A Gathering of Champions - The ESOP Association

XXV
25th ANNUAL CHAPTER CONFERENCE
A Gathering of Champions
October 2-4, 2013
Hotel Nikko, San Francisco

25th Annual California/Western StateS Chapter Conference
A GATHERING OF CHAMPIONS
“A Gathering of Champions” is set for October 2-4, 2013, at the Hotel Nikko in the
championship city of San Francisco. The location provides the perfect setting to celebrate
the Champions of ESOP and the Chapter’s 25th Annual Conference.
This conference includes educational sessions ranging from ESOP basics to advanced issues
and also includes several sessions for internal fiduciaries. We also have a full track developed
for the most important part of an ESOP company: Its employee ownership culture.
Join us to network with fellow ESOP companies and to learn how we can keep our ESOP
companies and the employee ownership movement in the winner’s circle.
CONFERENCE TRACKS
Rookies (A Sessions):
New to ESOPs
If you are new to the wonderful world of ESOPS, this track is right for
you. The sessions in this track will help you to gain (or refresh) a basic
technical understanding of how ESOPS work.
Veterans (B Sessions):
Experience with ESOPs
Once you complete basic training, it’s time to move up. 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).
Broadcasters (C Sessions):
Communication and Employee Ownership Track
A successful Communications Committee builds winning teams. This
track highlights communications and the building of an employee
ownership culture. Learn how to foster and keep alive the championship
ESOP spirit.
Agents (D Sessions):
Internal Fiduciaries
This new track at the Chapter Conference focuses on fiduciary issues.
What is your responsibility to the players in your ESOP?
ESOP Communications Fair
Visit the ESOP Hall of Fame as the ESOP community displays their pride of
Employee Ownership.
Searching for new ideas to communicate the benefits of your ESOP to your
employees and customers? Looking for ways to motivate your employeeowners,
have some fun, and expand your ownership culture?
Come to the Communications Fair and check out the views of other
companies until you find the perfect platform for your ESOP stance. View
the videos, newsletters, training materials, websites, annual ESOP meeting
materials and employee manuals to learn how top ESOP companies convey
the message of employee ownership. The Communications Fair exhibits
will feature displays from nominees for the Chapter’s 2013 Communication
Excellence Award program, past winners and exhibits from other successful
ESOP companies.
The Communications Fair opens during the Welcome Reception on
Wednesday evening and continues throughout Thursday and Friday.
There is no cost to participate and all ESOP companies are encouraged
to join the Communications Fair. For more information contact Heather
Fairbairn, Mountain Hardware & Sports (hleighn@hotmail.com).
Thursday 2:00 p.m. – 4:30 p.m.
Intensive Session for Senior Managers
Pre-Registration Required – Limited to Senior Management
The Senior Manager session will focus on Independent Board Members. We
will discuss the role of independent directors and their use as members of
compensation, audit and governance committees. Consideration will be given
to the method of selecting independent directors and determining the best fit
for a company. Additional specific situations that will be addressed through live
examples: How is an independent director different from an independent ESOP
trustee? How does an independent director interact with senior management?
What is the director’s role in the ESOP valuation? What are the most common
conflict-of-interest situations that ESOP companies encounter and how can the
independent director help? This session is intended to help those companies
considering the addition of their first independent director, as well as those
companies already employing independent directors.
Sam Geil, Geil Enterprises
Gerry Salontai, PE, Salontai Consulting Group, LLC
Larry Goldberg, ESOP Law Group LLP (moderator)
Enrollment is limited to senior managers of ESOP companies.
Pre-registration is required.

Wednesday, October 2
8:30 a.m. Duffers to Dazzler Golf Tournament
Consecutive tee times for up to 32 golfers
Presidio Golf Course (separate registration fee)
3:00 p.m. - 8:00 p.m. Registration Desk Open
6:00 p.m. - 8:00 p.m. Welcome Reception and Communications Fair
Start your conference experience at the Welcome Reception that also features our
popular Communications Fair.
