Preconference Sessions

Employee Ownership Conference

Minneapolis, MN :: April 21–23, 2020 (preconference on April 20)

Preconference session

Join us on Monday, April 8, for the NCEO Annual Conference Preconference. These half-day sessions (two in the morning and three in the afternoon) allow you to explore specialized topics in depth.

Each preconference session requires a separate registration and has an associated cost not included in the main conference registration. You need not register for the main conference to attend a preconference session. Because the sessions are held simultaneously, you can only sign up for and attend one morning and/or one afternoon session.

Preconference Morning Sessions: Monday, April 8
Two of the five offered preconference sessions will take place in the morning. Each intensive session is 4 hours long, with a mid-morning break.
7:15–1:30
Preconference Registration Open

Open for preconference attendees only

8:00–12:00
Making Your ESOP Sustainable for the Long Term

Sponsored by Chartwell
Sustainability has become one of the most talked-about ESOP issues. Much of the discussion on sustainability focuses on the repurchase obligation, a critical issue, but sustainability also is about culture, strategy, communication, leadership development, and governance. This half-day session will focus on all these topics to help companies thrive over the long term.

9:45–10:00
Morning Break
8:00–12:00
Communication Tips and Tools for ESOP Companies

Sponsored by Polsinelli
This in-depth half-day interactive session will provide specific, take-home tips and tools to assist you in communicating the details about your employee stock ownership plan to all your employees. Effective ways to discuss the concepts (and the misconceptions) with employees, what information you must provide, and how often and in what ways you should repeat your efforts are just some of the topics that will be covered.

9:45–10:00
Morning Break
10:50–11:45
11:45–12:00
Preconference Afternoon Sessions: Monday, April 8
Three of the five offered preconference sessions will take place in the afternoon. Each intensive session is 4 hours long, with a mid-afternoon break.
1:00–5:00
Corporate Governance at an ESOP Company

Sponsored by The Beyster Institute, University of California, San Diego
This half-day session explores ESOP company governance, which rests on a collaborative relationship among three partners: the board of directors; the ESOP fiduciary; and the management of the company. This governance structure is both the strength and the vulnerability of the ESOP model. In this session we will explain and explore this unique model through presentations and sharing of experience.

3:00–3:15
Afternoon Break
4:45–5:00
1:00–5:00
Is an ESOP Right for You?

Sponsored by DrinkerBiddle
If your company is considering an ESOP, this half-day session will give you what you need to know to determine not only if an ESOP will work for you, but answers some basic questions, such as how to decide how much stock to buy, what key plan features to adopt, and how to finance the purchase.

1:05–1:30
3:00–3:15
Afternoon Break
4:15–4:45
4:45–5:00
1:00–5:00
Engaging Employee-Owners to Get the Most Out of an ESOP

Sponsored by The Great Game of Business
This highly interactive half-day session will give participants the skill set and confidence they need to engage employee-owners and make employee ownership truly work at your company. Included will be presentations on how to generate more employee ideas and how to keep the culture strong in order to set your company up for sustainable success.

3:00–3:15
Afternoon Break
4:45–5:00
Evening: Monday, April 8
4:30–7:15
Main Conference Pre-Events

Includes early registration and an informal meet and greet event.

4:30–7:00
Early On-Site Registration
5:15–7:15
Meet & Greet Reception

Sponsored by BMO Harris Bank. Join us in the exhibit foyer for drinks and hors d'oeuvres. Open to all conference and preconference attendees. Meet your fellow attendees, exhibitors, NCEO staff and the Pittsburgh Host Committee! Food, soft drinks and water are included. Alcoholic beverages are at cost.

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