Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans
A seminar specifically designed for companies considering an ESOP
February 13–14, 2019 :: Scottsdale, AZ
About This MeetingLearn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit planning. The seminar will cover valuation, financing, legal issues and plan design, issues for selling shareholders, and communication and ownership culture.
This seminar is also an excellent way for new employees at an ESOP company to gain an understanding of how ESOPs work. To maintain the integrity of this meeting, registration is restricted to companies that either have an ESOP or are considering one (see below under "Registration").
Merri E. Ash
Jamie Zveitel Kwiatek
Christopher Michael, P.C.Chris operates a boutique law firm focusing on employee ownership trusts (EOT). He is responsible for developing the perpetual purpose trust as a new legal mechanism for employee ownership in the United States and has published articles introducing the concept in leading peer-reviewed law journals, including Tax Notes and Probate & Property. In addition to working with businesses to introduce an EOT, Chris also consults with existing ESOP companies on transitioning to an EOT, as well as on amending ESOP trusts to better accord with traditional principles of employee ownership.
ButcherJoseph & Co.Rose is a director with ButcherJoseph & Co. which comprises ButcherJoseph & Co. Investment Bankers, ButcherJoseph & Co. Valuation Advisory, and ButcherJoseph Asset Management. With more than 15+ years' experience, Rose oversees business development and client relationships on behalf of ButcherJoseph and is very involved in the M&A and ESOP communities. Rose serves on the board of directors for the St. Louis chapter of the Association for Corporate Growth (ACG) while being an active member within the National Center for Employee Ownership (NCEO), the ESOP Association, and Vistage.
Robert F. Schatz
Kenneth E. Serwinski
Meeting SiteThe meeting will be held at the Embassy Suites Scottsdale (formerly Chaparral Suites), located at 5001 North Scottsdale Road. Sleeping rooms are available for our group at the special rate of $231. Rate includes complimentary breakfast and evening reception. Please call 800-362-2779 by January 8, 2019 to make a reservation. Please mention the National Center for Employee Ownership to receive the group rate
Registration (Companies Only, Except As Provided Below)
Registration is restricted to companies that have an ESOP or are considering one, unless you are a sponsor. Service providers who are not presenting are welcome to attend the seminar if they are a non-speaking sponsor. To request to become a nonspeaking sponsor, please click here. To register, choose the number of attendees from the drop-down list below, add it to your cart, and on the first screen of checkout enter the attendee name(s) and email(s) in the box at the bottom of the form.
All meeting registrations must be prepaid.
NCEO members: $195.00 for the first person and $170.00 for each additional person through January 8; $245.00 for the first person and $220.00 for each additional person thereafter. (If you are not an NCEO member but join when you register, you will receive the member price.)
Nonmembers: $260.00 for the first person and $240.00 for each additional person through January 8; $310.00 for the first person and $290.00 for each additional person thereafter.
Continuing Education Credit
CPE CreditThe National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
This program is a "group-live" offering and provides 11.00 hours of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.
IRS CreditThe National Center for Employee Ownership (NCEO) is registered with the IRS as an approved provider of continuing education credit. This program provides 3.00 hours of IRS credit for Enrolled Retirement Plan Agents. Programs listed in other areas of our Web site are not approved for continuing education credit for Enrolled Retirement Plan Agents. Attendees must provide a PTIN with their registration in order to obtain IRS CE credit. Continuting education credit is not mandatory for tax return preparers.
SHRM CreditThis program is valid for 8.25 PDCs for the SHRM-CPSM or SHRM-SCPSM.
A full refund will be issued, less a $50.00 per person administrative fee, if the request is received by the close of business on January 8, 2019. Any refunds issued more than 120 days after a credit card payment is processed will be made via check. Cancellations made after that date and before our guarantee date of February 7, 2019, will be eligible for credit toward another program, minus a $50.00 per person administrative fee. Those cancelling on or after February 7, 2019, will not receive a paper credit or a refund.