NCEO 2020 Employee Ownership Conference

Thank you for your interest in the 2020 NCEO Employee Ownership Conference On Demand version. Your registration allows you access to over 100 sessions where you can learn how ESOPs are responding to the COVID-19 crisis, how to engage employees during this difficult time and more technical and financial sessions.


Plus, the ability to view a replay of the Keynote: Employee Ownership in Challenging Times and much more!



  •  
 
 

A wide-ranging educational conference for the Employee Ownership community

 

  • While we were unable to meet in Minneapolis for our flagship event, the 2020 Employee Ownership Conference, we adapted our conference sessions to deliver three days of virtual ESOP education, engagement, and community-building. More than 1000 registrants joined us for our first ever virtual event. We'd like to share that experience with you.

    Our virtual format will provide you with the same high-quality experience you've come to expect from our annual conference, including:

  • - An engaging and relevant keynote
  • - Information on how ESOPs are responding to the COVID-19 crisis
  • - Our annual Innovations Award and Video Contest winners
  • - Thoughtful and energetic speakers with expertise on culture, sustainability, transactions, and everything in-between
  •  


You may access more than 100 expert-led sessions for $280. 

Please note, your acess expires on June 12, 2020.

Cancellation Policy: Please note, due to the nature of this event there are no refunds.

On Demand sessions are ineligible for continuing eductation credit. Looking for CE? Try out the NCEO's weekly webinar series.

SESSIONS



Orientation to the Preconference Session Morning

Loren Rodgers


Quick Tips on Navigating the Virtual Conference

Loren Rodgers


Preconference: Corporate Governance

Martin Staubus
Alisa Moore
Laurence Goldberg
Howard Kaplan
 This session will improve your knowledge and expand your understanding of the workings of corporate governance at an ESOP-owned company. It will help instill confidence in your ability to serve successfully in any role in the governance structure of an ESOP Company.

Sponsored by:


Preconference:Communication Tips and Tools for ESOP Companies

Patrick Carpenter
Steve Nicholson
Kjersti Cory
Dallan Guzinski
 This in-depth session will provide specific, take-home tips and tools to assist you in communicating the details about your employee stock ownership plan to all your employees. Innovative and effective ways to discuss the concepts (and the misconceptions) with employees, what information you must provide, and how often are just some of the topics that will be covered.

Sponsored by:


The Employee-Owner’s Crisis Survival Kit: You’ve Never Needed Your Employee-Owners More than Now

Steve Baker
Anne-Claire Broughton
John Williams
 A session designed to help ESOPs in need. We will discuss how to forge a culture of resilience and ownership, a way to create safe cultures during a crisis situation, and how to regain control of your forecast by engaging the wisdom of the crowd.

Sponsored by:


Orientation to the Preconference Session Afternoon

Loren Rodgers


Preconference:Strategic Issues for ESOP Companies -Not One, but Two Serious Offers at the Same Time!

Scot Storjohann
Don Hudak
Dave Fitch
 ESOPs can provide an evergreen ownership strategy but are subject to market forces much like any other company.  ESOP companies receive offers to be purchased and often become acquirors themselves.  As an ESOP-owned company, the board, the ESOP trustee and other key participants must be sure they take the proper steps in either evaluating a sale or making an acquisition.  Taking the proper steps can help the ESOP participants realize a their investment in a sale or see their stock price grow due to a strategic acquisition or series of acquisitions. This preconference session talks about employee ownership as a constraint but also focuses on its power to transform goal-setting and the work force’s effectiveness in reaching those goals.

Sponsored by:


Preconference:Sustaining Your Company and Your ESOP

Matt Keene
Alex Moss
Robert Grossman
Paul Halverson
Susan Stelter
There is more to sustaining your ESOP than doing repurchase studies.  Today’s successful ESOP companies are doing holistic planning to ensure alignment between their ownership philosophy, leadership philosophy, compensation philosophy, and culture, as each of these items affect the others.  During the COVID-19 outbreak, it is critical to plan accordingly.  Please join us to see how other companies are putting all the pieces together.

