Strategic Planning for Your ESOP
Register for one, two, or all three days of this seminar
October 24, 2013 :: Minneapolis, MN
About This MeetingMore and more companies are acquiring other companies. There are a variety of ways to structure these transactions to make sure they work for you and your employee owners. Like any ESOP transaction, they involve important legal, fiduciary, financial, valuation, and cultural issues. This seminar is strictly educational speakers focus on the issues, not selling their services. Attendees will have ample opportunity to interact with other attendees and work with experts in small group discussions.
From Our Meeting Series The ESOP Symposium: Ownership Solutions for Established ESOPsYou will be able to register for any combination of days and/or tracks for this 3-day seminar:
- Handling the ESOP Repurchase Obligation (Oct 22, 2013)
- Challenges and Solutions for Mature ESOP Companies (Oct 23, 2013)
- Strategic Planning for Your ESOP (Oct 24, 2013)
- Effective Boards of Directors: Best Practices in Governing an ESOP Company (Oct 22, 2013)
- Executive Compensation in ESOP Companies (Oct 23, 2013)
- Fiduciary Issues for Internal ESOP Fiduciaries (Oct 24, 2013)
|9:00 AM||Welcome and Introduction |
Loren Rodgers, National Center for Employee Ownership
|9:15 AM||Elements of Strategic Planning and How They Affect Each Other in an ESOP Context |
Matthew R.Schubring, Chartwell Capital Solutions
|10:00 AM||Structuring an Acquisition with an ESOP |
James Steiker, SES Advisors, Inc.
|11:00 AM|| Buying Out the Owner in Stages |
David R. Johanson, Jackson Lewis LLP
|11:45 AM||Table Talks - Roundtable Discussion Groups|
|12:30 PM||Lunch with the Experts|
|1:30 PM|| Valuation and Financing Concerns |
Steve Nelson, Chartwell Capital Solutions
|2:15 PM||Fiduciary Issues |
Neil M. Brozen, BTC ESOP Services,Bankers Trust Company
|3:15 PM||Leadership Succession |
|3:45 PM||Involving Employees in Strategic Planning |
Neil M. Brozen
David R. Johanson
Matthew R. Schubring
Meeting SiteThe meeting will be held at the Hilton Minneapolis, located at 1001 Marquette Avenue, Minneapolis, MN 55403. Sleeping rooms for our group are available at a special rate of $189. To make a reservation please call the hotel directly at 612-376-1000 by September 23, 2013. Please mention the National Center for Employee Ownership (NCEO) when making your reservation..
NCEO members: $195.00 for the first person and $170.00 for each additional person through September 23; $245.00 for the first person and $220.00 for each additional person thereafter. (If you are not an NCEO member but join when you register, you will receive the member price.)
Nonmembers: $265.00 for the first person and $240.00 for each additional person through September 23; $315.00 for the first person and $290.00 for each additional person thereafter.
Continuing Education Credit
CPE CreditThe 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
This program is a "group-live" offering and provides 6.50 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 CreditThe use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for re-certification credit.
This program has been approved for 5.00 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.
A full refund will be issued, less a $50 administrative fee, if the request is received by the close of business on September 23, 2013. Cancellations made after that date and before our guarantee date of October 16, 2013, 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.