8:30am – REGISTRATION & EARLY NETWORKING: (Coffee and continental breakfast provided.) 

9:00am – WELCOME & INTRODUCTIONS: (Mark Adams, Sebago Technics & Shawn Moody, Moody’s Co-Worker Owned) 

                                  
9:10 Sponsor presentation

                    
9:15am – KEYNOTE: (Christie Kane, Gardener's Supply)

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C-SUITE ROUNDTABLE facilitated by Spinnaker Trust (10am-11am and 1pm-2pm)

An informal roundtable for company leaders to discuss pressing issues.  Spinnaker Trust will be facilitating the session and a valuable resource for a more technical discussion. Questions for consideration:

1. Do you have a strong/supportive Board of Directors?  How can you improve Board or meetings?

2. How do you utilize the ESOP to improve retention/hiring? 

3. When do you start succession planning?  How?  Have you had a successful turnover of senior management?                               

4. Do you understand what is driving value?  Do you understand your report?

 

10:15am – 11:00am - SESSION I
 

• Nifty Fifty (Maine Commercial Tire, Howell Labs, Steel-Pro)
  Now that we are an ESOP, what is different?  This will be a fast-paced panel of ESOP companies at various stages in their lifecycle listing their top 50 ideas for employee engagement, ownership culture, and ESOP communications.  This will provide you with plenty of ideas to bring back to your company! 

 

11:05am – 11:50am - SESSION II
 

• Succession Planning (Q-Team, Dennis Food Service, Moody’s Co-Worker Owned)
  Succession Planning: It's Not Just for Emergencies - It's a Leadership Development Strategy.  A panel of companies discuss their Leadership succession training and planning.  We will open it up to the group to discuss ideas and help facilitate that next generation of ESOP leaders.
   

• Sharing Future Value of Your ESOP (Carlito Cabelin, ESOP One)
  Communicate the potential future growth of your stock to retain and motivate employees for the short-term and long-term reward. Once you have a clear vision of the growth ranges, bring that into your recruitment process. At the end of the session you’ll gain ideas on how to build a clear long-term vision for the growth of your company corresponding directly to the future value of all shares!

 

12:00pm – 1:00pm - LUNCH
(Networking & visit with vendors)

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12:55 Sponsor presentation

 

1:05pm – 1:50pm - SESSION III
 

• Repurchase Obligation (Bill Enck, Berry Dunn)
  This session will provide a Repurchase Obligation 101, followed by an “If I Knew Then What I Know Now” session and will discuss how companies might have approached their obligation differently, and strategies that have worked well and been sustainable.  It is never too early to start planning for your future obligations!

 

• Workforce Development (Pack Edge, ProSearch, Sebago Technics, Cianbro)
  It’s no secret that even before the pandemic, we were experiencing serious workforce challenges since the silver tsunami with 10,000 baby boomers reaching retirement age daily.  Closely followed by the pandemic, this has magnified the existing work environment. The way of work shifted, not only to where and how we work, but most importantly, the conversation shifted to “why” we work. These changes have led to new workforce expectations and behaviors, making hiring, onboarding, retention, and engagement even more difficult to figure out. Join this dynamic panel as they share their experiences, challenges, and potential solutions to attracting and keeping a skilled ESOP workforce.

 

2:00pm – CLOSING REMARKS