Thursday, October 3
7:30 a.m. – 5:00 p.m. Registration Desk Open
7:30 a.m. – 9:00 a.m. Continental Breakfast
8:45 a.m. - 9:00 a.m. Welcome and Opening Remarks:
A chance for all to gather to learn about the conference and all its events. This year’s
teambuilding exercise also begins at this time.
9:00 a.m. – 10:15 a.m. Concurrent Sessions
Session 1A: The Fundamentals of ESOPs
All Champions begin by taking that first step. Step in to the arena for your first lesson
on the basics of ESOPs. This session will focus on the basic mechanics of a leveraged and
non-leveraged ESOP and defining ESOP terminology. There will be plenty of time for
questions.
Paige Ryan, ESOP Services, Inc.
Wendy Lankes, R.K. Schaaf Associates, Inc.
Session 1B: Legislative Regulatory Update
Champions are made and can be recognized through the legal system. The creation
process includes legislation and regulations as interpreted by the courts. This session
will provide attendees with the latest information on the legal and regulatory proposals
and court cases that shape the operation of champion employee-owned companies.
Karen Ng, Sedgwick LLP
Jeremy Pelphrey, Fox Rothschild LLP
Session 1C: ESOP Champions: Hall of Committees
Effective ESOP Committees promote, cultivate and celebrate ownership culture all while
educating employees on the benefits of the ESOP and employee ownership. The key to
success in ESOP communication begins with your ESOP Committee. Learn from these
ESOP champions on how to form an effective ESOP Committee and how they engage and
educate their employee owners. We’re committed!
Lauri Veverka, Entertainment Partners
Allison Hunter, Tesco Controls, Inc.
Kristen Kleiboer, Harrell Remodeling
10:30 a.m. – 11:45 a.m. Concurrent Sessions
Session 2A : Basic ESOP Corporate Governance: Champions Working Together
ESOP Champions are employee owners, Management, Board of Directors, Trustees, and
ESOP Fiduciaries. What are the relationships, roles, and responsibilities of these ESOP
Champions? Listen to this session on Corporate Governance, so you can learn how these
champions relate and intertwine in an ESOP company.
Robert Sanchez, National Wire & Cable Corporation
Larry Renaud, Chatsworth Products, Inc.
Victor Alam, Menke & Associates
Session 2B: Lessons Learned: What Not to Do from a Fiduciary Perspective ~ Winners
learn from their own mistakes
Champions learn from the mistakes of others too. This is particularly important for
anyone who might be an ESOP fiduciary. Learn from national experts who have coached
the best!
Martin Staubus, The Beyster Institute, UCSD
Corey Rosen, The National Center for Employee Ownership (NCEO)
Session 2C: ESOP Champions: Hall of Ownership
Think like an owner. Do the employees at your company think like owners? On a daily
basis employees contribute to the bottom line and ultimately the share price. These
champions will discuss how they build, maintain, and promote Ownership thinking at
their company. Own it!
Mary McDonnell, Entertainment Partners
John Stricklin, Carl Warren & Company
Session 2D: Basic ESOP Governance: Fiduciary vs. Settlor Activities
Some champions are unknown or their success is not recognized. Who are these
champions and what are their functions? This session will include a panel consisting of
an internal trustee that will discuss the differences between the trustee or fiduciary and
the company sponsor (or settlor) of the ESOP. What are each of their roles and how do
they help create champions?
Matthew Goedert, Sedgwick LLP
Doug Wright, Mountain Hardware & Sports
12:00 p.m. – 2:00 p.m. Luncheon and Chapter Awards
Join us for a buffet luncheon and the presentation of the Chapter Awards for
Communications Excellence, Most Effective ESOP Committee and Best ESOP Event.
