2012 Network Schedule Preview:

2012 March - April ... 5-part Webinar Series - A convenient and economical way to learn at your computer. Important ESOP topics will be presented by some of the most respected professionals in the country.

April 19, 2012 ... Pre-Annual Conference activities: 1. HR/ESOP Communication Roundtable 2. CEO/CFO Forums 3. Network Dinner

April 20, 2012 ... 26th Annual Ohio Employee Ownership Conference - Fairlawn Hilton

May 16, 2012 ... Network CEO/CFO Dinner and Forum hosted by Grand River Rubber, Ashtabula

July, August, 2012 ... Webinars - topics include: governance, board of directors, trustees, and fiduciaries

September, 2012 ... "Southwest Forum/Conference" - Cincinnati ... employee ownership and general business

October, 2012 ... The 2nd CEO/CFO Dinner and Forum for 2012

Fall/winter, 2012 ... Webinars & sessions ... building an ownership culture, sharing financials, and ESOP finance

November 2012 ... "Employee Owner Basics"

Companies need informed employee owners who care about making the business successful. Employee owners want to make a difference and help the company succeed. See schedule of these programs:

EOB 101: ABCs of ESOPs:
Provides an overview of how ESOPs work, history and vision of employee ownership, eligibility, allocation, vesting, diversification, distribution, and valuation. Participants' learning is reinforced through The ESOP Game

EOB 102: How Can I Affect the Bottom Line?:
Every decision you make has a financial impact on your future. Explore basic business concepts, dynamics, and issues which help everyone connect their work to the bigger picture of growth in company value.

EOB 103: ESOP Communication & Teamwork:
Skills, tools and processes for effective ESOP communication and team decision-making; facilitating group discussion and giving group presentations.

"Employee Owner Leadership"

Building an Ownership Culture
This session will explore what it means to lead in culture change, a 5-stage model for culture transformation and specific leadership activities to be initiated throughout the organization in order to build an environment of leadership, ownership and responsibility.

Open-Book Management for Fun and Profit
How to work together so everyone sees and understands the numbers that are critical for tracking performance and focuses on helping the business make money and the rewards of teamwork. Principles and concepts to help everyone in your company measure it, monitor it, and improve it.

Put your Ownership Culture to Work in Tough Times
Explore how to define employee ownership responsibilities in tough times and how an ownership culture can be drawn on in difficult times; how to communicate frankly and still maintain a positive attitude; and making tough decisions for the wellbeing of the team.

ESOP Board of Directors Forum
What's different about governance in an employee-owned firm? Discuss best practices of effective boards in ESOPs; evaluation of a board: when, how and why; roles of corporate vs. ESOP fiduciaries; and participants' concerns. This forum brings Directors, officers, and in-house ESOP trustees together to share experience toward evolving effective governance in ESOPs.

ESOP Administration Forums
Managing ESOP repurchase obligations in turbulent times; redemption, recycling, releveraging and reshuffling; the role of an ESOP Administration Committee and trustee.

ESOP Administration & Fiduciary Workshops
ESOP fiduciary and administrative roles, requirements, issues and updates of concern for ESOPs.

ESOP Fiduciary Workshops
ESOP trustee roles and issues; directed vs discretionary, internal vs external, and multiple trustees. An update on DOL investigations, audits and compliance issues.

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