Program

Employee Ownership Conference

Pittsburgh, PA :: April 9–11, 2019 (preconference on April 8)

Download session handouts here, sponsored by Plante Moran.

Preconference: Monday, April 8
7:15–1:30
Preconference Registration Open

Open for preconference attendees only

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

Requires separate registration. See the preconference page for details.

8:00–12:00
Communication Tips and Tools for ESOP Companies

Requires separate registration. See the preconference page for details.

1:00–5:00
Corporate Governance at an ESOP Company

Requires separate registration. See the preconference page for details.

1:00–5:00
Is an ESOP Right for You?

Requires separate registration. See the preconference page for details.

1:00–5:00
Engaging Employee-Owners to Get the Most Out of an ESOP

Requires separate registration. See the preconference page for details.

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.

Day One: Tuesday, April 9
7:30–6:00
Registration Open
7:45–10:15
Buffet Continental Breakfast

In Exhibit Foyer near Registration
Sponsored by ComStock Advisors

7:45–7:15
Exhibits Open
8:00–8:45
Orientation for New Attendees

Spirit of Pittsburgh Ballroom

9:00–10:15
Concurrent Sessions 1

14 concurrent breakout sessions in five topic area tracks

10:30–11:45
Concurrent Sessions 2

13 concurrent breakout sessions in five topic area tracks

E2ESOP Financing from the Lender's Perspective
CS 2 J Solimine - ESOP Financing From the Lenders Perspective.pdf
11:50–1:15
Opening Luncheon

Sponsored by BKD, LLP

The Power of Employee Ownership Video Contest
Sponsored by McDermott, Will & Emery
1:15–4:15
Continuous Afternoon Coffee

In exhibit foyer
Sponsored by Menke and Associates, Inc.

1:45–2:30
Concurrent Sessions 3 (Compact Sessions)

14 concurrent breakout sessions in five topic area tracks

2:30–3:00
Afternoon Food and Beverage Break

in Exhibit Foyer

3:00–4:15
Concurrent Sessions 4

14 concurrent breakout sessions in five topic area tracks

4:30–5:15
Concurrent Sessions 5 (Compact Sessions)

14 concurrent breakout sessions in five topic area tracks

5:15–7:15
Opening Cocktail Reception

Beverages sponsored by GRITT Business Coaching

Day Two: Wednesday, April 10
7:30–6:00
Registration and Exhibits Open
7:30–10:00
Buffet Continental Breakfast

In Exhibit Foyer

7:30–8:30
Choice of Expert One-on-One Appointments Group 1 or Members Peer Networking

Sign up in advance online or near the registration desk for either of these options.

Expert One-on-One Appointments Group 1
8:50–10:05
General Session: Announcements and Keynote Panel
8:50–9:00
Announcements
9:00–10:05
Keynote Panel: More Than Just the Money
Sponsored by Empire Valuation Consultants
10:20–11:40
Concurrent Sessions 6

14 concurrent breakout sessions in five topic area tracks

E1Understanding the 1042 Exchange
CS6 M McCarthy- Understanding the 1042 Exchange.pdf
11:50–1:00
Lunch with Optional Expert Roundtable Discussions

Over 70 tables will feature discussion topics led by experts. Additional tables reserved for casual conversations.
Sponsored by Prairie Capital Advisors, Inc.

11:50–1:00
ESOP Emerging Leaders Luncheon

Open to attendees 39 years of age and under, or those with 5 years or less of experience in this field. Seating limited, advance registration required.
Sponsored by Emplify

1:15–1:50
Campfire Sessions

The campfire designates that this is a more dynamic interactive session. It is a place to share ideas, come up with new ones, and be inspired.

1:15–4:15
Continuous Afternoon Coffee

Sponsored by Crowe LLP

2:00–3:15
Concurrent Sessions 7

14 concurrent breakout sessions in five topic area tracks

3:15–3:45
Afternoon Food and Beverage Break

In Exhibit Foyer

3:45–5:00
Concurrent Sessions 8

14 concurrent breakout sessions in five topic area tracks

5:15–6:15
Choice of Expert One-on-One Appointments Group 2 or Women's Networking Event

Sign up in advance online or near the registration desk for either of these options.

Expert One-on-One Appointments Group 2
Women's Networking Event
Sponsored by Value Management
6:30–8:30
Riverboat Cruise

Sponsored by Morgan Stanley
Network with other attendees in a relaxed and fun atmosphere. There is no better view to see the majestic Point State Park Fountain or the illuminated skyline than from the deck of a riverboat. Read here for more information.

Day Three: Thursday, April 11
7:30–10:30
Registration and Exhibits Open
7:30–10:00
Buffet Continental Breakfast

In Exhibit Foyer
sponsored by Findley

7:30–8:30
CHOICE OF EXPERT ONE-ON-ONE APPOINTMENTS GROUP 3 OR PEER NETWORKING

Sign up in advance online or near the registration desk for either of these options.

Expert One-on-One Appointments Group 3
8:45–9:15
General Session

Closing Address
Corey Rosen, NCEO

9:30–10:45
Concurrent Sessions 9

14 concurrent breakout sessions in five topic area tracks

11:00–12:15
Concurrent Sessions 10

13 concurrent breakout sessions in five topic area tracks

12:15
Conference Adjourns

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