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Is an ESOP Right for You? - Baltimore

In-Person Events

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

baltimore marriott waterfroont

Reservation Details

The event will take place at the stunning Baltimore Marriott Waterfront. Our block at the Baltimore Marriott Waterfront is FULL

We recommend booking directly with the Courtyard Marriott Baltimore Downtown/Inner Harbor which is located .01 miles away from the event. 

Secure your room now!

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.

  1. Registration and Refreshment

    Location: Essex A-C Foyer (4th Floor)

    12:30-1:00 pm

    Location: Essex A-C Foyer (4th Floor)
  2. Welcome! What is Employee Ownership

    Speaker: Tim Garbinsky | NCEO

    Location: Essex A-C (4th Floor)

    1:00 pm - 1:30 pm

    Speaker: Tim Garbinsky | NCEO

    Location: Essex A-C (4th Floor)

  3. An ESOP Company Perspective

    Speaker: Juanpablo Wright

    Location: Essex A-C (4th Floor)

    1:40 pm - 2:40 pm

    Speaker: Juanpablo Wright

    Location: Essex A-C (4th Floor)

  4. Coffee Break

    Location: Essex A-C Foyer (4th Floor)

    2:50 pm - 3:05 pm

    Location: Essex A-C Foyer (4th Floor)
  5. ESOP Transaction Structures & Assessing Feasibility

    Speaker: Ed Renenger | SES ESOP Strategies

    Location: Essex A-C (4th Floor)

    3:15 pm - 4:00 pm

    Speaker: Ed Renenger | SES ESOP Strategies

    Location: Essex A-C (4th Floor)

  6. Roundtable Discussions

    Roundtable Topics: 

    Key Considerations for Feasibility | Ed Renenger

    ESOP Communications | Tim Garbinsky

    Internal Preparations for an ESOP Transition | Juanpablo Wright

    Location: Essex A-C (4th Floor)

    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

    Location: Essex A-C (4th Floor)

  7. Networking Cocktail Reception

    Location: The Raven (1st Floor)

    5:30 pm - 6:30 pm

    Location: The Raven (1st Floor)
  1. Breakfast Roundtables

    Roundtable Topics:

    What to Expect After the Transaction Closes | Dan Markowitz

    Open Book Management | Tim Rettig

    Communicating About Valuation and Other ESOP Concepts with your Employees | Andy Manchir

    Financing Considerations for New ESOPs | Ginny Saloom

    Location: The Raven (1st Floor)

    7:30 am - 8:30 am

    Roundtable Topics:

    What to Expect After the Transaction Closes | Dan Markowitz

    Open Book Management | Tim Rettig

    Communicating About Valuation and Other ESOP Concepts with your Employees | Andy Manchir

    Financing Considerations for New ESOPs | Ginny Saloom

    Location: The Raven (1st Floor)

  2. Welcome and Recap

    Speaker: Tim Garbinsky | NCEO

    Location: Essex A-C (4th Floor)

    8:40 am - 9:00 am

    Speaker: Tim Garbinsky | NCEO

    Location: Essex A-C (4th Floor)

  3. Plan Design and Operations

    Speaker: Dan Markowitz | Boulay

    Location: Essex A-C (4th Floor)

    9:05 am - 9:45 am

    Speaker: Dan Markowitz | Boulay

    Location: Essex A-C (4th Floor)

  4. My Multi Generational ESOP Story

    Speaker: Tim Rettig | Intrust IT

    Location: Essex A-C (4th Floor)

    9:50 - 10:30 AM

    Speaker: Tim Rettig | Intrust IT

    Location: Essex A-C (4th Floor)

  5. Coffee Break

    Location: Essex A-C Foyer (4th Floor)

    10:30 am - 10:40 am

    Location: Essex A-C Foyer (4th Floor)
  6. Determining Stock Value

    Speaker: Andy Manchir | KSM

    Location: Essex A-C (4th Floor)

    10:40 am -11:20 am

    Speaker: Andy Manchir | KSM

    Location: Essex A-C (4th Floor)

  7. Financing an ESOP

    Speaker: Ginny Saloom, PNC Bank

    Location: Essex A-C (4th Floor)

    11:25 - 12:05 pm

    Speaker: Ginny Saloom, PNC Bank

    Location: Essex A-C (4th Floor)

  8. 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

    Beyond the ESOP: Cooperatives, Trusts, and Other Ownership Structures | Elle Carne

    Developing and Supporting the Ownership Mindset | Susan Kildahl

    Location: The Raven (1st Floor)

    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

    Beyond the ESOP: Cooperatives, Trusts, and Other Ownership Structures | Elle Carne

    Developing and Supporting the Ownership Mindset | Susan Kildahl

    Location: The Raven (1st Floor)

  9. Fiduciary Responsibilities: Tools for Effective Governance

    Speaker: Christine Hurt | Ayers Saint Gross

    Location: Essex A-C (4th Floor)

    1:10 - 1:50 pm

    Speaker: Christine Hurt | Ayers Saint Gross

    Location: Essex A-C (4th Floor)

  10. Investing in the 1042 Rollover

    Speaker: Nick Francia | The Capital ESOP Group at UBS

    Location: Essex A-C (4th Floor)

    1:55-2:35 pm

    Speaker: Nick Francia | The Capital ESOP Group at UBS

    Location: Essex A-C (4th Floor)

  11. Coffee Break

    Location: Essex A-C Foyer (4th Floor)

    2:35 - 2:45 pm

    Location: Essex A-C Foyer (4th Floor)
  12. Q&A / Debrief

    Speaker: Tim Garbinsky | NCEO

    Location: Essex A-C (4th Floor)

    2:45-3:45 pm

    Speaker: Tim Garbinsky | NCEO

    Location: Essex A-C (4th Floor)

  13. Adjourn

    3:45-4:00 pm

The event program is now available!

 

 

Sponsors

South Park Advisors, LLC
Kaufman & Canoles, P.C.
The Captial ESOP Group-UBS
SES ESOP Strategies
Boulay Group
Ayers Saint Gross
KSM
PNC