Program

Employee Ownership Conference

Atlanta, GA :: April 18–20, 2018 (preconference on April 17)

Preconference: Tuesday, April 17
8:30–12:30
Morning Preconference Sessions

Requires separate registration. See the preconference page for details.

1:00–5:00
Afternoon Preconference Sessions

Requires separate registration. See the preconference page for details.

4:30–7:30
Main Conference Pre-Events

This will include early registration and an informal meet and greet event, sponsored by MB Financial Bank

Day One: Wednesday, April 18
7:30–6:00
Registration Open
7:45–10:15
Buffet Continental Breakfast

In Exhibit Foyer near Registration, sponsored by Menke & Associates, Inc.

7:45–7:15
Exhibits Open
8:00–8:45
Orientation

Orientation for new attendees

9:00–10:15
Concurrent Sessions 1
9:00–10:15
E1Is My Company Too Small for an ESOP?
9:00–10:15
E1ESOP Plan Design
9:00–10:15
E1ESOPs in Business Succession and Estate Planning Easy
9:00–10:15
E2ESOP Financing from the Lender's Perspective
9:00–10:15
E2Legal and Regulatory Update
9:00–10:15
E2Anatomy of a LIVE ESOP Transaction
9:00–10:15
E2Don't Put Your ESOP on Autopilot
9:00–10:15
E2Insurance and Indemnification Under ERISA: How to Manage Your Risk and Navigate ERISA's Pitfalls
9:00–10:15
CCInvesting in Communication: Keeping Your ESOP Ever-Fresh
9:00–10:15
CCMarketing your ESOP to Job Seekers, Employees, and Key Stakeholders
9:00–10:15
CCMaking Financial Statements Fun
9:00–10:15
CCCulture Jamming: Strategies For When Your Ownership Culture is Struggling
9:00–10:15
LGHiring and Developing Leaders who Support an Ownership Culture
9:00–10:15
CBOops, the off Broadway Show!
10:30–11:45
Concurrent Sessions 2
10:30–11:45
E1Fundamentals of ESOP Repurchase Obligation
10:30–11:45
E1Non-Leveraged ESOP Formation
10:30–11:45
E1Valuation of Stock for Initial ESOP Transactions
10:30–11:45
E2ESOPs in Business Succession
10:30–11:45
E2Workshop for Internal Trustees
10:30–11:45
E2Considerations Involving ESOP Acquisition Transactions Following an Initial Transaction
10:30–11:45
E2Lessons for ESOP Fiduciaries from Recent Developments and Trends in ESOP Participant Lawsuits, DOL Investigations
10:30–11:45
CCWinning at Team ESOP
10:30–11:45
CCNow I Get It! Explaining ESOPs to Frontline Employees Easy
10:30–11:45
CCCulture or Performance: What Comes First?
10:30–11:45
LGThe Morning After—We've Just Completed our ESOP Transaction... Now What?
10:30–11:45
LGStruggles of Small Employer ESOPs
10:30–11:45
LGOvercoming Limiting Leadership
10:30–11:45
CBDesigning Executive Benefits in ESOP Companies
11:50–12:45
Informal Lunch
12:45–1:30
Excellence in Ownership Awards, Opening General Session
1:30–4:30
Continuous Afternoon Coffee

In Exhibit Foyer, sponsored by ComStock Advisors

1:45–2:30
Concurrent Sessions 3 (Compact Sessions)
1:45–2:30
E1Basics of Accounting: for ESOP Sponsors
1:45–2:30
E1ESOP Administration Glossary
1:45–2:30
E2Releveraging Your ESOP
1:45–2:30
E2ESOP Valuations and the Intersection with the M&A World
1:45–2:30
E2ESOPs and 401(k) Plans
1:45–2:30
E2ESOP Sustainability—A Unique Solution for Solving Your Repurchase Liability
1:45–2:30
E2Mitigating Cyber Security Risk from a Fiduciary Perspective
1:45–2:30
CCCommunication Strategies for a New Employee Stock Ownership Plan
1:45–2:30
CCMaintaining an Ownership Culture Through Mergers and Acquisitions
1:45–2:30
CCMessaging Employee Ownership to Millennials
1:45–2:30
CCFearless: How to Open the Books, Get Buy-in and Execution
1:45–2:30
LGState Centers and Employee Ownership Outreach
1:45–2:30
LGRecruiting and On-Boarding Executives in an Employee-Owned Company
1:45–2:30
CBCreate the Perfect Fit: Incentive Plans for Your Company
2:30–3:00
Afternoon Food and Beverage Break

