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November 4th and 5th, 2021
10:00 am - 5:15 pm EDT

Virtual Conference with Live Q&A

*Five (5) Certified Equity Professional (CEP) and
six (6) NJ Certified Public Accountant (CPE) credits available*

Questions? Contact Bethany Dennis for additional information.

Conference Agenda

DAY 1 - NOVEMBER 4, 2021
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

Ken Wanko,
SES ESOP Strategies

Financial Implications of an ESOP Transaction

 Steven Feimster, Kreischer Miller
 Mario Vicari, Kreischer Miller

11:30am to
12:30pm

Benefits and Challenges of an ESOP Transaction: Perspectives of the Owner, Company, and Employees

Leslie Lauer, UBS
 Tracy Till, T4 Verge, Inc.

Orchestrating an ESOP Transaction: Perspectives of the Trustee, Valuation Expert, Financial Advisor, Benefit Administrator, Lawyer

James Higgins,
Pilot Hill Advisors

12:30pm to
1:30pm

Feasibility and Preparation for Doing an ESOP

Phillip DeDominicis, Menke
 Robert Friedman, BAMCO

Employee Ownership Trusts 

Chris Michael,
Rutgers

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,
Stout

Bringing Employee Ownership to Life

Steve Baker,
The Great Game of Business

3:30pm to 4:30pm

ESOP Plan Design

Joe Marx,
Principal

Developing and Operating an Employee Cooperative

Jay Ward, Ward Lumber

4:30pm to 5:15pm

Keynote Session:

"A 39 year Journey of Employee Ownership: 
Hoping to Make it to 40 years.”

Jack Stack,
Founder, President, and CEO, SRC Holdings Corp.

DAY 2 - NOVEMBER 5, 2021
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
Liz Stoudt, Infinite Equity

11:30am to
12:30pm

Top Items to Consider with your Domestically Mobile Workforce 

AmyLynn Flood, PwC
Jessica Castro-Acevedo, PwC 

12:30pm to
1:30pm

Student Debt Relief. Why student loan repayment solutions should be part of a comprehensive financial wellness program  

Nick Ferdon, FutureFuel.io
Amy Bruce, UBS Workplace Wealth Solutions 

1:30pm to 2:30pm

Lunch Break

Including Research Update with Bill Castellano at 1:45 pm

2:30pm to 3:30pm

When Do Employees Choose to Invest in their Firms? An Empirical Examination of Factors Affecting Employees’ Participation in Employee Stock Purchase Plans

 Robyn Shutak, Computershare
Professor Joo Han, Rutgers School of Management and Labor Relations

3:30pm to 4:30pm

Unlocking the Full Potential of Financial Wellness Benefits 

Rodney Bolden, Morgan Stanley
Zeenah Ghouse, Morgan Stanley

4:30pm to 5:15pm

Keynote Session:

"The Most Pressing Issues in Equity Compensation Today"

Joseph R. Blasi,
Distinguished Professor, J. Robert Beyster Professor,
Director, Rutgers Institute for the Study of Employee Ownership and Profit Sharing

Sponsors


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