Annual Ohio Employee Ownership Conference Library

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

Browse and Search all Conference materials:

NameSizeHits
NameSizeHits
Best Practices in Managing, Governance & Strategic Planning in ESOPs 374.3 KiB720
Jeff Evans, The Will-Burt Company
Tax Incentives for S-Corp ESOPs and Their Related Additional Regulations and Implications. S Corporation vs. C Corporation ESOPs 136.1 KiB2179
Stephen Smith, Krieg DeVault
Best Practices in Managing, Governance & Strategic Planning in ESOPs 198.4 KiB807
Jack Veale, PTCFO
Beyond the Buzzwords for High Performance. Journey to Gold 770.9 KiB734
Diane Bartlett, ACRT
ESOP Account Benefit Distribution Alternatives, Issues & Implications 91.0 KiB1326
Tim Jochim, Jochim & Associates; Melissa Spencer, Swerdlin company; Pete Shuler, Crowe Chizek
ESOP Trustees – Current Issues & Legal Update. Insurance to Protect ESOP Trustees 78.1 KiB889
Jeff Gelburd, Marsh USA
Employee-Driven Buyouts Using ESOPs. Employee Buyout at NewPage 761.1 KiB786
Steve Brown & Mark Dixon of Glatfelter, USW Local 731
Projecting ESOP Repurchase Obligations: Methods & Factors to Concider 39.7 KiB978
Cecilia Loftus, ESOP Economics, Inc.
20 Misconceptions Regarding Fiduciary Responsibility & Liability 74.4 KiB778
Ben Wells, Dinsmore & Shohl LLP; John Banasek, Prairie Capital Advisors, Inc.; Bill McIntyre, Ohio Employee Ownership Center
ABC's of Business Valuations266.4 KiB493
Thomas A. Clevenger
ABC's of ESOP Stock Valuation303.5 KiB1286
Nels Carlson
Trustee Perspective on Valuation Process
ABC's of Stock Valuations for Employee Owners 40.7 KiB585
Merri Ash, First Bankers Trust Services, Inc.
ABCs Of ESOP Stock Valuation251.4 KiB1182
Scott D. Miller and Mark B. Bober
ABCs Of ESOPs For Employee Owners152.2 KiB631
Tina Fisher
ABCs Of ESOPs For Employee Owners1.3 MiB777
Mary Giganti, Waldheger Coyne; Neil Brozen, BTC ESOP Services; Brian Hector, Morgan, Lewis, Bockius
ABCs Of ESOPs For Employee Owners 152.2 KiB344
Tina Fisher
ABCs of Coops 49.2 KiB552
Mark Stewart, Shumaker, Loop & Kendrick, LLP
ABCs of ESOP Stock Valuation for Employee Owner. Employee Stock Ownership Plans: Basics of ESOP Stock Valuation 107.8 KiB916
Richard Schlueter, ComStock Valuation Advisors, Inc.
ABCs of ESOP Stock Valuation for Employee Owner. Valuation of companies and their securities for ESOP purposes: methods of valuation 127.6 KiB920
David McCoy, Business Valuations, Inc.
ABCs of ESOPs for Retiring Owners 31.4 KiB643
Jim Aussem, Weston Hurd
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