Sponsored by:


Preconference: What’s Your Plan B? Contingency Planning to Survive & Thrive in Tough Times

Steve Baker
 

Sponsored by:


Preconference: Strategic Issues for ESOP Companies- ESOP Acquisitions

William Stewart
Michael Rosendahl
 ESOPs can provide an evergreen ownership strategy but are subject to market forces much like any other company.  ESOP companies receive offers to be purchased and often become acquirors themselves.  As an ESOP-owned company, the board, the ESOP trustee and other key participants must be sure they take the proper steps in either evaluating a sale or making an acquisition.  Taking the proper steps can help the ESOP participants realize a their investment in a sale or see their stock price grow due to a strategic acquisition or series of acquisitions. This preconference session talks about employee ownership as a constraint but also focuses on its power to transform goal-setting and the work force’s effectiveness in reaching those goals.

Sponsored by:


Opening Remarks: Resilience

Loren Rodgers


Designing Executive Benefits in ESOP Companies

Cara Benningfield
Mark Welker
Dennis Koletsos
 


Is That How Boards and Trustees Really Interact?

Neil Brozen
Martin Rigney
Rick Stafford
 


Create a Winning Culture in 90 Days with MiniGames (Part 1)

Michele Bridges
 


A Guide to ESOP Communication and Culture Development

Amanda Thomas
Jana Sanchez
 


Merger & Acquisition Considerations for ESOP Companies - What do you need to know?

John Korschot
Jerry Lau
Patrick Sweeney
 


How to Finance your ESOP Transaction

David Solomon
Curt Rubinas
Regina Carls
 


ESOP Distribution Policies and Practices

John Burgess
Curtis Schehr
Pete Shuler
 


The New Federal Economic Stimulus Bill and ESOP Companies

Alex Mounts
 


Structuring Warrants in ESOP Transactions: Avoiding Unintended Consequences

Philip Carstens
Lynn DuBois
Kim Blaugher
 


Creating and Following a Vision for Your Business

Alexander Freytag
 


Board Interactions with ESOP-Related Professional

Hillary Hughes
Kyle Spader
Rebecca Greene
 


Board and Director Evaluation: What, How and When

Bob Kovell
Jim Schiffler
Ben Holder
 


Create a Winning Culture in 90 Days with MiniGames (Part 2)

Michele Bridges
 


ESOP Participants: Retirement and Financial Wellness

Stephanie Carlin
J. Scott Gehman
 


Save Time and Increase Engagement with a 12-Month Communications Plan

Adrienne Gehan
 


Forecasting for ESOP Valuations in Uncertain Times

Dan Markowitz
Patrice Radogna
Chip Brown
 


Fundamentals of ESOP Repurchase Obligation

Clifford Canavera
Tina DiCroce
Nic Staloch
 


Somebody Wants to Buy My ESOP Company … Now What?

Janel Leymester
Richard Heeter
Joseph Montesano
 


ESOP Ramp Up – Managing ESOP Resources and Costs

Sheryl Bayani-Alzona
Greg Weiss
Wendy Gilligan
 


Power of Employee Ownership Winners sponsored by Plante Moran

Tim  Garbinsky
 


Synthetic Equity and Its Impact on the 409(p) Test

Vicki Graft
Jamie Kwiatek
 


ESOP Engagement: Driven by the Employees, for the Employee

Mark Keefer
Jimmy Bennet
 


Your Roadmap to Retirement

Jamie Waldren
Peter Newman
 



ESOP Administrative, Disclosure and Reporting Toolkit

Ann Caresani
Lori Stuart
Daniel Stoltz
 


ESOP Accounting

Matthew Neir
 


Planning a Successful ESOP Transaction

David Joffe
Pete Prodoehl
Stephen Martin
 


High-Involvement Strategic Planning in an Employee-Owned Company

Rich Armstrong
 


The Role of the Board in Ownership Culture

Wayne Isaacks
Jack Veale
 


All-Star Frontline Leaders

Krisi Schell
Darrin Bridges
 


Building Ownership Culture Across Multiple Locations

Thomas Dudley
 


Communicating Why Employee Ownership Matters Now to Employees

Corey Rosen
 


How to utilize your Communications Committee during the COVID-19 pandemic?

