Meet the Expert Speakers at Our Is an ESOP Right for You? Event in Fort Lauderdale
Considering an employee stock ownership plan (ESOP) for your company? Join us February 2–3 in Fort Lauderdale for an intensive two-day event designed to help business owners explore whether an ESOP is the right succession planning strategy for their organization.
We've assembled a powerhouse lineup of ESOP experts and practitioners who will guide you through every aspect of the ESOP journey, from initial feasibility assessment to long-term plan operations and investment strategies.
Featured Speakers
Juanpablo Wright: An ESOP Company Perspective
Former Employee-Owner, Axia Home Loans
Hear directly from someone who experienced ESOP ownership from the inside. Juanpablo will share his personal perspective on what it's really like to be an employee-owner, offering invaluable insights that only come from lived experience.
Ed Renenger: ESOP Transaction Structures & Assessing Feasibility
SES ESOP Strategies
Ed will walk you through the fundamentals of ESOP transaction structures and help you understand whether your company is a good candidate for an ESOP. Learn what financial and operational factors make a company ESOP-ready.
Matt Dennison: Plan Design & Operations
Chartwell
Once an ESOP is in place, how does it actually work? Matt will demystify the ongoing operational requirements and design considerations that ensure your ESOP runs smoothly and delivers maximum benefit to all stakeholders.
Tim Jamison: Determining Stock Value
Prairie Capital Advisors
Valuation is a critical component of any ESOP transaction. Tim will explain how stock value is determined, what factors influence valuation, and why this process is essential to a fair and successful ESOP implementation.
Tim Rettig: My Multi-Generational ESOP Story
Intrust IT
Tim brings a unique multi-generational perspective on ESOP ownership. Discover how an ESOP can create lasting value and culture across decades, benefiting multiple generations of employee-owners.
Steve Ryan: Fiduciary Responsibilities
GreatBanc Trust Company
Understanding fiduciary responsibilities is crucial for ESOP trustees and company leadership. Steve will outline the legal and ethical obligations that come with managing an ESOP and protecting employee-owners' interests.
Kaveh Gilanshah: Investing in the 1042 Rollover
The Capital ESOP Group at UBS
One of the most attractive features of an ESOP transaction is the 1042 rollover, which allows selling shareholders to defer capital gains taxes. Kevah will explain how this investment strategy works and how to maximize its benefits.
Reserve Your Spot Today
Space is limited for this intimate, information-rich event. This is your opportunity to learn from the best in the ESOP industry and determine whether an ESOP is the right path for your company's future.
Don't miss this chance to gain clarity on one of the most significant decisions you'll make as a business owner. The insights you gain over these two days could transform your company's trajectory and create lasting wealth for your employees.
Have questions about the event? Contact us at eventhelp@nceo.org.