The NJ/NY Center for Employee Ownership's events are intended to promote the stability and growth of each state's economy by increasing awareness of the benefits of employee ownership for the businesses, business owners, employees, and communities of New Jersey and New York.
Join us for a half-hour webinar on March 13th to learn the basics of conducting a valuation of privately-held companies for ESOP formation purposes, including the process, valuation methods, premiums and discounts, and other factors generally taken into consideration by the valuation analyst and ESOP trustee.
We will explore:
How a business valuation for a privately-held company is performed and what the primary value drivers are
The three generally accepted business valuation approaches and the strengths and weaknesses of each
The non-valuation related terms of an ESOP transaction that ESOP trustees and financial advisors consider in evaluating the fairness of a transaction
Speaker: Aziz El-Tahch, Managing Director, ESOP & ERISA Advisory Practice Co-leader, Stout
Employee Stock Ownership Plans and Equity Compensation Conference - October 26, 2018
Our Second Annual Conference, Employee Stock Ownership Plans and Equity Compensation took place on October 26, 2018. View the conference agenda.
Thank you to our speakers for sharing their expertise and to our sponsors for making this event possible!
View the conference presentations below.
Conference Welcome and General Session
William Castellano, Ph.D., Department Chair/Professor, Executive Director, NJ/NY Center for Employee Ownership, Rutgers School of Management and Labor Relations
John Vitucci, Principal, Employee Benefit Services, PKF O'Connor Davies
Aziz El-Tahch, Managing Director, Valuation Advisory, Stout Risius Ross, LLC
James G. Steiker, President and CEO, SES ESOP Strategies
Phil DeDominicis, Managing Director, Menke & Associates, Inc.
Chris Rausch, Chief Financial Officer, Turtle & Hughes, Inc.
Paul Theodore, President and CEO, Visual Graphic Systems Inc.
Equity Compensation Track
Sharmon Priaulx, Managing Director, PricewaterhouseCoopers, People and Organization
Maria Robins, Vice President, Morgan Stanley
Charles Russo, Vice President, Regional Manager, Computershare
ESPP Day - February 8, 2018
Our Center co-sponsored with Computershare an Employee Stock Purchase Plan (ESPP) conference on February 8, 2018 in New York. The ESPP Day conference provided a comprehensive introduction to the important aspects of employee stock purchase plans.
Keynote speaker was Dr. Joseph Blasi, Distinguished Professor and Sociologist at Rutgers. One of the leading academic experts on employee share ownership in the world, Dr. Blasi has written several books, including The Citizen's Share, which traces the history of employee share ownership in the U.S. from its earliest days to today. He also regularly speaks at industry conferences and has written for numerous publications, including Fortune Magazine, where he is a regular commentator.
The conference included presentations from stock plan professionals at Computershare, AON Hewitt, Baker & McKenzie, ISP Advisors, HighTower Advisors, myStockOptions.com, and the National Association of Stock Plan Professionals. Please click here to view the conference presentations.
Employee Ownership Strategies: Building High Performance, Inclusive Companies for the 21st Century Conference - July 31, 2017
Our first Employee Ownership Strategies Conference took place on July 31, 2017.
Thank you to our speakers, sponsors, partners, and participants for making the conference a success!
View the conference presentations and learn more about our speakers below.
Doug Kruse, Distinguished Professor, Rutgers University, School of Management and Labor Relations
Loren Rodgers, Executive Director, The National Center for Employee Ownership
Debbi Marcus, Manager, Global Equity, Unilever
The New Jersey/New York Center for Employee Ownership (NJ/NYCEO) promotes better understanding of the values of employee ownership among business leaders, public officials, employees, members of the media, students, teachers, nonprofit leaders, consumers, and other persons and organizations in New Jersey and New York. The NJ/NYCEO is a center at Rutgers School of Management and Labor Relations.