Topics of Discussion
- What is an ESOP?
- Why choose an ESOP as part of your succession plan?
- Overview of an ESOP transaction with real-world examples
ESOP Essentials
Take home the tools you need to make your decision. The ESOP Pre-Feasibility Toolkit and Tax Advantage Calculator are online resources featuring articles, webinar recordings, and more, all carefully chosen to guide you on your employee ownership journey.
Continuing Education Credit Information:
This seminar is eligible for 5.5 CPE hours and 3.75 SHRM hours. You must sign in on site to receive credit.
Event Location
Baltimore Marriott Waterfront
700 Aliceanna Street
Baltimore, MD 21202
Phone: +1 (410) 398-3100
Reservation Details
The event will take place at the stunning Baltimore Marriott Waterfront. Our block at the Baltimore Marriott Waterfront is OPEN and ready to be booked. You can reserve your room at the NCEO's exclusive discounted rate of $239 per night. Availability is extremely limited.
Check out baltimore.org for activities and nearby attractions.
Registration is open!
We can't wait to learn with you at the gorgeous Baltimore Marriott Waterfront.
All meeting registrations must be prepaid. Registration is exclusive to companies considering an employee stock ownership plan (ESOP). Service providers will be canceled and refunded.
Interested in bringing your entire leadership team? If you bring a group of 3+, additional discounts can be applied. Please contact eventhelp@nceo.org for more information.
Please renew your membership prior to registering. This will ensure you get access to the best rate.
Pricing
| Before 8/11 | Before 09/19 | Before 10/18 | |
| Member | $385 | $435 | $465 |
| Nonmember | $485 | $565 | $625 |
Cancellation Policy
You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until September 8, 2025, at 12 a.m. After September 8, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until October 6, 2025, at 12 a.m. After October 6, 2025, no refunds or credits will be given.
-
Registration and Refreshment
Location: Waterview D Foyer12:30-1:00 pm
Location: Waterview D Foyer -
Welcome! What is Employee Ownership
Speaker: Tim Garbinsky | NCEO1:00 pm - 1:30 pm
Speaker: Tim Garbinsky | NCEO -
An ESOP Company Perspective
Speaker: TBD1:40 pm - 2:40 pm
Speaker: TBD -
Coffee Break
2:50 pm - 3:05 pm
-
ESOP Transaction Structures & Assessing Feasibility
Speaker: Ed Renenger | SES ESOP Strategies3:15 pm - 4:00 pm
Speaker: Ed Renenger | SES ESOP Strategies -
Roundtable Discussions
Roundtable Topics:
Key Considerations for Feasibility | Ed Renenger
ESOP Communications | Tim Garbinsky
Internal Preparations for an ESOP Transition | Juanpablo Wright
4:10 pm - 4:55 pm
Roundtable Topics:
Key Considerations for Feasibility | Ed Renenger
ESOP Communications | Tim Garbinsky
Internal Preparations for an ESOP Transition | Juanpablo Wright
-
Networking Cocktail Reception
Location: The Raven5:30 pm - 6:30 pm
Location: The Raven -
-
-
Breakfast Roundtables
Roundtable Topics:
What to Expect After the Transaction Closes | Dan Markowitz
Open Book Management | Tim Rettig
7:30 am - 8:30 am
Roundtable Topics:
What to Expect After the Transaction Closes | Dan Markowitz
Open Book Management | Tim Rettig
-
Welcome and Recap
Speaker: Tim Garbinsky | NCEO8:40 am - 9:00 am
Speaker: Tim Garbinsky | NCEO -
Plan Design and Operations
Speaker: Dan Markowitz | Boulay9:05 am - 9:45 am
Speaker: Dan Markowitz | Boulay -
My Multi Generational ESOP Story
Speaker: Tim Rettig | Intrust IT9:50 - 10:30 AM
Speaker: Tim Rettig | Intrust IT -
Coffee Break
10:30 am - 10:40 am
-
Determining Stock Value
Speaker: TBD10:40 am -11:20 am
Speaker: TBD -
Financing an ESOP
Speaker: TBD11:25 - 12:05 pm
Speaker: TBD -
Lunch with Experts
Roundtable Topics:
Tapping the Expertise of Trusted Partners | Christine Hurt
What are the questions I should be asking that I don't know to ask? | Nick Francia
12:05 - 1:05 pm
Roundtable Topics:
Tapping the Expertise of Trusted Partners | Christine Hurt
What are the questions I should be asking that I don't know to ask? | Nick Francia
-
Fiduciary Responsibilities
Speaker: TBD1:10 - 1:50 pm
Speaker: TBD -
Investing in the 1042 Rollover
Speaker: Nick Francia | The Capital ESOP Group at UBS1:55-2:35 pm
Speaker: Nick Francia | The Capital ESOP Group at UBS -
Coffee Break
2:35 - 2:45 pm
-
Q&A / Debrief
Speaker: Tim Garbinsky | NCEO2:45-3:45 pm
Speaker: Tim Garbinsky | NCEO -
Adjourn
3:45-4:00 pm
Coming Soon!
Sponsorship Opportunities Available!
Join us as a sponsor for Is an ESOP Right for You? at the Baltimore Marriott Waterfront to position your company at the forefront of the employee ownership movement. Sponsorship packages are available on a first-come, first-served basis.
Please note: speaking sponsorships are subject to an accepted speaking proposal. Please see the Call for Speakers section for additional information.
Sponsorship Benefits:
All sponsorships include one complimentary registration for a company representative to attend the event, giving you direct access to network with prospective ESOP companies and key decision-makers. This is an exceptional opportunity for brand exposure while demonstrating your commitment to furthering future ESOPs and supporting the growth of employee ownership.
Connect with business owners exploring ESOP transitions, showcase your expertise to a targeted audience, and build valuable relationships that can drive future business opportunities.
Packages are limited and available first-come, first-served. Secure your sponsorship today!
Sponsors
.png?width=200&name=Boulay_logo%20(1).png)
