Events

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.

Employee Stock Ownership Plans and Equity Compensation Conference - October 26, 2018

The NJ/NY Center for Employee Ownership's 2nd 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
 
ESOP Track
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

 

Employee Ownership Foundation

Events

Upcoming Events

Tuesday, December 11, 2018 12:00pm to 12:45pm

Live Webinar

Creating a Culture of Ownership                                                             

RESERVE YOUR SPOT TODAY                                                                  

What do most companies on the Fortune lists of best workplaces have in common? A culture of ownership - they share ownership widely with employees and many are majority employee owned.

Join us for this webinar to learn what makes these ownership cultures tick:

  • How and why to share the company performance numbers at all levels
  • Why open-door policies often don't result in many ideas
  • How to create effective employee teams to generate more ideas
  • How to create a culture of ownership without sharing actual ownership    
Founder and Senior Staff Member, National Center for Employee Ownership (NCEO)
 

Webinars

The NJ/NY Center for Employee Ownership frequently hosts webinars which are recorded and available here for you to view at your convenience.  Please follow the links below to watch the recorded webinar of your choice.

Understanding the Research for Enhancing the Return on Your Equity Compensation Program - 9/13/18

How can a company measure the ROI of their equity compensation program? Dr. Bill Castellano discusses this topic and provides effective strategies that can enhance the impact of your equity compensation program. Plus, learn how to apply research findings into practice and communicate the value of your company's equity compensation program.

ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners - 7/18/18

Employee Stock Ownership Plans (ESOPs) can offer significant succession planning and wealth creation benefits. They are also prized as the ultimate in employee motivation, as they make the employee into a vested owner of the company. In this webinar, we examined the key features and considerations, as well as instances where ESOPs make sense.  View this recording and learn what factors about the business, owners, and business timeline make it attractive to use an ESOP. Also, determine whether an ESOP is appropriate to accomplish a business owner's succession planning and wealth creation goals, understand the succession and tax planning opportunity, and outline considerations and steps to implement an ESOP.

Equity Compensation - 5/7/18

Many closely held firms want to provide employees with a stake in the company's outcome through some form of equity compensation. But who should get how much? With what rules? And what forms of actual equity or synthetic equity make sense? View our webinar recording and gain an understanding of the way closely held companies can provide equity compensation to employees. Topics such as stock, options, restricted stock, stock appreciation rights, and phantom stock were discussed, as well as their counterparts in limited liability corporations.

Employee Ownership for Business Succession - 3/13/18

Employee Stock Ownership Plans (ESOPs) are a highly-tax favored, flexible way for business owners to provide for ownership transition. An ESOP allows a company to use its future pre-tax earnings to buy out some or all of an owner's shares, and allow the owner to defer taxation on the gain.  An ESOP can preserve business legacy, help to get the seller a fair price, and allows owners to play whatever ongoing role they choose in the company.
ESOPs have been highly successful, but they are not for every company. View our webinar recording to learn how ESOPs work and if they are right for you.

Past Events

ESPP Day - February 8, 2018

The NJ/NY Center for Employee Ownership 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 - July 31, 2017

The Rutgers NJ/NY Center for Employee Ownership's 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 
 
Jim Steiker, Esq., Chairman and CEO, SES Advisors
 
Loren Rodgers, Executive Director, The National Center for Employee Ownership
 
Terence "Terry" Griswold, Managing Director and founder, Empire Valuation
 
Rich Telesmanich, Sr. Vice President and CAO
Matt Hancock, Consultant, Praxis Consulting Group
 
Debbi Marcus, Manager, Global Equity, Unilever

 

Sponsors

  • Employee Ownership Foundation
  • National Center for Employee Ownership
  • SES Advisors
  • Menke & Associates, Inc.
  • Morgan Stanley
  • Stout
  • American Working Capital

 

About 

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.

Free webinar on ESOP Feasibility

Wondering if an ESOp is right for your company? Check out this webinar on ESOP feasibility from the NCEO.
Contact the NJ/NYCEO

For more information employee ownership or our projects in New Jersey and New York, email us at becaccio@smlr.rutgers.edu.