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Fall ESOP Forum

Find the information, ideas, and advice you need to make better ESOP decisions. Join us in Albuquerque.

Both experienced attendees and newcomers will leave the Fall ESOP Forum better informed and better prepared to
evaluate and implement the next steps for their companies. With 48 sessions in 12 timeslots, attendees can get a
well-rounded introduction to all aspects of ESOPs, or they can dig deep on specific issues, from governance to
sustainability to communications. Because the Forum combines three popular NCEO seminars into a single event, it
blends the choice and flexibility of a conference with the give-and-take dialog of a working seminar.

Everything About ESOPs

The program covers a broad range of topics, from repurchase obligations to communication programs, and from best
practices in corporate governance to the ESOP administrative calendar. Some sessions are beginner-level, and some
are advanced, digging deeper into issues such as recruiting board members, making acquisitions, the have/have-not
problem, working with the DOL, and executive compensation. Other sessions focus on the “human-side”
issues of leadership development, engaging the enthusiasm and innovative potential of the work force, and effective

Learn from the Experts

The Fall ESOP Forum features speakers selected for their expertise and effectiveness in communication, and includes
presentations by experts in plan administration, valuation, legal and fiduciary issues, transactions, strategy,
compensation, and more. The faculty also includes representatives from ESOP companies, who will share their
real-world lessons in how to make employee ownership all it can be. The expert presenters at the Fall ESOP Forum
have high speaker ratings from other NCEO events, and they are committed to teaching, not delivering a sales pitch.

Interact with Experts and Peers

The structure of the Fall ESOP Forum is designed from the ground up to make it easy to talk with presenters.
One-on-one sessions let you ask presenters specific questions about your company’s situation, and our
roundtable sessions are designed to let you speak with the individual presenters with the expertise you need.
You’ll have a chance to hear questions from other participants and to learn from them about their ESOP
journeys. You also can register for an optional
preconference session
about sustaining an ESOP for the long term.

Designed for Experienced Attendees…and Newcomers

The Fall ESOP Forum is the combination of three meetings—the ESOP Symposium, the S Corporation ESOP seminar, and the
Get The Most Out of Your ESOP meeting. With four sessions in each time slot, you choose the content that is most
relevant for you, and an optional preconference session on October 2 addresses how to remain ESOP-owned for the long
term. Beginners can use the Forum as a “crash course” introduction to the full range of ESOP issues. People with
ESOP experience can skip the basics by choosing advanced sessions. In either case, you will leave Albuquerque ready
to make the best possible ESOP choices for your company.

Who Should Attend?

The program is designed to accommodate a range of people,
but some typical attendees are:

  • Experienced CEOs, CFOs, and other decision-makers at mature ESOP companies
  • Recently appointed or promoted directors and executives
  • Members of communication committees
  • Company advisors seeking to better understand ESOPs
  • Inside trustees

If you are considering an ESOP for your company, you’ll find sessions on feasibility, plan design, and
alternatives to ESOPs, as well as learn what life is like as an ESOP company.

Albuquerque: Another Reason to Attend

The Fall ESOP Forum will be at the Hotel Albuquerque. Located in beautiful, historic Old Town, Hotel Albuquerque
provides authentic southwest hospitality with modern comforts. Enjoy an authentic Flamenco show at the hotel’s
own Tablao, or experience the unique culture of New Mexico as you explore the restaurants, galleries, and shops in
charming Old Town. Love the TV show Breaking Bad? Take an RV tour of shoot locations. Albuquerque’s
International Hot Air Balloon Festival starts on October 6, so stay, and experience this world-famous event.

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