Program

Employee Ownership Conference

Denver, CO :: April 4–6, 2017 (preconference on April 3)

Preconference: Monday, April 3
1:00–5:00
Is an ESOP Right For Your Company ?

Requires separate registration. See the preconference page for details.

1:00–5:00
ESOP Basics for Employee Owners

Requires separate registration. See the preconference page for details.

1:00–5:00
Compensation Strategies for Employee-Owned Companies

Requires separate registration. See the preconference page for details.

1:00–5:00
Employee Engagement and Communication Issues in an Employee-Owned Company

Requires separate registration. See the preconference page for details.

1:00–5:00
Corporate Governance at ESOP Companies

Requires separate registration. See the preconference page for details.

4:30–7:15
Main Conference Pre-Events

4:30–6:30
Early On-Site Registration Open
Sheraton Downtown Denver, Concourse Level, Plaza Foyer, near Plaza Ballroom
5:15–7:15
Informal Conference Meet and Greet
Happy hour, no host bar and snacks sponsored by Menke & Associates, in the Sheraton lobby bar, 15|Fifty. Open to all conference attendees. Look for the 2017 Employee Ownership Conference sign and meet up with some of your fellow attendees.
Day One: Tuesday, April 4
8:00–5:00
Registration Open
8:00–10:30
Buffet Continental Breakfast
8:00–7:00
Exhibits Open
8:15–9:00
Orientation

Orientation for new attendees

9:00–10:15
Concurrent Sessions 1
9:00–10:15
E1Assessing the Feasibility of an ESOP
9:00–10:15
E1Valuation: What is it and How is it Done? Easy
9:00–10:15
E2Repurchase Obligation: Will it Hurt your Company?
9:00–10:15
E1A Guide to Reviewing the Accuracy of your ESOP Plan Administration
9:00–10:15
E2Warrants in ESOP Transactions - Accounting and Tax Considerations Advanced
9:00–10:15
E2How a Trustee Team Should Evaluate an ESOP Stock Purchase Transaction
9:00–10:15
E2Pension Plans as a Sustainability Tool for 100% ESOP Owned Companies
9:00–10:15
CCBasics of ESOP Communications (will repeat)
9:00–10:15
CCWorkshop: Smart Systems to Strengthen Ownership Culture
9:00–10:15
CCBringing Ownership to the Frontline: Using Continuous Improvement to Strengthen Your Ownership
9:00–10:15
LGLeadership Development Programs: Many Pathways to Success
9:00–10:15
LGManaging Corporate Risk on a Board Level
9:00–10:15
CBEquity Compensation Basics for ESOP Companies
10:30–11:45
Concurrent Sessions 2
10:30–11:45
E1ESOP Plan Design
10:30–11:45
E1Fundamentals of ESOP Repurchase Obligation (will repeat) Easy
10:30–11:45
E1S Corporation ESOPs
10:30–11:45
E2Private Equity, a Strategic Buyer, or an ESOP...How Should My Advisors Approach the Sale of My Company?
10:30–11:45
E2Should We Segregate the Accounts of Terminated Employees?
10:30–11:45
E2Funding Everyone's Future: Addressing the Competing Costs of Repurchase Obligations and Running Your Company
10:30–11:45
E2Negotiating Protections for the ESOP or Seller Related to Subsequent Events Advanced
10:30–11:45
CCIntroduction to Business Literacy and Open Book Management
10:30–11:45
CCWhat Motivates Employee Owners?(will repeat)
10:30–11:45
CCLeveraging Employee Ownership in Marketing and Recruitment
10:30–11:45
CCWhy Your Teams Are Not Working
10:30–11:45
LGYou're Not Doing That Thing You Think You're Doing
10:30–11:45
LGGovernance: What to Do With Your Cash: Repurchase, Growth, Preservation
10:30–11:45
CBManagement Compensation Strategies for ESOP Companies
12:00–1:30
Welcome Luncheon, Excellence in Ownership Awards, Opening General Session

Announcement of the Excellence in Ownership Award Winners/Sponsored by TEOCO
The State of Empoloyee Ownership: Loren Rodgers, NCEO