2:00 p.m. - 4:30 p.m. Intensive Session for Senior Managers
Pre-Registration Required – Limited to Senior Management
Panel of ESOP Company Leaders:
Sam Geil, Geil Enterprises
Gerry Salontai, PE, Salontai Consulting Group, LLC
Larry Goldberg, ESOP Law Group, LLP (moderator)
2:00 p.m. - 3:00 p.m. Concurrent Sessions
Session 3A: Basic Valuation
All ESOP Champions did not become victorious overnight. Winning takes a keen
understanding of the “game” and a coordinated effort of many! In an ESOP company, it is
up to the employee-owners to push the share value up and keep it up. This heavy lifting
takes knowledge. Explore the most significant factors that affect value and learn how
employee-owners can influence company value. In this session, we’ll remove some of the
mystery of the valuation game as our panelists take you through basic training and gear
you up for victory at the buzzer.
Sharyl David, Moss Adams LLP
Mike Davidson, Gardeners’ Guild, Inc.
Session 3B: ESOP Accounting and Annual Audits
ESOPs with 100 or more participants are required to have their financial statements
audited by an independent CPA. Our session will focus on preparing for and completing
the audit, including the types of information required by the CPA, form of representations
letter, coordination with legal counsel and the top 5 issues that generally arise in the
course of the audit. We will also provide an update on the Financial Accounting Standards
Board decision to defer implementation of additional valuation disclosure requirements
in paragraph 820-10-50-2 of the FASB Accounting Standards Codification.
Sandy Shoemaker, Ehrhardt Keefe Steiner & Hottman PC
Session 3C: ESOP Champions: Hall of Generations
Baby boomers, Generation X, Gen Y/Millennials, and the Generation Z/Virtual
Generation are mixing it up in the workplace. Learn from these ESOP Champions on
how they communicate ESOPs to the different generations and get buy-in or engagement
in the ownership culture. Close the gap!
Midori Cronky, Hot Dog on a Stick
Oscar Rodriguez, RW Smith
Susan Yoshiba, LeFiell Manufacturing
Session 3D: Fiduciary As Shareholder: Voting Stock; Electing Directors
This session is designed to fill in the blanks for ESOP trustees as to the practical
implications of shareholder voting and communicating with employees when their
input is required. The panel includes both inside and independent trustees to share their
experience and engage the audience in a lively discussion of this interesting area.
Richard Joseph, Alerus Financial (moderator)
Larry Varblow, Chatsworth Products, Inc.
Anthony Mathews, The Beyster Institute, UCSD
3:15 p.m. - 4:15 p.m. Concurrent Sessions
Section 4A: Basic ESOP Administration
Becoming a champion takes both physical ability and technical know-how! During this
session on Basic ESOP Administration, you will gain (or refresh) your basic technical
understanding of how outside administrators and in-house personnel interact over the
course of the year to complete the ESOP administration process. You’ll gain valuable
knowledge about what the process looks like for our professionals and what clients can
do to make the process a smooth race to the finish line! Hear from an experienced ESOP
Administrator and Company Plan Sponsor on how they train for victory!
Karen Ellis, Superior Farms
Debra Stoll, Principal Financial Group
Section 4B: Advanced Valuation Issues
This session will focus on current valuation controversies and complex valuation issues
facing on-going ESOPs, such as the impact of multi-stage transactions, changes in the
repurchase obligation, and synthetic equity.
Chris Kramer, Strategic Equity Group
Pam Steverango, Chartwell Capital Solutions (and moderator).

Section 4C: ESOP Champions: Hall of Long Distance
These ESOP champions will discuss how to’s and tips on ESOP education, celebration,
and communication with multiple locations/offices and remote employees. Go the
distance with these champions!
Bill Flader, Caltrol
Tracy Jackson, The Sleep Train, Inc.
Rita Mould, KAPCO
Section 4D: Fiduciary Responsibility: Benefit Requirements and ERISA guarantees
The word Champion is a verb for ESOP Fiduciaries! You must act for, and promote the
rights of ESOP participants. To do so, perfect your understanding of participant rights
and outline a game plan for participant distributions, with an understanding of what you
are required to provide, and where you have flexibility.
