Publications & Presentations
NCEO 2018 Employee Ownership Conference
April 2018
Polsinelli is proud to announce that Shareholders Jamie Zveitel Kwiatek and Patti J. Hedgpeth are presenting at the NCEO 2018 Employee Ownership Conference in Atlanta, Georgia. The National Center for Employee Ownership's annual conference provides general sessions and over 130 breakout sessions focused on the critical issues and unique challenges facing the field of employee ownership.

Preconference Session: Communication Tips and Tools for ESOP Companies, April 17, 2018 | 8:30 AM - 12:30 PM

Moderated by: Patti J. Hedgpeth

This in-depth half-day interactive session will provide specific, take-home tips and tools to assist attendees in communicating the details about their Employee Stock Ownership Plan to their employees. Topics covered include effective ways to discuss the concept (and the misconceptions) with employees, what information owners must provide, and how often and in what ways they should repeat their efforts.

Struggles of Small Employers ESOPs, April 18, 2018 | 10:30 - 11:45 AM 

Presented by: Jamie Zveitel Kwiatek

ESOP companies with a small number of employees encounter unique issues. This session will focus on small ESOPs (S-Corps and C-Corps) and discuss employee education, ESOP Committees, minority/majority control issues and limitations due to ERISA compliance test constraints (such as deduction limits, anti-abuse, etc.). The session will include a round-table and/or Q&A format so attendees can interact and share ideas.

More information on the conference, as well as online registration, is available here.