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NCEO Seminars, Webinars, and Conferences

Seminars and Conferences (In Person)

This traditional learning format brings you face-to-face with our expert presenters. Our meetings include a networking luncheon and provide ample opportunity for attendees to ask questions and interact with both presenters and other attendees.

Annual Conference

The 2008 annual conference in Chicago was our biggest ever! Our 2009 conference will take place on April 22-24 at the Hilton Portland in Portland, Oregon. More information will be available in the fall.

Challenges and Solutions for Mature ESOP Companies

• Philadelphia, PA (May 7-8, 2008)

Effective Boards of Directors: Best Practices in Governing an ESOP Company

• Seattle, WA (June 9, 2008)

Fiduciary Issues for Inside ESOP Trustees

• Seattle, WA (June 10, 2008)

Watch for more information coming soon about the following meetings:

Acquisitions, Divestitures, and Second-Stage ESOP Transactions

• Denver, CO (October 2, 2008)

The ESOP Company Symposium

• Atlanta, GA (October 21-23, 2008)

Get the Most Out of Your ESOP

• Minneapolis, MN (October 27-29, 2008)

ESOP Feasibility

• Seattle, WA (November 5-6, 2008)

Equity Compensation Conference Call Educational Forums

Participate in interactive conference with experienced administrators. Free for NCEO members.

• Measuring Equity Compensation (March 17, 2008)

Webinars (Live Broadcast)

Listen and view the live broadcast of the Webinar, interact with presenters, ask questions--via the Internet and telephone conference call--from the convenience of your own desktop and phone. All times are Pacific time; please refer to the table below for the corresponding time in your time zone (the example time is 9:30 PST/PDT because most of our Webinars start then).

USA Time Zones
Pacific Standard/Daylight	Mountain Standard/Daylight	Central Standard/Daylight	Eastern Standard/Daylight
PST/PDT	MST/MDT	CST/CDT	EST/EDT
9:30 AM	10:30 AM	11:30 AM	12:30 PM

Please Note: All times are Pacific time (PDT). For example, if you are in the Mountain time zone, a 9:30 Webinar will start at 10:30 your time; in the Central time zone, at 11:30 your time; and in the Eastern time zone, at 12:30 your time.

New Registration Process!

We have made it even easier to sign up for our Webinars. Instead of signing up for individual Webinars, when you register for a track you will automatically be registered for every Webinar in that track during that season. You can register for one track or all three. You will be provided with directions to access the handouts for each session on our Web site as well one set of login instructions per track each season. Simply mark the dates of the Webinars you wish to attend on your calendar, and login in at the scheduled time. There is no need to advise us whether or not you plan to attend. To register, contact Seminar Director Colleen Kearney at 510-208-1311 or ckearney@nceo.org.

Registration for the spring Webinar season is now open. Registration for the summer Webinar season opens June 1, 2008, and the fall Webinar season opens July 1, 2008.

What People Are Saying

• "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!!"
• "We so appreciated the information presented in the Webinar we attended. This is such a convenient and effective way to get the additional ESOP training our ESOP committee needs."
• "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."
• "Great job by all speakers."
• "Thank you for a useful seminar!"
• "I learn something from every ESOP Webinar, so please keep offering them. Thank you."

Employee Stock Ownership Plans (ESOPs)

All live ESOP Webinars listed below are free for NCEO members. Details will be forthcoming.

Spring Webinars

Introductory Topics

• 5/20, 5/21, 5/22/2008: S Corporation ESOPs (3 parts)
• 5/28/2008: Executive Compensation for ESOP Companies
• 5/29/2008: Using ESOPs as an Acquisition Strategy
• 6/10/2008: Is an ESOP Right for You? The Basics
• 6/12/2008: Is an ESOP Right for You? Finance, Valuation, and Culture

Ongoing ESOP Issues

• 6/3/2008: What You Need to Know as an Internal ESOP Fiduciary
• 6/5/2008: Navigating the 409A Deferred Compensation Plan Rules
• 6/17, 6/18, 6/19/2008: Handling the Repurchase Obligation (3 parts)

ESOP Ownership Culture Issues

• 6/4/2008: Marketing Tools and Employee Ownership

Summer Webinars

Registration for the summer Webinar season opens June 1, 2008.

