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
Overview of ESOP Benefits and Structure259.4 KiB597
Brian Hector (Morgan Lewis & Bockius
Leadership Opportunity3.5 MiB880
Ginny Vanderslice and Keith Nichols
Building a High Performance Ownership Culture
Involving Employees in Corporate Governane259.8 KiB677
Ben F. Wells and Jim Ruhlin
Sharing Financial Information1.2 MiB910
Alex Freytag and Kevin Martin
Why Can't Everyone See What I See?
Communication Committees1.6 MiB1194
Norman Jentner
If not Pandora's Box or a Pancea, What is Effective Communication Among Employee-Owners? Experiences SHared
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.
ESOP Administration: How to Build an Effective Relationship between the Company and the Outside ESOP Administrator. A Company's Perspective of it's TPA Relationship 27.2 KiB658
Linda Kerekes, Fastener Industries, Inc.
The Growing Responsibilities of ESOP Trustees: Are Internal Trustees Too Risky? 114.2 KiB595
Marilyn Marchetti, GreatBanc Trust Company
ESOP Legal Update 69.1 KiB946
Dale Vlasek, McDonald Hopkins
Governance and Strategic Planning in ESOPs 114.4 KiB466
Lisa Durham, Kreig DeVault LLP
The New ESOP Transaction Model & Capital Tools for ESOP Transactions. New Transaction Model for Going from Partial to 100% ESOP Ownership 624.8 KiB643
Joe Putt, ComDoc, Inc.
ESOP Administration: How to Build an Effective Relationship between the Company and the Outside ESOP Administrator. Special Situations Between the Company and the TPA 112.0 KiB673
Pete Shuler, Crowe Chizek and Company, LLC
ESOP Administration: How to Build an Effective Relationship between the Company and the Outside ESOP Administrator. Basic Relationship Between the Company and the TPA 137.3 KiB431
Florence Zabarsky, Zabarsky & Associates, LLC
Succession Planning: Best Practices in a Minority ESOP522.6 KiB491
Brian FitzGerald, Bob Taylor and Jack Veale
Factors for Long-Term ESOP Company Success
Repurchase Obligation and Its Impact on Valuation, Cash Flow & Strategic Planning. Planning for ESOP Repurchase Obligations 43.0 KiB503
Judy Kornfeld, ESOP Economics, Inc.
Communication Ideas & Strategies: The Monopoly Game1.2 MiB1185
Martha Kimura & Renée Bissett, ACRT, Inc
ESOP “Age 55 Distributions” and Diversification 352.5 KiB6178
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
Communication Ideas & Strategies 489.5 KiB1142
Prentke Romich Company
Bardons & Oliver Company Overview 969.3 KiB891
Bill Beattie, Bardons & Oliver
When Do I Get My Money? ESOP Benefit Distribution Rules 573.3 KiB2324
Cecilia A. Loftus, ESOP Economics, Inc.; Van Olson, Van Olson Law Firm, LLC; Pete Shuler, Benefit Plan Services; Florence Zabarsky, Zabarsky & Associates, LLC
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