ESOPs Overview - Using ESOPs for Succession Planning and More
June 2013
ESOPs Overview - Using ESOPs for Succession Planning and More
This is a FREE Event! (And LIVE Only)
Program Description:
Attend this event for information on an important option for businesses - employee stock ownership plans. Nationally recognized authority Corey Rosen will provide an overview on tax benefits and how to take advantage of ESOPs in succession planning, financing growth, rewarding employees and matching 401k deferrals. Plus, following Mr. Rosen's presentation, join him and your colleagues for a beer tasting hosted by New Belgium, a 100% employee-owned Colorado brewery!
AGENDA
4:00 PM
Registration
4:30 PM
ESOPs Overview: Using ESOPs for Succession Planning and More
- Why an ESOP
- ESOP Basics
- Applications
- Why an ESOP
- ESOP Basics
- Applications
Presented by Corey Rosen, PhD
4:50 PM
Adjourn to Reception Featuring New Belgium Brewing Beers
New Belgium is 100% employee-owned and the brewer of a wide variety of award-winning beers, including Fat Tire Amber Ale. It is based in Ft. Collins, CO and doing well - $140 million in sales last year alone.
Faculty
Corey Rosen, PhD, is the founder of the National Center for Employee Ownership (NCEO), a nonprofit membership, information, and research organization focusing on broad-based employee ownership plans. During its 33-year existence, the NCEO has focused on providing objective, reliable information through research, publications, meetings, and its website. It does not set up plans. Inc. magazine called the NCEO “the best single source of information on employee ownership anywhere in the world.”
Mr. Rosen has headed up several major research projects, written over 300 NCEO publications and authored or co-authored five books published by the business and academic press, including Equity: Why Employee Ownership is Good for Business (Harvard Business School Press, 2005). He has appeared on a number of national television and radio programs, including programs on PBS, CNN, MSNBC, and NPR. The Wall Street Journal, New York Times and Business Week regularly quote him. He has also served as an expert consultant and been deposed in a number of ESOP litigation matters.
Program Planning Committee
Dick Peterson, Director of Operations
Rocky Mountain Employee Ownership Center
Rocky Mountain Employee Ownership Center
Denver, CO
Linda Phillips, Esq.
Dunn & Phillips LLC
Denver, CO
Denver, CO
Greg Weiss, MBA, CPA/CFF, CVA
Harper Hofer & Associates, LLC
Harper Hofer & Associates, LLC
Denver, CO
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| CLEACCESSPASS | $0.00 |
| No Restrictions - Open Invitation | $0.00 |
- General Credits: 0.00
- Ethics Credits: 0.00
- EDI Credits:
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