
The NJ/NY Center for Employee Ownership Business Conference is a live event featuring sessions on timely topics on ESOPs and Public Company Equity Compensation with insights from top industry professionals and Rutgers researchers.
Our most recent conference:
The Heldrich Hotel and Conference Center
New Brunswick, New Jersey
Friday, November 4, 2022
9:00 am - 4:30 pm – Conference
4:30 pm - 5:30 pm – Networking Reception
Conference topics included:
- ESOP design and company valuation
- Owner, company, and employee perspective on the benefits and challenges of an ESOP transaction
- Current trends in equity compensation
- Employee mobility and state taxation
- Employee financial wellness
Session Time | ESOP Track | Equity Compensation |
---|---|---|
8:00am to 9:00am |
Registration and Breakfast | |
9:00am to 9:15am |
Introduction Adrienne E. Eaton, Dean |
|
9:30am to 10:15am |
What is an ESOP? - Introduction to ESOPs Sean-Tamba Matthew |
Remote Work and Equity Compensation AmyLynn Flood |
10:30am to 11:15am |
Is your Company ESOP John Vitucci |
Accounting and Financial Reporting for Equity Compensation Terry Adamson |
11:15am to 11:45am |
AM Break/ Visit Exhibitors | |
11:45am to 12:30pm |
Culture and Communication |
Taking the Lead: How employers can help participants boost the value of their equity awards |
12:30pm to 1:30pm |
Lunch Break |
|
1:30pm to 2:15pm |
Business Valuation for ESOP Purposes Aziz El Tahch Stephen White |
Current Equity Compensation Issues and Challenges –Company Panel Moderator: |
2:30pm to 3:15pm |
Financing an ESOP Transaction James F. Higgins, Jr. Ashley Sarokhan |
Building Diversity and Inclusion through Equity Compensation Programs Rodney Bolden Christyl Lucille Murray Morgan Stanley |
3:15pm to 3:45pm |
PM Break / Visit Exhibitors | |
3:45pm to 4:30pm |
Rutgers Research on Employee Ownership – Multiple Perspectives Professor Bill Castellano |
|
4:30pm to 5:30pm |
Networking Reception |