Is an ESOP Right for You?
October 16, 2013 :: Clayton (St. Louis), MO
About This MeetingThis one-day meeting brings together leading experts from around the country to provide a practical, step by step guide to determine if an ESOP will work for you, if it does, how to set it up to make it work. This seminar will discuss;
- determine whether an ESOP is a good fit for your company
- how to finance an ESOP
- how to make choices about allocation, vesting, distribution, and voting rules
- critical legal, valuation, and plan administration concerns
- ways to build a stronger ownership culture
From Our Meeting Series ESOPs: Feasibility & Best Practices for S Corporation ESOPsRegister for one or both days of these back-to-back seminars:
Is an ESOP Right for You? (Clayton (St. Louis), MO; Oct 16, 2013)
Best Practices for S Corporation ESOPs (Clayton (St. Louis), MO; Oct 17, 2013)
|9:00 AM||Welcome and Introduction |
Loren Rodgers, NCEO
|9:30 AM||ESOP Transaction Structures |
James Steiker, SES Advisors, Inc.
|10:15 AM||Assessing ESOP Feasibility |
Owen Schmidt, Principal Financial Group
|11:15 AM||Table Talks - Roundtable Discussion Groups|
|1:00 PM|| Designing an ESOP |
Bryan Golden, Private Capital Corporation
|1:45 PM||Determining Stock Value |
David Burdette, Prairie Capital Advisors, Inc.
|2:30 PM|| Financing an ESOP |
Will Bloom, Chartwell Capital Solutions
|3:30 PM||Legal & Fiduciary Issues |
Jamie Kwiatek, Polsinelli Shugart
|4:15 PM||An ESOP Company Perspective |
|4:45 PM||Table Talks - Roundtable Discussion Groups|
David P. Burdette
Bryan J. Golden
Jamie Zveitel Kwiatek
Meeting SiteThe meeting will be held at Crown Plaza,located at 7750 Carondelet Avenue, Clayton, MO. Sleeping rooms rates for our group are available at a special rate of $129. Please call the hotel directly at 314-726-5400 by September 24, 2013. Please mention the National Center for Employee Ownership (NCEO) when making your reservation. Or, you may make your reservation online at www.cpclayton.com and entering group code EOZ.
NCEO members: $195.00 for the first person and $170.00 for each additional person through September 24; $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 24; $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 7.50 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.
IRS CreditThe National Center for Employee Ownership (NCEO) is registered with the IRS as an approved provider of continuing education credit. This program provides 3.00 hours of IRS credit for Enrolled Retirement Plan Agents. Programs listed in other areas of our Web site are not approved for continuing education credit for Enrolled Retirement Plan Agents. Attendees must provide a PTIN with their registration in order to obtain IRS CE credit. Continuting education credit is not mandatory for tax return preparers.
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 5.50 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 24, 2013. Cancellations made after that date and before our guarantee date of October 10, 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.