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Is an ESOP Right for You?
October 24 – 25, 2023
New Orleans, LA
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2023-10-24 12:00:00
2023-10-25 17:00:00
Is an ESOP Right for You?
Is an ESOP Right for You? Our October 2023 meeting will take place in New Orleans, LA | October 24 - 25
See NCEO.org for Details
The NCEO
[email protected]
America/Los_Angeles
private
Day 1: Tuesday, October 24
12:30 pm - 1:00 pm
Registration and Refreshments
1:00 pm - 1:30 pm
Welcome! What is Employee Ownership - Tim Garbinsky, NCEO
1:40 pm - 2:10 pm
An ESOP Company Perspective -TBD
2:20 pm - 2:50 pm
ESOP Transaction Structures - Matthew Dennison- Chartwell
3:15 pm - 4:00 pm
Assessing ESOP Feasibility- Sean-Tamba Matthews, SES ESOP Strategies
4:10 pm - 4:55 pm
Roundtable Discussions- Avoiding Transaction Pitfalls, Prairie Capital Advisors
5:00 pm - 6:30 pm
Networking Cocktail Reception | 2nd Floor LMNO
Day 2: Wednesday, October 25
9:10 am - 9:25 am
Welcome and Recap - Tim Garbinsky, NCEO
9:35 am - 10:05 am
Plan Design and Operation- Pete Schuler- Blue Ridge ESOP Associates
10:10 am - 10:30 am
Coffee Break, Sponsored by TBD
11:25 am - 12:10 pm
Financing an ESOP-Amanda Sigg, BMO
12:10 pm - 1:10 pm
Lunch with Experts, Timely Considerations for the Transaction Team, Allison Wilkerson, McDermott Will & Emery
1:20 pm - 2:05 pm
Fiduciary Issues - Patrick DeCreane- Greatbanc Trust Company
2:15 pm - 3:00 pm
Incentive Compensation for ESOP Companies-David Whaley-Thomspon & Hine
3:25 pm - 4:00 pm
Investing in the 1042 Rollover- Nick Francia- The Capital ESOP Group at UBS
4:10 pm - 4:55 pm
Ownership Communications and Culture and Recent Research - Tim Garbinsky, NCEO