Topics of Discussion
- What is an ESOP?
- Why choose an ESOP as part of your succession plan?
- Overview of an ESOP transaction with real-world examples.
ESOP Essentials
Take home the tools you need to make your decision. The ESOP pre-feasibility toolkit and tax advantage calculator are online resources featuring articles, webinar recordings, and more, all carefully chosen to guide you on your employee ownership journey
Continuing Education Credit Information:
This seminar is eligible for 4 CPE hours and 4.0 SHRM Hours. You must sign in onsite to receive credit.
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Registration and Refreshment
12:30-1:00 pm
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Welcome! What is Employee Ownership
Speaker: Tim Garbinsky| NCEO1:00 pm - 1:30 pm
Speaker: Tim Garbinsky| NCEO -
An ESOP Company Perspective
1:40 pm - 2:40 pm
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Coffee Break
2:50 pm - 3:05 pm
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ESOP Transaction Structures & Assessing Feasibility
Speaker: William Stewart| PCE3:15 pm - 4:00 pm
Speaker: William Stewart| PCE -
Roundtable Discussions
ESOP Transaction Process - Will Stewart
ESOP Communication - Tim Garbinsky
Alternatives to an ESOP - EOX4:10 pm - 4:55 pm
ESOP Transaction Process - Will Stewart
ESOP Communication - Tim Garbinsky
Alternatives to an ESOP - EOX -
Networking Cocktail Reception & NCEO Member Mixer
5:30 pm - 6:30 pm
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Breakfast Roundtables
Matching owner's goals with the right ESOP structure - Mark Russell
ESOP Plan Design - Chuck Bachman8:00 am - 9:00 am
Matching owner's goals with the right ESOP structure - Mark Russell
ESOP Plan Design - Chuck Bachman -
Welcome and Recap
Speaker: Tim Garbinskey|NCEO9:10 am - 9:25 am
Speaker: Tim Garbinskey|NCEO -
Plan Design and Operations
Speaker: Chuck Bachman|Menke9:35 am - 10:05 am
Speaker: Chuck Bachman|Menke -
Coffee Break
10:10 am - 10:30 am
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My Multi-Generational ESOP Story
Speaker: Tim Rettig| InTrust IT10:30-11:15 AM
Speaker: Tim Rettig| InTrust IT -
Determining Stock Value
Speaker: Tim Lang| Chartwell11:25 am -12:10pm
Speaker: Tim Lang| Chartwell -
Lunch with Experts
Open Book Management/Great Game of Business - Tim Rettig
The 1042 Rollover - Nick Francia12:10 pm - 1:10 pm
Open Book Management/Great Game of Business - Tim Rettig
The 1042 Rollover - Nick Francia -
Financing an ESOP
Speaker: Mark Russell| SES ESOP Strategies1:20-2:05 pm
Speaker: Mark Russell| SES ESOP Strategies -
Fiduciary Responsibilities
Speaker: TBD2:15-3:00 pm
Speaker: TBD -
Coffee Break
3:00 pm - 3:15 pm
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1042 Rollover
Speaker: Nick Francia| UBS3:25 pm - 4:00 pm
Speaker: Nick Francia| UBS -
Ownership Communications and Cultures, Recent Research
Speaker: Tim Garbinsky|NCEO4:10 pm - 4:55 pm
Speaker: Tim Garbinsky|NCEO -
Adjourn
4:55 pm - 5:00 pm
Registration is open!
We can't wait to learn with you in Austin, at the gorgeous Downright Austin, A Renaissance Hotel.
All meeting registrations must be prepaid. Registration is exclusive to companies considering an employee stock ownership plan (ESOP). Service providers will be canceled and refunded.
Interested in bringing your entire leadership team? If you are interested in bringing a group of 3+, additional discounts can be applied. Please contact eventhelp@nceo.org
Please renew your membership prior to registering. This will ensure you get access to the best rate.
Pricing
Before 12/02 | Before 01/13 | Before 02/03 | |
Member | $345 | $395 | $425 |
Non-Member | $445 | $525 | $585 |
Member Mixer | $40 | $40 | $40 |
Cancellation Policy
You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until January 6, 2025, at 12 am. After January, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until January 13, 2025, at 12 am. After January 13, 2025, no refunds or credits will be given.
