NCEO Conference Agenda - April 24-27 - Minneapolis
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Key
E1= ESOP Basics
E2= ESOPs: Beyond the Basics
EQ= Equity Compensation
CC= Communication and Culture
LG= Leadership and Governance Issues
Preconference: Tuesday, April 24
Sponsored by Executive Financial Services, Inc.
1:00-5:30: Compensation Issues for Privately Held Companies
(advance registration required)
This
half-day session will provide both an overview of issues and examples
of best practices and decision-making strategies as well as examining
many different forms of compensation in privately-held companies. Build
effective base and incentive pay systems for everyone at your company,
including executives.
half-day session will provide both an overview of issues and examples
of best practices and decision-making strategies as well as examining
many different forms of compensation in privately-held companies. Build
effective base and incentive pay systems for everyone at your company,
including executives.
1:00-5:00: People and Policies in Employee-Owned Companies
(advance registration required)
This
half-day session will examine hiring and terminating employees, job
descriptions and evaluations, training in employee-owned companies,
leadership development, and more. Learn about strategies to find,
develop, and retain the employee-owners your company needs.
half-day session will examine hiring and terminating employees, job
descriptions and evaluations, training in employee-owned companies,
leadership development, and more. Learn about strategies to find,
develop, and retain the employee-owners your company needs.
5:30-7:30: Meet and Greet
Informal Conference Meet and Greet with Members of the Local Host Committee
Hotel Lobby Bar (No-Host Happy Hour)
Look for the 2012 Employee Ownership Conference Table
(open to all conference attendees)
Day One: Wednesday, April 25
8:30-10:30
NCEO Board Meeting (open to all members)
9:00-5:00
Registration Open
Host Table Open (with hotel diagrams to orient you)
Host Table Open (with hotel diagrams to orient you)
9:30-7:00
Exhibits Open
9:30-10:45
Morning Break
Sponsored by EKS & H
10:45-12 Noon: Concurrent Session 1
LG What We Learned as We Assembled Our ESOP Board
EQ Equity Compensation Design Panel: Who Should Get What, When, and How?
CC Get Unstuck: Brainstorming Communication Solutions
CC Creating a Culture of Ownership: A Case Study
CCE1 Orientation to Employee Ownership: The Basics
E1 Determining the Feasibility of an ESOP
E1 Lifecycle of an ESOP: Overview of the Creation and Maintenance of an ESOP Through the Leveraged Phase
E1CC What New ESOP Participants Really Want to Know and What You Need to Tell Them
E2 Transactions for Existing ESOP Companies: Acquisitions, Mergers, Spin-offs
E2 Keeping Roles Clear in an ESOP Transaction
12:00-12:30
Opening Luncheon
12:30-1:30
Opening General Session: The State of Employee Ownership
Quick Conference Orientation and Navigation
Loren Rodgers, NCEO; Anthony Mathews, Beyster Institute
1:30-4:30
Continuous Afternoon Coffee
Sponsored by Menke & Associates
1:45-3:00: Concurrent Session 2
LG Ten Steps to Good Plan Governance
EQ Educating Employees on Stock Compensation
CC A 27-Year History of ESOP Sustainability
CCDeveloping an Ownership Culture as a Primary Organizational Strategy
CC Moving Forward: ESOP Communication After the Initial Rollout
E1 ESOPs in Business Succession and Estate Planning
E1 S Corporation Issues for ESOP Companies (will repeat on Thurs.)
E1 Basic ESOP Plan Design
E2 Accounting for ESOPs
E2 Climate Change? Is it Getting Warmer for Fiduciaries?
3:00-3:30
Afternoon Break
Sponsored by E*TRADE Corporate Services
3:30-4:45: Concurrent Session 3
LGCreating a Deep Pool of Talent Through Leadership Development
EQCC Equity Compensation Done Right: The Minnetronix Story
CCIntegrating Shared Ownership Into Your Existing Culture Strategy
CC Overcoming Challenges to Effective Communications
E1 Introduction to ESOP Transactions
E1 Tax-Free Rollover--When It's Hot & When It's Not
E1 ESOP Valuation Basics
E2 ESOP Policy Decisions - Effect on Benefits Valuation
E2 Transitioning Your ESOP Company to the Next Generation
E2 Working With Your Bank
5:00-7:00
Opening Cocktail Reception
Sponsored by over 88 companies and firms
Special thanks to beverage sponsor McDermott, Will & Emery
and entertainment sponsor Jackson Lewis LLP
Day Two: Thursday, April 26
8:00-5:00
Registration and Exhibits Open
8:00-9:00
Buffet Continental Breakfast
Breakfast Discussion Roundtables
9:00-10:15 : General Session
Announcement of Innovations Award Winners (sponsored by TEOCO)
Keynote Address: The Passion of Leadership
Henry Givray, SmithBucklin Corporation (see bio)
10:30-11:45: Concurrent Session 4
LG What Leaders Do - A Practical Examination
EQ Executive Benefits in an ESOP Company
CC Case Studies: Communicating in Employee-Owned Companies
CC Fostering Innovation in Employee-Owned Companies
E1 Basics of ESOP Administration
E1 Basic ESOP Financing (repeats on Friday)
E2 Developing a Repurchase Obligation Funding Strategy for Long-Term Sustainability
E2 Administrative Mistakes & How to Fix Them
E2 What is Bothering the DOL?
