July 2024
Day 1: Monday, July 29
12:30 pm - 1:00 pm
Registration and Refreshments | Sponsored by
1:00 pm - 1:30 pm
Welcome! What is Employee Ownership | Lindsay Isaac
1:40 pm - 2:40 pm
An ESOP Company Perspective| Tim Priddy, SSR
2:50 pm - 3:05 pm
Coffee Break
3:15 pm - 4:00 pm
ESOP Transaction Structures & Assessing Feasibility| Dan Markowitz
4:10 pm - 4:55 pm
Roundtable Discussions | Alternatives to an ESOP, Steve Storkan, Communication and Culture, Lindsay Isaac, ESOP as a Legacy Tim Priddy
5:30 pm - 6:30 pm
Networking Cocktail Reception
Day 2: Tuesday, July 30
8:00 am - 9:00 am
Breakfast Roundtables| Communication and Employee Engagement, Tim Rettig, Role of the Trustee Post Transaction, Steve Ryan, ESOP Plan Design and Implications, Tabitha Croscuit
9:10 am - 9:25 am
Welcome and Recap - Lindsay Isaac, NCEO
9:35 am - 10:05 am
Plan Design and Operations | Tabitha Croscut
10:10 am - 10:30 am
Coffee Break
10:30 am - 11:15 am
Determining Stock Value | Andy Manchir
11:25 am - 12:10 pm
Financing an ESOP | David Solomon
12:10 pm - 1:10 pm
Lunch with Experts | Financing and ESOP with Warrants, David Soloman, Starting a Communications Committee, Lindsay Isaac, Annual Valuation of Stock, Post Transaction, Andy Manchir, Unique Benefits of Employee Ownership, Amanda Clark
1:20 pm - 2:05 pm
Fiduciary Responsibilities | Steve Ryan
2:15 pm - 3:00 pm
My Multi-Generational ESOP Story | Tim Rettig, Intrust IT
3:00 pm - 3:15 pm
Coffee Break
3:25 pm - 4:00 pm
Deferring Your Taxable Gains on an ESOP | Jim Massey
4:10 pm - 4:55 pm
Ownership Communications and Cultures, Recent Research | Lindsay Isaac, NCEO & Amanda Clark, Torch Technologies
4:55 pm - 5:00 pm