2004 Annual Ohio Employee Ownership Conference
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# Documents Downloads Size MB Modified
1 ABCs of Coops
Mark Stewart, Shumaker, Loop & Kendrick, LLP
219 0.050381 03/27/2009
2 Age 55 Diversification
Presentation
Dorn Swerdlin, Swerdlin & Company
196 0.534473 08/10/2009
3 Age 55 Diversification
Handouts
Dorn Swerdlin, Swerdlin & Company
211 0.756005 08/10/2009
4 Control vs. Minority Interests and Marketability Discounts for ESOPs
Richard A. Schlueter, Comstock Valuation Advisors
633 0.121688 08/10/2009
5 Employee Ownership Legal Update Executive Summary
David R. Johanson, Johanson Berenson LLP
Joseph E. Marx, The Principal Financial Group
James G. Steiker, SES Advisors
242 0.089398 08/10/2009
6 ESOP Committee Success Stories
Chris Aguilar, R.J. Martin Electrical Contracting
298 0.011618 03/27/2009
7 ESOPs 101 -- ABC's of ESOPs for Employee Owners
Steve Clem, Ohio Employee Ownership Center
207 0.034826 08/10/2009
8 Forecasting, Funding and Handling Repurchase Obligation and Age 55 Diversification: Basic Rules
Lynette A. Golly, CEBS
189 0.113097 08/10/2009
9 Keynote Speech
Jim Parker, CEO of Southwest Airlines
221 0.047431 08/10/2009
10 Projecting ESOP Repurchase Obligations: Methods & Factors to Concider
Cecilia Loftus, ESOP Economics, Inc.
474 0.040645 03/27/2009
11 Safety: Mission Impossible?
Christine Williams, Ohio Bureau of Workers' Compensation
201 0.058208 08/10/2009
12 Technical Issues: Update for S Corp ESOPs
Helen H. Morrison, Deloitte
Becky Hoffman, Principal Group
Hugh Reynolds, Crowe Chizek and Company LLC
Tim Jochim, Jochim Co., LPA
364 0.091756 08/10/2009
13 The ABC's of Valuation: Valuation of Companies and their Securities for ESOP Purposes
Dave McCoy, Business Valuation Inc.
251 0.123783 03/27/2009
14 The YSI Story
Deb Stottlemyer, YSI
191 0.488716 08/10/2009
15 Valuing ESOP Shares
Lee Bloom, Duff & Phelps, LLC
231 0.090277 08/10/2009