Day 1: Tuesday, June 28
12:30 pm - 1:00 pm
Registration and Refreshments
1:00 pm - 1:30 pm
Welcome and Introduction - Tim Garbinsky, NCEO
1:30 pm - 2:00 pm
An ESOP Company Perspective - Cross Co.
2:00 pm - 2:45 pm
ESOP Transaction Structures - Dan Markowitz, Boulay LLP
2:45 pm - 3:00 pm
Break
3:00 pm - 3:45 pm
Assessing ESOP Feasibility - Michael McGinley & Tim Jamison, Prairie Capital Advisors
3:45 pm - 4:15 pm
Roundtable Discussions
4:15 pm - 5:00 pm
Alternatives to an ESOP - Guenevere Abernathy, NCEOC
5:00 pm - 6:00 pm
Wine & Cheese
Day 2: Wednesday, June 29
8:30 am - 9:00 am
Continental Breakfast
9:00 am - 9:15 am
Welcome and Recap - Tim Garbinsky, NCEO
9:15 am - 10:00 am
Plan Design and Operation - Christel Jimenez, Principal
10:00 am - 10:45 am
Determining Stock Value - Daniel Cooper, Empire Valuation Consultants
10:45 am - 11:00 am
Break
11:00 am - 11:45 am
Financing an ESOP - Phillip Hayes, Berman Hopkins CPA
11:45 am - 12:45 pm
Lunch with Experts
12:45 pm - 1:30 pm
Fiduciary Issues - Patrick DeCraene, Greatbanc Trust Company
1:30 pm - 2:15 pm
Incentive Compensation for ESOP Companies - Matt Keene, Chartwell
2:15 pm - 2:30 pm
Break
2:30 pm - 3:15 pm
Investing the 1042 Rollover - Nick Francia, The Capital Group, UBS Financial Services
3:15 pm - 4:00 pm
Ownership Communications and Culture and Recent Research - Tim Garbinsky, NCEO
4:00 pm - 4:00 pm