Day 1: Monday, February 6

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 - Mark Lewis, Retired

2:20 pm - 2:50 pm

ESOP Transaction Structures - Nick Braun, Chartwell

2:50 pm - 3:05 pm

Coffee Break,

3:15 pm - 4:00 pm

Assessing ESOP Feasibility - Tim Jamison, Prairie Capital Advisors

4:10 pm - 4:55 pm

Roundtable Discussions

6:00 pm - 7:00 pm

Networking Cocktail Reception Sponsored by: Berman Hopkins | 2nd Floor Private Dining Room

Day 2: Tuesday, February 7

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 - Chuck Bachman, Menke

10:10 am - 10:30 am

Coffee Break, Sponsored by TBD

10:30 am - 11:15 am

Determining Stock Value - Chad Bell, Marcum LLP

11:25 am - 12:10 pm

Financing an ESOP - Jason Bolt, JP Morgan

12:10 pm - 1:10 pm

Lunch with Experts

1:20 pm - 2:05 pm

Fiduciary Issues - Steve Ryan, Great Banc

2:15 pm - 3:00 pm

Incentive Compensation for ESOP Companies -Peter Keim, Profit Works

3:00 pm - 3:15 pm

Coffee Break

3:25 pm - 4:00 pm

An alternative to setting up your own ESOP: Selling your business to an ESOP company, Chris Adee, OwnersEdge

4:10 pm - 4:55 pm

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

4:55 pm - 5:00 pm

Adjourn