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This session will help you understand employee share schemes and decide whether an employee ownership trust is your right route to business succession.

With an increased choice of government approved models available, employee share ownership is the flexible and powerful business structure where employees buy or are gifted shares in their company. Creating employee owners in this way is achievable and can empower employees and drive growth. Employees’ ownership of shares in the company for which they work can be the tangible core of a culture of ownership and engagement. Binding dynamic, growing companies, are employees with a stake and a strong sense of that stake.

Who should attend

This event is designed for owners, directors, finance managers and HR managers who want to know more about the benefits of shares for employees or are interested in business succession planning.

Four reasons to attend

Reach an informed decision about a scheme that works for you Leave with a thorough understanding of the most suitable scheme to benefit your business and employees

Learn about the Employee Ownership Trust Could it be the best way to exit your business when the time comes? Learn about the legal, tax and accounting implications that could impact your business from those who have experience

Receive practical guidance with an interactive programme Take part in interactive Q&As, panel discussions and a public surgery

Change the culture of your company Deepen existing employee share ownership and create a tangible core of engagement that will benefit your workforce

Key details

Date & time: 25 Sep 2018 08:30 - 10:30

Location: Tilney, Liverpool

CPD Hours:

Prices from

0.00 GBP + VAT - Member

10.00 GBP + VAT - Non-Member

Event manager:
Miss Lauren Mullan

Contact phone:
01612 477 634

Contact email:
Lauren.Mullan@iod.com

Agenda

08:30: Registration, breakfast and networking

09:00: Introduction by Malcolm Hurlston, Chairman | Employee Share Ownership Centre

09:15: Session 1 – David Craddock, Founder & Director | David Craddock Consultancy Services – The Case for Employee Share Ownership

The principles that underpin employee share ownership; why the subject consistently secures cross-party political support and contributes to business success. Key case studies with practical examples.

09:35: Session 2 – Nigel Mason, Managing Partner | RM2 Partnership - The trust route to business succession

Employee ownership and business succession. Why the Employee Ownership Trust could be your best bet.

09:55: Questions and discussion

10:30: Event close

Speakers

Malcolm Hurlston CBE
Chairman
Esop Centre

Malcolm Hurlston chairs the Employee Share Ownership Centre which he founded in 1988. He is visiting professor at the University of Westminster and a mentor in entrepreneurship. His core business is Hurlstons, an international political media and research consultancy. In addition he chairs non-profits the Financial Inclusion Centre, Registry Trust and Irish Judgments. He is president of the UK's biggest debt charity, Foundation for Credit Counselling (now t/a StepChange), which he founded in 1993. His work in financial services was recognised in the Queen’s New Year Honours List 2013 when he was awarded a CBE. He is a high risk investor who runs his own Small Self-Administered Scheme.

David Craddock
Founder and Director
David Craddock Consultancy Services

David Craddock is a consultant specialising in employee share ownership and reward management, operating through his own business, David Craddock Consultancy Services, which he founded in 1997. He addresses all aspects of an employee share scheme project from design and implementation, tax and legal compliance to communication, administration and the ongoing maintenance of employee share schemes. He works with varied clientele ranging from major public limited companies with international share scheme considerations to private businesses across the full SME sector. David lectures regularly on employee share ownership matters and contributes to conferences and seminars worldwide. He is the author of Tolley’s Guide to Employee Share Schemes, The ICSA Employee Share Schemes Handbook and the employee share scheme sections of The Croner Reward A to Z Essentials of Pay and Benefits.

Garry Karch
Managing Partner
RM2 Partnership

Garry Karch is a long-term employee ownership corporate finance professional. He is a co-founder of RM2 Corporate Finance, the corporate finance advisory affiliate of The RM2 Partnership. He brings over 25 years of employee ownership advisory and investment banking experience in the United States to RM2 Corporate Finance. During his time in the US, he served for many years on the ESOP Association’s Advisory Committee on Finance and was also a long-term member of the National Center for Employee Ownership. He has been a frequent speaker on structuring and financing employee ownership transactions throughout his career.