
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 onsite to receive credit.
Event Location
Hotel Republic San Diego
421 W B St.
San Diego, CA 92101-3501
Phone: +1 (619) 398-3100
Email: info@hotelrepublicsd.com
Reservation Details
The event will take place at the stunning Hotel Republic San Diego. Our block at the Hotel Republic is now SOLD OUT.
We have secured additional discounted rooms at The US Grant hotel for $332/night. The US Grant is only a short .4 mile walk from the Hotel Republic.
Reserve your room by June 19, 2025, to lock in your accommodations within our exclusive room block.
BOOKING LINK
Check out sandiego.org for activities and nearby attractions.
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Registration and Refreshment
12:30-1:00 pm
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Welcome! What is Employee Ownership
Speaker: Matt Licina | NCEO1:00 pm - 1:30 pm
Speaker: Matt Licina | NCEO -
An ESOP Company Perspective
Speaker: Jason Switz | Chasse Building Team1:40 pm - 2:40 pm
Speaker: Jason Switz | Chasse Building Team -
Coffee Break
2:50 pm - 3:05 pm
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ESOP Transaction Structures & Assessing Feasibility
Speaker: Dan Markowitz | Boulay3:15 pm - 4:00 pm
Speaker: Dan Markowitz | Boulay -
Roundtable Discussions
Roundtable Topics:
- What to Expect in an ESOP Transaction
- Alternatives to an ESOP
- How Much Should I Sell?
4:10 pm - 4:55 pm
Roundtable Topics:
- What to Expect in an ESOP Transaction
- Alternatives to an ESOP
- How Much Should I Sell?
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Networking Cocktail Reception
5:30 pm - 6:30 pm
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Breakfast Roundtables
Roundtable Topics
- Open Book Management
- Recent Developments in Fiduciary Issues
- Why the Value of the Stock is Important and How Do My Employees
Benefit From the Determination of Value?
7:30 am - 8:30 am
Roundtable Topics
- Open Book Management
- Recent Developments in Fiduciary Issues
- Why the Value of the Stock is Important and How Do My Employees
Benefit From the Determination of Value?
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Welcome and Recap
Speaker: Matt Licina | NCEO8:40 am - 9:00 am
Speaker: Matt Licina | NCEO -
Plan Design and Operations
Speaker: Matt Middendorp | Vision Point Capital9:05 am - 9:45 am
Speaker: Matt Middendorp | Vision Point Capital -
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: Tim Jamison | Prairie Capital Advisors10:40 am -11:20 am
Speaker: Tim Jamison | Prairie Capital Advisors -
Financing an ESOP
Speaker: Steve Ryan | GreatBanc Trust Company11:25 - 12:05 pm
Speaker: Steve Ryan | GreatBanc Trust Company -
Lunch with Experts
Roundtable Topics
- Creative Financing Structures
- Hiring the Right People for Your New ESOP
- ESOP Communication
12:05 - 1:05 pm
Roundtable Topics
- Creative Financing Structures
- Hiring the Right People for Your New ESOP
- ESOP Communication
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Fiduciary Responsibilities
Speaker: Alan Kandel | Husch Blackwell1:10 - 1:50 pm
Speaker: Alan Kandel | Husch Blackwell -
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
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Q&A / Debrief
Speaker: Matt Licina | NCEO2:45-3:45 pm
Speaker: Matt Licina | NCEO -
Adjourn
3:45 4:00 pm
Registration is open!
We can't wait to learn with you in San Diego, at the gorgeous Hotel Republic - an Autograph Collection 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 are interested in bringing a group of 3+, additional discounts can be applied. Please contact eventhelp@nceo.org
Please renew your membership prior to registering. This will ensure you get access to the best rate.
Pricing
Before 07/01 | Before 07/13 | |
Member | $425 | $450 |
Non-Member | $585 | $615 |
Cancellation Policy
You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until June 6, 2025, at 12 am. After June 6th, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until July 1, 2025, at 12 am. After July 1, 2025, no refunds or credits will be given.