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Platinum Sponsor

ESOP Midwest Conference – Radisson Blu, Mall of America

Bloomington, MN

September 10-11, 2015

PROGRAM AGENDA

Times and Sessions are subject to change. Check the website regularly for program updates

Note: This conference has not been pre-certified for CPE/CLE Credit. Certificates of attendance are available at the conference so you can apply for CPE/CLE credits in Illinois, Iowa, Minnesota, Nebraska,

North Dakota, South Dakota and/or Wisconsin as applicable.

Wednesday, September 9

5:00 – 7:00 pm Registration

5:00 – 7:00 pm Opening Mixer

Thursday, September 10

Opening General Session –

7:00 am Registration/Continental Breakfast

8:00 am Welcome, Agenda Overview – Chapter Presidents

8:30 am Opening General Session

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KEYNOTE SPEAKER - Recharge: More than just plugging in

What do your business and the Rolling Stones have in common? The ability to reinvent and stay relevant. No matter where you are in your ESOP journey – thinking of implementing to being ESOP owned for 20 years – you need to recharge and reinvigorate your business to engage all employees. Jim Redpath will challenge you to think differently and encourage you to view your ESOP as a beginning, not an end. Learn how Redpath and Company constantly recharges itself by focusing on work, client service and culture. Jim will explain the rewards of recharging your business so current and future generations will want to join the fun.

Jim Redpath, CPA, CGMA Jim Redpath is a Partner and serves on the Board of Directors at Redpath and Company – a 100% ESOP owned CPA firm. He served as Redpath and Company’s Managing Partner from 2008 – 2014 and is credited with revolutionizing leadership, culture, and client service delivery during his tenure. Jim’s primary focus is serving his clients in tax planning and consulting. He specializes in business structuring, ownership succession, as well as corporate, partnership and international consulting. Understanding the tax law and performing strategic planning with his clients is his passion.

Jim is a frequent speaker on tax, succession planning, ESOP, and leadership topics. He is nationally recognized as a tax expert and has been called to testify on several occasions to the House of Representatives and the Senate on behalf of small business, tax incentive, S-corporations and ESOPs. Jim’s gregarious personality and generosity of spirit have made him well known as the “atypical” accountant.

9:15 am BREAK

Conference education sessions are followed by 15 minute breaks to allow time to visit (and thank) the conference sponsors, peruse the Government Relations display tables and participate in the EOF fundraiser scavenger hunt.

9:30 – 10:30 am Concurrent Breakout Sessions

TECHNICAL: S-Corporation 409(p) Anti-Abuse Rules

Level: Intermediate

Vicki Graft, ESOP Partners LLP; Brian Anderson, DeWitt Ross & Stevens

This session will provide an overview of the S-Corporation anti-abuse rules, including definitions and terminology; a summary of the testing rules, consequences of failure, and tips for keeping your ESOP in compliance. The presenters will provide sample case studies along with the results and calculation details.

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ESOP Essentials: ESOP Basics: What You Need to Know

Level: Beginner

Joan M. Cannon, McGrath North Mullin & Kratz, PC LLO, Craig Olinger, ESI

Comprehensive overview for new or first time attendees. This session will cover the basic structure and function of an ESOP, interaction with service providers, including trustee, appraiser, ERISA attorney, record keeper, ownership culture, ESOP communications, and how to promote and educate fellow employees. This is a must for beginners.

COMMUNICATION: Driving Participation in an Ownership Culture

Level: Intermediate

Daniel F. Clifford, Schweitzer Engineering Laboratories, Inc.

Session will focus on some of the ways SEL communicates throughout the national and global organization and

provide examples of how Senior Management can support or “DRIVE” employee ownership behaviors.

TOPICS OF INTEREST: Zero to 100: The Story of NetWork Center's Transition to 100% ESOP Ownership

Level: Intermediate

Mike Flesch, Alerus Financial, N.A.; Aaron Pryor, Acclaro Valuation Advisors; Ben Carlsrud, Steve Stenerson and Mark

McQuillan, NetWork Center, Inc.

