2014 Conference Library

ESOP Administration from the Company's Perspective579.6 KiB1364
Pete Shuler, Crowe Horwath, LLP; David Johanson, Jackson Lewis P.C.; Deb Webb, Buckeye Corrugated, Inc.
ESOP Legal and Fiduciary Update330.0 KiB1895
Jim Steiker, SES Advisors, Inc.; Ken Serwinski, Prairie Capital Advisors, Inc.; Tim Jochim, ESOP Plus: Schatz Brown Glassman Kossow; Tracey Woolsey, Horizon Trust & Investment Management
Managing The Repurchase Obligation487.0 KiB1208
Tina DiCroce, ESOP Economics, Inc.; Tina Fisher, SES Advisors, Inc.; Ann Caresani, Porter Wright Morris & Arthur LLP
Forecasting repurchase obligations early on in the life of an ESOP can help with understanding how aspects of plan design, amortization of the internal loan, the repurchase method, or funding strategy in place might impact the company's ability to manage the ESOP down the road.
Health Care: Code, Coverage, Compliance2.4 MiB364
Paul Catania, The Oswald Companies; David Whaley, Dinsmire & Shohl LLP; Jesse Thomas, InHealth Mutual
You Want to Do What With Your ESOP?615.9 KiB1015
Barbara Clough, Blue Ridge ESOP Associates; Kjersti Cory, BTC ESOP Services/Bankers Trust Company; Kristy Britsch, Dinsmore & Shohl LLP
Selling Your Company to a Worker-Owner Cooperative1.8 MiB638
Jennie Scheinbach, Pattycake Bakery
The Path To 100% ESOP Ownership1.0 MiB1069
Ben Wells, Dinsmore & Shohl LLP; Julie Williams, Chase; Ted Lape, Lazear Capital Partners
Key considerations and steps involved in transitioning to 100% ESOP ownership.

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