Scott Adamson, Morgan, Lewis & Bockius, LLP
Marcus Piquet, American ESOP Advisors, LLC
4:30 p.m. - 6:30 p.m. Reception and Chapter Awards Presentation
To allow our participants the opportunity to enjoy all that San Francisco has to offer,
there will be no formal dinner program. This cocktail reception will include the
announcement of our Company and Employee-Owner of the Year Awards.
10:00 p.m. – Midnight After-Party
After you’ve enjoyed the city, stop on by for dessert and continue networking at our
after-party.
Friday, October 4
7:30 a.m. – 9:00 a.m. Buffet Breakfast
9:00 a.m. – 10:15 a.m. Roundtable Discussions
10:30 a.m. –11:45 a.m. Concurrent Sessions
Section 5A: Benefit Distribution Basics
When we watch those huge celebrations at the end of a big victory, we imagine that this
must be what it feels like to get that distribution check from the ESOP! In fact, it can be
argued that the benefit distribution is the reason ESOPs exist. However, there is also an
extremely complex set of rules to follow if those distributions are to be done correctly
and create the best outcome for both the participant and the company. This session is
structured to help provide you with the basics of the distribution “rule book” from the
legal requirements to the “best practice” on processing these important transactions.
Randy Shrake, Blue Ridge ESOP Associates
Barbara Hileman, A-Z Bus Sales, Inc.
Section 5B: Dealing with IRS Audits and DOL Investigations
The U.S. Department of Labor (“DOL”) and the Internal Revenue Service (“IRS”) are
charged with enforcements of laws and regulations governing ESOPs, just like the
“Commissioners” who regulate the sports leagues. This session will provide guidance
on what to expect and how to respond to DOL and IRS investigations, audits and
examinations of ESOPs and proactive measures, when they call you in for “review.”
Rachel Markun, Jackson Lewis LLP
Nicholas L. Saakvitne, Saakvitne Law Corporation
Section 5C: ESOP Champions: Hall of Fun & Games
How can you make your ESOP into fun and games? Come and learn how this new
“sport” is being discovered in ESOP organizations. They will show you samples of
their version of ESOP games and how to establish them and set your own rules. Come
play with the Champions!
Adam Hochfield, Central Casting (Entertainment Partners)
Susan Hoop, Recology
Nancy Latu, Chatsworth Products, Inc.
Session 5D: DOL Priorities for ESOP Fiduciaries
The big question on everyone’s mind is “what the heck is the DOL thinking?” While
we aren’t mind readers, this session will cover the topics, issues and hot buttons that
are currently on the DOL’s radar.
Dan Reser, Fiduciary Services, Inc.
Kathryn Daly, Chartwell Capital Solutions
Special thanks to Lithographix, Inc. for printing this brochure.
We appreciate your continued support!
Lithographix, Inc.
An Employee Owned Company
12:00 p.m. – 1:45 p.m. Buffet Luncheon
Our teambuilding event concludes during today’s luncheon.
2:00 p.m. – 3:00 p.m. Concurrent Sessions
Section 6A: Basics of Repurchase Obligations
On the ESOP field of play, few topics are more discussed than repurchase obligations.
Although often painted as a potential pitfall, we mustn’t forget that the true Champion
in ESOPs is the repurchase obligation and why the ESOP exists. It is the tangible
evidence that the ESOP is succeeding in spreading wealth to places where it would
not automatically exist on its own. For true success we must learn how to balance the
competing interests between the cash needs of the company, the requirement to fund
benefits to terminated employees as well as the need to provide value and benefits to
current employees. This session will help you understand the basics of planning and
managing this critical component.
Paul Dougherty, Recology
Kim Blaugher, Principal Financial Group
Section 6B: Case Studies of ESOP Administration Issues
Even when you know the rules of the game, sometimes a play in the field will baffle even
the experts. Our session will walk you through real life sticky ESOP administration
issues and the analysis used to resolve the issues.
