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.
The Call for Speakers is now open!
We're seeking dynamic speakers to share their expertise at Is an ESOP Right for You? in Baltimore. There is a speaking fee associated with this speaking slot.
What You'll Gain:
This is your opportunity to share your knowledge and experience with companies exploring employee ownership while gaining valuable exposure, brand awareness, and lead generation opportunities. You'll create engaging and enriching content for our audience, lead one dedicated agenda session on your area of expertise, and guide one dedicated roundtable on the topic of your choice that aligns with your presentation. It's the perfect platform to showcase your expertise in ESOP transactions and feasibility studies to a targeted audience of decision-makers and stakeholders.
Ready to position yourself as a thought leader in the ESOP space? Submit your speaker application today!
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Registration and Refreshment
Location: Waterview D Foyer12:30-1:00 pm
Location: Waterview D Foyer -
Welcome! What is Employee Ownership
Speaker: Kimberly McCourtney | NCEO1:00 pm - 1:30 pm
Speaker: Kimberly McCourtney | NCEO -
An ESOP Company Perspective
Speaker: Juanpablo Wright | Axia Home Loans1:40 pm - 2:40 pm
Speaker: Juanpablo Wright | Axia Home Loans -
Coffee Break
2:50 pm - 3:05 pm
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ESOP Transaction Structures & Assessing Feasibility
Speaker: TBD3:15 pm - 4:00 pm
Speaker: TBD -
Roundtable Discussions
Roundtable Topics: Coming Soon!
4:10 pm - 4:55 pm
Roundtable Topics: Coming Soon!
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Networking Cocktail Reception
Location: Waterview A-D Foyer5:30 pm - 6:30 pm
Location: Waterview A-D Foyer
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Breakfast Roundtables
Roundtable Topics: Coming Soon!
7:30 am - 8:30 am
Roundtable Topics: Coming Soon!
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Welcome and Recap
Speaker: Kimberly McCourtney | NCEO8:40 am - 9:00 am
Speaker: Kimberly McCourtney | NCEO -
Plan Design and Operations
Speaker: TBD9:05 am - 9:45 am
Speaker: TBD -
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
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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: Coming Soon!
12:05 - 1:05 pm
Roundtable Topics: Coming Soon!
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Fiduciary Responsibilities
Speaker: TBD1:10 - 1:50 pm
Speaker: TBD -
Investing in the 1042 Rollover
Speaker: TBD1:55-2:35 pm
Speaker: TBD -
Coffee Break
2:35 - 2:45 pm
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Q&A / Debrief
Speaker: Kimberly McCourtney | NCEO2:45-3:45 pm
Speaker: Kimberly McCourtney | 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!