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:3:15 pm - 4:00 pm
Speaker: -
Roundtable Discussions
Roundtable Topics:4:10 pm - 4:55 pm
Roundtable Topics: -
Networking Cocktail Reception
5:30 pm - 6:30 pm
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Breakfast Roundtables
Roundtable Topics:8:00 am - 9:00 am
Roundtable Topics: -
Welcome and Recap
Speaker: Tim Garbinskey|NCEO9:10 am - 9:25 am
Speaker: Tim Garbinskey|NCEO -
Plan Design and Operations
Speaker:9:35 am - 10:05 am
Speaker: -
Coffee Break
10:10 am - 10:30 am
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An ESOP Story
Speaker:10:30-11:15 AM
Speaker: -
Determining Stock Value
Speaker:11:25 am -12:10pm
Speaker: -
Lunch with Experts
Roundtable Topics:12:10 pm - 1:10 pm
Roundtable Topics: -
Financing an ESOP
Speaker:1:20-2:05 pm
Speaker: -
Fiduciary Responsibilities
Speaker:2:15-3:00 pm
Speaker: -
Coffee Break
3:00 pm - 3:15 pm
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1042 Rollover
Speaker:3:25 pm - 4:00 pm
Speaker: -
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 San Diego, at the gorgeous Hotel Republic - an Autograph Collection 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 03/15 | Before 04/30 | Before 07/01 | Before 07/13 | |
| Member | $345 | $395 | $425 | $450 |
| Non-Member | $445 | $525 | $585 | $615 |
Cancellation Policy
You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until June 6, 2025, at 12 am. After June 6th, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until July 1, 2025, at 12 am. After July 1, 2025, no refunds or credits will be given.
Location
421 W B St.
San Diego, CA 92101-3501
Phone: +1 (619) 398-3100
Email: info@hotelrepublicsd.com
Reservation Details
The Hotel Republic San Diego, Autograph Collection enviably sits at the unique intersection of clubby and casual -- a distinctive downtown address radiating a relaxed vibe. Prestigious, yet not pretentious, the wonderfully vibrant Hotel Republic warmly extends a Southern California welcome to guests who crave that all too rare sense of belonging to complement their confident, sociable, and accomplished standards.
At the heart of the newly defined Civic Zone – enhanced by a magnificent, just-arrived courthouse and punctuated by Hotel Republic’s flag – this is the address of an updated, independent vibe at the center of San Diego’s downtown.
Hotel Republic proudly represents “San Diego, Served.”
Reserve your room by June 23rd, 2025, to lock in your accommodations within our exclusive room block.
If any guests that would like to come before or after the contracted dates, please email: eventhelp@nceo.org so we can put you in touch with the hotel. Please note: there is a $25/night destination fee on top of the $289/night room rate. Your destination fee includes: $25 daily F&B credit, enhanced wifi, yoga with pressed juice, and bike rental for (2).
BOOKING LINK
Check out sandiego.org for activities and nearby attractions
🌟 Call for Speakers: Shaping the Future of ESOPs 🌟
Join NCEO and prospective ESOP companies in Summer 2025 for our event, Is an ESOP Right for You? We're seeking thought leaders, innovators, and experts in employee ownership to share their insights and inspire change. Speaking at this event enhances your visibility, expands your brand, and connects you with like-minded professionals.
Whether you're an advocate, consultant, or entrepreneur, submit your proposal to help drive the future of employee-owned businesses. Proposals are due by March 14, 2025.
All selected speakers will present one formal 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.
Read through the speaker guidelines below for desired topics.
Submit Your Proposal by March 14, 2025
Speaker Guidelines & Topics
Sponsor Prospectus - July 2025 | San Diego, CA
Become a Catalyst for Business Transformation Through the Power of ESOPs
Click the link to secure your sponsorship today! Check out our expanded opportunities to be a part of the NCEO's flagship feasibility event!
If you have any questions about a branding partnership for this event, please reach out to Megan Bonwell, mbonwell@nceo.org, 510-208-1319.
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 San Diego, CA this July. 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.
Sponsors
