Session Handouts

The CAWS Chapter Conference is "Going Green" for the 2018 conference!

With so many sessions and so many attendees, we are no longer printing handouts for every session.  Each session that has handouts for attendees can be downloaded from this page to your laptop or Ipad or printed from your personal computer.  
There is no wifi in the meeting room area so download these prior to coming to the conference on Thursday.

Click here for the Teambuilding Instructions - posted by popular demand!

Handouts (by session number)

Thursday, October 4th


9:00 a.m. – 10:15 a.m. BREAKOUT SESSIONS


Track 1A: ESOP 101: History and Fundamentals of ESOPs

Track 2A: Legal and Regulatory Update

Track 3A: Getting in Sync from the Start


10:30 a.m. – 11:45 a.m. BREAKOUT SESSIONS


Track 1B: Basic Valuation

Track 2B: Topics for Mature ESOPs

Track 3B: Strategies for New ESOPs

Track 4B: Selling An ESOP Company


2:00 p.m. – 3:00 p.m. BREAKOUT SESSIONS


Track 1C: Basic Corporate Governance

Track 2C: Things About Your Valuation

Track 3C: Technology and Social Media

Track 4C: Trends in ESOP Transactions


3:15 p.m. – 4:15 p.m. BREAKOUT SESSIONS


Track 1D: Administration/Distribution Basics

Track 2D: Roles of Boards of Directors and Trustees

Track 3D: How to Communicate Value

Track 4D: Process Agreements


Friday, October 5th


9:30 a.m. – 10:30 a.m. BREAKOUT SESSIONS


Track 1E: Basics of Repurchase Obligations

Track 2E: Responsibilities of Internal Trustees

Track 3E: Employee Engagement

Track 4E: Current State of ESOP Indemnification


10:45 a.m. – 11:45 a.m. BREAKOUT SESSIONS


Track 1F: Rights and Responsibilities of Employee-Owners

Track 2F: Advanced Distribution Issues

Track 3F: Best Practices of Communications Committees


2:00 p.m. – 3:00 p.m. BREAKOUT SESSIONS


Track 1G: Employee Development/Succession Planning

Track 2G: Second Stage ESOP Transactions

Track 3G: 50 Ways to Jazz Up Your ESOP Culture