in Exhibit Foyer near Registration

3:00–4:15
Concurrent Sessions 4
3:00–4:15
E1The Section 1042 Rollover: Basics, Updates, and Best Practices
3:00–4:15
E1What Makes a Good Forecast Good?
3:00–4:15
E1Valuation After the Initial Transaction
3:00–4:15
E2The MSA Professional Services Journey to 100% ESOP Ownership
3:00–4:15
E2Acquisition Strategies for ESOP Companies
3:00–4:15
E2The Changing ESOP Landscape: Collateral Effects of DOL ESOP Litigation
3:00–4:15
E2409(p)—What Your Company Needs to Know
3:00–4:15
CCCommunicating Why Employee Ownership Matters Now Easy
3:00–4:15
CCEmployee-Owned Engagement: Creating Great Leaders and a Collaborative Ownership Culture
3:00–4:15
CCHow the Rules of Improv Can Improve Your Business and Culture
3:00–4:15
LGImproving the Bottom Line: A Technical Look at Culture & Value
3:00–4:15
LGBoard of Directors—Inside vs. Outside
3:00–4:15
LGLeading During Times of Change and Transition
3:00–4:15
CBESOP Companies: Nonqualified Deferred Compensation for Key Employees
4:30–5:15
Concurrent Sessions 5 (Compact Sessions)
4:30–5:15
E1Basics of Accounting: for the ESOP
4:30–5:15
E1Basics of Electronic ESOP Notification Rules
4:30–5:15
E2Grow or Sell: Key issues in Mergers and Acquisitions with Existing ESOPs
4:30–5:15
E2ESOP Companies and Cyber Security
4:30–5:15
E2Single-Stock Concentration Risk Management
4:30–5:15
E2Warrant Structure and Financial Considerations
4:30–5:15
CCCan Employees Become Entrepreneurs?
4:30–5:15
CCSharing Your ESOP Story With Congress: An ESOP Company Perspective
4:30–5:15
CCEngaging People Who Work Remotely
4:30–5:15
LGESOPs and Preferred Status Certifications
4:30–5:15
LGPerformance Criteria Considerations on Equity Awards in Leveraged ESOPs
4:30–5:15
CBPut the Human Back in Human Resources
4:30–5:15
CBHandling Missing and Nonresponsive Participants and Uncashed Checks in Your ESOP and Retirement Plan
5:15–7:30
Opening Cocktail Reception

In Exhibit Foyer, sponsored by over 80 companies and firms. Special thanks to beverage sponsor: Swerdlin & Company; Hors d'oeuvres sponsor: Krieg DeVault LLP; entertainment sponsor: Eureka Casinos & Rising Star Sports Ranch Resort

Day Two: Thursday, April 19
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 Breakfast Roundtable Discussions

For Appointment Group 1, Sign up in advance near registration desk

8:40–10:00
General Session: Announcements & Keynote Panel

Harnessing the Power of Employee Ownership, sponsored by Employee Benefits Law Group

8:40–10:00
Keynote Panel: Harnessing the Power of Employee Ownership!
Sponsored by Employee Benefits Law Group
10:20–11:40
Concurrent Sessions 6
10:20–11:40
E1ESOP 101: Is an ESOP Right for You? Easy
10:20–11:40
E1Basic ESOP Distribution Rules
10:20–11:40
E1Administrative, Reporting, and Disclosure Responsibilities
10:20–11:40
E2Legislative and Regulatory Update
10:20–11:40
E2Advanced Accounting Issues for ESOPs
10:20–11:40
E21042 Qualified Replacement Property: An Overview of ESOP Rollover Strategies
10:20–11:40
E2IRS Compliance Procedures for ESOPs: From Audit through the Tax Court
10:20–11:40
E2ESOP Transaction Fairness Opinions
10:20–11:40
CCTeaching Financial Concepts for Different Learning Styles
10:20–11:40
CCSharing Employee Ownership Research with Employees
10:20–11:40
CCHow to Build and Retain Engaged Teams
10:20–11:40
LGBest Practices To Help Trustees Sleep at Night
10:20–11:40
LGPerpetual Trusts: A New Approach to Employee Ownership
10:20–11:40
CBEmployee Benefits in Mergers and Acquisitions: Should it Stay or Should it Go?
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.Diagram of table locations and topics will be provided on-site.

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.

