Executive Compensation for ESOP Companies ($50 members, $75 nonmembers)
number of persons

Handling the ESOP Repurchase Obligation ($50 members, $75 nonmembers)
number of persons

Incentive Plans That Support Employee Ownership ($50 members, $75 nonmembers)
number of persons

Is an ESOP Right for You? The Basics ($50 members, $75 nonmembers)
number of persons

Is an ESOP Right for You? Valuation, Finance, and Culture ($50 members, $75 nonmembers)
number of persons

Jack Stack on a Stake in the Outcome ($50 members, $75 nonmembers)
number of persons

Learn From Failures: The Dark Side of ESOPs ($50 members, $75 nonmembers)
number of persons

Making Your Company a Great Place to Work: Lessons from the Best Companies to Work For ($50 members, $75 nonmembers)
number of persons

Measuring and Managing Ownership Culture ($50 members, $75 nonmembers)
number of persons

Meet the Innovations Award Winner ($50 members, $75 nonmembers)
number of persons

Minimizing Cynicism in Employee-Owned Companies ($50 members, $75 nonmembers)
number of persons

Navigating Through the 409A Deferred Compensation Plan Rules in Closely Held Companies ($50 members, $75 nonmembers)
number of persons

New Stock Valuation Requirements for Closely Held Companies Under the Deferred Compensation Plan Regulations ($50 members, $75 nonmembers)
number of persons

Personnel Policies: Recruiting, Training, & Evaluating Employee Owners ($50 members, $75 nonmembers)
number of persons

S Corporation ESOPs ($50 members, $75 nonmembers)
number of persons

Second-Stage ESOP Transactions ($50 members, $75 nonmembers)
number of persons

Securities Law Requirements for Equity Compensation in Closely Held Companies ($50 members, $75 nonmembers)
number of persons

The NCEO ESOP Communications Power Point Template ($50 members, $75 nonmembers)
number of persons

Using ESOPs as an Acquisition Strategy ($50 members, $75 nonmembers)
number of persons

What You Need to Know as an Internal ESOP Fiduciary ($50 members, $75 nonmembers)
number of persons

(Note: for most live Webinars (as opposed to the prerecorded ones listed above), register with Colleen Kearney, our seminar director, as instructed in the information on those Webinars.)

(4) Names of Meeting Attendees & Misc. Details

Add any other ordering information or comments, such as the names of meeting attendees, below:

(5) Shipping Method

Select your desired shipping method (the default selection is standard shipping). If you are just registering for a meeting or Webinar, or buying something like a list that is emailed, just leave it there because there is no shipping charge for such purchases; the "shipping" amount will be zero.

Standard Shipping: Within the U.S., FedEx Ground (1-5 days transit time) at a cost of $5 for the first book and $1 for each additional book; booklet shipping charges are about 10% of that. Outside the U.S., we use Global Priority Mail or whatever else is available and charge the exact shipping cost plus a $10 handling surcharge. (There is no shipping charge for membership or subscriptions; those materials are usually sent via U.S. Mail, or airmail if outside the U.S.)

FedEx Express: Standard Overnight service in the U.S. and International Priority service outside the U.S. You pay the actual shipping cost. FedEx Express orders received by 1 p.m. West Coast Time (U.S.) on a weekday are processed and shipped that day, except when we are closed for a holiday.
If you chose FedEx Express, then either:
Check here to charge FedEx Express delivery to your credit card
or
Check here and enter your FedEx account number:

(6) Payment Method

Select your desired payment method:

	Secure online credit card ordering: This is the usual method.
	Fax or mail credit card information: This creates a form you can fax or mail with your credit card information.
	Check: This creates a form you can print and mail with a check (U.S. residents only).
	Invoice via direct online order: If you're an NCEO member, you can be invoiced with your order.

PAYMENT CODES:
If you were given any codes to enter, type them in the box(es) above after selecting your payment method.

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