Session Handouts

The CAWS Chapter Conference is "Going Green" for the 2019 conference!

With multiple breakout 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.  

Wifi is available in the meeting rooms so you may download these during the sessions, however; download speeds will vary in the meeting rooms so we recommend downloading handouts prior to arrival.

ATTENDEE LIST

Click on the following session titles to download the handouts.  If the session title is not highlighted in BLUE, then handouts are not available for that session, or have not been received yet.

Handouts (by session number)

Thursday, October 3rd

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: Examples of Ownership at Work

Track 4A: Recruiting and Onboarding for Culture Fit

 

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

Track 1B: Basic ESOP Valuation

Track 2B: Advanced Valuation Issues

Track 3B: Structures for Success: Who, What, When How?

Track 4B: Food, Fun and Games to Build ESOP Culture (Sanchez) (This session is repeated on Friday)|
Track 4B: Food, Fun and Games to Build ESOP Culture (Tucker)

 

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

Track 1C: ESOP Administration Basics

Track 2C: Dealing with IRS Audits, DOL Investigations, Financial Audits

Track 3C: ESOP Pitfalls and Lessons Learned

Track 4C: Developing an Annual Communication Plan

 

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

Track 1D: ESOP Repurchase Obligation

Track 2D: Administration: Beyond the Basics

Track 3D: Technology as a Tool to Teach ESOP

Track 4D: Best Practices of Effective ESOP Committees (This session is repeated on Friday)

 

Friday, October 5th

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

Track 1E: ESOP Distribution Basics

Track 2E: Corporate Governance/Internal Trustees

Track 3E: Food, Fun & Games to Build ESOP Culture (Tucker) (This is a repeat session from Thursday)
Track 3E: Food, Fun & Games to Build ESOP (Lindgren)

Track 4E: Fostering the Move from Employee to Owner

 

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

Track 1F: Rights and Responsibilities of an Employee-Owner

Track 2F: ESOP Sustainability: Keeping It Going

Track 3F: Best Practices of Effective ESOP Committees (This is a repeat session from Thursday)

Track 4F: 50 Quick Hitters That Work

 

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

Track 1G: The ESOP Benefit: Answers to the Unanswered (no handouts for this session)

Track 3G: Communication and Culture: Answers to the Unanswered (no handouts for this session)