Employee Ownership Equity Summit: Business advisor CE track
Los Angeles, CA
Learn about employee ownership and earn both CPE and practice revenues!
Our second annual Employee Ownership Equity Summit is in Los Angeles May 6-8. We will offer an 8-hour continuing education (CE) track, accredited by the CFP Board and NASBA for CPE for up to 8.0 hours of CE. This “learn and earn” opportunity will help you and your colleagues to spot, educate and refer small business owner clients to appropriate employee ownership models.
The fee for the event is just $650, which includes meals, materials and tremendous networking opportunities. Learn more and register now to hold your spot!
Enter Early bird promo code EOSUMMITADVISOR for $150 off the $650 quoted price now through April 22, 2024
Who should attend?
- Professional advisors who work with small business owners
- Advisors who lead or work on an owner’s team of business succession planning professionals
- Others who are interested in learning more about EO from a service provider perspective.
Learning Objectives
- Learn to differentiate between forms of broad-based employee ownership including ESOPs, worker cooperatives and EOTs.
- Identify features, benefits and challenges associated with employee ownership for a variety of small business owners.
- Recognize and recommend suitable forms of broad-based employee ownership to small business clients when appropriate.
- Strategize how to implement an employee ownership readiness plan aligned to the business’ lifecycle.
Identify and assemble key stakeholders for the deal team and transition.
Agenda
4:00pm-6:00pm: Opening reception
8:30am-10:15am: Plenary keynote
10:30am-11:30am: Breakout session 1: Introduction to employee ownership
At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of the Certified Employee Ownership Advisor.
- Overview of employee ownership forms: ESOPs, worker cooperatives and EOTs
- Benefits and challenges of employee ownership
- Role of the Certified Employee Ownership Advisor
Presented by: Alison Lingane, Co-Founder, Project Equity
11:45am-12:45pm: Lunch session
1:00pm-2:00pm: Breakout session 2: ESOPs – Employee Stock Ownership Plans
At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs.
- Understanding ESOPs: structure, purpose, and key features
- Tax advantages and legal considerations
- Governance and other key details
Presented by:
Brian Khorsand, President of Khorsand ESOP Advisory
Stacey Smith, VP Programs, Project Equity
2:15pm-3:15pm: Breakout session 3:
Financial analysis and readiness assessment
At the end of this module, participants will be able to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance, and effectively communicate the financial advantages of employee ownership to clients.
- Evaluating how employee ownership can advance the goals of your business client
- Criteria for recommending the appropriate employee ownership form (costs, timelines, resources)
- Financial debt capacity analysis techniques for employee-owned businesses
- Communicating the financial benefits of employee ownership to clients
Presented by:
Shanda McFadden, President EPI Chicago, CEPA, Financial Advisor, Assistant Vice President, Merrill Lynch
Sulayman Nyang Jr., CEPA, Financial Advisor, Edward Jones
3:30pm-430pm: Breakout session 4: Financing
At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for partial or partial onramp to full conversion in employee-owned businesses.
- Lending requirements
- Personal guarantees
- Submission process
- Funding sources
- Types of financing needed for partial or partial onramp to full conversion
Presented by:
Stacey Smith, VP Programs, Project Equity
May 6-8, 2024
Location
The Line Hotel Los Angeles
3515 Wilshire Blvd,
Los Angeles, CA 90005
Nearby airports
- Los Angeles International Airport (LAX) is 13 miles away
- Hollywood Burbank (BUR) is 14 miles away
- Long Beach Airport (LBG) is 26 miles away
Keynote speakers
TBD – Stay tuned!
Things to do nearby
TBD
Speakers
Steven Suckow
Steven Suckow
Director Corporate Advisory, BMO Harris
Michael Pasahow
Michael Pasahow
Counsel, Faegre Drinker
I am a trusted adviser to corporate and fiduciary clients, focusing on employee benefits law and employee stock ownership plan (ESOP) transactions. In particular, ownership transitions and fostering successful employee-owned businesses. I also leverage my decade-plus experience with ESOP administration to assist my clients with qualified plan compliance and correction matters as well as ESOP sustainability.
Brian Khorsand
Brian Khorsand
President, Khorsand ESOP Advisory
Brian is the President of Khorsand ESOP Advisory (KEA) where he advises shareholders, boards of directors, and management teams of employee-owned corporations and organizations exploring ESOP strategies.
Brian previously worked on the ESOP Consulting team at Principal Financial Group where he advised clients regarding ESOP issues such as repurchase liability, stock transactions, benefit-level analysis, plan design, sustainability, mature ESOP issues, and communication.
Prior to his time at Principal, he was an Employee Ownership Consultant at the Beyster Institute where he advised company owners and leaders on the feasibility, design, and implementation of ESOP transactions.
Shanda McFadden
Shanda McFadden
Financial Advisor, AVP, CEPA, Merrill
As a member of the nationally recognized Oberlander Group, I serve as a lead advisor and relationship manager to high-net-worth individuals, families, and organizations, including closely-held and family owned business. The first and most important phase of my process includes working closely with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth strategy goals. Then, I leverage the 50+ years of my team’s experience to create a unique and constantly evolving financial strategy to help my clients meet those goals.
Sulayman Nyang, Jr.
Sulayman Nyang, Jr.
Financial Advisor, MBA, CEPA, Edward Jones
Sulayman has pursued extensive training in strategic planning in order to assist business owners and non profit institutions with transition planning strategies and executive compensation structures. He holds the Certified Exit Planning Advisor designation, in addition to an MBA from the Porter Byrum School of Business at Wingate University. Sulayman is also a Master of Entrepreneurship and Innovation Leadership candidate at Western Carolina University.
Stacey Smith
Stacey Smith
Senior Vice President, Head of Programs
(B.A., University of Vermont); over 30 years experience in business finance and strategy, organizational development, and corporate sustainability/responsibility. A former CPA, Stacey helped guide numerous Fortune 500 companies to adopt corporate social responsibility practices. Since joining Project Equity in 2019, she has become a leading expert in employee ownership, supported the transition of dozens of businesses to EO models, and led the scaling of Project Equitys programs. Currently she leads Project Equitys programs work across Ecosystem Development, Business Owner and Service Provider Engagement, Employee Ownership Transition Services and Capital Programs.
Don't miss this“learn and earn” opportunity
EOES Sponsors
The Employee Ownership Equity Summit 2024 is made possible by the following partners.