Day 1: October 21
12:30 pm - 1:00 pm
Registration & Refreshments
1:00 pm - 1:30 pm
Welcome!
1:40 pm - 2:40 pm
An ESOP Company Perspective
2:50 pm - 3:05 pm
Snack Break
3:15 pm - 4:00 pm
ESOP Transaction Structures
4:10 pm - 4:55 pm
Roundtable Discussions
5:05 pm - 5:15 pm
Wrap Up
5:30 pm - 6:30 pm
Networking Cocktail Reception
Day 2: October 22
8:00 am - 9:00 am
Breakfast Roundtables
9:10 am - 9:25 am
Welcome and Recap
9:35 am - 10:05 am
Plan Design & Operations
10:10 am - 10:30 am
Break
10:30 am - 11:15 am
Determining Stock Value
11:25 am - 12:15 pm
Financing an ESOP
12:10 pm - 1:10 pm
Lunch Roundtables
1:20 pm - 2:05 pm
Fiduciary Responsibilities
2:15 pm - 3:00 pm
My Multi Generational ESOP Story
3:00 pm - 3:15 pm
Break
3:25 pm - 4:00 pm
Deferring Your Taxable Gains on an ESOP
4:10 pm - 4:55 pm
Ownership Communications and Cultures
4:55 pm - 5:00 pm