Kristina Cox, Recology
Lynn Dubois, ESOP Law Group, LLP
Section 6C: ESOP Champions: Hall of Technology
Learn how these ESOP champions use intranets, websites, social media, portals, videos
and other tools to communicate, educate, and celebrate the benefits of employee
ownership. Come get your tech on!
Lori Rodriguez, Hot Dog on a Stick
Justin Standard, Entertainment Partners
Lisa Betts, The ESOP Association
Section 6D: Fiduciary Case Studies:
Important Cases and Guidance: Of all the champions of ESOPs, none are more important
than the intrepid souls who voluntarily take on the risk of serving as the ESOP Trustee.
Some do it because it is their job and some do it just for the good of their ESOPs, but in
all cases these people are the principal protectors of ESOP benefits. This session is a
chance for the attendees to witness a conversation among and interact with a panel of
fiduciary champions representing both professional and non-professional practitioners.
The panel will engage in a wide ranging conversation about issues and outcomes from
their individual perspectives and invite the audience to share their experiences.
Neil M. Brozen, ESOP Services
Merri E. Ash, First Bankers Trust Services, Inc.
3:15 p.m. - 4:00 p.m. Post Game Wrap-Up
An open forum to discuss the nuts and bolts of ESOP: Communications, Fiduciary
and other areas. A panel of our leading experts will be on hand to share their
wisdom on almost any topic you wish to discuss – even SF Giants trivia questions
will be answered
4:00 p.m. Chapter Conference Concludes
Fundraiser to Benefit
the Employee Ownership
Foundation
The CAWS Chapter is pleased to support the Employee Ownership Foundation
and will hold another exciting fundraiser during this year’s conference.
To donate a prize valued at $25 or more, please contact the Chapter office at (916)
333-3280 or jenifer@caws-esop.org. Donations valued at $250 or more will receive
special recognition during the conference.
Drop your prize off at the conference registration desk when you arrive or bring
it to the Welcome Reception on Wednesday evening. If you don’t want to travel
with your donated item, we can provide you with shipping instructions to the hotel.
Thanks in advance from the CAWS fundraising committee for your support:
Doug Wright (dougwright333@gmail.com)
Mike Davidson (mdavidson@gardenersguild.com)
Paige Ryan (paige@esopservices.com)
Mark Bernstein (mbernstein@carlwarren.com)

Annual Duffers to
Dazzlers Golf Tournament
Wednesday, October 2, 2013 | 8:30 a.m. (consecutive tee times)
Presidio Golf Course
300 Finley Rd., San Francisco
Separate registration is required. $150/player
Proceeds benefit the Employee Ownership Foundation
The 2013 Duffers to Dazzlers Golf Tournament to benefit the
Employee Ownership Foundation is on again! The tournament will
be played at the beautiful location of the Presidio Golf Course, just
a few miles from Hotel Nikko. The price for golf is a very reasonable
$150.00 which includes green fees, a delicious boxed lunch, a nice
contribution to the Employee Ownership Foundation and a chance
to win some excellent prizes.
As always, the Tournament will be conducted according to our time
honored rules:
1) We may not play well, but we play fast.
2) Golf is a game; we play it to have fun; we may take it seriously
sometimes but never ourselves.
3) When we get together, no matter what we are doing, the real
winner is employee ownership, and finally,
4) For the right price we could be influenced not to wear Nike logos
when we play (just in case Phil Knight is listening and would
like to avoid that embarrassment).
The prestigious Presidio golf course opened for public play in 1995 and
has quickly gained a reputation as one of the nation’s top public courses.
Located just minutes from downtown San Francisco, this 18-hole
course plays 6,500 yards of challenging golf winding through beautiful
Eucalyptus and Monterey Pine trees in The City’s trademark hills.
Join us for a unique ESOP golf experience on Wednesday, October 2
with tee times starting at 8:30 a.m.
Questions?
Call or email Tony Mathews at amathews@beysterinstitute.ucsd.edu or 310.306.9142
or Ron Cogan at rcogan@entertainmentpartners.com or 818.955.6295.