Meet Fargo-based NetWork Center, Inc., a successful provider of IT-based solutions for companies nationwide and hear from the management team as they tell the story of the company’s transition to becoming a 100% S corporation ESOP. The description of the December 2014 ESOP transaction will also include points-of-view and key takeaways by NetWork Center’s ESOP trustee, Alerus, and the trustee financial advisor, Acclaro. A must-attend for those contemplating an ESOP, or any person who just wants an inside look at an ESOP transaction.

BEST OF THE BEST: ESOP Mythbusters Level: Beginner

Todd Young, Hinshaw & Culbertson; Art Miller, Holden Industries, Inc.; Regina Carls, JP Morgan Chase; Julie Govreau, Drinker Biddle Reath LLP This fun and interactive session (presented in a gameshow-type format) will present common myths about ESOPs and

either prove them or debunk themE. Audience members will have the opportunity to compete for valuable (at least the presenters think so) prizes.

10:45 – 11:45 – Concurrent Breakout Sessions

TECHNICAL: Becoming an Effective Administration/Fiduciary Committee: what to ask, what to know, what

to document

Level: Beginner

Michelle Ueding, Kutak Rock LLP; Lindy Ireland, BCC Advisers

Running an ESOP can be complicated. With so many rules and requirements and different parties, the task often

seems overwhelming. But, if utilized effectively, an administrative committee can keep an ESOP running smoothly.

This session will help new and existing committees identify their roles and help them understand how to address their

responsibilities. We will walk committees through the process of developing an annual meeting agenda, so that plans

have a clear course. We will discuss how to incorporate DOL guidance and recent Supreme Court decisions into these

agendas, as well. Finally, expect to learn about best practices for keeping your ESOP compliant and how to meet your

fiduciary responsibilities.

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ESOP ESSENTIALS: Understanding Basic Concepts about your ESOP

Level: Intermediate

Scott Freund, Blue Ridge ESOP Associates; Dan Stoltz, Principal Financial Group

This session will explain details on ESOP Administration basics which are important for plan sponsors to know. Topics will include eligibility, contributions, vesting, compliance testing and basic reporting requirements.

COMMUNICATION: How to Set Up Your ESOP Communication Committee

Level: Beginner

Debbie Williams, BTC ESOP Services, Tim Wolf, PPI; Cathy Terukina, The Gazette Company; Bryan Gohn, Dakota Supply

Group; Michele Cafferkey, Forsythe

Join a panel from several ESOP companies as they discuss how they set up their ESOP committees, what you should

consider and what works.

TOPICS OF INTEREST: Watkins Aircraft Support Products (WASP) ESOP - The 18 Year Journey

continues...

Level: Intermediate

Jeanne Kramer, WASP; Kevin Weise, Bremer Trust; Steve Nelson, Chartwell

Jeanne, Steve & Kevin will review WASP's 18 year ESOP journey and the recent acquisition which builds

manufacturing capacity and brings industry diversification and creates greater wealth for ESOP Participants.

BEST OF THE BEST – Engagement: Creating Employee Owners from the Inside-Out

Level: Beginner

Cindy Cerro, Total Water Treatment Systems

Business can't engage employees, employees need to decide to be engaged. Studies have found that workers who are engaged in their jobs tended to be emotionally stable, socially proactive and achievement oriented. During this session, we will test this theory! You will learn about locus of control, motivational theory and learning agility and how the presence of these factors improves the engagement of your employee owners. You will understand your personal level of engagement and discuss the impact of engagement in employee owned companies. You will hear how Total Water Treatment Systems uses these theories to find employee owners.

Lunch – 11:45 – 1:15

1:30 – 2:30 pm – Concurrent Breakout Sessions

TECHNICAL: Recent Developments in Annual Valuations

Level: Intermediate

Ted Becker, Drinker Biddle & Reath LLP; Glenn Elo, Lifetouch Inc.; Don Springer, Columbia Financial Advisors, Inc.

