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