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