Program Information & FAQs

 

Join us for the 2019 California/Western States Chapter Conference
October 2-4, 2019 - Harrah's/Harvey's South Lake Tahoe

When should I arrive?

The conference begins with the Communications Fair and Welcome Reception on Wednesday from 5:00 PM – 7:00 PM. Join us for drinks, appetizers and great networking games!

The closing session will conclude on Friday at 3:00 PM. The hotel is holding a small block of discounted rooms through the weekend if you wish to extend your stay. Reserve your hotel rooms early and if you plan to stay the weekend you must make those reservations prior to our cut-off date of September 10th!

About the Breakout Sessions:

The CAWS Chapter offers four tracks throughout the conference so employee owners of all experience levels gain from the information provided. Whether you are brand new to ESOPs, experienced with ESOPs or a Senior Manager, the Annual Conference has sessions and networking for everyone! The draft outline for the breakout sessions is below:

 
THURSDAY, OCTOBER 3, 2019 NEW TO ESOPS EXPERIENCED WITH ESOPS COMMUNICATION & CULTURE I COMMUNICATION & CULTURE 2
9:00 - 10:15 AM ESOP 101: History & Fundamentals of ESOPS Legal & Regulatory Update Examples of Ownership at Work Recruiting and Onboarding for Culture Fit
10:30 - 11:45 AM Basic ESOP Valuation Advanced Valuation Issues Structures for Success: Who, What, When, How? Food, Fun & Games to Build ESOP Culture
2:00 - 3:00 PM ESOP Administration Basics Dealing with IRS Audits, DOL Investigations, Financial Audits ESOP Pitfalls and Lessons Learned Developing and Annual Communication Plan
3:15 - 4:15 PM ESOP Repurchase Obligation Administration: Beyond the Basics Technology as a Tool to Teach ESOP Best Practices of Effective ESOP Commitees II
         
FRIDAY, OCTOBER 4, 2019  NEW TO ESOPS  EXPERIENCED WITH ESOPS COMMUNICATION & CULTURE I COMMUNICATION & CULTURE II
9:30 -10:30 AM ESOP Distribution Basics Corporate Governance/Internal Trustees Food, Fun & Games to Build ESOP Culture I Fostering the Move From Employee to Owner
10:45 - 11:45 AM Rights & Responsibilities of and Employee-Owner ESOP Sustainability: Keeping it Going Best Practices of Effective ESOP Committees I 50 Quick Hitteres That Work
2:00 - 3:00 PM The ESOP Benefit - Answers to the Unanswered   Communications & Culture: Answers to the Unanswered  

Golf Tournament:

The CAWS Chapter Conference golf tournament is set for Wednesday, October 2nd. All tournament proceeds go towards the Employee Ownership Foundation.

Where:

Lake Tahoe Golf Course

When:

Wednesday, October 2nd - Noon shotgun start

Communciations Fair:

Join us in the Communciations Fair for the Opening Reception! Visit the Communciation Tables as companies showcase their communciation materials and events from the last year and partake in the Opening Reception networking game!

The Opening Reception and all conference breaks are held in the Communciations Fair.

Is your company interested in participating in the Communciations Fair? Email registration@caws-esop to sign up

Professional Members: Sponsoring companies (depending on sponsor level) receive a table in the Communications Fair.

Questions:

916-333-3280
registration@caws-esop.org