Introductory Topics

• 7/29/2008: ESOP Basics

Ongoing ESOP Issues

• 7/23/2008: Communicating the Valuation Process to Employees
• 8/5/2008: Advanced Valuation: Special Topics

ESOP Ownership Culture Issues

• 8/12/2008: Measuring and Managing Ownership Culture
• 8/19/2008: ESOP Committees (Part 2)

Fall Webinars

Registration for the fall Webinar season opens July 1, 2008.

Introductory Topics

• 9/4/2008: ESOPs as a Business Transition Tool
• 11/25/2008: Executive Compensation for ESOP Companies
• 12/9/2008: Is an ESOP Right for You? The Basics
• 12/10/2008: What You Need to Know as an Internal ESOP Fiduciary
• 12/11/2008: Is an ESOP Right for You? Finance, Valuation, and Culture
• 11/18, 11/19, 11/20/2008: S Corporation ESOPs (3 parts)

Ongoing ESOP Issues

• 9/18/2008: Advanced Valuation Issues
• 10/7/2008: Fiduciary Implications of Stock Drop Lawsuits in 401(k)s and ESOPs
• 12/2/2008: Using ESOPs as an Acquisition Strategy
• 12/4/2008: Navigating the 409A Deferred Compensation Plan
• 12/16, 12/17, 12/18/2008: Handling the Repurchase Obligation (3 parts)

ESOP Ownership Culture Issues

• 9/9/2008: Learn from Failures: The Dark Side of ESOPs
• 9/11/2008: Incentive Plans that Support Employee Ownership
• 9/16/2008: Minimizing Cynicism
• 9/25/2008: Communicating Your ESOP
• 10/15/2008: Running an Effective Board
• 11/5/2008: Building a Company of Entrepreneurs
• 11/12/2008: Marketing Tools

Webinar Replays

Purchase the recorded version of our live webinars. The Internet link provided allows access to the same content as the live broadcasts, whenever and as often as you like, on your desktop. (Please note, however that replays are not interactive. This format does not allow questions to the presenters.)

Employee Stock Ownership Plans (ESOPs)

• Accounting for ESOPs (Part 1)
• Accounting for ESOPs (Part 2)
• Building Trust in an Employee-Owned Company
• A Company of Entrepreneurs: Getting Employees Involved
• Advanced Valuation Issues
• Becoming a Best Place to Work
• Business Literacy
• Communicating the Valuation Process to Employees
• Communicating Your ESOP
• ESOP Committees (Part 1)
• ESOPs as a Business Transition Tool
• ESOP Valuation: From the Basics to Advanced Issues
• Executive Compensation for ESOP Companies
• Handling the ESOP Repurchase Obligation
• Incentive Plans That Support Employee Ownership
• Is an ESOP Right for You? The Basics
• Is an ESOP Right for You? Valuation, Finance, and Culture
• Learn from Failures: The Dark Side of ESOPs
• Measuring and Managing Ownership Culture
• Meet an Innovations Award Winner
• Minimizing Cynicism in Employee-Owned Companies
• Personnel Policies: Recruiting, Training, & Evaluating Employee Owners
• S Corporation ESOPs
• Second-Stage ESOP Transactions
• The NCEO ESOP Communications Power Point Template
• Using ESOPs as an Acquisition Strategy
• What You Need to Know as an Internal ESOP Fiduciary

Equity Compensation

• Equity Compensation for Closely Held Companies
• Navigating the 409A Deferred Compensation Plan Rules
• New Stock Valuation Requirements for Closely Held Companies Under the Deferred Compensation Plan Regulations
• Securities Law Requirements for Equity Compensation in Closely Held Companies

Other

• Making Your Company a Great Place to Work: Lessons from the Best Companies to Work For
• Jack Stack on a Stake in the Outcome

NCEO Audio Files

Hear leading ESOP company executives and management thinkers talk about ownership culture issues in our audio files.

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Copyright © 2008 by The National Center for Employee Ownership (NCEO) (phone 510/208-1300; email nceo@nceo.org; WWW http://www.nceo.org/). All rights reserved.