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ESOPs :: Equity Compensation :: Ownership Culture :: Annual Conference

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Employee Stock Ownership Plans (ESOPs)

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ESOP Governance Meetings

Register for one, two, or all three of these back-to-back seminars.

• Fiduciary Issues for Internal ESOP Trustees (San Francisco, CA; May 25, 2010)
• Effective Boards of Directors: Best Practices in Governing an ESOP Company (San Francisco, CA; May 26, 2010)
• Executive Compensation in ESOP Companies (San Francisco, CA; May 27, 2010)

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.

• Is an ESOP Right for You? (Arlington Heights, IL; Sep 28, 2010–Sep 29, 2010)

The ESOP Company Symposium

Register for one, two, or all three days of these back-to-back seminars.

• Handling the ESOP Repurchase Obligation (Philadelphia, PA; Oct 19, 2010)
• Challenges and Solutions for Mature ESOP Companies (Philadelphia, PA; Oct 20, 2010)
• Strategic Planning for Your ESOP (Philadelphia, PA; Oct 21, 2010)

Get the Most Out of Your ESOP

Participants can attend one, two, or all three days of these back-to-back seminars on ownership culture in an ESOP company.

• Effective ESOP Communications (Chicago, IL; Oct 25, 2010)
• Plan Design and Ownership Culture (Chicago, IL; Oct 26, 2010)
• Creating a Company of Owners (Chicago, IL; Oct 27, 2010)

2010 Spring Webinars

These Webinars are free for NCEO members. Registration is by track. To register for the Webinar tracks listed below go to the Members' Area of our Web site (username and password required).

ESOP Company Case Studies

• ESOP Company Case Studies (Apr 8, 2010)

Introductory Topics

• ESOPs as a Business Transition Tool (Mar 30, 2010)
• ESOP Feasibility (Apr 1, 2010)
• What You Need to Know as an Internal ESOP Fiduciary (May 4, 2010)
• S Corporation ESOPs - Legal Isses (May 18, 2010)
• S Corporation ESOPs - Administrative Issues (May 19, 2010)
• S Corporation ESOPs - Valuation Issues (May 20, 2010)

Ongoing ESOP Issues

• Best Practices for Other Retirement Plans When You Have an ESOP (Mar 16, 2010)
• Executive Compensation for ESOP Companies (Mar 18, 2010)
• Business Literacy (Apr 7, 2010)
• Handling the Repurchase Obligation - Legal Issues (Jun 1, 2010)
• Handling the Repurchase Obligation - Planning Issues (Jun 2, 2010)
• Handling the Repurchase Obligation - How Repurchase Affects Valuation (Jun 3, 2010)

Webinar Replays

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the Internet.

ESOP Company Case Studies

• An ESOP Company Case Study: Employee Involvement and Communication
• ESOP Company Case Studies: Open-Book Management and Incentive Plans
• ESOP Company Case Studies: Structuring the Transaction

Introductory Topics

• Administrative Issues for S Corporation ESOPs
• Communicating the Valuation Process to Employees
• ESOP Basics
• ESOP Feasibility
• ESOP Overview
• ESOPs as a Business Transition Tool
• Is an ESOP Right for You? The Basics
• Legal Issues Affecting S Corporation ESOPs
• Orientation to ESOPs: The Basics
• The Rollout: Introducing a New ESOP to Employees
• Using ESOPs as an Acquisition Strategy
• Valuation for S Corporation ESOPs
• What You Need to Know as an Internal ESOP Fiduciary

