Resources

News

Creating Wealth by Sharing Wealth National Essay Contest details

U.S. Senate Committee held hearing on employee ownership August 26, 2010.  OEOC Testifies

Video and presentations from the 24th Annual Ohio Employee Ownership Conference

New Issue of Owners At Work available online

Media Coverage of Evergreen Cooperatives Initiative

Upcoming Events

Fri, Sep 10th, @9:00am - 03:00PM
ESOP Communication & Teamwork
Tue, Sep 14th, @5:30pm - 08:30PM
CEO and CFO Networking Dinner
Wed, Sep 15th, @9:00am - 03:30PM
Board of Directors Forum
Thu, Sep 23rd, @9:00am - 04:00PM
ABCs of ESOPs
Fri, Sep 24th, @9:00am - 03:00PM
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Thank You!!
Thanks to the 400 participants of the 24th Annual Ohio Employee Ownership Conference on April 30th 2010. But...
Don't forget to mark your calendars for the
25th Annual Ohio Employee Ownership Conference
April 29, 2011
Akron/Fairlawn Hilton

 

 

2010 Annual Ohio Employee Ownership Conference

Presentations from the latest annual Ohio Employee Ownership Conference.

Presentations from previous recent Ohio Employee Ownership Conferences also contain much material about ESOPs.  They can be found in the library under the year of the conference.
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# Documents Downloads Size MB Modified
1 Bardons & Oliver Company Overview
by Bill Beattie, Bardons & Oliver 		15 0.992522 06/18/2010
2 Communication Ideas & Strategies
by Prentke Romich Company 		16 0.501283 06/18/2010
3 Communication Ideas & Strategies: The Monopoly Game
by Martha Kimura & Renée Bissett, ACRT, Inc.
 		16 1.222794 06/18/2010
4 Developing an online employee ownership university consortium
by John Hoffmire, Puelicher Center for Banking Education, University of Wisconsin-Madison
 		9 2.293949 07/12/2010
5 ESOP Governance
by Kyle Seymour, Xtek, Inc. 		16 0.275748 06/22/2010
6 ESOP Legal Update
by Tim Jochim, Kegler Brown Hill & Ritter 		23 0.065609 06/21/2010
7 ESOP “Age 55 Distributions” and Diversification
by Tina Fisher, SES Advisors; Wendy Lankes, RK Schaaf Associates, Inc.; Deb Groban Olson, Law Offices of Deborah Groban Olson and Steve Wilt, CAPTrust Financial Advisors 		23 0.360938 06/18/2010
8 Funding Employee Ownership
by Roy Messing, OEOC 		8 1.576107 07/12/2010
9 Individual Wealth Creation Through Employee Ownership
by Anthony Mathews, Beyster Institute, UC San Diego 		9 1.358459 07/12/2010
10 John Logue (1947-2009); Economic Democracy through Employee Ownership
by Bill McIntyre, OEOC 		19 0.302517 06/21/2010
11 Kraft Fluid Systems
by Anita Stanners, Kraft Fluid Systems 		14 5.827526 06/22/2010
12 Leading Manufacturing Change
by Jeffrey Conrad, The Will-Burt Company
 		15 2.537493 06/21/2010
13 Minority vs. Majority ESOPs: Issues and Opportunities Impact on ESOP Valuation
by Brian Hector, Morgan, Lewis & Bockius LLP
 		21 0.02095 06/22/2010
14 Minority vs. Majority ESOPs: Issues and Opportunities Impact on ESOP Valuation
by Rosanne Aumiller, Barnes Wendling Valuation Services
 		20 0.720731 06/22/2010
15 Minority vs. Majority Minority vs. Majority ESOPs: Issues and Opportunities
by Bob Massengill, SES Advisors 		14 0.109564 06/22/2010
16 Partial Plan Terminations and Other Hassles: ESOP Issues in a Down Economy
by Barbara Clough, Blue Ridge ESOP Associates, Inc.; Thomas Potts, Jr., Fiduciary Trust Services, Inc.; James Steiker, SES Advisors, Inc.; Richard Tanner, Ownership Advisors, Inc. 		18 0.100844 06/22/2010
17 The Great Recessions Impact on ESOP Valuation, Financing and Restructuring of Existing Loans
by Kim Abello, ESOP Advisory Group; Merri Ash, First Bankers Trust Services; Richard Schlueter, ComStock Advisors; Mary Sullivan Josephs, Evergreen Private Capital Advisors, LLC 		18 0.389749 06/21/2010
18 When Do I Get My Money? ESOP Benefit Distribution Rules
by Cecilia A. Loftus, ESOP Economics, Inc.; Van Olson, Van Olson Law Firm, LLC; Pete Shuler, Benefit Plan Services; Florence Zabarsky, Zabarsky & Associates, LLC 		19 0.587016 06/21/2010