How are annual valuations affected by the DOL Fiduciary Process Agreement and the DOL's proposed reintroduction

of the Adequate Consideration Regulation? This panel of an internal ESOP trustee, a valuation advisor and the

attorney who negotiated the Fiduciary Process Agreement with the DOL will use a case study to consider the issues in

an interactive program.

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ESOP Essentials: ESOP Repurchase Obligation – Tips and Tricks to Improving Your Study

Level: Intermediate

Tyler J. Krzewina, ESOP Partners LLC

After a brief repurchase obligation recap, the presenters will dive deeper into ways you can improve your forecasts.

From quick pointers to cross-examining multiple scenarios, the intent of this session is to help companies take their

ESOP repurchase obligation to the next level.

COMMUNICATION: Building Passion in Your Company through the ESOP

Level: Beginner

Paul Trost, GreatBanc Trust Company: Jim Winterscheid, Travel and Transport

Developing passion in a company using a retirement benefit that provides rewards after an employee leaves requires

constant communication efforts. We will discuss ways a company can use communication to participants to lead to

enhanced financial performance.

TOPICS OF INTEREST: The ESOP Rise, Fall and Resurrection – Real Life Lessons Learned

Level: Intermediate

Bob Gross, Prairie Capital Advisors, Inc.; Tom Pientok, Apache Hose & Belting Company, Inc.

Bob and Tom will recount the history of the Apache Hose & Belting Company, Inc. ESOP as it went through several widely divergent cycles before arriving at its current state of success. Along the way, numerous lessons were learned about (1) the very real business and economic world, (2) the M&A transaction world and (3) the ESOP world. Join us for this candid walk down memory lane and, hopefully, you’ll learn from the lessons or maybe share some of your own.

BEST OF THE BEST: Techniques for Creating a Culture of Owners – The Minnesota Trifecta

Level: Beginner

Sarah Gengenbach, Redpath and Company; Sheryl Neuman, Bauer Welding & Metal Fabricators; Jill Gerrick, Walman

Three very different companies provide insight and ideas on employee engagement and ways to invest in

your employees to build an ownership culture. Learn how to engage employees, create enthusiasm and

nurture positive momentum in your company. Presenters will share personal insights, successes and lessons

learned from their respective experiences.

Break – 2:30 – 2:45

2:45 – 3:45 – Concurrent Breakout Sessions

TECHNICAL: Driving ESOP Value

Level: Intermediate

Patrick Schmidt, Value Consulting Group; Charlie Christensen, Christenson Group

A leading business valuation practitioner and a leader from a successful ESOP company identify the primary factors to increasing the stock value in an ESOP company. Using practical examples that are easy to understand, participants will be able to identify ways in which their daily efforts can impact the company's value.

ESOP Essentials: ESOP Distributions - Beyond the Rules

Level: Intermediate

Steve Storkan, Alerus; Steve Eide, Gray Plant Mooty

Every ESOP is subject to the same statutory rules regarding distributions and yet it’s rare to find an ESOP that makes payments only when required by statute. Employers are much more likely to customize the timing and manner in which ESOP benefits are paid to current and former employees. This session will provide a brief overview of the IRS and DOL rules regarding ESOP distributions. Most of the session will focus on real-world examples of different

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distribution provisions used by clients of the presenters. While reviewing these examples, time will be spent discussing the philosophies and objectives that cause companies to adopt different distribution policies. The concept of reshuffling (or segregation) will be discussed, as well as the legal issues to be considered before changing an ESOP’s distribution provisions. Those attending this session will leave with new ideas for structuring ESOP payments and a better understanding of the choices implicit in their own distribution rules.

COMMUNICATION: Understanding Motivation--How Employee Owners Can Contribute to the Success of

the Organization

Level: Beginner

Sid Scott, Woodward Communications, Inc.

This interactive session will explore management's role and how managers affect motivation. The group will identify characteristics of good jobs, learn from the 100 best companies, and discuss together the building blocks of a successful ESOP culture.

