MEMBER EVENT: "Is an ESOP right For You?"

"Is an ESOP right For You?" is being sponsored by the Alabama Center for Employee Ownership (ACEO) and the National Center for Employee Ownership (NCEO). This seminar will give you a chance to hear from leading experts about the possibilities and benefits of using employee-ownership either as a growth strategy for local companies or as an exit strategy for the principal owners. There will be legal experts, financial specialists, leaders in the field, and a panel of employee-owned companies all covering a wide array of topics as indicated below:

Program
8:30 AM    Registration
9:00 AM    Welcome and Introduction
                    Joe Alexander, Alexander Consulting LLC
9:15 AM    Overview of ESOPs
                    Corey Rosen, National Center for Employee Ownership
9:45 AM    How ESOPs Work
                    Stephen Smith, Krieg DeVault
10:30 AM     Break
10:45 AM    ESOP Feasibility - Alex McVey, Verit Advisors
11:30 AM    ESOPs and Valuation - Aziz El-Tahch, Stout Risius Ross
12:15 PM    Lunch and Company Panel - Dynetics, Torch, Avion
1:45 PM    ESOPs and Retirement Planning - Laura Mickels, Cochran Mickels
2:15 PM    ESOP Financing Alternatives - Alex McVey, Verit Advisors
3:00 PM    Adjourn

This meeting also serves as the inaugural event for the Alabama Center for Employee Ownership (ACEO). The ACEO, a volunteer organization composed primarily of Alabama-based employee-owned companies, will strive to be a resource for local businesses hoping to learn more about broad-based employee ownership in their community.

To register for this free conference, click here or contact the NCEO's outreach coordinator, Tim Garbinsky, at 510-208-1310 or send an email. If you aren't able to attend, please forward to other members of your organization who might be interested.

For more information on the Alabama Center for Employee Ownership, please click here.