Program

Fall ESOP Forum

Salt Lake City :: September 17–18, 2019 (preconference on September 16)

Preconference: Monday, September 16
1:00–5:00
Essentials for a Sustainable ESOP

Requires separate registration. See the preconference page for details.

1:00–5:00
A Crash Course for ESOP Communications: Jumpstart Your Communications and Culture

Requires separate registration. See the preconference page for details.

5:00–6:30
Meet and Greet Reception

Sponsored by GreatBanc Trust Company

Day One: Tuesday, September 17
7:30–9:00
Morning Refreshments

Sponsored by BKD, LLP

9:00–9:20
Welcome and Introduction
9:30–10:15
Concurrent Sessions 1
10:25–11:10
Concurrent Sessions 2
11:10–11:25
Break

Sponsored by Blue Ridge ESOP Associates

11:25–12:10
Concurrent Sessions 3
12:10–12:30
Roundtable Discussion Groups
12:30–1:45
Networking Lunch

Sponsored by Dorsey & Whitney LLP

1:45–2:30
Concurrent Sessions 4
2:40–3:25
Concurrent Sessions 5
3:25–3:40
Break

Sponsored by Drinker Biddle & Reath LLP

3:40–4:25
Concurrent Sessions 6
4:25
Adjourn
4:30–5:30
One-on-One Meet with an Expert Sessions

Sponsored by ESOP MarketPlace
Sign up for a 20 minute personal session with the expert of your choice. Review the lineup and reserve your spot online in advance. Details coming soon.

5:30–6:30
Wine and Cheese Reception

Sponsored by Prairie Capital Advisors, Inc.

Day Two: Wednesday, September 18
7:30–9:00
MORNING REFRESHMENTS

Sponsored by ESI Equity

7:45–8:45
One-on-One Meet with an Expert Sessions

Sign up for a 20 minute personal session with the expert of your choice. Review the lineup and reserve your spot online in advance. Details coming soon.

9:00–9:20
Welcome and Recap
9:30–10:15
Concurrent Sessions 7
10:15–10:30
Break

Sponsored by J.P. Morgan

10:30–11:15
Concurrent Sessions 8
11:25–12:10
Concurrent Sessions 9
12:15–1:30
Lunch with Keynote Speakers: Ideas That Work: CEOs Discuss Best Practices in Employee Ownership

Sponsored by Vision Point Capital, Inc.
Nataline Lomedico, Giroux Glass, Inc.
Daniel Goldstein, Folience

1:30–2:15
Concurrent Sessions 10
2:25–3:10
Concurrent Sessions 11
3:10–3:25
Break

Sponsored by SES ESOP Strategies, A Stevens& Lee/Griffin Company

3:25–4:10
Concurrent Sessions 12
4:20–5:00
Closing Sessions

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