12:30 pm - 1:00 pm
Agenda
Monday, July 29
Registration and Refreshments
1:00 pm - 1:30 pm
Welcome! What is Employee Ownership?
1:40 pm - 2:40 pm
An ESOP Company Perspective
2:50 pm - 3:05 pm
Coffee Break
3:15 pm - 4:00 pm
ESOP Transaction Structures & Assessing Feasibility
4:10 pm - 4:55 pm
Roundtable Discussions
5:30 pm - 6:30 pm
Networking Cocktail Reception
Tuesday, July 30
8:00 am - 9:00 am
Breakfast Roundtables
9:10 am - 9:25 am
Welcome and Recap
9:35 am - 10:05 am
Plan Design and Operations
10:10 am - 10:30 am
Coffee Break
10:30 am - 11:15 am
Determining Stock Value
11:25 am - 12:10 pm
Financing an ESOP
12:10 pm - 1:10 pm
Lunch with Experts
1:20 pm - 2:05 pm
Fiduciary Responsibilities in an ESOP-Owned Company
2:15 pm - 3:00 pm
Engaging Employee-Owners
3:00 pm - 3:15 pm
Coffee Break
3:25 pm - 4:00 pm
Navigating Strategic Options- 1042
4:10 pm - 4:55 pm
Using NCEO Research and Toolkits on Employee Ownership Journey