1:00–4:15
Continuous Afternoon Coffee

In Exhibit Foyer, sponsored by Crowe Horwath LLP

1:15–1:45
Short Takes on Great Ideas or Campfire Sessions

Attend either a participatory campfire session OR choose one of many great new ideas you can implement

2:00–3:15
Concurrent Sessions 7
2:00–3:15
E1The Well-Engineered ESOP: The19-Year History of the Wiley Wilson Engineers Plan
2:00–3:15
E1Shifting the Focus: Would the ESOP Really Want to Buy Your Company?
2:00–3:15
E1Overview of an ESOP Transaction
2:00–3:15
E2Preparing for Audits and Investigations
2:00–3:15
E2ERISA Litigation Primer: Key Lessons for ESOP Plan Sponsors
2:00–3:15
E2Rx For Your RO: A Prescription for Healthy, Sustainable Growth
2:00–3:15
E2ESOP Professional Seminar on Key Current Legal, Fiduciary, and Structuring Dynamics Advanced
2:00–3:15
E2Selling the Company
2:00–3:15
CCGetting the Right Feedback Through Employee Surveys
2:00–3:15
CCHardwiring Innovation Into Your Business Plan
2:00–3:15
CCBridging the Rights and Responsibilities From Employee Ownership to Your Personal Financial Well Being
2:00–3:15
LGEngaging Employee-Owners to Understand and Support Your Strategic Plan
2:00–3:15
LGEvergreen ESOPs: Building for the Next 100 Years
2:00–3:15
CBIncentive Plans that Drive and Reward Performance
3:15–3:45
Afternoon Food and Beverage Break

In Exhibit Foyer

3:45–5:00
Concurrent Sessions 8
3:45–5:00
E1ESOP Feasibility
3:45–5:00
E1ESOP Committees: Evolution Stages and Best Practices
3:45–5:00
E1Projecting the ESOP Repurchase Obligation
3:45–5:00
E2ESOP Administration Horror Stories
3:45–5:00
E2Unique Issues Involved in Professional and Personal Service Companies with ESOPs
3:45–5:00
E2Analyzing the Valuation Issues in Recent ESOP Lawsuits
3:45–5:00
E2Highly-Leveraged ESOP Transactions
3:45–5:00
CCRetirement Insights and Answers
3:45–5:00
CCHigh Involvement Strategic Planning: People Support What They Help Create
3:45–5:00
CCWhat Motivates Employee-Owners?
3:45–5:00
LGPreparing to Sell an ESOP: Material Handling Systems' Success Story
3:45–5:00
LGLeadership Development Outside the Training Box
3:45–5:00
LGBest Practices for Dealing with Ticklish Board Issues
3:45–5:00
CBIncentive Plans that Drive and Reward Performance
5:15–6:15
Expert One-on-One Appointments Group 2

Sign up in advance near the registration desk

6:30
Evening Events

Evening on your own, or attend NCEO offsite networking activity: ATL Movie Tour, sponsored by RSM US LLP

Day Three: Friday, April 20
7:30–10:30
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 3 or Breakfast Roundtable Discussions

For Appointment Group 3, sign up in advance near registration desk

8:45–9:15
Closing General Session: Announcements and Closing Speaker
9:30–10:45
Concurrent Sessions 9
9:30–10:45
E1A Breakdown of the Valuation Report
9:30–10:45
E1Lessons Learned: The Vertex Companies ESOP Story
9:30–10:45
E2LLC Structures and ESOPs
9:30–10:45
E2Strategies to Sustain Your ESOP for the Long Term: The Remington Story
9:30–10:45
E2ESOP Fiduciary Responsibility for Value Determination
9:30–10:45
E2Rules of the Road for Re-balancing and Reshuffling Terminated Participant Accounts Advanced
9:30–10:45
E2Precision, Inc.'s Process for Analyzing and Making Strategic Acquisitions
9:30–10:45
CCResilience and Business Agility: Adapting to Our Biggest Mistakes and the Things We Can't Control
9:30–10:45
CCBuilding an Ownership Culture Through Servant Leadership
9:30–10:45
CCHow to Build a Winning Employee Engagement Strategy
9:30–10:45
LGESOP Sustainability: Culture, Governance, Finance, and Plan Design
9:30–10:45
LGAn ESOP Leadership Succession Story—The Excel Machinery Leadership Journey
11:00–12:15
Concurrent Sessions 10
11:00–12:15
E1From Year-End to Valuation to Administration: Practical Guidance
11:00–12:15
E1Structuring Your New ESOP Transaction to Support Future Growth— Two Case Studies
11:00–12:15
E2Operational Failures and Corrections in a Leveraged ESOP
11:00–12:15
E2Mergers and Acquisitions Involving ESOP-Owned Companies
11:00–12:15
E2Rethinking Your ESOP: Keeping Your Plan Sustainable
11:00–12:15
E2Unique ESOP Structure Considerations
11:00–12:15
CCESOP Engagement: Driven by the Employees, for the Employees
11:00–12:15
CCMaking the Case: Talking About Employee-Ownership in Front of a Crowd
11:00–12:15
LGESOPs from the Point of View of Successor Management
11:00–12:15
LGEnsuring Future Success: How Leadership Development Enables Effective Succession
12:15
Conference Adjourns

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