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Is an ESOP Right for You? - Fort Lauderdale

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.

Registration is open!

We can't wait to learn with you at the gorgeous Renaissance Fort Lauderdale Marina Hotel.

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 11/5 Before 01/19 Before 2/2
Member $395 $450 $475
Nonmember $525 $575 $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 December 5, 2025, at 12 a.m. After December 5, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until January 16, 2026, at 12 a.m. After January 16, 2026, no refunds or credits will be given.

Event Location

Renaissance Fort Lauderdale Marina Hotel

1617 Southeast 17th Street

Fort Lauderdale, FL 33316

Phone: +1 (954) 626-1700

Renaissance Fort Lauderdale Marina Hotel | Allegiant Air

Reservation Details

The event will take place at the stunning Renaissance Fort Lauderdale Marina Hotel. Our block at the Renaissance Fort Lauderdale Marina Hotel is OPEN and ready to be bookedYou can reserve your room at the NCEO's exclusive discounted rate of $259 per night. Availability is extremely limited.

Book your room now!

Check out visitlauderdale.com for activities and nearby attractions.

The call for speakers is now open!

We're seeking dynamic speakers to share their expertise at Is an ESOP Right for You? in Fort Lauderdale. There is a speaking fee associated with this speaking slot. The deadline to submit is November 10. 

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!

Sponsorship opportunities are now available!

Join us as a sponsor for Is an ESOP Right for You? at the Fort Lauderdale Marina Hotel 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 on a first-come, first-served basis. Secure your sponsorship today!

🎆Purchase a Sponsorship🎆

 

 

  1. Registration and Refreshment

    Location: Pampero A&B Foyer

    12:30-1:00 pm

    Location: Pampero A&B Foyer
  2. Welcome! What is Employee Ownership

    Speaker: Tim Garbinsky | NCEO

    1:00 pm - 1:30 pm

    Speaker: Tim Garbinsky | NCEO
  3. An ESOP Company Perspective

    Speaker: TBD

    1:40 pm - 2:40 pm

    Speaker: TBD
  4. Coffee Break

    2:50 pm - 3:05 pm

  5. ESOP Transaction Structures & Assessing Feasibility

    Speaker: TBD

    3:15 pm - 4:00 pm

    Speaker: TBD
  6. Roundtable Discussions

    Roundtable Topics: Coming soon!

     

    4:10 pm - 4:55 pm

    Roundtable Topics: Coming soon!

     

  7. Networking Cocktail Reception

    Location: The Pool Deck

    5:30 pm - 6:30 pm

    Location: The Pool Deck
  1. Breakfast Roundtables

    Roundtable Topics: Coming Soon!

    7:30 am - 8:30 am

    Roundtable Topics: Coming Soon!

  2. Welcome and Recap

    Speaker: Tim Garbinsky | NCEO

    8:40 am - 9:00 am

    Speaker: Tim Garbinsky | NCEO
  3. Plan Design and Operations

    Speaker: TBD

    9:05 am - 9:45 am

    Speaker: TBD
  4. My Multi Generational ESOP Story

    Speaker: Tim Rettig | Intrust IT

    9:50 - 10:30 AM

    Speaker: Tim Rettig | Intrust IT
  5. Coffee Break

    10:30 am - 10:40 am

  6. Determining Stock Value

    Speaker: TBD

    10:40 am -11:20 am

    Speaker: TBD
  7. Financing an ESOP

    Speaker: TBD

    11:25 - 12:05 pm

    Speaker: TBD
  8. Lunch with Experts

    Roundtable Topics: Coming soon!

    12:05 - 1:05 pm

    Roundtable Topics: Coming soon!

  9. Fiduciary Responsibilities

    Speaker: TBD

    1:10 - 1:50 pm

    Speaker: TBD
  10. Investing in the 1042 Rollover

    Speaker: TBD

    1:55-2:35 pm

    Speaker: TBD
  11. Coffee Break

    2:35 - 2:45 pm

  12. Q&A / Debrief

    Speaker: Tim Garbinsky | NCEO

    2:45-3:45 pm

    Speaker: Tim Garbinsky | NCEO
  13. Adjourn

    3:45-4:00 pm

Coming Soon!