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
Comments on Valuation/Repurchase Liability Issues in ESOP Sustainability 260.4 KiB1060
David Light, American Working Capital/Yucaipa Company
Communication Committees1.6 MiB1192
Norman Jentner
If not Pandora's Box or a Pancea, What is Effective Communication Among Employee-Owners? Experiences SHared
Communication Ideas & Strategies 489.5 KiB1140
Prentke Romich Company
Communication Ideas & Strategies: The Monopoly Game1.2 MiB1182
Martha Kimura & Renée Bissett, ACRT, Inc
Complexities Regarding Age 55 Diversification102.2 KiB537
Kent L. Mann, Thompson Hine LLP
Complying with S-Corporation Anti-Abuse Rules 427.9 KiB830
Rebecca Hoffman, Principal Financial Group and Stephen Smith’s, Krieg DeVault
Control vs. Minority Interests and Marketability Discounts for ESOPs 118.8 KiB4430
Richard A. Schlueter, Comstock Valuation Advisors
Current ESOP Fiduciary Issues227.4 KiB832
Robert E. Brown, Esq., Boylan, Brown, Code, Vigdor & Wilson, LLP; Mark R. Fournier, CFA, Stout Risius Ross, Inc.; Richard A. Schlueter, ASA, ComStock Advisors; Neil M..Brozen, CPA, BTC ESOP Services
Developing an Ownership Mentality. A Model for Personal and Professional Development 1.6 MiB1588
Jay Simecek, Ohio Employee Ownership Center
Developing an online employee ownership university consortium 2.2 MiB735
John Hoffmire, Puelicher Center for Banking Education, University of Wisconsin-Madison
ESOP Admin Land Mines & How To Avoid Them102.7 KiB219
Florence Zabarsky, Zabarsky & Associates, LLC
ESOP Admin Land Mines & How To Avoid Them185.0 KiB583
Kristy N. Britsch, Esq., Dinsmore & Shohl
ESOP Admin Land Mines & How To Avoid Them466.4 KiB1104
Pete Shuler, Crowe Horwath LLP
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 Administration ‘Gotchas’ and How To Avoid Them127.2 KiB633
Thomas E. Potts, Jr., CPA, Fiduciary Trust Services, Inc.; Lynn Archer, Partner, Barnes & Thornburg, LLP; Pete Shuler, Partner, Crowe Horwath LLP; Rebecca Hoffman, Director-Consulting, Principal Financial Group
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 KiB657
Linda Kerekes, Fastener Industries, Inc.
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 KiB430
Florence Zabarsky, Zabarsky & Associates, LLC
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 KiB671
Pete Shuler, Crowe Chizek and Company, LLC
ESOP Committee Success Stories 11.3 KiB892
Chris Aguilar, R.J. Martin Electrical Contracting
ESOP Committees Build for Success 215.2 KiB1035
Jennifer Phillips and Deb Stottlemeyer, YSI