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ESOP Feasibility: Beyond the

Basics

Bloomington (Minneapolis), MN :: October 3-4, 2006

This day-and-a-half program brings together leading ESOP experts from around the country to provide a practical, step-by-step guide to determining whether an ESOP works for you, and, if it does, how to set it up to make it work best. The seminar is strictly educational; speakers focus on the issues, not on selling you their services. You'll also have ample opportunity to interact with other attendees and work through individual concerns one-on-one with experts.

What You'll Learn

  • How to assess whether an ESOP works for you financially
  • How to finance if it does
  • How to make choices about allocation, vesting, distribution, and voting rules
  • Executive compensation issues
  • Critical legal, valuation, and plan administration concerns
  • Strengthening your ownership culture

Program

Day One (October 3, 2006)

1:00 pm Welcome and Introduction
Corey Rosen, National Center for Employee Ownership
1:30 pm Legal Issues
Jude Carluccio,
Parsinen Kaplan Rosberg & Gotlieb, P.A
2:30 pm Break
2:45 pm Assessing ESOP Feasibility
James A. Dohnalek,
Larson, Allen, Weishair & Co., LLP
3:30 pm Designing an ESOP
Joel H. Davis,
Principal Financial Group
4:15 pm Table Talks ?Roundtable Discussion Groups
5:00 pm Adjourn - Optional Dinner Outing

Day Two (October 4, 2006)

8:30 am Meet with an Expert
Sign up for a one-on-one session with the expert of your choice.
9:00 am Determining Value
Paul J. Halverson,
Chartwell Financial Advisory LLC
9:45 am Financing an ESOP
Ann McAloon,
LaSalle Bank
10:30 am Break
10:45 am Fiduciary Issues
Nels Carlson,
Stanton Trust Company
11:30 am Table Talks ?Roundtable Discussion Groups
12:00 pm Lunch with Guest Company Speaker
Kenneth Ritterspach, Stylmark Inc.
1:15 pm Communication and Employee Involvement
Kellee Kroll,
Principal Financial Group
2:00 pm Table Talks ?Roundtable Discussion Groups
2:30 pm Adjourn

Presenters

Nels E. Carlson is the president of Stanton Trust Company, N.A.. Stanton Trust Company is nationally recognized as a leading provider of independent fiduciary services for companies sponsoring employee stock ownership plans (ESOPs). With a focus on providing comprehensive, cost-efficient professional services to our clients, Stanton Trust Company adheres to the highest standards of professional conduct in addressing its responsibilities as an independent fiduciary. Stanton Trust Company regularly participates as a discretionary trustee in both leveraged and non-leveraged ESOP transactions and also performs administrative recordkeeping services for ESOP companies.
Jude Anne Carluccio, partner, currently heads the ESOP & employee benefits department at Parsinen, Kaplan, Rosberg & Gotlieb, P.A.. As part of that practice, she represents many clients who utilize ESOPs as a business succession tool. She is experienced in counseling all parties involved in ESOP transactions including commercial lenders, institutional and individual trustees, shareholders, management and third-party administrators. Her representation of such parties has included all facets of legal issues affecting ESOPs.
Joel H. Davis is a consultant and the leader of Principal Financial Group뭩 Financial Analysis and Design Team. He specializes in preparing financial models to help companies analyze, design, implement, and operate ESOPs and other qualified and non-qualified plans. Before joining Principal Financial Group, Joel was an employee benefits consultant and auditor at a 밄ig 4?accounting and tax firm as well as the plan administrator for a Fortune 1000 benefits outsourcing company. He is a member of the National Center for Employee Ownership, The ESOP Association, and the Minnesota Chapter of The ESOP Association.
James A. Dohnalek, CPA, is a principal with Larson Allen Weishair and Co., LLP. Jim뭩 practice is focused on consulting and administrative services for all qualified plans of employers that sponsor Employee Stock Ownership Plans (ESOPs). Jim joined Larson Allen in 1993. He has more than 20 years of professional experience providing qualified retirement plan consulting and administrative services to clients. Previously, Jim served as the compliance manager for a corporate trustee. Jim manages a wide array of service to ESOPs including preparation of feasibility and repurchase liability studies, ERISA compliance and plan administration. In addition, he provides ESOP and 401(k) Plan consulting services to clients. He is a frequent speaker on ESOP administration and consulting issues.
Paul J. Halverson, ASA, CBA, is co-founder and principal of Chartwell Financial Advisory, LLC. He has provided financial advisory services to privately held companies on a full-time basis since 1987 and is recognized as a leading authority on business valuation and ownership transition issues. Throughout his professional career, Mr. Halverson has been involved in more than 1,000 business valuation and ownership transition consulting engagements. His expertise in ESOP- related matters includes initial feasibility valuation and analysis, transaction design, structuring, and implementation, and ongoing ESOP valuations for plan administration purposes.
Kellee C. Kroll is a consultant for the ESOP education and communication team of Principal Financial Group. She has been assisting ESOP plan sponsors nationwide for over nine years, with an emphasis in ESOP communication for the past six years. She specializes in designing customized communication strategies, using clear and concise language and materials. She also helps ESOP companies implement and develop ESOP advisory committees who serve to educate employees, promote an employee ownership culture, and help connect employees' everyday work to stock value. Kellee is an active member of The ESOP Association and the NCEO.
Ann B. McAloon is a senior vice president in LaSalle Bank's ESOP Financial Services Group. This group is responsible for the design, structure, and management of senior debt financing of leveraged ESOP transactions. Ms. McAloon joined LaSalle in 2003 and has more than twenty years of corporate banking experience. She previously headed the Midwest Credit Groups for Rabobank International and BNP Paribas. Prior to that she spent 11 years with Citicorp North America and was head of its Midwest analysis and structuring group. Ms. McAloon received her masters of business administration degree in finance from DePaul University and a bachelor of science degree from Purdue University. Ms. McAloon is a member of The National Center for Employee Ownership and The ESOP Association.
Corey Rosen is the executive director of the National Center for Employee Ownership, a non-profit membership and information organization. He co-founded the NCEO in 1981 and has been its director ever since. Mr. Rosen has spoken on various subjects related to employee ownership all over the world- with government, business and union leaders-and he is regularly quoted in leading magazines and newspapers. He has appeared on national television and radio programs, and has authored four books on employee ownership, and more than 100 articles for various business, academic, and professional publications. He has authored or co-authored several of the NCEO's practical and research publications.

Meeting Site

The seminar will be held at the Park Plaza Bloomington, located at 4460 78th Street Circle, Bloomington, MN. Sleeping rooms are available for our group at a special rate of $99. To make a reservation, please call the hotel directly at 952-831-3131 before September 19, 2006.

Registration

Registration includes a continental breakfast, lunch, and an information packet. Business casual dress recommended.

Fee Information

NCEO members: $275 per person. If you are not an NCEO member but join now ($80 for 1 year), you will receive the member rate.

Nonmembers: $315 per person. If you register 2 or more people at the nonmember rate, you will receive a complimentary 1-year NCEO membership.

Late fee: If you do not register online, a late fee of $35 per attendee will apply if you register after September 19, 2006.

Cancellation policy: A full refund will be issued, less a $50 administrative fee, if the request is received before September 19, 2006. Cancellations made after that date and before our guarantee date of September 28, 2006, will be eligible for credit towards another program, minus a $50 administrative fee. Those canceling on or after the guarantee date will not receive credit or refunds.

How to Register

  • Register online using our order form (recommended), or
  • If you have the printed brochure (see below), fax it with your credit card information or mail it with your credit card information or check, or
  • Telephone us at 510-208-1300 with your credit card in hand.
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