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

Adjourn