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November 4th and 5th, 2021
View the Welcome Video from Professor Bill Castellano, Executive Director of the NJ/NY Center for Employee Ownership.
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Conference Agenda
Session Time | ESOP | ESOP, Coop and Other |
---|---|---|
10:00am to 10:30am |
Introduction Professor Bill Castellano, Rutgers |
|
10:30am to 11:30am |
Comparing an ESOP to Other Types of Sale Transactions |
Financial Implications of an ESOP Transaction |
11:30am to 12:30pm |
Benefits and Challenges of an ESOP Transaction: Perspectives of the Owner, Company, and Employees Leslie Lauer, UBS |
Orchestrating an ESOP Transaction: Perspectives of the Trustee, Valuation Expert, Financial Advisor, Benefit Administrator, Lawyer James Higgins, |
12:30pm to 1:30pm |
Feasibility and Preparation for Doing an ESOP Phillip DeDominicis, Menke |
Employee Ownership Trusts Chris Michael, |
1:30pm to 2:30pm |
Lunch Break Including Research Update with Bill Castellano at 1:45 pm |
|
2:30pm to 3:30pm |
Firm Valuation for ESOP Aziz El Tahch, |
Bringing Employee Ownership to Life Steve Baker, |
3:30pm to 4:30pm |
Joe Marx, |
Developing and Operating an Employee Cooperative Jay Ward, Ward Lumber |
4:30pm to 5:15pm |
Keynote Session: "A 39 year Journey of Employee Ownership: Jack Stack, |
Session Time | Equity Compensation | |
---|---|---|
10:00am to 10:30am |
Introduction Professor Bill Castellano, Rutgers |
|
10:30am to 11:30am |
Tax and Accounting Issues Update Amy Reina, Deloitte |
|
11:30am to 12:30pm |
Top Items to Consider with your Domestically Mobile Workforce AmyLynn Flood, PwC |
|
12:30pm to 1:30pm |
Nick Ferdon, FutureFuel.io |
|
1:30pm to 2:30pm |
Lunch Break Including Research Update with Bill Castellano at 1:45 pm |
|
2:30pm to 3:30pm |
Robyn Shutak, Computershare Computershare link: Employee plans administration designed to fit your unique needs |
|
3:30pm to 4:30pm |
Unlocking the Full Potential of Financial Wellness Benefits Rodney Bolden, Morgan Stanley |
|
4:30pm to 5:15pm |
Keynote Session: "The Most Pressing Issues in Equity Compensation Today" Joseph R. Blasi, |