1:45–4:45
Continuous Afternoon Coffee

Sponsored by Comstock Advisors LLC

1:45–3:00
Concurrent Sessions 3
1:45–3:00
E1Is an ESOP Right for My Company?
1:45–3:00
E1From Feasibility to Funding: The Who, Why, What, and How
1:45–3:00
E1The ESOP's Role in Business Succession and Estate Planning
1:45–3:00
E2Red Flags - How Can You Tell if You Need to Reevaluate Your Service Providers?
1:45–3:00
E2Case Study - The Sale of a Private Equity Portfolio Company to an ESOP
1:45–3:00
E2Advanced Innovative Structural Issues in ESOP Leveraged Buyouts Advanced
1:45–3:00
E2Unique ESOP Issues for Professional Service Companies
1:45–3:00
E2Department of Labor Investigations: What to Expect and How to Prepare
1:45–3:00
CCCommunicating the "Now" of Employee Ownership
1:45–3:00
CCUsing Employee Surveys to Improve Your Ownership Culture
1:45–3:00
CCBuilding an ESOP Committee that Will Last
1:45–3:00
LGIs Benefit Corporation Adoption Right for my ESOP?
1:45–3:00
LGStrategic Planning in an Ownership Setting
1:45–3:00
CBPay for Performance: Creating Effective Executive Incentives
3:00–3:30
Afternoon Food and Beverage Break
3:30–4:45
Concurrent Sessions 4
3:30–4:45
E1Understanding the Basics of ESOP Fiduciary Issues
3:30–4:45
E1The Profit Sharing/EIAP Plan Alternative
3:30–4:45
E1Following the Cash Through the Life of an ESOP
3:30–4:45
E1E2Legal & Regulatory Update
3:30–4:45
E2EBSA Investigations: Common Violations and Tips to Avoid Them
3:30–4:45
E2From Year-End to Valuation to Administration: Practical Guidance
3:30–4:45
E2409(p): What Companies Need to Know
3:30–4:45
E2Advanced Section 1042 Issues and Solutions
3:30–4:45
CCHow Tina Fey's Rules for Improv Can Improve Your Culture and Business (will repeat)
3:30–4:45
CCFostering Authentic Employee Engagement with Deming Management
3:30–4:45
CCHands-On Workshop on Communication
3:30–4:45
LGUpdate from Washington: Politics and Policies in the New Environment
3:30–4:45
LGBest Practices When the Board is in Conflict or Crisis
3:30–4:45
CBCreate the Perfect Fit-Incentive Plans for Your Company
5:00–7:00
Opening Cocktail Reception

Sponsored by over 80 companies and firms
Special thanks to beverage sponsor McDermott, Will & Emery
& hors d'oeuvres sponsor, Eide Bailly, LLP

Day Two: Wednesday, April 5
7:45–5:00
Registration and Exhibits Open
7:45–9:00
Buffet Continental Breakfast
7:45–8:45
Expert One-on-One Appointments Group 1

Sign up in advance near registration desk

8:00–8:50
Informal Breakfast Discussion Roundtables
8:50–10:00
General Session: Announcements, Video Presentation & Keynote Panel

Winners from the Power of Employee Ownership Video Contest
Keynote Panel: David vs.Goliath: Employee Ownership as a Competitive Advantage When Your Company is Not a Corporate Giant

10:15–11:00
Concurrent Sessions 5 : Compact Sessions
10:15–11:00
E1Employee Ownership Trusts
10:15–11:00
E1Diversification: A Case Study
10:15–11:00
E1Issues for ESOPs at Small Companies
10:15–11:00
E2ESOP Trends in the Market Place
10:15–11:00
E2What to Do When You Find a Mistake With Your ESOP
10:15–11:00
E2The Impact of Plan Design on Allocations in an ESOP
10:15–11:00
CCShort Term Incentives to Support Your Ownership Culture: Engaging Employees with the Great Game of Business & MiniGames (Part 1)
10:15–11:00
CCFollow Us: Social Media 101 for ESOPs
10:15–11:00
CCEmployee Engagement: The Secret to Our Success
10:15–11:00
CCEmployee Ownership Case Study
10:15–11:00
LGEyes Wide Open: How to Make Smart Leadership Succession Decisions in an Ownership Setting
10:15–11:00
CBHR Practices that Support Employee Ownership
11:15–12:00
Concurrent Sessions 6 : Compact Sessions
11:15–12:00
E1ESOP Rules for Non-Managers Easy
11:15–12:00
E1International ESOPs
11:15–12:00
E2Accounting for ESOPs
11:15–12:00
E2The Internal Trustee's Review of the Annual Valuation Report
11:15–12:00
E2Managing an ESOP Termination
11:15–12:00
CCShort term Incentives to Support Your Ownership Culture: Engaging Employees with the Great Game of Business & MiniGames (Part 2)
11:15–12:00
CCLeadership's Greatest Challenge
11:15–12:00
CCThe Cyber Landscape and Your Culture of Security
11:15–12:00
CCCommunications in a Distributed Workforce
11:15–12:00
LGThe "ESOPerative": How Cooperative Governance Can Make Your ESOP Stronger
11:15–12:00
LGChanges in Business Conditions: An ESOP Perspective
11:15–12:00
CBA Stake in the Outcome: Designing a Great Bonus Program
12:15–1:15
Lunch with Optional Expert Roundtable Discussions

Over 60 tables will feature discussion topics led by experts. Forty-five tables reserved for your own discussions or casual conversations.

12:15–1:15
ESOP Emerging Leaders Luncheon

Open to attendees 39 years of age and under, or those with 5 years or less of experience in this field. Seating limited, advance registration required.

