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NCEO Webinars and In-Person Meetings

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• In-Person Meetings
• Live Webinars
• Webinar Replays

For program details, please click the meeting name in question.

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 Features That Support Ownership Culture (Chicago, IL; Oct 26, 2010)
• Creating a Company of Owners (Chicago, IL; Oct 27, 2010)

2010 Summer ESOP 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)

Introductory Topics

• ESOP Overview (Aug 5, 2010)

Ongoing ESOP Issues

• Communicating the Valuation Process to Employees (Aug 3, 2010)

Ownership Culture

• Revitalizing Your Ownership Culture (Aug 10, 2010)

2010 Fall ESOP Webinars

These Webinars are free for NCEO members. Registration is by track. To register for the Fall 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 - Employee Involvement and Communication (Dec 15, 2010)

Introductory Topics

• Answers to the Most Frequently Asked ESOP Questions (Sep 1, 2010)
• S Corporation ESOPs - Legal Issues (Nov 16, 2010)
• S Corporation ESOPs - Administrative Issues for S Corporation ESOPs (Nov 17, 2010)
• S Corporation ESOPs - Valuation Issues (Nov 18, 2010)
• ESOP Feasibility (Dec 7, 2010)
• What You Need to Know as an Internal ESOP Fiduciary (Dec 9, 2010)

Ongoing ESOP Issues

• Don't Do That With Your ESOP (Sep 14, 2010)
• Fiduciary Implications of Stock Drop Lawsuits in 401Ks and ESOPs (Sep 16, 2010)
• Using ESOPs as an Acquisition Strategy (Sep 23, 2010)
• ESOP Distribution Polcies (Oct 12, 2010)
• Running an Effective Board (Oct 14, 2010)
• Handling the Repurchase Obligation - Legal (Nov 30, 2010)
• Handling the Repurchase Obligation - Planning (Dec 1, 2010)
• Handling the Repurchase Obligation - Valuation (Dec 2, 2010)

Ownership Culture

• Incentive Plans that Support Employee Ownership (Sep 21, 2010)
• Communicating Your ESOP (Nov 5, 2010)

Webinar Replays

NCEO Webinar replays are the recorded version of our live ESOP 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 Systems
• ESOP Company Case Studies: Structuring the Transaction

Introductory Topics

• ESOP Feasibility
• ESOP Overview
• ESOPs as a Business Transition Tool
• Orientation to ESOPs: The Basics
• S Corporation ESOPs - Administrative Issues
• S Corporation ESOPs - Legal Issues
• S Corporation ESOPs - Valuation Issues
• The Rollout: Introducing a New ESOP to Employees
• Using ESOPs as an Acquisition Strategy
• What You Need to Know as an Internal ESOP Fiduciary

Ongoing ESOP Issues

• Advanced ESOP Valuation Issues
• Best Practices for Other Retirement Plans When You Have an ESOP
• Business Literacy
• 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 Issues
• Navigating the 409A Deferred Compensation Plan Rules
• Running an Effective Board
• Second-Stage ESOP Transactions
• Sustainable Leadership
• Valuation Challenges for Ongoing ESOPs

Ownership Culture

• An Ownership Tale
• Communicating Your ESOP
• Don't Do That With Your ESOP
• Effective ESOP Commitees
• Incentive Plans that Support Employee Ownership
• Marketing Tools and Employee Ownership
• Measuring and Managing Ownership Culture
• Meet the Innovations Award Winners
• Minimizing Cynicism
• Revitalizing Your Ownership Culture

Equity Compensation Webinars

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

• Accounting 202: Liability, Performance Awards, and Non-employee Accounting (Aug 25, 2010)
• Equity Compensation Approaches for Small Companies (Sep 14, 2010)
• Liquidity in Private Companies (Oct 12, 2010)
• Creating an Ownership Culture or Why Nobody Washes a Rented Car (Nov 9, 2010)
• Equity Compensation Approaches for Small Companies (Dec 15, 2010)

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Meeting Types

We offer three 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 (recordings of past Webinars you can view at any time; ESOP Webinar replays are available for purchase here, while equity compensation Webinars are archived in the members' area)

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.