Image of 5th Annual ESOP Conference

The 5th Annual 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.

Location & Time:
 
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 Include:
  • 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

Registration: 

We would like to extend complimentary registration for the conference. This is made possible by the generosity of our sponsors. Please register by clicking the link below.

> Click Here to Register

CONFERENCE AGENDA
Session Time ESOP Track Equity Compensation
8:00am
to
9:00am
Registration and Breakfast
9:00am
to
9:15am

Introduction 

Adrienne E. Eaton, Dean
Bill Castellano
Rutgers School of Management and Labor Relations

9:30am
to
10:15am

What is an ESOP? - Introduction to ESOPs

Sean-Tamba Matthew
SES ESOP Strategies

Remote Work and Equity Compensation

AmyLynn Flood
Tina Schrob
 Vialto Partners

10:30am
to
11:15am

Is your Company ESOP
or Sale Ready?
Preparing your Firm
for an ESOP

John Vitucci
PKF O'Connor Davies, LLP

Accounting and Financial Reporting for Equity Compensation

Terry Adamson
Infinite Equity

11:15am
to
11:45am
 AM Break/ Visit Exhibitors
11:45am
to
12:30pm

Culture and Communication

Ginny Vanderslice
Praxis

Taking the Lead: How employers can help participants boost the value of their equity awards 

Jackson Vaught
UBS

12:30pm
to
1:30pm

Lunch Break

1:30pm
to
2:15pm

Business Valuation for ESOP Purposes

Aziz El Tahch
Stout

Stephen White
Onyx Partners Group

Current Equity Compensation Issues and Challenges –Company Panel

Moderator:
James Mooney
FICO

2:30pm
to
3:15pm

Financing an ESOP Transaction

James F. Higgins, Jr.
Pilot Hill Advisors

Ashley Sarokhan
KeyBank

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
Professor Joo Han

4:30pm
to
5:30pm

Networking Reception


Gold Sponsors


Silver Sponsors

Image of Silver Sponsors


Bronze Sponsors

Image of Bronze Sponsors


Questions about the conference?

Contact Bethany Dennis for additional information.