New Series of Webinars for ESOP Companies Scheduled for March 2013

We are excited to offer you and your employee owners a convenient and economical way to learn. In March, we will be offering three “one-hour” webinar sessions covering a variety of topics presented by some of the most experienced, knowledgeable, and dynamic professionals in the ESOP community.

DOL Enforcement and ESOPs; Current Issues
Presented by Dale R. Vlasek,  Attorney, McDonald Hopkins LLC
March 6, 2013  10 AM (Register Here)

This program will discuss the US Department of Labor regulations that ESOP companies should be aware of. It will also examine the proposed fiduciary definition including appraisers and look at the trend of cashing out participants from company stock when they terminate employment.

Dale R. Vlasek is an experienced ESOP attorney in Cleveland, Ohio and is chair of the Employee Benefits Practice Group.

Explaining Ownership Culture
Presented by Christopher Mackin, President, Ownership Associates, Inc.
March 8, 2013  10 AM (Register Here)

Ownership Culture is a term that most ESOP employers have heard or seen in newsletters for conference brochures. It sounds good, but what is it? This webinar will explain the core foundations of ownership culture, differentiating between Ownership Facts, Ownership Skills, and Ownership Values and explaining how simple structures for employee participation can help make ownership real. 

Ownership Associates (OA) specializes in “after the transaction” consulting to ESOP firms interested in implementing an ownership culture. In addition to his consulting, Chris teaches at Rutgers and Harvard University about employee ownership topics.

An Appraisers Perspective on Acquisitions
Presented by Davin Gustafson,  Principal, Apple Growth Partners
March 12, 2013  10 AM (Register Here)

In this session we will get perspectives of an experienced ESOP valuator on how an acquisition may impact your valuation. He will also provide some strategic thought on structuring an acquisition, discuss some interesting tax and other planning opportunities, point out some of the common mistakes he has made or seen made, and focus on the elements that will help you truly enhance your company’s value.

Dave is a principal in the business valuation and litigation consulting group in Cleveland, Ohio. He has completed over a thousand valuation engagements in his twenty-five plus years in the profession and is a licensed attorney. 

Registration for any of these webinars is only $25 for members of Ohio’s Employee-Owned Network; $50 non-members. Registrants will be invoiced by the OEOC.

To answer any questions you may have, or for further information concerning these events please contact Jay Simecek or Chris Cooper at the Ohio Employee Ownership Center 330-672-3028.