Location
Downright Austin, A Renaissance Hotel
701 E. 11th St.
Austin, TX 78701
(512) 478-1111
Reservation Details
Stay and play at downtown Austin's newest hotel located near University of Texas at Austin's campus. Downright Austin, a Renaissance Hotel offers 367 rooms and suites that are bold and inviting, featuring views of the Texas State Capitol and downtown. From our style to our hospitality, we're full of unexpected delights. Soak in the sun at our urban oasis: a resort-style outdoor pool surrounded by our lush Lawn. Downright, the most convenient downtown Austin hotel, is within walking distance of 6th street nightlife, UT campus & stadium, the Moody Center, concert venues (Mohawk, Waterloo, Stubbs), and the Capitol. Toss your keys to the valet or ditch your car in our on-site parking garage. Check-in to the new hotel that is absolutely, positively, Downright Austin
Reserve your room by January 13, 2025, to lock in your accommodations within our exclusive room block.
BOOKING LINK
Check out austintexas.org for activities and nearby attractions
Become a Catalyst for Business Transformation Through the Power of ESOPs
Sponsor Prospectus - February 2025 | Austin, TX
Click the link to secure your sponsorship today! Check out our expanded opportunities to be a part of the NCEO's flagship feasibility event!
To secure a branding partnership for this event, please reach out to Eva Lianos, elianos@nceo.org, 510-208-1311.
Benefits of sponsoring/speaking at Is an ESOP Right for You?
Launched in 2010, the NCEO’s Is an ESOP Right for You? meeting series is designed to help business owners decide if an ESOP fits their succession needs.
Becoming a catalyst for business transformation is a journey that requires vision and commitment. By embracing change and fostering a culture of innovation, you can lead the employee ownership community toward a brighter, more adaptable future. Now is the time to take the initiative and inspire those around you to join the transformation effort. Together, we can drive meaningful change.
The NCEO invites you to be a sponsoring partner of our upcoming Is an ESOP Right for You event in Austin, TX this winter. Here's how your sponsorship can make a profound impact:
🚀 Empowerment, Transformed: By supporting our event, you're not merely a sponsor but an enabler of transformation. ESOPs have the potential to reshape businesses, turning employees into true stakeholders in their success. Your sponsorship paves the way for this transformative journey.
🌏 A Bridge to Diverse Industries: Imagine the vast spectrum of businesses - architecture firms to manufacturing warehouses, family-owned enterprises to corporate titans - converging in one place. Your sponsorship allows you to connect deeply with this broad range of industries. You'll be at the crossroads of innovation and tradition, facilitating meaningful connections and collaborations.
🤝 Forge Lasting Partnerships: Your involvement isn't just transactional; it's a chance to forge partnerships that transcend the event. Collaborate with business leaders, share experiences, and build relationships that endure. Your sponsorship will position your company as a thought leader and ally in ESOPs.
💡 Amplify Your Impact: In supporting the NCEO's mission, you're not just impacting individual companies; you're creating a ripple effect of empowerment that resonates through countless lives. You're helping employees gain a sense of ownership and purpose, which, in turn, boosts productivity, innovation, and overall business success.
🌐 Wide Reach, Local Impact: Is an ESOP Right for You is a platform for global ideas with a local footprint. Your sponsorship will help companies realize the potential of ESOPs.
The best catalysts for meaningful change are lifelong learners. By expanding your reach and educating others, you not only enhance your business's influence but also become a resource for others new to employee ownership. Join us as we embark on the journey to an ESOP. Your sponsorship can make a profound difference in the lives of employees and businesses across industries.
Let's reshape the future together.
🌟 Call for Speakers: Bringing ESOPs into 2025🌟
Are you passionate about shaping the future of business and empowering employees? Join the NCEO and prospective ESOP companies Winter 2025, for our evergreen event, Is an ESOP Right for You.
We're calling on thought leaders, innovators, and experts in the realm of employee ownership to share their knowledge and insights. Embrace this opportunity to inspire change, drive impact, and ignite the spark that propels businesses towards employee ownership. By speaking at Is an ESOP Right for You?, you're not just delivering a presentation. You're increasing your brand impact by seizing an opportunity to boost your visibility and awareness from the ESOP feasibility stage all the way to the finish line. Beyond the podium, it's a chance to connect and network with like-minded individuals.
Whether you're an advocate, consultant, or seasoned entrepreneur, we invite you to submit your name and propose your preferred topic to present. Your contribution could be the key to unlocking a world where every employee has a stake in their work's success. Together, let's pave the way for a future where businesses thrive through shared ownership and collective prosperity. Submit your proposal today and be a cornerstone in shaping the landscape of tomorrow's businesses!
Desired topics are below.
All selected speakers will do one formal agenda session and one small group roundtable. Sessions are single-speaker only. Panels are typically not permitted. We do make exceptions for speakers from employee-owned companies.
Speaker Applications Now Open! Submit Your Proposal by December 2, 2024
Speaker Guidelines & Topics