E2 Optimizing ESOP Transaction Structures in the Current Tax Business Environment
12:00-1:15
Luncheon with Choice of Expert-Led Roundtable Discussions
Sponsored by Principal Financial Group
1:30-2:45: Concurrent Session 5
LG What Keeps Board Members of ESOP Companies Up at Night?
EQ Pairing Equity Incentive Plans with ESOPs
CC Economic Value Added: The Language of Ownership
CC ¡No Hablo Inglés!: Engaging and Understanding Employees Beyond English
E1 S Corporation Issues (repeat session)
E1 Best Practices When You Have an ESOP & a 401(k) Plan
E1 Basic ESOP Distribution Rules
E2 Advanced Forecasting Accounting for Repurchase Obligations
E2 ESOPs in Mergers & Acquisitions
E2 Financial Strategies to Increase the Value of ESOP Companies
2:45-3:15
Afternoon Break
Sponsored By PTCFO, Inc.
3:15-4:30: Concurrent Session 6
LG Involving Employees in Corporate Governance
EQ Broad-Based & Global: Taking Your Equity Plan Beyond the U.S. Borders
CC How to End Entitlement in an ESOP Company
CC Mind Games: Why Bad Decisions Can Seem Like Good Ones
E1 The Role ERISA Plays in ESOP Program Operations
E1 Understanding Trustee Responsibilities in an ESOP(will repeat on Friday)
E2 Case Study: An ESOP Company's Trials & Tribulations Putting Together Financial & Accounting Systems
E2 Responding to Unsolicited Offers
E2 Advanced Distribution & Diversification Issues
E2 Legal & Regulatory Update on ESOPs for 2011/2012(repeats on Friday)
4:45-6:00: Concurrent Session 7
LG Governing When the ESOP is a Minority Shareholder
EQ Executive Compensation and Benchmarking
CC The Grabber Construction Company ESOP -- It's Alive!
CC Improving Team Performance with Mini-Games
E1 Fundamentals of ESOP Repurchase Obligation
E2 Valuation of Leveraged ESOP Shares
E2 Your Acquisition Growth Strategies- Procedures and Consideration for ESOP Companies
Special: One-on-One Expert Mini-Consultation Sessions
Sign-up in advance during conference(near registration area) for a 20-minute consultation
6:30-8:00 Offsite Reception
Sponsored by Kreig DeVault, Swerdlin & Co., Value Consulting Group
Day Three: Friday, April 27
8:00 -12 Noon
Registration and Exhibits Open
8:00-9:00
Buffet Continental Breakfast
Breakfast Discussion Roundtables
9:00-10:15: Concurrent Sessions 8
LG Important Issues for ESOP Company Directors
EQ Tax Compliance: The Dark Side of Equity Compensation
CC Using Your ESOP as a Competitive Advantage
CC Did You Say 100 Percent ESOP?
E1 Determining Stock Value: Roles and Responsibilities
E1 Understanding Trustee Responsibilities in an ESOP
E2When the DOL Comes Knocking: Preparing and Surviving
E2 Transferring 401(k) or Profit-Sharing Accounts to an ESOP to Buy Company Stock
10:30-11:45: Concurrent Sessions 9
LG Effective ESOPs: The Value of an Involved Trustee
CC Wellness: Building a Culture of Health in an ESOP Company
CCE1 Improving Stock Value: Two ESPP Case Studies
E1 Challenging Issues in Young ESOPs
E1 Figuring Out Forecasting- Basics of Repurchase Obligation Planning
E2 Basic ESOP Financing
E2 401(k)s in ESOP Companies --New Rules, New Requirements
E2 Legal & Regulatory Update on ESOPs for 2011/2012
12:00 Noon: Conference Adjourns
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There are several interesting equity compensation presentation at this event.
The NCEO Conference is especially focused on smaller and private companies. This is a great event if you are still private or exact that you will stat private. It is inexpensive, very friendly, interactive and focused.