Program

8:30 am - 9:00 am

Check-in and Refreshments

9:00 am - 9:25 am

Welcome and Introduction

Loren Rodgers, National Center for Employee Ownership

9:25 am - 9:45 am

An ESOP Company Perspective

Terry McGonegle, Wright Service Corp.

9:45 am - 10:30 am

What Is An ESOP and What Can You Use It For?

Hillary Hughes, Prairie Capital Advisors, Inc.

10:45 am - 11:30 am

What's Your Company Worth? ESOP Valuation

Lindy D. Ireland, BCC Advisers

11:30 am - 12:15 pm

ESOP Feasibility

Joel Davis, Principal Financial Group

12:15 pm - 1:15 pm

Lunch

1:15 pm - 2:00 pm

ESOP Plan Designs That Work

Debra Williams, GreatBanc Trust Company

2:00 pm - 2:45 pm

How to Finance an ESOP

Brian Crotty, HDH Advisors LLC and Joe DeJong, Bankers Trust

2:45 pm - 3:30 pm

Who Runs This Thing? ESOP Fiduciary Issues

Victor Aspengren, Prairie Capital Advisors, Inc.

3:30 pm - 3:45 pm

Break

3:45 pm - 4:30 pm

Small Group Discussions

4:30 pm - 4:30 pm

Adjourn