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IN-PERSON MEETING

ESOP Nuts and Bolts: What You Need to Know About Employee Stock Ownership Plans

July 11, 2019 :: Bellevue, WA

About This Meeting

This meeting covers the essentials of how an employee stock ownership plan (ESOP) works. Held at a leading ESOP company, it also provides an opportunity to learn about employee ownership from employee ownership companies. The session is aimed at people thinking about an ESOP, but may also be useful as a review for people in ESOP companies who want to know more about how the plans work.

Program

8:30 AM
Check-in and Refreshments
9:00 AM
Welcome and Introduction
TBA, National Center for Employee Ownership
9:25 AM
An ESOP Company Perspective
,
9:45 AM
What Is An ESOP and What Can You Use It For?
10:30 AM
Break
10:45 AM
What's Your Company Worth? ESOP Valuation
11:30 AM
ESOP Feasibility
12:15 PM
Lunch
1:15 PM
ESOP Plan Designs That Work
2:00 PM
How to Finance an ESOP
2:45 PM
Who Runs This Thing? ESOP Fiduciary Issues
3:30 PM
Break
3:45 PM
Small Group Discussions
4:30 PM
Adjourn

Meeting Site

The meeting will be held at Axia Homes Loans, located at 1120 112 Avenue NE, Suite 600, Bellevue, WA 98004.

Registration

All meeting registrations must be prepaid.

NCEO members: $75.00 per person. (Not a member yet? Join during checkout for only $90. Membership is a great way to learn more about employee ownership.)

Nonmembers: $75.00 per person.

This meeting is not yet open for registration. Please check back in the future.

Cancellation Policy

A full refund will be issued, less a $20.00 administrative fee, if the request is received by the close of business on June 11, 2019. Cancellations made after that date and before our guarantee date of June 27, 2019, will be eligible for credit toward another program, minus a $20.00 administrative fee. Those cancelling on or after the guarantee date will not receive a paper credit or a refund.