Preconference Sessions
Employee Ownership Conference
Seattle, WA April 24-26, 2013
(preconference on April 23)
Westin Hotel Downtown Seattle
These half-day preconference sessions offer an in-depth study of specific topics and an opportunity to interact for a longer period of time with the presenters. Session 1 covers compensation issues for both executives and staff, and Session 2 is about issues and solutions for internal fiduciaries in employee-owned companies. Both preconference sessions include time for table-talk discussions and problem-solving in small groups.
The preconference sessions run concurrently beginning at 1 pm in the afternoon on April 23, the day before the main conference begins. You must select either Session 1 or Session 2. Separate registration is required, as discussed at the bottom of this page.
Preconference Session 1: Compensation Issues for Privately Held Companies
This half-day session will provide both an overview of issues and examples of best practices and decision-making strategies as well as examining many different forms of compensation in privately held companies. Build effective base and incentive pay systems for everyone at your company, including executives.
Session Leader: Jenny Briggs, New Belgium Brewing
Tuesday, April 23
1:00-2:20
Key Issues in Executive Compensation
A. Forms of Executive Compensation
Daniel N. Janich, Greensfelder, Hemker & Gale, P.C.
B. Best Practices in Executive Compensation
Michael A. Coffey, Corporate Capital Resources, LLC
2:20-3:00
Employee-Owned Companies & the New Health Care Law
Jerry Ripperger, Principal Financial Group
3:00-3:15
Afternoon Break
3:15-4:45
Key Issues in Staff Compensation
A. How to determine base pay
Jenny Briggs, New Belgium Brewing Co.
B. Incentive pay strategies
Rich Armstrong, The Great Game of Business
C. Innovative Techniques and Benefits
Jerry Ripperger, Principal Financial Group
4:45-5:00
Wrap-Up
Preconference Session 2: Issues and Solutions for Internal Fiduciaries in Employee-Owned Companies
Sponsored by Columbia Financial Advisors
Session Leader: Arlene Ashcraft, Columbia Financial AdvisorsThis half-day session is designed for non-professional ESOP fiduciaries. The session begins with an overview of key issues, including the selection and training of trustees, core duties, and how to review the valuation report. The largest part of the session centers on scenarios that inside fiduciaries should be prepared to deal with. Topics will include a possible flawed valuation, executive compensation, have/have-not, administration errors, and acquisition offers. Panelists will work with participants in small groups to help them develop appropriate responses.
Tuesday, April 23
1:00-2:00
Who Should Serve as an Internal Trustee and How do You Select and Train Them?
Tabitha Croscut, Steiker, Fischer, Edwards & Greenapple, P.C.
What are the Duties of an Internal Trustee?
Patrick DeCraene, GreatBanc Trust
How Should Internal Fiduciaries Review the Appraisal Report?
Arlene Ashcraft, Columbia Financial Advisors
What is the Responsibility of an Internal Trustee as a Shareholder?
Sharon B. Hearn, Krieg DeVault LLP
2:00-3:15
Scenario Panel Part One
Arlene Ashcraft, Tabitha Croscut, Patrick DeCraene, Sharon B. Hearn
What Do You Do if the Appraisal Report is Lacking?
What to Do if the Trustee Thinks Executive Pay is Too High or Poorly Structured?
How Should Trustees Respond to Proposals to Segregate, Re-balance, or Otherwise Change Internal Share Allocations?
3:15-3:30
Afternoon Break
3:30-4:45
Scenario Panel Part Two
Arlene Ashcraft, Tabitha Croscut, Patrick DeCraene, Sharon B. Hearn
What Should Trustees Do if They Discover That Errors Have Been Made in Plan Operations?
Other Questions as They Arise
4:45-5:00
Wrap Up