Ongoing ESOP Issues

• Advanced ESOP Valuation Issues
• Advanced ESOP Valuation: Special Topics
• Best Practices for Other Retirement Plans When You Have an ESOP
• Communicating Valuation
• Dealing with Down Times in an ESOP Company
• ESOP Accounting: Financial Reporting by ESOPs
• ESOP Accounting: Financial Reporting by Plan Sponsors
• Executive Compensation for ESOP Companies
• Fiduciary Implications of Stock Drop Lawsuits in 401(k)s and ESOPs
• Handling the Repurchase Obligation - Legal Issues
• Handling the Repurchase Obligation - Planning for the Repurchase Obligation
• How the Repurchase Obligation Affects Valuation
• Navigating the 409A Deferred Compensation Plan Rules
• Planning for the Repurchase Obligation
• Running an Effective Board
• Second-Stage ESOP Transactions
• Sustainable Leadership
• Valuation Challenges for Ongoing ESOPs

Ownership Culture

• A Company of Entrepreneurs: Getting Employees Involved
• An Ownership Tale
• Building Trust in an Employee-Owned Company
• Business Literacy
• Communicating Your ESOP
• Don't Do That With Your ESOP
• Effective ESOP Commitees
• Incentive Plans that Support Employee Ownership
• Learn From Failures: The Dark Side of ESOPs
• Marketing Tools and Employee Ownership
• Measuring and Managing Ownership Culture
• Meet an Innovations Award Winner
• Minimizing Cynicism
• Revitalizing Your Ownership Culture
• The NCEO ESOP Communications Power Point Template

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Equity Compensation Plans

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Equity Compensation Conference Call Educational Forums

Participate in interactive conferences with experienced administrators and other experts. Free for NCEO members.

• Net Settlement for Option Exercises (Mar 24, 2010)

Webinar Replays

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the Internet.

Ongoing ESOP Issues

• Navigating the 409A Deferred Compensation Plan Rules

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Ownership Culture

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Get the Most Out of Your ESOP

Participants can attend one, two, or all three days of these back-to-back seminars on ownership culture in an ESOP company.

• Effective ESOP Communications (Chicago, IL; Oct 25, 2010)
• Plan Design and Ownership Culture (Chicago, IL; Oct 26, 2010)
• Creating a Company of Owners (Chicago, IL; Oct 27, 2010)

Webinar Replays

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the Internet.

ESOP Company Case Studies

• An ESOP Company Case Study: Employee Involvement and Communication

General

• Jack Stack on a Stake in the Outcome

Ownership Culture

• A Company of Entrepreneurs: Getting Employees Involved
• Building Trust in an Employee-Owned Company
• Business Literacy
• Don't Do That With Your ESOP
• Effective ESOP Commitees
• Incentive Plans that Support Employee Ownership
• Learn From Failures: The Dark Side of ESOPs
• Marketing Tools and Employee Ownership
• Measuring and Managing Ownership Culture
• Meet an Innovations Award Winner
• Minimizing Cynicism
• Revitalizing Your Ownership Culture
• The NCEO ESOP Communications Power Point Template

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Annual Conference

Our 2010 annual conference in Minneapolis (April 20-22) is now open for registration.

Meeting Types

We offer four types of meetings:

1. In-Person Meetings at locations around the U.S.
2. Live Webinars (Web-based seminars, free for NCEO members)
3. Webinar Replays (replays of Webinars you can buy and view at any time)
4. Conference Calls (telephone conference calls)

What People Say About Our Meetings

• » “No one has mastered the art of the Webinar better than the NCEO. All of my direct reports listen to each of them.”
• » “Good topics, good speakers, easy format, and the price is right. Thanks for the service!”
• » “Thank you for a very well done Webinar. The material was a great refresher and was well presented by all three speakers. I’ll do this again. The medium is fantastic!”
• » “I found these Webinars to be a great resource. It does not involve a full day of class, and you can do it in the office, which makes it easier to allocate the time.”
• » “I learn something from every ESOP Webinar, so please keep offering them. Thank you.”

The National Center for Employee Ownership (NCEO) · 1736 Franklin St., 8th Flr. · Oakland, CA 94612 · Phone (510) 208-1300 · Fax (510) 272-9510 · Web site http://www.nceo.org/ · Email: customerservice@nceo.org. All material on this site is © 2010 by NCEO.