ANNUAL CHAPTER CONFERENCE

Transcription

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

2 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.

3 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 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).

4 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) 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)

5 Annual Duffers to Dazzlers Golf Tournament Wednesday, October 2, :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 $ 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 Tony Mathews at amathews@beysterinstitute.ucsd.edu or or Ron Cogan at rcogan@entertainmentpartners.com or Hotel, Transportation and Activities Hotel Nikko, 222 Mason Street, San Francisco, California 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, Reservations after this date will be handled on space and rate available basis. To make your discounted reservations, call the hotel at (415) , tollfree , and ask for the ESOP rate. You may also make your hotel reservation online at - 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 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.

6 The ESOP Association California/Western States Chapter 1900 Point West Way, Suite 222 Sacramento, CA 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, Conference Registration: Please register on-line at 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 or 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