TOPICS OF INTEREST: ESOP Acquirers: Competitive Advantages and Challenges

Level: Advanced

Wil Becker, Chartwell, Clyde Rhodes, Mac Arthur Co.; Jude Anne Carluccio, Krieg DeVault LLP

Mac Arthur Co. has been an ESOP-owned company since 1974. Join Clyde Rhodes, Mac Arthur’s CEO; Wil Becker, Financial Advisor; and Jude Anne Carluccio, Corporate Attorney; as they discuss how MacArthur Co. uses its ESOP structure as a competitive advantage in acquisitions as well as describe the challenges associated with the ESOP structure. The session will outline a transaction case study where MacArthur acquired Weekes Forest Products (a non-ESOP company) in 2014.

BEST OF THE BEST: Connecting Employee Owners to What Drives ESOP Value

Level: Beginner

Tom Durian, Van Meter, Inc.

An entire team of employee owners all working towards a common goal can be very powerful for a company. How do you get your team to understand your ESOP goals and focus their energy to grow your share value? This session shares some real life communication methods used to explain the ESOP appraisal and how every employee owner has the ability to impact share value.

Break – 3:45 – 4:00

4:00 – 5:00 pm – Concurrent Breakout Sessions

TECHNICAL: Re-balance, Re-shuffle, Repurchase

Level: Intermediate

Susan Lenczewski, Moss & Barnett P.A.; Nancy Dittmer, Verisight

For many ESOPs, especially mature ESOPs, striking a balance between the need to get cash into the ESOP and not exacerbating the “haves and have-nots” problem requires creative solutions, within the bounds of what is permitted by the law and the regulators. This session will explore the alternatives available, including re-balancing and re-shuffling, distributing stock for immediate purchase and making S distributions.

ESOP Essentials: Partial ESOP Transactions

Intermediate

Dave Horvath, Crowe Horwath LLP; Kim Abello, Wells Fargo; David Corbin, Steve Silver Co.

With so many current ESOP transactions going to 100% ESOP ownership right off the bat, some prospective ESOP

companies may overlook doing a partial ESOP. Our session will cover the financing implications of partial ESOP's, S

Corp. distributions and administrative issues.

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COMMUNICATION: Defining, Motivating, and Encouraging Ownership Behaviors

Level: Beginner

Dan Marcue, The ESOP Association; Elizabeth Wheeler, Parksite; Kimber Simos, Hatco Corporation

This motivating and participatory session will discuss how ownership is defined and what motivates employee owners

in the workplace. The panel will also discuss how your attitudes and actions impact how we react and change the

ability to influence others.

TOPICS OF INTEREST: Alternative Forms of Capital for Mature ESOP Companies

Level: Intermediate

John Solimine, Verit Advisors; Grant McCorkhill, Holland & Knight; Peter Pricco, Prudential Capital

This topic will cover different sources of capital for mature ESOP companies. We will touch upon how these different forms of capital differ from traditional bank debt. Furthermore, we will speak to the advantages and considerations ESOP companies should consider when taking on debt or equity. Finally, we will walk through a few case studies with real-life examples of ESOP companies using different forms of capital to achieve specific objectives.

BEST OF THE BEST: Be an All Star Employee Owner

Level: Beginner

Brian Baker, Sentry Equipment Corp.; David Rolston, Hatco Corporation

Most ESOPs will agree that employee owners can be the biggest driver of success in their organizations. What traits, attributes or competencies are demonstrated by an "All Star" employee/owner? How do you build and demonstrate those to make you more valuable as an employee/owner? Hear the specific competencies these leaders look for when hiring new employees and what they expect of their employee owners once hired.

5:00 – 6:00 pm - Conference Reception

8:00 – 11:00 pm - After Hours Reception

Members of the Minnesota/Dakotas ESOP Professional Community invite you to a complimentary after-dinner reception on Thursday evening. Further details will be available at the registration desk.

