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

1:40 pm - 2:10 pm

An ESOP Company Perspective - Cross Co.

2:20 pm - 2:50 pm

ESOP Transaction Structures - Dan Markowitz, Boulay LLP

2:50 pm - 3:05 pm

Coffee Break, Sponsored by Prairie Capital Advisors, Inc.

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3:15 pm - 4:00 pm

Assessing ESOP Feasibility - Michael McGinley & Tim Jamison, Prairie Capital Advisors

4:10 pm - 4:55 pm

Roundtable Discussions

5:05 pm - 5:50 pm

Alternatives to an ESOP - Guenevere Abernathy, NCEOC

6:00 pm - 7:00 pm

Wine & Cheese, Sponsored by BPAS

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Day 2: Wednesday, June 29

8:30 am - 9:00 am

Continental Breakfast

9:10 am - 9:25 am

Welcome and Recap - Tim Garbinsky, NCEO

9:35 am - 10:05 am

Plan Design and Operation - Christel Jimenez, Principal

10:15 am - 11:00 am

Determining Stock Value - Daniel Cooper, Empire Valuation Consultants

11:00 am - 11:15 am

Coffee Break, Sponsored by BPAS

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11:25 am - 12:10 pm

Financing an ESOP - Phillip Hayes, Berman Hopkins CPA

12:10 pm - 1:10 pm

Lunch with Experts, Sponsored by Applied Economics

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1:20 pm - 2:05 pm

Fiduciary Issues - Steve Ryan, Greatbanc Trust Company

2:15 pm - 3:00 pm

Incentive Compensation for ESOP Companies - Matt Keene, Chartwell

3:00 pm - 3:15 pm

Coffee Break, Sponsored by JP Morgan

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3:25 pm - 4:00 pm

Investing the 1042 Rollover - Nick Francia, The Capital Group, UBS Financial Services

4:10 pm - 4:55 pm

Ownership Communications and Culture and Recent Research - Tim Garbinsky, NCEO

4:55 pm - 5:00 pm

Adjourn