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Full Schedule

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Full Schedule

  • Tuesday, April 25, 2023
  • 7:00 AM – 4:00 PM CST
    Conference Registration
  • 7:30 AM – 8:30 AM CST
    Breakfast Buffet
  • 9:00 AM – 9:30 AM CST
    Welcome General Session
  • 9:45 AM – 10:45 AM CST
    9 Innings of an ESOP Transaction
  • 9:45 AM – 10:45 AM CST
    A Primer on ESOP Distribution Policies
  • 9:45 AM – 10:45 AM CST
    Accounting and Financial Reporting Implications for ESOPs
  • 9:45 AM – 10:45 AM CST
    Becoming a Strengths-Based Organization
  • 9:45 AM – 10:45 AM CST
    Color Wars - National Employee Ownership Month - Month-Long Team Building Event
  • 9:45 AM – 10:45 AM CST
    Disarming Mines – Risks Facing ESOP Trustees
  • 9:45 AM – 10:45 AM CST
    Engaging, Innovative, and Interactive Ways to Celebrate Employee Ownership and Educate Professionals About Being an Employee-Owner
  • 9:45 AM – 10:45 AM CST
    Managing Conflicts of Interest with the Board of Directors
  • 9:45 AM – 10:45 AM CST
    OWN Health Captive: Community and Collaboration Driving Improved Cost and Health Outcomes
  • 9:45 AM – 10:45 AM CST
    Pre-Feasibility Checklist: Are You a Good Candidate for an ESOP
  • 9:45 AM – 10:45 AM CST
    Repurchase Obligation Funding Strategies
  • 9:45 AM – 10:45 AM CST
    The Advantages of Video Media in ESOP Education
  • 10:45 AM – 11:15 AM CST
    Coffee Break
  • 11:00 AM – 12:00 PM CST
    Board Governance Through the Lifecycle of an ESOP
  • 11:15 AM – 12:15 PM CST
    10 Tips to Improve Employee Retention
  • 11:15 AM – 12:15 PM CST
    360 Degree Review of Cybersecurity Insurance for an ESOP
  • 11:15 AM – 12:15 PM CST
    Aspects of ESOP Valuations and Leveraged Transactions Frequently Scrutinized by the DOL
  • 11:15 AM – 12:15 PM CST
    Communicating the ESOP to Your Employees
  • 11:15 AM – 12:15 PM CST
    Financing for New and Existing ESOP Companies
  • 11:15 AM – 12:15 PM CST
    Internal Trustee Fiduciary Duties and Liability
  • 11:15 AM – 12:15 PM CST
    Is an ESOP Right for Your Company?
  • 11:15 AM – 12:15 PM CST
    Plan Design and Redesign
  • 11:15 AM – 12:15 PM CST
    Setting the Stage for a High Performance Culture
  • 11:15 AM – 12:15 PM CST
    The Effect of Turbulent Market Conditions on ESOP Transactions and Annual Valuations
  • 11:15 AM – 12:15 PM CST
    The Impact of Assumptions on the Ownership Mindset
  • 11:15 AM – 12:15 PM CST
    What to Do When You Find Mistakes with Your ESOP - And How to Avoid Them
  • 12:00 PM – 6:00 PM CST
    Massage Lounge
  • 12:15 PM – 1:15 PM CST
    Ready to Use Tools for Employee Ownership Month…. And Every Month
  • 12:30 PM – 1:45 PM CST
    Welcome Lunch
  • 1:30 PM – 2:15 PM CST
    Expo Hall Exploration
  • 2:15 PM – 3:15 PM CST
    Capital Markets Considerations for ESOP-Owned Companies
  • 2:15 PM – 3:15 PM CST
    Drafting the Perfect ESOP
  • 2:15 PM – 3:15 PM CST
    Employee Ownership When You're Not Looking to Sell
  • 2:15 PM – 3:15 PM CST
    ESOP Basics
  • 2:15 PM – 3:15 PM CST
    ESOP Valuation in Uncertain Economic Times
  • 2:15 PM – 3:15 PM CST
    From Burnout to Flourishing: Develop High-Quality Connections to Increase Employee Engagement
  • 2:15 PM – 3:15 PM CST
    Grilled Cheese Snack Break
  • 2:15 PM – 3:15 PM CST
    Have and Have Nots -- the Challenges of a Mature ESOP and Solutions to Level the Playing Field
  • 2:15 PM – 3:15 PM CST
    How NCEO Research and Data Can Help You and Your Business
  • 2:15 PM – 3:15 PM CST
    Mastering the Power of the Dream ESOP Team Co-Elevate Your Mutual Success
  • 2:15 PM – 3:15 PM CST
    Own Your Reputation: Crisis Communications for ESOPs
  • 2:15 PM – 3:15 PM CST
    Ten Key Issues You'll Likely Encounter in Your First Ten Years as an ESOP
  • 2:15 PM – 3:15 PM CST
    Understanding the Share Price: ABC’s of Business Valuation
  • 2:15 PM – 3:15 PM CST
    What Is Working in Onboarding, Learning and Development, and Engagement as the Workforce Evolves
  • 3:25 PM – 4:25 PM CST
    Plan Design Options for Established ESOPs
  • 3:45 PM – 4:45 PM CST
    A Guide to Post-Transaction GAAP ESOP Accounting: Common Entries, Financial Statements, Bank Covenants, and Common Mistakes
  • 3:45 PM – 4:45 PM CST
    Complications and Lessons Learned from a Minority-owned ESOP Company
  • 3:45 PM – 4:45 PM CST
    Executive Compensation in ESOP Companies
  • 3:45 PM – 4:45 PM CST
    Fiduciary Issues
  • 3:45 PM – 4:45 PM CST
    How to Create a Talent Management Strategy for Your ESOP
  • 3:45 PM – 4:45 PM CST
    Information Sharing in Employee Owned Companies: What to Share and How
  • 3:45 PM – 4:45 PM CST
    Preparing for a CEO or Other Key Executive Transition
  • 3:45 PM – 4:45 PM CST
    Private Capital Investments in ESOP-Owned Companies – the Developing Trends
  • 3:45 PM – 4:45 PM CST
    Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
  • 3:45 PM – 4:45 PM CST
    The 1042 Rollover
  • 3:45 PM – 4:45 PM CST
    The Colorado Employee Ownership Ecosystem
  • 3:45 PM – 4:45 PM CST
    Watch out for the Land Mines! an ESOP Legal Update
  • 5:00 PM – 7:00 PM CST
    Opening Cocktail Reception