Friday, September 11

7:30 – Continental Breakfast

8:00 – 9:00 am – Concurrent Breakout Sessions

TECHNICAL: Director's & Officers Liability Insurance for ESOP's : The Exposure, The Solutions, the

Marketplace

Level: Intermediate

Ryan Anderson, Michelle Carter, Hays Companies; Ted Becker, Drinker Biddle & Reath LLP This session would focus on the exposure that each and every Director and / or Officer of an ESOP has relative to their responsibilities as a "D" or an "O"; this would also cover the Fiduciary exposure which is critical to ESOPs.

ESOP Essentials: ESOP Basics for New Participants

Level: Beginner

Jim Myott, Boulay PLLP ; Kevin Rusch, Blue Ridge

A primer on ESOPs and participant statements for new ESOP participants. This session will present ESOP concepts in simple terms along with a sample participant statement and explanations of how a typical ESOP works.

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COMMUNICATION: Hope for Employee Retention and Engagement! Using Effective Communication to

Close the Generational Divide

Level: Intermediate

Louise Dickmeyer, People Drive Performance (PDP Solutions)

Employee Engagement in employee-owned companies is a tale of multiple generations and communication is the key

to engagement. Those under 40 have a radically different series of expectations, demands, and requirements of their

employers than their senior counterparts. This younger generation of workers wants constant feedback, recognition,

praise, and communication (served in a variety of ways) to be fully engaged, productive, and part of the culture. Those

workers over the age of 40 are looking to retire within the next decade or two and want security, predictability, and

enjoyment from their work culture. Often change resistant, these workers may be less adaptable to new technologies

and systems, yet often hold the experience and knowledge of best-practices. Progressive employee-owned firms must

have dynamic communications to keep both generations of workers happy, on the job, and productive – together!

Examining these distinctions and the corresponding market trends is the central theme of this presentation. While the

age of the worker must be considered, the engagement of all workers is the best predictive index of company success

both in the short and long-term. The presentation draws examples specifically from employee-owned companies

Windings, Inc. and Dotson Company of Minnesota as well as others as case studies for what works well in employee-

owned cultures.

TOPICS OF INTEREST: Employee-Ownership and Healthcare Management Strategies

Level: Intermediate

Doug Ventling and Troy Cook, Telligen

Healthy employee-owners are key to the growth and prosperity of ESOP companies. Wellness programs that emphasize physical, mental, and financial well-being hold great potential to optimize workplace satisfaction and profitability. For employee ownership companies, healthcare costs have a multiplier effect and directly impact pay, bonuses, and ESOP account balances. In this session, Doug will discuss the principles of population health management and their application to ESOP company health benefit programs. The principles of population health management crosswalk nicely to the Wellness Council of America’s Well Workplace Model, but also provide a framework to support the health of employee-owners beyond wellness. Doug will discuss how population health management strategies can be used by ESOP companies to help them "bend" their healthcare spending by engaging employee-owners around personal opportunities to improve their own health and reduce their healthcare spend. Mr. Ventling will describe a case study of Telligen's health benefits program designed around population health management principles across the spectrum of health.

BEST OF THE BEST: “Fun with Numbers” Open Book Management

Level: Beginner

Chelsey Paulson, North Country Business Products; Ray Robbel, Braas Co.; Eric Bein, Great Game of Business The program will focus on how to have FUN with numbers and open book management. Two member companies will

share what they are doing in regards to sharing and educating on financials. Topics will include what is working vs.

what isn’t, what their best engagement/involvement tool has been, and what depth of information they share. Serving

as a facilitator for the panel is Eric Bein of SRC Heavy Duty, The Great Game of Business, who will also share his

thoughts and ideas on open book management.

