Upcoming Events

Fri, Sep 10th, @9:00am - 03:00PM
ESOP Communication & Teamwork
Tue, Sep 14th, @5:30pm - 08:30PM
CEO and CFO Networking Dinner
Wed, Sep 15th, @9:00am - 03:30PM
Board of Directors Forum
Thu, Sep 23rd, @9:00am - 04:00PM
ABCs of ESOPs
Fri, Sep 24th, @9:00am - 03:00PM
How Do I Affect the Bottom Line?
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Thank You!!
Thanks to the 400 participants of the 24th Annual Ohio Employee Ownership Conference on April 30th 2010. But...
Don't forget to mark your calendars for the
25th Annual Ohio Employee Ownership Conference
April 29, 2011
Akron/Fairlawn Hilton

 

 

2009 Annual Ohio Employee Ownership Conference

Presentations from previous recent Ohio Employee Ownership Conferences also contain much material about ESOPs.  They can be found in the library under the year of the conference.

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# Documents Downloads Size MB Modified
1 Basics of ESOP Fiduciary Responsibility and Liability
Dale R. Vlasek, McDonald Hopkins LLC
351 0.149969 04/27/2009
2 Comments on Valuation/Repurchase Liability Issues in ESOP Sustainability
David Light, American Working Capital/Yucaipa Company
266 0.266655 04/28/2009
3 ESOP Fiduciary Responsibility
Jeff Gelburd, Murray Risk Management & Insurance
289 0.11517 04/27/2009
4 ESOP Fiduciary Responsibility
Merri E. Ash, First Bankers Trust Services, Inc.
195 0.551661 04/28/2009
5 ESOP Legal Update
Vaughn Gordy, GreatBanc Trust Company, Tim Jochim, Kegler Brown, Hill & Ritter Co. LPA, Brian Hector, Morgan Lewis & Bockius LLP
278 0.154204 04/28/2009
6 ESOP Stock Valuation
Rick Schlueter, ComStock Advisors Inc., Scott Miller, Enterprise Services Inc., Phil DeDominicis, Menke & Associates Inc.
231 0.073095 04/28/2009
7 ESOP Sustainability
Keynote Addresses, Peter C. Paquette, Claremont Flock Corporation
250 0.03986 04/28/2009
8 ESOP Sustainability with Peter Paquette
Peter C. Paquette, Claremont Flock Corporation
216 0.021354 04/28/2009
9 ESOP Sustainability: Fiduciary and Governance Issues
Ben Wells, Dinsmore & Shohl LLP
219 0.263021 04/28/2009
10 ESOP Vesting, Diversification & Other Administrative Issues Important in a Downturn
Barbara M. Clough, Blue Ridge ESOP Associates, Tina M. Fisher, SES Advisors, Van Olson, Van Olson Law Firm LLC, Florence Zabarsky, Zabarsky & Associates, LLC
631 0.219945 04/27/2009
11 How Can I Affect the Bottom Line?
Ulrich Nehring, ACRT, Jay Simecek, Ohio Employee Ownership Center, Floyd Griffin, Patio Enclosures
232 0.102502 04/27/2009
12 Legal Framework for ESOP Repurchase Obligations
Jim Steiker, SES Advisors
227 0.082645 04/28/2009
13 Mondragon: Humanity At Work
Mikel Lezamiz, Mondragon Cooperative Corporation
222 0.315323 04/28/2009
14 Why we need more employee ownership in Ohio
John Logue, Ohio Employee Ownership Center
200 0.127928 04/28/2009
15 Worker‐Ownership Model: Sharing Our Successes
Leslie Schaller, Worker‐Owned Restaurant Corporation Casa Nueva, Business Director and Founder
266 2.463648 05/22/2009