Program | NCEO

Example of Final Program

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

2:50 pm - 3:05 pm

Coffee Break,

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

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- Pete Schuler- Blue Ridge ESOP Associates

Blue Ridge ESOP Logo

10:10 am - 10:30 am

Coffee Break, Sponsored by TBD

10:30 am - 11:15 am

Determining Stock Value

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

3:00 pm - 3:15 pm

Coffee Break

3:25 pm - 4:00 pm

Investing in the 1042 Rollover- Nick Francia- The Capital ESOP Group at UBS

capital esop group at ubs