Hotel, Transportation and Activities
Hotel Nikko, 222 Mason Street, San Francisco, California 94102
Experience the fine art of hospitality and the ultimate in personal service set
in the midst of a city world-famous for its charming history and cutting-edge
style. Hotel Nikko, just steps from Union Square in the heart of San Francisco,
is an ideal destination for business travel or a special getaway.
The special ESOP conference rate at the Hotel Nikko (King or two Queen
beds) is $229/night, single or double occupancy, plus tax and gratuities.
There are also a limited number of upgraded rooms Nikko King ($249) and
Imperial King ($299) available. Group rates are available 3 days prior and 3
days after the conference dates. Reservations must be made by 5:00 p.m. local
time on September 10, 2013. Reservations after this date will be handled on
space and rate available basis.
To make your discounted reservations, call the hotel at (415) 394-1111, tollfree
800-248-3308, and ask for the “ESOP” rate. You may also make your
hotel reservation online at https://resweb.passkey.com/go/esopassociation - enter
reservation code SESOPA for the CAWS Chapter rate.
Things to do in San Francisco – from the Hotel Nikko Website: Keeping busy
while you’re visiting the City by the Bay is not a problem, especially when
you’re a guest at the Hotel Nikko. The hotel is within close proximity of many
top things to do. Catch a hit play or musical at one of many historic theaters.
Hop a cable car to Fisherman’s Wharf. Take a walk or ride a bike across
the Golden Gate Bridge. Explore the unique shops and intricate alleyways
of Chinatown. And discover the history of North Beach via an informative
walking tour.
Activities, Attractions, Entertainment, Shopping & Nightlife at Union Square:
When you’re in Union Square, you’ll be surrounded by boutiques and major
department stores, world-class restaurants, and innumerable galleries.
Theater: Discover first-rate productions at such venerable venues as the
Curran Theater, Orpheum Theatre, Golden Gate Theater, and the Geary
Theater.
City Cable Cars: Running every day of the year, cable cars are a great way to
get a feel for San Francisco and enjoy amazing views, from the Bay to the Bay
Bridge.
Chinatown: Experience the excitement of this neighborhood, which boasts
a host of restaurants, herbal shops, and the Golden Gate Fortune Cookie
Factory.
Golden Gate Bridge: Opened in 1937, this veritable landmark, which connects
the City with Marin County, is open to cars, pedestrians, and cyclists.
AT&T Park: Watch the San Francisco Giants play baseball at beautiful
AT&T Park, which is an old-time downtown ballpark with incredible
views of the Bay.
Fisherman’s Wharf: Spend a fun day exploring Fisherman’s Wharf where
you’ll encounter fresh Dungeness crab and sea lions sunbathing at Pier 39.
Japantown in San Francisco: The largest Japan town outside of Japan, this
culture-rich neighborhood features an impressive array of shops, restaurants,
and a spa for massages.
Museum of Modern Art: Discover a fine collection of contemporary artwork by
such artists as Jasper Johns and Cindy Sherman at the Museum of Modern Art.
Alcatraz Island: One of the most popular attractions in San Francisco, Alcatraz
Island offers tours of the former federal prison whose most famous resident
was Al Capone.
Transportation
Hotel Nikko is located at 222 Mason Street, San Francisco, CA. If using GPS
to drive to the hotel, please input 180 Ellis Street, San Francisco, CA to arrive
at the entrance.
Valet parking is available at the hotel for a fee of $45 per 24 hour period.
Several self-park garages are available within a few blocks (rates will vary).
For a map and directions visit www.hotelnikkosf.com
San Francisco International Airport is the closest airport about 14 miles away.
Taxis and shuttles are available, although rates may vary.
BART is available from the SF airport to the Powell St. station (3 blocks from
Hotel Nikko). Get off at Powell Street and head towards 5th Street. Turn right
on 5th for 2 blocks and arrive at Hotel Nikko (approximately 30min ride).
