SPEAKER REQUIREMENTS
Sharing your knowledge and experience with employee-owners
Exposure, brand awareness, and lead generation
Opportunity to create engaging and enriching content
One dedicated agenda session
SPEAKER REQUIREMENTS
All submissions must include a confirmed CFO from an EO company
Content should be 40% presenter led education, 60% hands on small group activity
Please note: This is a PAID speaking opportunity
Activity session titles, descriptions and learning objectives are fixed. You are applying to speak in one of the session below.
Session Topics & Objectives
1
DECODINGREPURCHASEOBLIGATION: RULES&POLICYIMPACT
Detail the statutory triggers and timing requirements for ESOP share distributions (IRC Section 409(h))
Quantify the cash flow implications of immediate vs deferred, and lump-sum vs installment distribution policies
Evaluate the strategic and fiduciary considerations for modifying ESOP distribution policies to enhance financial flexibility
3
FUNDINGTHEOBLIGATION:CASH FLOW,S-CORPSTRATEGIES,& BALANCINGGROWTHWORKSHOP
Analyze the distinct financial and tax implications of "recycling" versus "redeeming" ESOP shares for RO funding
Formulate optimal funding strategies considering cash flow, corporate goals, and S-corporation tax status, while balancing funding needs with company growth objectives including acquisition strategies and other capital expenditures
Identify and proactively mitigate financial pitfalls associated with inadequate RO funding
5
BUILDINGASUSTAINABLEESOP: INTEGRATEDSTRATEGICPLANNING
Develop a comprehensive understanding of ESOP sustainability beyond financial repurchase capacity, specifically through strategic integration with overall business goals
Integrate RO planning with broader strategic initiatives (e g , succession, governance, culture).
Formulate proactive crisis response and contingency plans related to potential RO challenges
Formulate a preliminary, actionable Implementation Roadmap for enhancing your company ' s overall ESOP sustainability
2
BUILDINGYOURREPURCHASE FORECAST:AHANDS-ONMODELING SESSION
Develop a foundational repurchase obligation forecast model leveraging practical technology and tools (e g , templates)
Assess the sensitivity of projected RO to changes in critical variables (e g , stock value growth, turnover)
Benchmark your company ' s RO practices against NCEO 2023 survey findings (from Chapter 9 of the Handbook)
4
STRATEGICLEVERS:IMPACTONSHARE VALUE&RELEVERAGINGDEEPDIVE
Analyze the quantitative impact of the repurchase obligation on ESOP share value and overall enterprise valuation
Evaluate the strategic rationale, financial mechanics, and optimal timing for an ESOP releveraging transaction
Identify advanced strategies to manage stock flow, benefit levels, and capital structure to mitigate future repurchase pressures
6
