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IN-PERSON MEETING
Is an ESOP Right for You?
September 28–29, 2010 :: Arlington Heights, IL
From Our Meeting Series Live Seminars
This traditional learning format brings you face-to-face with our expert presenters. Our seminars provide ample opportunity for attendees to ask questions and interact with others.About This Meeting
This day-and-a-half program brings together leading experts from around the country to provide a practical, step-by-step guide to determining the best way to provide for business transition through some form of employee ownership, including a tax-favored employee stock ownership plan (ESOP) and direct sales to employees. We will also briefly explore other ways to sell a business. The session is strictly educational; speakers focus on the issues, not on selling you on their services. You'll also have ample opportunity to talk with other attendees and to work through individual concerns one-on-one with experts.What You'll Learn at This Seminar
* How to assess whether an ESOP or a direct employee buyout works for you financially
* How to finance if it does
* How to make choices about allocation, vesting, distribution, and voting rules
* What to do with the proceeds from a sale
* Critical legal, valuation, and plan administration concerns
* Moving from sharing ownership to an ownership culture
Registration
NCEO members: $275.00 per person through September 8 and $310.00 thereafter. (If you are not an NCEO member but join when you register, you will receive the member price.)
Nonmembers: $345.00 per person through September 8 and $380.00 thereafter.
This meeting is not yet open for registration. Please check back in the future.
Cancellation Policy
A full refund will be issued, less a $50 administrative fee, if the request is received by the close of business on September 8, 2010. Cancellations made after that date and before our guarantee date of September 23, 2010, will be eligible for credit toward another program, minus a $50 administrative fee. Those canceling on or after the guarantee date will not receive a paper credit or a refund.
Meeting Site
The meeting will be held at the DoubleTree Hotel Chicago - Arlington Heights, located at 75 West Algonquin Road, Arlington Heights, IL 60005. Sleeping rooms are available for our group at a special rate of $109. To make a reservation please call the hotel directly at 847-364-7600 before September 8, 2010.Continuing Education Credit
CPE Credit
The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue, Nashville, TN 37219-2417.This program is a "group-live" offering and provides 8.50 hours of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.
HRCI Recertification Credit
This program has been approved for 8.75 hours of recertification credit hours toward PHR and SPHR re-certification through the Human Resource Certification Institute (HRCI). For more information about certification or re-certification, please visit the HRCI home page at www.hrci.org.