Oakland International Airport is the next closest airport about 20 miles away.
Taxis and shuttles are available, although rates may vary and include a bridge
toll fee.
To take BART from the Oakland Airport, take the Air Bart bus to the
Coliseum/Oakland Airport Station. Take the Daly City line and get off at
Powell Street. Head towards 5th Street and turn right on 5th. Walk 2 blocks
and arrive at Hotel Nikko (approximately 45 min ride).
North Beach: Come to “Little Italy” and savor a great meal, relax with a
cappuccino in a cozy café, and soak up the sun in Washington Square Park.

The ESOP Association
California/Western States Chapter
1900 Point West Way, Suite 222
Sacramento, CA 95815-4706
PRESORTED
STANDARD
US POSTAGE PAID
LOS ANGELES, CA
PERMIT #1831
FORWARD SERVICE REQUESTED
Registration Information
Early-bird registration deadline and hotel reservation cut-off date: September 10, 2013.
Conference Registration:
Please register on-line at www.regonline.com/esop2013
One person may register a group and make changes if necessary. Credit cards and
checks are accepted.
ESOPs: A Gathering of Champions
Registration Fees:
$425 ESOP Association Member rate (for Corporate, Affiliate or
Professional Members), before September 10
$360 Additional registrants from ESOP Association Corporate Members
(companies) only
$475 ESOP Association Members, after September 10
$675 Non- Members, before September 10
$775 Non- Members, after September 10
$150 Duffers to Dazzlers Golf Tournament (Wednesday, October 2)
$50 Additional ticket for Thursday or Friday Luncheons*
$50 Additional ticket for Wednesday or Thursday Evening Reception*
*Friends and family are invited to join us for these functions. Tickets must be purchased in advance.
A limited number of one-day only registrations for ESOP Members are available. See the
registration site for details and pricing.
Refund Policy: Full Refunds will be provided for cancellations received by September 10.
No refunds will be given after September 10.
Special Needs: The ESOP Association complies with all requirements of the Americans
with Disabilities Act. If you require special accommodations to participate fully, please
provide a written description of your needs.
Questions? Call 916-333-3280 or email registration@caws-esop.org
Schedule at a Glance
Wednesday, October 2
8:30 a.m. Tee Times Duffers to Dazzlers Golf Tournament:
Presidio Golf Course (separate registration required)
3:00 p.m. – 8:00 p.m. Registration Desk Open
6:00 p.m. – 8:00 p.m. Welcome Reception and Communications Fair
Thursday, October 3
7:30 a.m. – 5:00 p.m. Registration Desk Open
7:30 a.m. – 9:00 a.m. Buffet Breakfast
8:45 a.m. – 9:00 a.m. Welcome and Opening Remarks : Teambuilding
activity begins
9:00 a.m. – 10:15 a.m. Concurrent Sessions 1
10:30 a.m. – 11:45 a.m. Concurrent Sessions 2
Noon – 2:00 p.m. Buffet Lunch and Awards
2:00 p.m. – 4:30 p.m. Intensive Session for Senior Managers
2:00 p.m. – 3:00 p.m. Concurrent Sessions 3
3:15 p.m. – 4:15 p.m. Concurrent Sessions 4
4:30 p.m. – 6:30 p.m. Reception and Awards
6:30 p.m. – 10:00 p.m. Dinner on your own
10:00 p.m. – Midnight After Party
Friday, October 4
7:30 a.m. – 9:00 a.m. Buffet Breakfast
9:00 a.m. – 10:15 a.m. Roundtable Discussions
10:30 a.m. – 11:45 a.m. Concurrent Sessions 5
Noon – 1:45 p.m. Buffet Luncheon and Conclusion of Teambuilding Activity
2:00 p.m. – 3:00 p.m. Concurrent Sessions 6
3:15 p.m. – 4:00 p.m. Post Game Wrap-Up
4:00 p.m. Conference Adjourns
See you in Anaheim in 2014 – October 8-10 ~ Disney Grand Californian Hotel