Put on your gear and be ready to play!
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Fall Conference Schedule
October 1, 2015
6:00 – 8:00 p.m.
Reception and Silent Auction
(Benefiting the Employee Ownership Foundation)
October 2, 2015
7:30 REGISTRATION & CONTINENTAL BREAKFAST
8:15 am
Introductions – Celia Burkheimer SWC President
8:30 am
Act Like an Owner, Will Ya! (Joint Session)
Cathy Ivancic, Workplace Development
9:45 am
Building an ESOP Committee That Will Last (Track One)
Matt Hancock, Praxis Consulting Group
Common Administration Errors, How to Avoid Them and How to Fix Them (Track Two)
Renee Rettler, Principal Financial Group
11:00 am
Preparing your employee Owners for retirement (Track One)
Scott Kimmel, Principal Financial Group
Basic of ESOP Stock Valuations (Track Two)
Laurie-Leigh White, BVA Group
12:00pm ~ LUNCH
1:00 pm
National ESOP Update (Joint Session)
Michael Keeling, President of The ESOP Association
2:00 pm
Building Ownership Culture: Developing Leaders at All Levels in Your Company (Track One)
Bo Cogbill, Austin Industries, Inc.
Preparing for a DOL / IRS Audit (Track Two)
Allison Wilkerson and Erin Turley, K&L Gates, LLP
3:15 pm
Ask the Panel of Experts (Joint Session)
Panel of Conference Speakers
4:15 pm
CONFERENCE ADJOURNS
NOTE: THERE WILL BE A SHORT BREAK AT THE END OF EACH PRESENTATION
Fall Conference Registration
To register online (click here)
Company Name: __________________________________________________________________________
Street Address: ___________________________________________________________________________
City: ________________________________________ State: ___________________ Zip: _______________
Contact Person: ____________________________ Phone: ______________ Email: ___________________
Registration Fees: (fees below are valid through September 10th, after which prices will increase 10%):
Members - $275 each for the first 2 registrants and $250 for each additional
Nonmembers - $495 for each registrant
Conference Attendees:
Name
Email address
Member Y/N
Amount
_____________________________________
__________________________
________
$ ________
_____________________________________
__________________________
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________
_____________________________________
__________________________
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________
_____________________________________
__________________________
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_____________________________________
__________________________
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Less Chapter Sponsor Discount (10% Gold Sponsor and 5% Silver Sponsor)
(________)
Total fees (we will be unable to make refunds after September14th)
$________
____ Check enclosed - make checks payable to “The ESOP Association”
____ Charge to my ___Amex ___Visa ___MC - Account #: _________________________________________
Name on Card: ________________________________ Expiration date: ________ Billing zip code: ________
Signature:___________________________________________________________________
Mail to: Jim Schranz, 3605 Hidden Trail, Flower Mound, TX 75022
Overnight Accommodations
If you are attending the conference and need a room at the Hotel Contessa, a limited number of rooms have
been reserved at a rate of $159 per night plus tax (this rate is available for extended stays before or after
the conference). After September 7th rooms will be subject to availability and at regular hotel pricing.
To make a room reservation at the Hotel Contessa:
Please contact the Hotel Contessa.
Phone 866-435-0900
Mention you are with the SW Chapter of The ESOP Association to get conference pricing.