Jason Wellman
 


Helping Others Know the Value of Working With and For an ESOP

Chad Crowe
Suzanne McDowell
 


7 Ways to Increase Your ESOP Stock Value

Patrick Schmidt
Stephen White
 


Valuation Basics

Matt Silla
 


Case Study: Strategies We Used to Reduce Repurchase Obligation As we Grew Rapidly

David Whaley
Paul Haley
Heather Driscoll
 


Capital Needs in ESOP Companies: A Guide for the Board of Directors

Mark Thompson
Paul Halverson
 


Basic Administration: Timelines and Third-Party Administrator Requirements

Michael Bertram
Connie Woodmansee
 


ESOP Plan Design and Allocations

Kevin Rusch
Chuck Bachman
Doug Neville
 


Watch the Innovations Award Sponsored by TEOCO

Dallan Guzinski


Stewardship or Agency Governance within ESOP Companies

Richard Van Doel
 


Harnessing Purpose and Value at Every Position in Your Company

Dallan Guzinski
Lisa Blen
 


Communicating ESOP Valuation and Company Values

Tom DeSimone
 


S Corporation Legal and Valuation Issues

Leah Singleton
Alex Ruetz
Scott Freund
 


Should We Segregate Terminated Participants' Accounts? Let's Debate!

Ashleigh Newlin
Dawn Goestenkors
Christine Hurt
 


Through the eyes of a business owner: Why I chose an ESOP

Keith Apton
Edward Renenger
Brian Allen
 


The ABC's of ESOP Feasibility: What is it?

Tabitha Croscut
Chuck Coyne
Joseph Gilbert
 


Leading and Engaging Employee-Owners with Data Analytics

Jon Ault
 


Keynote: Employee Ownership in Challenging Times

Loren Rodgers
Michelle Mongeon Allen
Victor Aspengren
 


For the New ESOP: What You Should Know

Howard Kaplan
Carla Neal Klingler
Kenneth Serwinski
 


A Better Way Forward: NCEO Group Captive Solutions

Charles Duke
Pim jager
 


What to do When You Find a Mistake with Your ESOP

Jamie Kwiatek
Anthony Brunsvold
Alan Kandel
 


Section 409(p) Anti-Abuse Laws - What the Company Needs to Know

James Moser
Mitchell Miller
Jeremy Newcomb
 


Analysis of a DOL Investigation From Start to Finish - A Case Study

Ted Becker
James Joyner
Nathan Nicholson
 


Legal and Regulatory Update

Laurence Goldberg
James G. Steiker
 



Lead Like a Human in Times of Uncertainty

Adam Weber
 


Designing The Company President's Performance Review - Help for The ESOP Board of Directors

Lisa Tilley
Scott Miller
 


Workshop for Internal Trustees

Andrew Manchir
Stephen James
Alex Perry
 


What Do ESOP Company Boards Do and Who Should Be on Them?

Christopher Buch
 


How the Rules of Improv Can Improve Your Business and Culture

Dallan Guzinski
 


The Mature ESOP Roll-Out: Reintroducing Employee Ownership

John Burgess
Paul Horn
 


Living with an ESOP: ESOP Company Case Studies

Tom Roback
Kevin McDonnell
Mike Scipione
 


Valuation and Coronavirus - A Hot Topic Debate

Gregory Kniesel
Robert Hilton
Daniel Van Vleet
 


ESOP Companies Making Acquisitions

Wil Becker
Michael Voves
 


Benefit Levels and Planning for the ESOP Repurchase Obligation

Michael McGinley
Jayln Sunshine
 


Trends in ESOP Litigation by the Department of Labor and Private Plaintiffs

Chelsea Mikula
Lars Golumbic
Christopher Rillo
 


Synthetic Equity Uses in ESOP Transactions and Executive Compensation

Peter Aliferis
Kjersti Cory
Harvey Katz
 


Not One, but Two Serious Offers at the Same Time!

