31st Annual Ohio Employee Ownership Conference

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Photos by Matt Keffer and Geri Strange of Sketch Studio – Kent, Ohio


Date: Friday April 28th 2017
Location: Akron Fairlawn Hilton, Fairlawn OH

Full Conference Program Book with Agenda Now Available – Click Here

Keynote Speaker
Cindy Turcot  
Chief Operating Officer of Gardener’s Supply Co., Burlington, Vermont
Cindy Turcot, Chief Operating Officer of Gardener’s Supply Company, is the nation’s largest catalog and web marketer of gardening products. She has been at Gardener’s Supply since 1983. Prior to becoming COO in 2003, she was Chief Financial Officer, along with many other roles over the years. Cindy has been a key contributor to the company’s profitable growth with over 275 employees. Gardener’s Supply started their ESOP in 1987 and in 2009 became 100% ESOP owned. Cindy is a national speaker on ownership culture, open book and participatory management practices.

Outline Agenda

Thursday April 27th Pre-Conference Events

  • CEO/CFO/ESOP Leader Roundtable          3pm-5pm
    …more info here
  • Conference Opening Reception                5 pm-9 pm
    – Networking
    – Special Events

Friday April 28th Ohio Employee Ownership Conference

Full Conference Program Book with Agenda Now Available – Click Here

9:00-10:00                   WELCOME, INTRODUCTORY COMMENTS & KEYNOTE
Roy Messing, OEOC
Keynote: Cindy Turcot, Gardener Supply Co.
10:00-10:15                 MORNING NETWORKING BREAK
10:15-11:45                 BREAKOUT SESSIONS I
11:45-1:15 PM            LUNCH & 2017 EMPLOYEE OWNERSHIP AWARDS
1:15 – 1:30                  NETWORKING BREAK
1:30-3:00                     BREAKOUT SESSIONS II
3:00 – 3:20                  AFTERNOON NETWORKING BREAK
3:20-4:50                     BREAKOUT SESSIONS – III
4:50 – 6:00                  CONFERENCE CLOSING RECEPTION

Breakout Session topics include:

  • For Small Business Owners:
    • Selling Your Business to An ESOP
    • Using the 1042 Rollover in an ESOP Transaction
    • Selling your Business to a Worker Cooperative
    • Employee Ownership Trusts: A New Model?
  • For Non-Managerial Employee Owners:
    • ABCs of ESOPs for Employee Owners
    • Understanding the Basics of Business Financials
  • Employee Ownership Culture:
    • Establishing, and Maintaining, Your Ownership Culture
    • Workers to Owners: Attitudes, Behaviors, Tools
    • Managing Employee Performance and Compensation in an ESOP
    • Board of Directors Development
  • ESOP Technical & Legal Issues:
    • ESOP Legal and Regulatory Update
    • Fiduciary Issues for Internal Trustees
    • The Mechanics of ESOP Distributions
    • ESOP Repurchase Issues
    • Unique Valuation Issues with ESOPs
    • The State of ESOP Transactions in 2017
    • Employee Ownership Trusts: A New Model?
  • …and more…!

Full Conference Program Book with Agenda Now Available – Click Here

Cost to Attend:
Before 4/6/2017 = $150 per person
After 4/6/2017 = $195 per person
At the door = $225 per person
Members of Ohio’s Employee Owned Network, Conference Sponsors, and Professional Members of the OEOC receive discounts to attend the conference, contact Kelley Fitts at 330-672-3028 or via email for information.

To reserve a sleeping room at the Akron Fairlawn Hilton at the special conference rate, click on akronhilton.com/oeo2017 and use the password oeo2017

To register and pay by credit card, click here