9:15 – 10:15 am – Concurrent Breakout Sessions

TECHNICAL: Preparing Defensible Forecasts - Advice from a CPA

Level: Advanced

Chris Best, Acclaro Valuation Advisors; Peter Aliferis, Pendo Advisors, LLC

Session will cover terminology and the process for preparing a forecast and testing it for reasonableness. Terminology - session will cover the importance of understanding difference between pro-forma and prospective

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financial statements including differences between a forecast and a projection. Process - Session will cover process for preparing and testing forecasted financial statements including identifying the drivers of historical financial performance including comparison/correlation to economic and industry measures, understanding industry conditions and effect on revenue/expenses, relationship between company’s accounts, changes within the company itself that will affect revenue/expenses, and comprehensive financial analysis, and how by documenting its understanding of these drivers, management can prepare defensible prospective financial statements. The final step in the process is testing the forecast for reasonableness using comprehensive financial analysis and sensitivity analysis.

ESOP Essentials: The Ingredients of ESOP Feasibility ... Will an ESOP Work for Me?

Level: Beginner

Richard Shuma, BMO Harris Bank; Danielle Montesano, First Bankers Trust Services; Andrew Ward, Stout Risius Ross,

Inc.

This session will review the primary up-front considerations in determining the feasibility of a new ESOP. Our panel of experts will provide a contemporary look at the make-up and selection of the "deal-team," valuation, financing structures, seller expectations, corporate governance, the pre and post-transaction roles and responsibilities of the trustee, employee benefits and communications, cash flow planning and repurchase liability - as well as pitfalls to avoid.

COMMUNICATION: Hiring Leaders for Your ESOP

Level: Advanced

Mike Frommelt, Keystone Search; Terry Leahy, Oconomowoc Residential Programs; Tony Wand, HM Cragg

Hiring leaders for an ESOP is tricky business. Hiring individuals with strong skills/competencies is important, but it's also critical to hire leaders who fit both the ESOP culture and the unique culture of the company. This session will discuss some of the critical components of leaders who succeed in ESOP cultures and how to evaluate candidates for those components. Also discussed will be methods to evaluate the fit of leadership candidates to your unique company culture.

TOPICS OF INTEREST: Current Trends in Compensation

Level: Intermediate

Neal Brozen, Bankers Trust Company of South Dakota; Melissa Lunak, Dakota Supply Group; Matt Keene, Chartwell

Compensation is a hot topic for ESOP companies as the job market picks up steam. Join us for an overview of governance considerations, current trends and best practices for compensation systems, including the perspective of an ESOP company, ESOP Trustee, and compensation consultant.

BEST OF THE BEST: Breaking Down Barriers - Engaging All Employees

Level: Beginner

Brandon Riley, Van Meter, Inc.; Lori Bauer, Travel and Transport; Greg Stravers, Precision Pulley & Idler, Inc. Moderator: Jim Winterscheid with Travel & Transport Are you having difficulties engaging all employees in your organization? Several organizations experienced challenges in engaging employees whether it is main office vs. satellite locations, management vs. ‘shop’, newly acquired employees, or international employees. Representatives from three different organizations will engage in a panel discussion and share some ideas with you.

10:30 – 11:30 am – Concurrent Breakout Sessions

TECHNICAL: Repurchase Obligation Management for Mature ESOP Companies

Level: Advanced Erik Allen, Boulay PLLP; Steve Bettendorf, Force America This panel discussion will provide a case study of how successful ESOP Companies strategically manage their repurchase obligations. These companies will explain how the use of repurchase studies, sinking funds, and distribution methodology can go a long ways towards creating a sustainable ESOP ownership plan.

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ESOP Essentials: ESOPs in Family Businesses

Level: Intermediate

Jared Kaplan, McDermott Will & Emery

Session will address the unique dynamics of establishing an ESOP in a family-owned business, including the impact of shared family/employee ownership on issues relating to capital structure, governance, communication, disclosure, selective liquidity, employment agreements, management incentive arrangements and sustainability.

COMMUNICATION: Communication Committee Conversation

Level: Beginner

Dan Marcue, The ESOP Association; Julie Rubner, Douglas Machine; Rhonda Leader, Sentry Equipment

Join this session to discuss: 1) starting a committee; 2) keeping a committee active and engaged; 3) formal structures;

4) budgeting; and, 5) obtaining support. This will be an interactive session where participants will be asked to share

their experiences and help define what makes an effective communications committee. Learn from your peers and

walk away with ideas that you can apply to your committee structure.

