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Is an ESOP Right for You? San Diego, CA

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 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

Low angle view of Hotel Republic San Diego lit at night

Reservation Details

The event will take place at the stunning Hotel Republic San Diego. Our block at the Hotel Republic is now SOLD OUT. 

Check out sandiego.org for activities and nearby attractions.

  1. Registration and Refreshment

    12:30-1:00 pm

  2. Welcome! What is Employee Ownership

    Speaker: Matt Licina | NCEO

    1:00 pm - 1:30 pm

    Speaker: Matt Licina | NCEO

  3. An ESOP Company Perspective

    Speaker: Jason Switz | Chasse Building Team

    1:40 pm - 2:40 pm

    Speaker: Jason Switz | Chasse Building Team

  4. Coffee Break

    2:50 pm - 3:05 pm

  5. ESOP Transaction Structures & Assessing Feasibility

    Speaker: Dan Markowitz | Boulay

    3:15 pm - 4:00 pm

    Speaker: Dan Markowitz | Boulay

  6. Roundtable Discussions

    Roundtable Topics: 

    1. What to Expect in an ESOP Transaction
    2. Alternatives to an ESOP
    3. How Much Should I Sell?

    4:10 pm - 4:55 pm

    Roundtable Topics: 

    1. What to Expect in an ESOP Transaction
    2. Alternatives to an ESOP
    3. How Much Should I Sell?

  7. Networking Cocktail Reception

    5:30 pm - 6:30 pm

  1. Breakfast Roundtables

    Roundtable Topics

    1. Open Book Management
    2. Recent Developments in Fiduciary Issues
    3. 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

    1. Open Book Management
    2. Recent Developments in Fiduciary Issues
    3. Why the Value of the Stock is Important and How Do My Employees 
      Benefit From the Determination of Value?

  2. Welcome and Recap

    Speaker: Matt Licina | NCEO

    8:40 am - 9:00 am

    Speaker: Matt Licina | NCEO

  3. Plan Design and Operations

    Speaker: Matt Middendorp | Vision Point Capital

    9:05 am - 9:45 am

    Speaker: Matt Middendorp | Vision Point Capital

  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: Tim Jamison | Prairie Capital Advisors

    10:40 am -11:20 am

    Speaker: Tim Jamison | Prairie Capital Advisors

  7. Financing an ESOP

    Speaker: Steve Ryan | GreatBanc Trust Company

    11:25 - 12:05 pm

    Speaker: Steve Ryan | GreatBanc Trust Company

  8. Lunch with Experts

    Roundtable Topics

    1. Creative Financing Structures
    2. Hiring the Right People for Your New ESOP
    3. ESOP Communication

    12:05 - 1:05 pm

    Roundtable Topics

    1. Creative Financing Structures
    2. Hiring the Right People for Your New ESOP
    3. ESOP Communication

  9. Fiduciary Responsibilities

    Speaker: Alan Kandel | Husch Blackwell

    1:10 - 1:50 pm

    Speaker: Alan Kandel | Husch Blackwell

  10. Investing in the 1042 Rollover

    Speaker: Nick Francia | The Capital ESOP Group at UBS

    1:55-2:35 pm

    Speaker: Nick Francia | The Capital ESOP Group at UBS

  11. Coffee Break

    2:35 - 2:45 pm

  12. Q&A / Debrief

    Speaker: Matt Licina | NCEO

    2:45-3:45 pm

    Speaker: Matt Licina | NCEO

  13. 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.

Sponsors

Boulay Group
GreatBanc
Husch Blackwell
Khorsand ESOP Advisory
Prairie
The ESOP Group at Morgan Stanley
The Captial ESOP Group-UBS
Vision Point Capital