ESOPs and Coops: Employee Ownership as a Model for Succession Planning

October 2013
 
ESOPs and Coops: Employee Ownership as a Model for Succession
 
 
Program Description:
 
Do you represent businesses or advise business owners on succession planning? This program provides essential information on an important succession planning option available to business owners - employee ownership. Learn what Employee Stock Ownership Plans (ESOPs) are and how they work. Learn what cooperatives are and how to convert or sell to one. Hear from individuals representing 100% employee-owned cooperatives who will address how and why their businesses chose employee ownership for their succession plans.
 
Agenda:
 
8:30am
Registration and Continental Breakfast
 
9:00am
Introduction,  Welcome and Background on the Use of Employee Ownership as  a Model in Succession Planning
Presented by Linda Phillips, Esq., and Dick Peterson, Director of Operations, Rocky Mountain Employee Ownership Center
 
9:20am
Employee Stock Ownership Plans (ESOPs) Overview
- What They Are
- How They  Work
- Why You Should Care
Presented by Nancy Crow, Esq., and Greg Weiss, MBA, CPA/CFF, CVA

10:20am
Networking Break

10:30am
Worker Coops Overview
- Coops Defined
- Converting or Selling to a Coop
- Practical Concerns
Presented by Linda Phillips, Esq., and Jim Halvorsen, CPA
 

11:30am
How and Why  We Chose This Model:
A Discussion of the Motivations for, and Benefits of, Employee Ownership as a Model for Succession Planning
Panelists:
Jason Weiner, Co-Owner and General Counsel, Namasté Solar, and
Andrea DiMatteo, Learning & Organizational Development Specialist, New Belgium Brewing Company  
Moderated by Linda Phillips, Esq.  
 
12:30pm
Adjourn
 
 
Planning Committee and Co-Chairs
 
Dick Peterson, Director of Operations*
Rocky Mountain Employee Ownership Center
Denver, CO
 
Linda Phillips, Esq.*
Dunn & Phillips LLC
Denver, CO
 
Greg Weiss, MBA, CPA/CFF, CVA*
Harper Hofer & Associates, LLC
Denver, CO
 
Faculty
 
Nancy Crow, Esq.
Pendleton, Wilson, Hennessey & Crow P.C.
Denver, CO
 
Jim Halvorsen, CPA
Senior Manager, Agribusiness and Cooperatives
CliftonLarsonAllen LLP
Marshfield, WI
 
Jason Weiner, Co-Owner and General Counsel
Namasté Solar
Boulder and Denver, CO
 
Andrea DiMatteo, Learning & Organizational Development Specialist
New Belgium Brewing Company
Fort Collins, CO

Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
Registration Fees
Non Member $239.00
CBA Member $189.00
CBA Business Law Section Member $169.00
CBA Trust & Estate Section Member $169.00
Legal Support Staff $149.00
New Lawyer - CBA Family Law Section Member; in practice < 3 years $109.00
CLEACCESSPASS $0.00
  • General Credits: 4.00
  • Ethics Credits:
Start Date - End Date
October 03, 2013
Start Time - End Time
9:00 AM - 12:30 PM
Event Location
CLECI Large Classroom
Calendar Reminder
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