DateStartTimeEndTimePresentationTitleRoom
9/18/20248:45 AM9:30 AMWelcome and State of EOTs and PPTs201 9/18/20249:00 AM11:30 AMESOP Ownership: The Great Balancing Act304/306
9/18/20249:00 AM11:30 AMGet in the Game: Creating a High-Involvement Ownership Culture302/303
9/18/20249:00 AM11:30 AMLarge Companies Roundtable309
9/18/20249:30 AM10:15 AMCase Study: Ocaquatics 201 9/18/202410:30 AM11:30 AMProfit Sharing and Employee Benefits201
9/18/202411:30 AM12:00 PMEOT Roundtable Discussions
9/18/202412:00 PM12:45 PMOpening LuncheonBallroom 5 9/18/202412:20 PM12:45 PMWelcome General Session Ballroom 5
9/18/20241:00 PM2:15 PMCapital Stack: Optimize Structure and Accelerate Growth301
9/18/20241:00 PM2:00 PM Case study: Sandias Executive SearchCommunication and Culture: Critical Success Factors 201
9/18/20241:00 PM2:15 PMFoundations of a Successful ESOP-Owned CompanyBallroom 1/2
9/18/20241:00 PM2:15 PMHiring Outside the Lines309 9/18/20241:00 PM2:15 PMLeveraging AI for Ethical and Effective Employee Ownership CommunicationsBallroom 3/4
9/18/20241:00 PM2:15 PMStart Somewhere: Leadership Development in a EO Company304/306
9/18/20242:15 PM3:15 PMTandem Pathways-Direct Employee Ownership 201 9/18/20242:30 PM3:30 PMAcquisition Strategies for ESOP Companies302/303 9/18/20242:30 PM3:30 PMBasics to FinancialsBallroom 1/2 9/18/20242:30 PM3:30 PMBringing Well-Being into the WorkplaceBallroom 3/4 9/18/20242:30 PM3:30 PMHow Can Research on ESOPs Be Useful for You?304/306
9/18/20243:30 PM4:45 PMAfternoon Roundtables and Wrap Up201
9/18/20243:40 PM4:40 PM Acquisition Due Diligence – Partner with Professionals to Deliver Quality Reports to Your Board 302/303
9/18/20243:40 PM4:40 PMEnhancing Your ESOP Culture and Driving Performance Through Education304/306 9/18/20243:40 PM4:40 PMHow to Structure Your Company Now for Consistent Growth in the FutureBallroom 1/2
9/18/20243:40 PM4:40 PMLong-Term Benefits: Repurchase Obligation and Rewarding Employees309
9/18/20243:40 PM4:40 PMThriving Together: Cultivating Resilient Teams in Challenging TimesBallroom 3/4
9/18/20244:45 PM6:30 PMOpening Cocktail ReceptionBallroom PreFunction 9/19/20249:10 AM10:40 AMCase Study: A Valuation Report Review309 9/19/20249:10 AM10:40 AMCreating an Employee Ownership Culture with a Hybrid/Remote WorkforceBallroom 3/4 9/19/20249:10 AM10:40 AMHelping Employees Think & Act Like OwnersBallroom 1/2 9/19/20249:10 AM10:40 AMThe Myth of Unaffordable Repurchase Obligations301 9/19/20249:10 AM10:40 AMValuation Considerations in Acquistions302/303 9/19/20249:10 AM10:40 AMYour First 5 Years as an ESOP Manager304/306 9/19/202411:00 AM12:00 PMESOP CEO Peer Networking309 9/19/202411:00 AM12:00 PMESOP Finance Working Group Peer Networking302/303 9/19/202411:00 AM12:00 PMHR Peer NetworkingBallroom 3/4 9/19/202411:00 AM12:00 PMInnovative Communication Coalition Peer NetworkingBallroom 1/2 9/19/202411:00 AM12:00 PMService Provider Peer Networking 301 9/19/202412:00 PM12:45 PMLuncheon
9/19/202412:45 PM1:30 PMKeynote- Brewing Potential: Leadership Strategies for Employee-Owned BusinessesGrand Ballroom 5
9/19/20241:45 PM3:00 PMA Case Study of a Successful ESOP: Midwest Mole, Inc.304/306
9/19/20241:45 PM3:00 PM Develop and Utilize Guiding Principles to Empower Employee-Owners to Make Decisions That Support the Company's Goals and Visions Ballroom 1/2
9/19/20241:45 PM3:00 PMFasten Your Seatbelts: Navigating the Bumpy Ride of the Second Transition301
9/19/20241:45 PM3:00 PM StoryBrand for Employee Ownership: Create compelling messages for your team, customers and community Ballroom 3/4
9/19/20241:45 PM3:00 PMThe Ins and Outs of Successful Acquisitions302/303 9/19/20243:15 PM4:15 PMAcquisition Capital for ESOP Companies302/303
9/19/20243:15 PM4:15 PMCommunicating Value Drivers for a Successful ESOP CultureBallroom 1/2
9/19/20243:15 PM4:15 PMESOP Issues in the Board Room: Presented by the Private Directors Association309
9/19/20243:15 PM4:15 PMFinancial Modeling for New and Mature ESOPS304/306
9/19/20243:15 PM4:15 PM Fostering Inclusive Workplaces: Leveraging Evidence-Based Research to Overcome Unconscious Bias in Team Leadership Ballroom 3/4
9/19/20243:15 PM4:15 PMPitfalls When Financing Growth in ESOP-Owned Companies301
9/19/20244:30 PM5:15 PM Bridging the Gap: How Academic Research on M&A and Governance Can Benefit Your ESOP 301
9/19/20244:30 PM5:15 PMCaptive Health Insurance ESOPs: Owning The Benefits of Collaboration304/306
9/19/20244:30 PM5:15 PMStewardship Governance and Culture: Unlocking the Value of Employee OwnershipBallroom 1/2
9/19/20244:30 PM5:15 PMThe Stay Interview as a Retention ToolBallroom 3/4 9/19/20245:15 PM7:00 PMClosing Cocktail ReceptionBallroom PreFunction 9/20/20248:30 AM8:50 AMClosing General Session
9/20/20249:00 AM10:30 AMCulture, the Forgotten Component of Successful Acquisitions302/303
9/20/20249:00 AM10:30 AMSelf-Funding Incentives That Transform Your Ownership CultureBallroom 1/2
9/20/20249:00 AM10:30 AMSuccession for Key Roles: A Workshop304/306
9/20/20249:00 AM10:30 AM The Heart of the Company: Leveraging Employee Ownership Throughout the Employee Lifecycle Ballroom 3/4
9/20/202410:45 AM11:45 AMBalancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short301
9/20/202410:45 AM11:45 AMDriving a Culture of LearningBallroom 3/4
9/20/202410:45 AM11:45 AMMinimizing Board Liability Through the Life of an ESOP304/306
9/20/202410:45 AM11:45 AMOff to the Races: How to Gain Buy-In for Your ESOP Through Effective Communications309
9/20/202410:45 AM11:45 AMPractices and Policies for Highly Participatory ESOPsBallroom 1/2
9/20/202410:45 AM11:45 AMUnsolicited Offers and M&A - ESOP Challenges302/303
9/20/202411:45 AM12:45 PMClosing Luncheon
9/20/202412:50 PM1:30 PMAcquisition Leadership Roundtable DiscussionsBallroom 1/2
9/20/202412:50 PM1:50 PMPreserving Institutional ESOP Knowledge & Strategy for Times of Transition302/303
9/20/202412:50 PM1:50 PMWin–Win Workplace: How Thriving Employees Drive Bottom-Line SuccessBallroom 3/4