Scot Storjohann
Don Hudak
Dave Fitch
 


Board vs. Board

Karen Ng
Emily Rickard
 


Corporate Governance in an ESOP Company

Fenton Strickland
Merri Ash
 


Beyond Engagement: How to Make Your Company an Idea Factory

Corey Rosen
Jim Schiffler
 


COVID-19: Designing Empowering Cultures & Conversations During Times of Crisis

John Schuster
 


Analyzing the Valuation Issues in Recent ESOP Lawsuits

Brian Bornino
Scott Stitt
Michael Flesch
 


How to Grow Your Company through Acquisitions

Ron Lint
Leah Turnbull
Anthony Dolan
 


Capital Planning Through the Life Cycle of an ESOP Company

Steve Ryan
Greg Hogan
Guillermo Doria
 


The Fair Market Value Standard: Are the DOL and Some Courts Getting It Wrong?

Richard Pearl
Don Drysdale
 


Transaction Negotiations - What Goes on Behind the Scenes?

Craig Olinger
Eric Zaleski
Michael New
 


Setting Goals, Creating Engagement: Lessons from High-Performing ESOP Companies

Patrick Carpenter
Kelly Mutuc
 


I Own It. Right?

Kellee Kroll
 


Harnessing the Power of Storytelling

Aaron Moberger
Barbara Clough
 


Following the Cash through the Life of an ESOP

Richard Shuma
David Binns
 


Financing an ESOP Company in Current Capital Markets

Dan Kaczmarek
Meredith Fiocchi
Taylor Sekhon
 


From ESOP to IPO – The Mayville Engineering Story

Greg Fresh
Kevin Kolb
 


The Mature ESOP Company Slump

Jeff Buettner
 


ESOP Litigation: The Next Wave

Chris Nemeth
Robert Schatz
Lance Studdard
 


You are Subpoenaed by the DOL; Now What?

Thomas Hughes
Tracy Woolsey
 


Alternatives to an ESOP

Kevin Long
 


Effectively Leading through Challenge

Dave Whorton
Joseph Motz
Wynne Odell
 


Leadership Tips from a CEO

Shawn Burcham
 


Leaning into Marketing Innovation to Overcome Adversity

Nicole MacLean
 


What's My Role as an Employee-Owner?

Cathy Ivancic
 


What Motivates Employee-Owners?

Martin Staubus
Jennifer Briggs
 


Marketing your ESOP: How to Differentiate Your Brand in a Crowded Marketplace

Melanie Matulonis
 


Teaching Financial Concepts for Different Learning Styles

Anne-Claire Broughton
Catherine Fitzgerald
 


15 Valuation Glitches

Tim Jamison
Eric Dollin
 


What is the Impact of the ESOP Repurchase Obligation on My Banking Relationship?

Kim Abello
Michael Borinski
Todd M. Young
 


Cash Flow, Financing and Bank Relationships in the Current Environment

Paul Trost
Renee Lewis
David Lake
 


Thoughtful Strategies to Avoid Panic Capital Planning, Valuation, Legal & Fiduciary, and Governance

Mary Josephs
Steven Sherman
Domingo Such
 


Fundamentals of Plan Design

Andy Daly
Brian Hector
Bryan Golden
 


Recycle, Redeem, Releverage, and Re-ESOP: An ESOP Company’s Path Toward a Targeted Benefit Level

Ryan Graham
Mike Mallaro
 


Non-Leveraged ESOP Formation

Peter Abrahamson
Daniel Janich
 


Closing Address

Corey Rosen


Session Evaluations- We want to hear from you!

 
 


NCEO 2020 Employee Ownership Conference

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Updating Registration
Submitting Registration