2010 Annual Ohio Employee Ownership Conference

Presentations from the latest 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 Bardons & Oliver Company Overview
by Bill Beattie, Bardons & Oliver 		168 0.992522 06/18/2010
2 Communication Ideas & Strategies
by Prentke Romich Company 		173 0.501283 06/18/2010
3 Communication Ideas & Strategies: The Monopoly Game
by Martha Kimura & Renée Bissett, ACRT, Inc.
 		150 1.222794 06/18/2010
4 Developing an online employee ownership university consortium
by John Hoffmire, Puelicher Center for Banking Education, University of Wisconsin-Madison
 		125 2.293949 07/12/2010
5 ESOP Governance
by Kyle Seymour, Xtek, Inc. 		146 0.275748 06/22/2010
6 ESOP Legal Update
by Tim Jochim, Kegler Brown Hill & Ritter 		233 0.065609 06/21/2010
7 ESOP “Age 55 Distributions” and Diversification
by Tina Fisher, SES Advisors; Wendy Lankes, RK Schaaf Associates, Inc.; Deb Groban Olson, Law Offices of Deborah Groban Olson and Steve Wilt, CAPTrust Financial Advisors 		632 0.360938 06/18/2010
8 Funding Employee Ownership
by Roy Messing, OEOC 		124 1.576107 07/12/2010
9 Individual Wealth Creation Through Employee Ownership
by Anthony Mathews, Beyster Institute, UC San Diego 		126 1.358459 07/12/2010
10 John Logue (1947-2009); Economic Democracy through Employee Ownership
by Bill McIntyre, OEOC 		149 0.302517 06/21/2010
11 Kraft Fluid Systems
by Anita Stanners, Kraft Fluid Systems 		129 5.827526 06/22/2010
12 Leading Manufacturing Change
by Jeffrey Conrad, The Will-Burt Company
 		141 2.537493 06/21/2010
13 Minority vs. Majority ESOPs: Issues and Opportunities Impact on ESOP Valuation
by Brian Hector, Morgan, Lewis & Bockius LLP
 		158 0.02095 06/22/2010
14 Minority vs. Majority ESOPs: Issues and Opportunities Impact on ESOP Valuation
by Rosanne Aumiller, Barnes Wendling Valuation Services
 		136 0.720731 06/22/2010
15 Minority vs. Majority Minority vs. Majority ESOPs: Issues and Opportunities
by Bob Massengill, SES Advisors 		157 0.109564 06/22/2010
16 Partial Plan Terminations and Other Hassles: ESOP Issues in a Down Economy
by Barbara Clough, Blue Ridge ESOP Associates, Inc.; Thomas Potts, Jr., Fiduciary Trust Services, Inc.; James Steiker, SES Advisors, Inc.; Richard Tanner, Ownership Advisors, Inc. 		165 0.100844 06/22/2010
17 The Great Recessions Impact on ESOP Valuation, Financing and Restructuring of Existing Loans
by Kim Abello, ESOP Advisory Group; Merri Ash, First Bankers Trust Services; Richard Schlueter, ComStock Advisors; Mary Sullivan Josephs, Evergreen Private Capital Advisors, LLC 		305 0.389749 06/21/2010
18 When Do I Get My Money? ESOP Benefit Distribution Rules
by Cecilia A. Loftus, ESOP Economics, Inc.; Van Olson, Van Olson Law Firm, LLC; Pete Shuler, Benefit Plan Services; Florence Zabarsky, Zabarsky & Associates, LLC 		450 0.587016 06/21/2010