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 KiB828
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 KiB2694
Stephen Smith, Krieg DeVault
Best Practices in Managing, Governance & Strategic Planning in ESOPs 198.4 KiB941
Jack Veale, PTCFO
Beyond the Buzzwords for High Performance. Journey to Gold 770.9 KiB801
Diane Bartlett, ACRT
ESOP Account Benefit Distribution Alternatives, Issues & Implications 91.0 KiB1631
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 KiB1091
Jeff Gelburd, Marsh USA
Employee-Driven Buyouts Using ESOPs. Employee Buyout at NewPage 761.1 KiB888
Steve Brown & Mark Dixon of Glatfelter, USW Local 731
Projecting ESOP Repurchase Obligations: Methods & Factors to Concider 39.7 KiB1104
Cecilia Loftus, ESOP Economics, Inc.
20 Misconceptions Regarding Fiduciary Responsibility & Liability 74.4 KiB880
Ben Wells, Dinsmore & Shohl LLP; John Banasek, Prairie Capital Advisors, Inc.; Bill McIntyre, Ohio Employee Ownership Center
ABC's of Business Valuations266.4 KiB533
Thomas A. Clevenger
ABC's of ESOP Stock Valuation303.5 KiB1586
Nels Carlson
Trustee Perspective on Valuation Process
ABC's of Stock Valuations for Employee Owners 40.7 KiB659
Merri Ash, First Bankers Trust Services, Inc.
ABCs Of ESOP Stock Valuation251.4 KiB1524
Scott D. Miller and Mark B. Bober
ABCs Of ESOPs For Employee Owners152.2 KiB725
Tina Fisher
ABCs Of ESOPs For Employee Owners1.3 MiB1049
Mary Giganti, Waldheger Coyne; Neil Brozen, BTC ESOP Services; Brian Hector, Morgan, Lewis, Bockius
ABCs Of ESOPs For Employee Owners 152.2 KiB410
Tina Fisher
ABCs of Coops 49.2 KiB633
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 KiB1005
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 KiB1055
David McCoy, Business Valuations, Inc.
ABCs of ESOPs for Retiring Owners 31.4 KiB797
Jim Aussem, Weston Hurd
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