001 Intro to EO: A Primer on the Many Ways to Share Equity/ Ron Bernstein and David Binns  1  $12.00

002 Advanced ESOP Reg & Legal Update/ L. Goldberg (Mod.), Johanson, Carlisle  1  $12.00

003 Roundtable on Advanced Stock Option and other Equity Comp. Issues/ Alisa Baker (Mod.), Linda Wilkins, Howard Levine  1   $12tape/$15CD

004 Opening General Session-Welcome & CEO Dialogue/ Corey Rosen & Ray Smilor
Challenges & Strat. for Building a Successful E OC/ Firmat, Jain, Lester, Endriss  1  $12.00

006 EB: Deter Suitability of an ESOP/ Johanson (Mod.), Mathews, Serwinski, Fraenkel  1  $12.00

007 EB: ESOP Basics for Non-Management Employees/ Carolyn Zimmerman, Alex Moss (Co-Moderators) 1  $12.00

008 SO: Intro to Stock Options/ Ellie Kehmeier, Amy Yamashiro (Moderator)  1  $12.00

009 EA: Corporate Governance in an ESOP Company/ G. Brown (Mod.), M. Marchetti, J. Steiker, S. Lee  1  $12.00

011 CC: Orienting New Employees in an Employee Owned Company / Sid Scott, Cathy Ivancic (Moderator)  1  $12.00

012 CC: Communicating Stock Options / James Caltagirone/ Saundra Gibson & Susan Dworak (Co-Mods.)  1  $12.00

013 LD: the Five Critical Skills of Successful Entrepreneurs/ Ray Smilor (Moderator)  1  $12.00

016 SO: Part 1:If Not Options, Then What? Equity Compensation After the Bust / Blair Jones, Dan Janich, Martin Staubus (Mod.)  1   $12.00

017 SO: The ABC’s of ESPP’s/ Pam Van Gordon, Patricia Boepple, Art Meyers (Mod.)  1  $12.00

018 EA: Executive Compensation & ESOP’s/ Bye, Redman, Morrison (Mod.)  1  $12.00

019 EA: ESOP Capital Finance Strategies in Mergers & Acquisitions / Ed Weisto, Sandy Purcell, John Kober (Mod.)  1  $12.00

020 CC: Integrating Employee Ownership Into Your Business Strategy / Roger Neuenschwander, Gerardine Ferlin, Ginny Vanderslice (Mod.)   1  $12.00

021 LD: A CEO’s Lessons Learned on Employee Ownership/ Martin Babinec, Frank Patitucci  1  $12.00

022 KEYNOTE ADDRESS - Dan Yankelovich: The Employee Owned Company in the Present Climate of Mistrust 1 12tape/$15CD

023 EB: Should you Convert a ‘C’ Corporation to an ‘S’ ESOP Corp?/ Musick, Anderson,Bogart  1  $12.00

024 EB: ESOP Financing Keith Butcher, Chuck Bachman, John Miscione (Mod.)  1  $12.00

025 SO: Part 2: If Not Options, Then What? / Jones, Janich,Staubus (Mod.)  1  $12.00

026 EA: Challenges & Opp. for ESOPS in a Difficult Market/ Ahern, Horvath, Gross (Mod.)  1  $12.00

027 EA: Financing a Leveraged ESOP Transaction w/Assets / Waldo, Monk, Kaplan (Mod.)  1  $12.00

028 Who’s Afraid of Ownership?/ Victor Aspengren, Loren Rodgers (Mod.)  1  $12.00

029 LD: Strategic Alternatives for Employee Owned Companies/ Louis A. Paone (Moderator)  1  $12.00

030 EB: Valuing Stock for Sale to an ESOP/ Elyse Bluth, Steve Nelson (Mod.)  1  $12.00

031 SO: Stock Plan Administration/ Barbara Baksa (Moderator)  1  $12.00

032 EA:’S’ Corporation Issues/ Brad Van Horn, Becky Hoffman, Jerry Pagan  1  $12.00

033 EA: Dealing w/Audits, ERISA Violations, etc./ Price, Carluccio, Israel (Mod.)  1  $12.00

034 CC: ESOP Company Case Studies in Ownership Culture/ Poyer, Morn, Hartman (Mod.)  1  $12.00

035 LD: Turning Your Employees into Entrepreneurs: SAIC Case Study/ Joseph Pl Walkush  1  $12.00

036 EB: Selling to Employees without an ESOP/ Joe Rafferty, Brett Suchor, Kevin Long (Mod.)  1  $12.00

037 SO: Financial Planning for Optionees/ Michael Beriss, Brent Kessel, B. Brumberg (Mod.)  1  $12.00

038 SO: Taking Stock of Stock Options/Michael Benkowitz, Matt Ward, Andrew Goldstein  1  $12.00

039 EA: Planning for & Funding the Repurchase Obligation/ May, Tanner, Kornfield (Mod.)  1  $12.00

040 EA: Terminating or Selling an ESOP Company/ Gordy, Greenwald, Gilbert (Mod.)  1  $12.00

041 CC: Bringing New Employees Into a Highly Participative Company/ G. Brown (Mod.)  1  $12.00

042 CC: How to Deal with Layoffs in an EOC/ Thomas Roback (Moderator)  1  $12.00

043 LD: Building and Compensating your Top Manag.Team/ Phil Baker, Stan Sewitch (Mod.)  1  $12.00

044 CLOSING SESSION-In the Company of Owners: / Dr. Joseph R. Blasi  1  $12tape/$15CD

045 EB: Designing ESOP Allocation & Distribution Rules/ Alam, Dittmer, Ng (Mod.)  1  $12.00

046 SO: Planning & Implementing a Multinat. Equity Comp. Plan/ Tanner, Gibson, Zabayan  1  $12.00

047 SO: Deliv the Sense and Cents of Ownership Through Your Incent. Plan/Ringlee,Hellerman  1  $12.00

048 EA: Current Challenges Facing ESOP Fiduciaries/ Banasek,Schatz, Howell (Mod.)  1  $12.00

049 CC: Money Matters: Educating Employees About Your Business & Their Business/ Karen Berman (Moderator), Davidson, Vitangeli    1  $12.00

050 CC: Promoting Team Spirit through Celebrations and Community Activities/ Julie Holt, Robyn Holt-Saito (Mod.)  1  $12.00