February 2024 Dallas Program

Day 1: Monday, July 29

12:30 pm - 1:00 pm

Registration and Refreshments | Sponsored by

1:00 pm - 1:30 pm

Welcome! What is Employee Ownership | Lindsay Isaac

nceo logo long

1:40 pm - 2:40 pm

An ESOP Company Perspective| Tim Priddy, SSR

2:50 pm - 3:05 pm

Coffee Break

3:15 pm - 4:00 pm

ESOP Transaction Structures & Assessing Feasibility

4:10 pm - 4:55 pm

Roundtable Discussions | Alternatives to an ESOP, Steve Storkan

5:30 pm - 6:30 pm

Networking Cocktail Reception

Day 2: Tuesday, July 30

8:00 am - 9:00 am

Breakfast Roundtables

9:10 am - 9:25 am

Welcome and Recap - Tim Garbinsky, NCEO

9:35 am - 10:05 am

Plan Design and Operations |

10:10 am - 10:30 am

Coffee Break

10:30 am - 11:15 am

Determining Stock Value

11:25 am - 12:10 pm

Financing an ESOP

12:10 pm - 1:10 pm

Lunch with Experts |

1:20 pm - 2:05 pm

Fiduciary Responsibilities in an ESOP-Owned Company |

2:15 pm - 3:00 pm

Engaging Employee Owners |

3:00 pm - 3:15 pm

Coffee Break

3:25 pm - 4:00 pm

Navigating Strategic Options- 1042

4:10 pm - 4:55 pm

Using NCEO Research and Toolkits on Employee Ownership Journey | Lindsay Isaac

4:55 pm - 5:00 pm

Adjourn