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About 2019 Midwest ESOP Conference
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2019 Midwest ESOP Conference
Call for Presentations
This form is no longer active and may not be submitted.
Submission Opportunities for Calls For Presentations are Now Closed.
Speaker Criteria
Selection Criteria:
1. Complete proposals involving corporate and professional member teams and/or case study examples will receive top priority consideration. Incomplete proposals (i.e. Company Member To-Be-Determined) may not receive consideration.
2. The number of Speakers from the same Company (corporate or professional), may be limited where necessary.
3. An effort will be made to ensure there is fair representation of speakers from all four Chapters.
4. Up to 2 Corporate member speakers from the same ESOP company will receive a complimentary conference registration. Professional member speakers are required to register and pay and attend the conference.
5. Individual submissions (i.e. a single presenter) are welcome, provided a full description is included. The Planning Committee may combine speakers or add Corporate member panelists. Presenters will be notified of suggested combinations for approval.
6. Conference sponsorship is appreciated, but will not ensure an organization or individual is selected as a speaker.
7. Preference will be given to Corporate and Professionals that are members of one of the sponsoring Chapters over members from other Chapters of The ESOP Association.
Speaker Policies & Procedures:
1. Speakers are asked to respect the educational intent of our program and avoid sales pitches for particular products or services.
2. A speaker who is unable to make the presentation must notify Sue Crockett immediately. The Planning Committee will select an alternate presenter. Unapproved substitutions of presenters will result in suspension of both individuals from speaking at the next conference.
3. A speaker may not include additional people on their presentation without prior approval. Unapproved additions will result in all individuals being suspended from speaking at the next conference.
4. It is highly recommended that minimal changes to presentation content be made after submitting the slide deck for publication. Attendees are usually dissatisfied when they do not have access to correct or complete content.
5. Be cognizant of a one hour presentation time slot and prepare materials to ensure that you have time to cover your topic. Poor feedback is frequently given to presenters that run out of time or do not cover the topic as described.
6. Speaking slots are limited. If you do not plan to register and participate in the conference, please do not submit a proposal. The Planning Committee reserves the benefit of speaking to members interested in attending.
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I have read & understand the Speaker & Selection Criteria
Yes
No
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Do you meet the criteria?
Yes
No
Presenter #1 - (lead speaker to coordinate with other speakers)
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Name
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Company
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City/Town
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State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Or
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Email Address
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Phone Number
(
)
-
x
International
Presenter #2
Name
Company
City/Town
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Or
Email Address
Phone Number
(
)
-
x
International
Presenter #3
Name
Company
City/Town
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Or
Email Address
Phone Number
(
)
-
x
International
Presentation Information
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Topic Tracks
Communications and Ownership Culture
Technical (Administration, Legal Fiduciary, Valuation)
ESOP Essentials (Easy to understand topics for those without extensive technical knowledge of ESOPs)
Governance (board duties, board logistics, strategic planning, acquisition, etc.)
Topic of Interest (Business issues applicable to ESOP companies)
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Level of Presentation
Beginner
Intermediate
Advanced
In defining your speaker presentation, please utilize the following skill levels:
Beginner
– Attendees likely to be:
From new ESOP companies (< 2 years as an ESOP), new to their company, and/or have never attended an ESOP conference
Not likely to be familiar with most ESOP acronyms, and will be looking for rudimentary information about how ESOPs operate
May be non-managerial employees attending to simply learn about ESOP culture, or management level employees who need general information because they are new to ESOPs
Intermediate
– Everything between beginner and advanced.
Advanced
– Attendees likely to be:
Management level employees (e.g., CEO, CFO, Controller, HR Manager, etc.)
Involved with ESOPs for several years or more, have intimate knowledge of how they operate, how they differ from non-ESOP companies, and what legal and accounting issues apply specifically to ESOPs.
Most likely looking for detailed information on specific technical ESOP issues.
We recognize that defining these levels is subjective, and that these levels may vary for Technical sessions as opposed to Culture or Communication sessions. Please try to anticipate the knowledge level of your target audience and include that in your session description. Thank you for your cooperation!
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Topic Title for Conference Program
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Session Description
(chars left:
1000
)
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Share how you plan to engage/involve the audience in your presentation.
(chars left:
500
)
E.g. Q&A, Role Playing, Small Group Discussion, etc.
Important Information - Please Read
In the future we will send confirmation emails and emails of other instruction from our vendor as they pertain to the collection of your presentation and speaker bio.
To ensure you get this important information please contact your IT Department and have them White List this email and url -
[email protected]
If you need assistance, please contact Sue Crockett at 612-872-4375 or
[email protected]
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