Speaker Selection Process

Selection Criteria:

1. Complete proposals involving corporate and professional member teams and/or case study examples will receive top priority consideration. Incomplete proposals (i.e. Company Member To-Be-Determined) may not receive consideration.

2. The number of Speakers from the same Company (corporate or professional), may be limited where necessary.

3. An effort will be made to ensure there is fair representation of speakers from the Chapters.

4. Individual submissions (i.e. a single presenter) are welcome, provided a full description is included. The Planning Committee may combine speakers or add Corporate member panelists. Presenters will be notified of suggested combinations for approval.

5. Conference sponsorship is appreciated, but will not ensure an organization or individual is selected as a speaker.

6. Preference will be given to Corporate and Professionals that are members of the Carolinas and New South Chapters over members from other Chapters of The ESOP Association.


Speaker Policies & Procedures:

1. Speakers are asked to respect the educational intent of our program and avoid sales pitches for particular products or services.

2. A speaker who is unable to make the presentation must notify Beverly Clapp (864-272-6202) immediately. The Planning Committee will select an alternate presenter. Unapproved substitutions of presenters will result in suspension of both individuals from speaking at the next conference.

3. A speaker may not include additional people on their presentation without prior approval. Unapproved additions will result in all individuals being suspended from speaking at the next conference.

4. It is highly recommended that minimal changes to presentation content be made after submitting the slide deck for publication. Attendees are usually dissatisfied when they do not have access to correct or complete content.

5. Be cognizant of a one hour presentation time slot and prepare materials to ensure that you have time to cover your topic. Poor feedback is frequently given to presenters that run out of time or do not cover the topic as described.

6. Speaking slots are limited. If you do not plan to register and participate in the conference, please do not submit a proposal. The Planning Committee reserves the benefit of speaking to members interested in attending.

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* 1. I have read, understand, and meet the requirements to be a speaker

Below are a few examples of topics suggested from other conferences:
1. Valuation: What is it and How is it done
2. Repurchase Obligation: Will it hurt your company?
3. Repurchase Obligations: Valuation and Financing issues
4. Basic ESOP Communications
5. Our ESOP Transaction – What we did right – What we did wrong and how we handled the biggest challenges.
6. ESOP plan design
7. What motivates Employee Owners?
8. How to determine the best financing tool for our ESOP.
9. In an ESOP right for my company?
10. What we did right and what we did wrong and how we handled the issues
11. Building an ESOP Committee that will last
12. Following the cash through the life of an ESOP
13. Employee ownership Case Study
14. Accounting for ESOPs
15. Second stage ESOP transactions
16. Red flags – How can you tell if you need to re-evaluate your service providers
17. Department of Labor investigations: What to expect and how to prepare
18. 409(p): What companies need to know
19. From feasibility to funding: the who, why, what, and how
20. Understanding the basics of ESOP of ESOP fiduciarily issue

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* 2. Select the Topic Track:

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* 3. Level of Presentation

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* 4. Topic #1 Title

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* 5. Session Description (brief paragraph for inclusion in Conference Brochure)

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* 6. Why do you believe your topic will contribute to the conference?

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* 7. All Presenters listed are members of The ESOP Association

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* 8. Presenter #1 - (lead speaker to coordinate with other speakers)

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* 9. Presenter #1 Bio (Brief Paragraph)

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* 10. Presenter #2 - (Co-Presenter)

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* 11. Presenter #2 Bio (Brief Paragraph)

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* 12. Presenter #3 - (Co-presenter)

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* 13. Presenter #3 Bio (Brief Paragraph)

If you need assistance, please contact Beverly Clapp at 864-272-6202 or bclapp@esopexec.org.

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