Program Information

In a world of turmoil and uncertainty, there is a burning beacon of hope and light.  No, it's not a bird, it is not a plane, nor even a frog.  Our salvation can be found in ESOPs and Employee Ownership.  Please join us at the 29th Annual Conference of the California/Western States Chapter of The ESOP Association, in sunny San Diego, home of the annual Comic-Con International Convention, to celebrate the superpowers of ESOPs and employee ownership.

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Conference Information:

About the Breakout Sessions: The 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!

Track One: Mini-Seminars - Some subjects just need a little longer to fully explain and discuss.  This year we introduce a track of mini-seminars ranging from Basic ESOPs to ESOP Leadership to ESOP Fiduciary Issues.

Track Two: Technical Topics - In this track, you will expand your technical ESOP skills with such sessions as advanced ESOP valuation issues and dealing with the Internal Revenue Service (IRS) and Department of Labor (DOL).

Track Three: Communication Topics and Employee Ownership - While it would be so much easier to communicate the benefits of employee ownership if we had the telepathic powers of Professor Y, this track will assist the mere mortals among us to build an employee ownership culture at our companies.  Learn how to foster and keep alive the Super-Hero ESOP spirit!

Track Four: Senior Manager Session and Bonus Tracks - Senior Manager Seminar: The Conference will also feature a half-day seminar for executives and leaders of ESOP companies. The seminar will address topics including how to lead an ESOP company, setting executive compensation, succession planning, motiving employees and much, much more. Join us to network and learn from your fellow ESOP leaders. (This seminar is for ESOP Corporate Members only – prior RSVP required.) - Promoting Employee Ownership in Your Community - Join Tony Matthews from the California Center for Employee Ownership for a special presentation on ESOPs and your local community.

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Chapter Conference Corporate Member

First registrant from an ESOP Association Corporate Member Company

Chapter Conference ADDITIONAL Corporate Member

Second and all subsequent registrants from an ESOP Association Corporate Member Company

Chapter Conference Professional Member

Registrant from an ESOP Association Professional Member Company

Chapter Conference Non-Member Attendee

Non-Member Conference Registrant

Golf Tournament Only

Wednesday, October 11th Employee Ownership Foundation Golf Tournament (single)