1:30–4:45
Continuous Afternoon Coffee

Sponsored by Crowe Horwath

1:30–2:45
Concurrent Sessions 7
1:30–2:45
E1How a 78 Year-Old Family Business Became 100% Employee-Owned
1:30–2:45
E2ESOP Transaction Professionals Forum Advanced
1:30–2:45
E2Repurchase Obligations: Valuation and Financing Issues
1:30–2:45
E2The Journey From Internal Trustee to Institutional Trustee
1:30–2:45
E2Using ESOPs to Structure Acquisitions and Divestitures in an Uncertain Economy
1:30–2:45
CCMeetings Matter: How to Lead Effective Meetings
1:30–2:45
CCMaking Your ESOP Great - The Rollout for New and Existing ESOPs
1:30–2:45
CCPopcorn Session on Ownership Culture
1:30–2:45
LGGrowing the Community: State Centers, Volunteering, and How You Can Get Involved
1:30–2:45
LGStrategic Planning for Mature ESOP Companies
1:30–2:45
CBHow ESOP Companies Use Their Equity Value to Sustain Long Term Employee Ownership
2:45–3:15
Afternoon Food and Beverage Break
3:15–4:30
Concurrent Sessions 8
3:15–4:30
E1Debt Markets for ESOPs
3:15–4:30
E1C Corporation vs. S Corporation ESOPs: How, When, and For Whom do They Work Best?
3:15–4:30
E1Protecting Yourself from Legal Problems: Audits, Lawsuits, & Insurance Issues
3:15–4:30
E2Workshop for Internal Trustees
3:15–4:30
E2Second Stage ESOP Transactions
3:15–4:30
E2When Should You Think About Selling Your ESOP Company?
3:15–4:30
CCTips for Communicating Share Value to Employees
3:15–4:30
CCEducating and Engaging Ideas from Braun Intertec
3:15–4:30
CCBasics of ESOP Communication (repeat session)
3:15–4:30
CCHow to Quickly Measure Your Employee's Satisfaction
3:15–4:30
LGBest Practices for Board Recruitment and Composition
3:15–4:30
LGHow to Use Portfolio Risk Management Techniques to Help Protect the ESOP Retirement Savings of Your Employees
3:15–4:30
CBA Trustee's Perspective on Executive Compensation
4:40–6:00
Expert One-on-One Appointments Group 2

Sign up in advance near the registration desk

6:30
Evening Events

Evening on your own, or attend organized NCEO optional outing, TBA

Day Three: Thursday, April 6
7:30–10:30
Registration and Exhibits Open
7:30–9:00
Buffet Continental Breakfast
7:30–8:30
Expert One-on-One Appointments Group 3
7:30–8:30
Informal Breakfast Discussion Roundtables
8:30–9:00
Closing General Session and Announcements
9:15–10:30
Concurrent Sessions 9
9:15–10:30
E1A Diligent Process for Reviewing ESOP Transactions
9:15–10:30
E1ESOP Diversification Requirements
9:15–10:30
E1Fundamentals of ESOP Repurchase Obligation (repeat session) Easy
9:15–10:30
E2Telling the Story: A New Approach to Introducing ESOPs to Business Owners
9:15–10:30
E2The Antioch Company ESOP: Teachings From a Complex ESOP Litigation Case Advanced
9:15–10:30
E2What's the Difference? How Internal and External Trustees Do Their Jobs
9:15–10:30
E2What Changes With Your Benefit Plan When You Have an ESOP?
9:15–10:30
E2ESOPs as a Preferred Buyer: Differentiating Your ESOP Company From Other Potential Buyers
9:15–10:30
CCHands-On Workshop on ESOP Communication Committees
9:15–10:30
CCA Practical Approach to Building an Ownership Culture
9:15–10:30
CCEngaging the Hard to Engage
9:15–10:30
LGStrengthening Your Company Through Diversity
9:15–10:30
LGInterviewing and Evaluating ESOP Leadership Candidates
9:15–10:30
CBProviding Employee Benefits in an ESOP: Can Your Benefits be Too High?
10:45–12:00
Concurrent Sessions 10
10:45–12:00
E1The Annual Update Process
10:45–12:00
E1ESOP Valuation
10:45–12:00
E2Insurance and Indemnification Programs for ESOPs: Managing Your Risk
10:45–12:00
E2We're "Mile High" on Acquisitions - Precision, Inc.'s Process for Analyzing and Making Strategic Acquisitions
10:45–12:00
E2Holistic Planning: Integrating Repurchase Obligation into Ongoing Financial Forecasting
10:45–12:00
E2Utilizing Third Party Capital in Existing ESOPs
10:45–12:00
CCBuild a "One Team" Culture Through Employee Recognition
10:45–12:00
CCHow Tina Fey's Rules For Improv Can Improve Your Culture and Business (repeat session)
10:45–12:00
CCWhat Motivates Employee Owners? (repeat session)
10:45–12:00
CCHow to Humanize Your ESOP
10:45–12:00
LGRedefining Business Success: The Evergreen Movement
12:00
Conference Adjourns

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