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The FallESOP ForumBest Practices inEmployee OwnershipSEPTEMBER 14–16, 2020CURRICULUM GUIDECurated by NCEO Executive Director Loren Rodgersand Founder Corey Rosen to ensure you get themost out of the Fall ESOP Forum.CONTENTS1 Brush up on theEssentials2 Strengthening YourOwnership Culture3 Leading an ESOP4 Legal and RegulatoryUpdates5 Plan for the Futureof Your ESOP6 Ensure theSustainability ofYour ESOP
Introducing:WorkshopsTake the best of the Forum back toyour company. Workshop andMini-Workshop sessions designedto leave you with ready-to-use content,templates, community contacts,and information that you and yourcompany can use to grow and improvethroughout the following year.LEARN MOREREGISTER TODAY
1 BRUSH UP ON THE ESSENTIALSThese sessions are for new and established employeeowners alike. If you would like to get a betterunderstanding of the core tenets of an ESOP, start here.SEPTEMBER 14, 20201:00 PM ESOP Basics: ESOP DistributionsSEPTEMBER 15, 202010:15 AM ESOP Basics: Valuation 101Types of ESOP FinancingESOPESSENTIALSESOP Essentials is a tool kit of resources tohelp you determine if an ESOP is right foryou and where to go next. ESOP Essentialsdistills the NCEO’s extensive database of ESOPknowledge into an easily usable format, all for 90. Visit our website for more information.11:10 AM Caring for your Newborn ESOP12:50 PM ESOP Administrative TimelineForecasting Profit and Loss for ESOP ValuationsSEPTEMBER 16, 202010:15 AM ESOP Feasibility – Is an ESOP Right for You?ESOPs: Get it Right12:30 PM Accounting and Valuation for ESOP Companies:The Chicken and The Egg2:15 PM ESOPs and Estate PlanningAll sessions are in Central timeREGISTER TODAYThis comprehensive, self-paced educationalprogram includes five ESOP focused minicourses on ESOP Basics, ESOP Communicationand Culture Issues, ESOP Financial Issues,ESOP Governance, and ESOP Plan Operations.Visit our website for more information.
2 STRENGTHENING YOUR OWNERSHIP CULTUREThese sessions will give you insights into establishing,developing, and enhancing your ownership culture.SEPTEMBER 14, 202010:00 AM Culture & Communications Crash CourseWorkshop presented in partnership with GRITT Business Coaching1:00 PM Tailoring the Message to Employee-OwnersSEPTEMBER 15, 202010:15 AM ESOP Basics: What You Need to Communicate to OthersImproving the Ownership Mindset through Business andFinancial Literacy11:10 AM ESOP Basics: Example of ESOP Rollout CommunicationSEPTEMBER 16, 202010:15 AM Culture by Design12:30 PM Inspiring Accountability in Employee-Owners at All LevelsGetting the Right Feedback through Employee Surveys2:15 PM Aligning Your Company’s Brand and Culture ThroughEffective CommunicationAll sessions are in Central timeREGISTER TODAYOWNERSHIP CULTURE TOOLSJust about every ESOPcompany wants to haveemployees who think andact like employee-owners.The NCEO has the tools tohelp you get there, includingemployee surveying, one-onone consultation, and more.Visit our website for moreinformation or contact DallanGuzinksi, director of cultureand engagement, directly atDGuzinski@nceo.org.
3 LEADING AN ESOPThese sessions will address the concerns of ESOPleadership (C-suite executives, board members, etc.)and allow for leaders to meet and learn from eachother.SEPTEMBER 14, 202010:00 AM High-Involvement Planning AcceleratorPresented in partnership with Great Game of BusinessSEPTEMBER 15, 202010:15 AM Leading an ESOP In Crisis orDifficult Problems12:50 PM Lead Like a Human: A Guide forFostering Ownership MentalityInteraction between the InternalTrustee and the Valuation FirmSEPTEMBER 16, 202012:30 PM Inspiring Accountability in Employee-Owners at All Levels2:15 PM Selecting and Developing Leadersfor an ESOPAll sessions are in Central timeREGISTER TODAYA guide to dealing with aneconomic crisis, now and in thefuture, as an ESOP company.MEMBERS 25 / NONMEMBERS 35
4 LEGAL AND REGULATORY UPDATESGet the latest information available fromESOP experts.SEPTEMBER 15, 202012:50 PM Interaction between the Internal Trusteeand the Valuation Firm10:15 AM Legislative and Regulatory Update11:10 AM New and Notable ESOP Valuation IssuesSEPTEMBER 16, 202012:30 PM Create an ESOP Distribution Policyand Understand the Impact onRepurchase Liability2:15 PM State of ESOPs: The Next 10 YearsThe DOL and ESOPsAll sessions are in Central timeThis book categorizes and summarizesIRS and DOL rulings and regulationson ESOPs and related plans.MEMBERS 25 / NONMEMBERS 35REGISTER TODAY
5 PLAN FOR THE FUTURE OF YOUR ESOPTake stock of your present and plan for your future with thiscollection of forward-thinking sessions.SEPTEMBER 14, 202010:00 AM High-Involvement Planning AcceleratorPresented in partnership with Great Game of Business1:00 PM Best Practices: Governance, RFPs, and the Process for Plan AdvisorsInternal vs. External Trustee—Practical and Fiduciary ConsiderationsSEPTEMBER 15, 202011:10 AM Best Practices: Board Governance for Inside and IndependentOutside DirectorsMinority vs. Majority ESOPs: Issues and OpportunitiesConsider This: Selling an ESOP Company12:50 PM Lead Like a Human: A Guide for Fostering Ownership MentalityInteraction between the Internal Trustee and the Valuation FirmSEPTEMBER 16, 202010:15 AM How to Create a Lasting Partnership Between the Board and Trustees2:15 PMExecutive CompensationSelecting and Developing Leaders for an ESOPAll sessions are in Central timeREGISTER TODAYNCEO WEBINARSFree for NCEO MembersUp-to-date information presentedby experts. Always educational,never promotional. 9:30–10:30AM PST most Tuesdays.Visit our website for details.
6 ENSURE THE SUSTAINABILITY OF YOUR ESOPThese sessions will help you identify ways to keep yourESOP on track.SEPTEMBER 14, 202010:00 AM Essentials for a Sustainable ESOPPresented in partnership with Greatbanc Trust Company.1:00 PM Capital Planning Through the Life Cycle of an ESOPSEPTEMBER 15, 202012:50 PM Best Practices: Boost Your ESOP Company’sSustainabilitySEPTEMBER 16, 202010:15 AM Funding and Managing the Repurchase Obligation12:30 PM As an ESOP Matures! Evolving ESOP Sustainability:A Case StudyCreate an ESOP Distribution Policy and Understandthe Impact on Repurchase LiabilityAll sessions are in Central timeREGISTER TODAYThis book discusses how to remainsuccessfully employee-owned forthe long term.MEMBERS 25 / NONMEMBERS 35
Repurchase Liability. 2:15 PMtate of ESOPs: The Next 10 Years S . The DOL and ESOPs All sessions are in Central time. . 10:15 AM Funding and Managing the Repurchase Obligation 12:30 PM As an ESOP Matures! Evolving ESOP Sustainability: A Case Study. Create an ESOP Distribution Policy and Understand
