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 FULL.
We recommend booking directly with the Courtyard Marriott Baltimore Downtown/Inner Harbor which is located .01 miles away from the event.
Check out baltimore.org for activities and nearby attractions.
Online registration is now closed. We will be taking onsite registrations on Monday October 20 outside of Essex A-C at the Baltimore Marriott Waterfront.
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.
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Registration and Refreshment
Location: Essex A-C Foyer (4th Floor)12:30-1:00 pm
Location: Essex A-C Foyer (4th Floor) -
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)
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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)
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Coffee Break
Location: Essex A-C Foyer (4th Floor)2:50 pm - 3:05 pm
Location: Essex A-C Foyer (4th Floor) -
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)
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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)
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Networking Cocktail Reception
Location: The Raven (1st Floor)5:30 pm - 6:30 pm
Location: The Raven (1st Floor) -
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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)
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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)
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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)
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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)
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Coffee Break
Location: Essex A-C Foyer (4th Floor)10:30 am - 10:40 am
Location: Essex A-C Foyer (4th Floor) -
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)
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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)
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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)
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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)
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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)
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Coffee Break
Location: Essex A-C Foyer (4th Floor)2:35 - 2:45 pm
Location: Essex A-C Foyer (4th Floor) -
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)
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Adjourn
3:45-4:00 pm
The event program is now available!
Sponsors
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