TOPICS OF INTEREST: ESOP Sustainability, Repurchase Obligation, & Target Benefit Levels

Level: Intermediate Ryan Graham, Chartwell; Terry McGonegle, Wright Service Corp.; Scot Storjohann, Bankers Trust Company of South Dakota Did we hit all the buzzwords? While an incredibly tax efficient form of ownership, ESOP’s are undoubtedly complex and require a lot of planning and analysis to implement and flourish. The lack of planning and foresight is often what leads to a benefit level or repurchase obligation that can no longer be managed and the management team struggles for solutions. Come hear from Terry, Ryan, and Scot who will talk you through some of the potential issues and help you avoid the landmines.

BEST OF THE BEST – ESOP Bucket List 2.0

Level: Beginner Victor Aspengren, Prairie Capital Advisors, Inc., Missy McManigle, Walman; Alicia Schwartz, Oxygen Service Co.; Craig Major, Dakota Supply Group; Sarah Gengenbach, Redpath & Company Trust is something that many companies do not discuss openly. It is also a concept that can be misinterpreted and lead to distrust. This session will be interactive and provide participants with practical ideas to enhance the level of trust in their own organizations.

11:30 – 1:00 pm - Lunch and Close of Conference Senator Amy Klobuchar (MN) invited to speak

Radisson Blu Hotel Room Reservation Information

Special Conference Room Rate: $159 (double) ● Phone: 1-800-333-3333 ● Group CODE: ESOPAS ● Online link:

http://www.radisson.com/reservation/resEntrance.do?pacLink=Y&promoCode=ESOPAS&hotelCode=USABLMA

Registration form to print and online registration link is listed on next page.

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2015 MIDWEST ESOP CONFERENCE REGISTRATION

September 10-11, 2015 ● Radisson Blu, Mall of America

2100 Killebrew Drive ● Bloomington, MN 55425 ●952-881-5258

http://www.radissonblumoa.com

Register Early! This conference is expected to sell out

On or Before August 21 After August 21

1st Member per Company $265 $315

2nd Member per Company $265 $315

3rd or more Member(s) per Company $215 $265

Non-member Rate $450 (each registrant) $450 (each registrant)

Cancellation Policy: Cancellations must be received in writing, via fax or email, no later than September 1, 2015 to

receive a refund. You may send a substitute. “No-Shows” will be invoiced the total registration fee. Conference

Registration Deadline: September 1

REGISTRATION FORM FOR MEMBERS CHOOSING TO PAY VIA CHECK

YOU DO NOT NEED TO SUBMIT THIS FORM IF YOU REGISTER USING THE FOLLOWING

ONLINE LINK:

https://www.esopassociation.org/meetingregistration/?meetingID=124

Company Address City, State, Zip Phone

Name Title Email

Name Title Email

Name Title Email

Name Title Email

Name Title Email

Amount Enclosed: $_____________ (checks made payable to THE ESOP ASSOCIATION)

MAIL COMPLETED FORM WITH PAYMENT TO

Donna Walseth ● 906 97th LANE NE ● BLAINE, MN 55434

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2015 Midwest ESOP Conference Sponsors (as of 6/29/2015)

GOLD SPONSORS

SILVER SPONSORS

Acclaro Valuation Advisors

BCC Advisers

Boulay PLLP BTC ESOP Services/Bankers Trust Company of SD

CliftonLarsonAllen Crowe Horwath LLP

DeWitt Ross & Stevens, S.C. Drinker Biddle & Reath LLP

Eide Bailly LLP ESOP Partners LLC

First Bankers Trust Services, Inc. Fredrikson & Byron, P.A.

GreatBanc Trust Company HDH Advisors LLC KeyStone Search

Prairie Capital Advisors, Inc. Principal Financial Group