ESOPs for Exit Planners

When the baby boomer generation business owners are ready to transition out of their business, will you be ready to help them explore all of their options?

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Join us in a session sponsored by the NE Ohio Chapter of the Exit Planning Institute and the Ohio Employee Ownership Center (OEOC) that will help you understand the Employee Stock Ownership Plan (ESOP), and learn when its a fit for your clients.

Presenters for the session include: Chris Cooper, CEPA, OEOC; Jeanne Gordon, Cavitch Familo & Durkin; Ray Lampner, CEPA BCG & Company, Stacy Feiner, SS&G

Register online!

The session is part of the OEOCs 28th Annual Ohio Employee Ownership Conference, and will be immediately followed by a FREE reception and networking event.

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 Details

ESOPs for Exit Planners – 3pm-5pm – Baekaert Room – Co-sponsored by the NE Ohio Chapter of the Exit Planning Institute.
Presenters: Chris Cooper, CEPA, OEOC; Jeanne Gordon, Cavitch Familo & Durkin; Ray Lampner, BCG & Company, Stacy Feiner, SS&G
cost: Free with registration to the 28th Annual Ohio Employee Ownership Conference – $35 for Professional Members of the OEOC and for members of the NE Ohio Chapter of the Exit Planning Institute; $70 for non-members – includes the reception and movie (see below).

Register online!

NE Ohio Chapter Social – 5pm-6pm – Main Ballroom
Cost: Free

Followed by a Showing of “We The Owners” – 6 pm – 7:30pm:
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What does it mean to be an owner? In We the Owners: Employees Expanding the American Dream, employee owners from New Belgium Brewing, Namasté Solar and DPR Construction answer this important question. Successfully thriving in the global economy of the 21st century and beyond will require new business models and strategies to enable the American Dream of opportunity and economic prosperity. One model that is an alternative is the employee-ownership model (e.g. ESOP, stock/stock options, cooperatives). We the Owners captures stories from the founders and employees from New Belgium Brewing, Namasté Solar, and DPR Construction, sharing the worker’s perspectives on shared ownership structures, highly empowering corporate cultures, linked reward and risk incentives, and human-capital innovation models. The film follows as decisions are made on founding the company, expansion, succession, recruitment, and layoffs.

Followed by a Q&A with the Executive Producer of the film, Mary Ann Beyster of the Foundation for Enterprise Development
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And don’t forget to register for the 28th Annual Ohio Employee Ownership Conference
Registering for the ESOPs for Exit Planners event gives you a discount of $35 to the conference; or register for the conference and attend the ESOPs for Exit Planners session for free!

More info on the conference can be found here.

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  1. Pingback: 28th Annual Ohio Employee Ownership Conference - Agenda Now Available! | OEOC

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