Announcing the Lineup for the 2012 Southwest Ohio Employee Ownership Forum

The OEOC and Ohio’s Employee Owned network will be hosting the 2012 Southwest Ohio Employee Ownership Forum at the Embassy Suites, Blue Ash in the Cincinnati area on Tuesday, September 18, 2012.

Attendees at this year’s Employee Ownership Forum will learn more about topics that include, the fundamentals of an ESOP; building an ownership culture; planning for sustainability and mergers/acquisitions; and ESOP lifecycle issues.

The sessions are packed with helpful information for all those in employee owned companies as well as those considering an ESOP.

James E. Schwab, President and CEO of The Health Foundation of Greater Cincinnati will be speaking in the morning on healthcare issues for small business.

Individual Sessions include:

  • ABC’s of ESOP’s – An Introduction to the Basics of ESOPs and Employee Ownership(Ben Wells, Dinsmore and Shohl LLP and Jay Simecek, the OEOC)
  • Current Strategic Planning Topics for ESOPs (Debbie Ries Hardesty, Frost Brown Todd LLC;  Alan Taylor, BKD Wealth Advisors and Tom Potts Fiduciary, Trust Services; Dave Engel, Comstock Advisors)
  • Communication is Critical in an ESOP company to reach an ownership culture (Jim Bado, Workplace Development Inc.)
  • The Lifecycle of an ESOP (Philip Bretz, President Metcut Research Inc; Rick Schlueter, Comstock Advisors)

For more information, and to register for the conference, click here.