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Tweets by 2024 Annual Conference
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Monday, Apr 29th
1:00 PM – 2:00 PM
ET
Understanding ESOP Feasibility
Location: 122-123
Chuck Bachman, n/a (he/him/his) – Menke & Associates
Dawn Goestenkors (she/her/hers) – Ti-Trust, Inc.
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Monday, Apr 29th
2:15 PM – 3:15 PM
ET
An ESOP Transaction Through Different Lenses
Location: 103
Dan Markowitz, CPA – Boulay
Chris Buch, JD (he/him/his) – Vedder Price
Timothy A. Jamison – Prairie Capital Advisors, Inc.
Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Monday, Apr 29th
2:15 PM – 3:15 PM
ET
Implementing a Partial ESOP Transaction
Location: 107 - 108
Peter Aliferis, n/a – Pendo Advisors, LLC
Kjersti Cory – SCJ Fiduciary Services
Brian Hector – Morgan Lewis & Bockius
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Monday, Apr 29th
3:45 PM – 4:45 PM
ET
How to Make a Small ESOP the Right Way, from Analysis, SBA Financing and Completion!
Location: 101 - 102
Avery M. Chenin, JD (he/him/his) – SCJ Fiduciary Services
Phillip Chou – AmbroseAdvisors, LLC
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
10:00 AM – 11:00 AM
ET
Successfully Raising Financing for an ESOP
Location: 109
Jake Cravens, CFA – Verit Advisors
Doug Dell, CPA/ABV (inactive) (he/him/his) – KeyBank
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
11:15 AM – 12:15 PM
ET
Seller Financing vs. Bank Financing: Pros and Cons
Location: 101 - 102
James M. Walrack, n/a – First American Bank
Howard Gee, n/a – Card Access, Inc.
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
Negotiating an ESOP Transaction: Common Term Sheet Factors and What They Mean
Location: 103
Chad Bell, ASA (he/him/his) – Marcum LLP
Wallace (Wally) Brockhoff – Polsinelli PC
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
1:30 PM – 2:30 PM
ET
Re- Designing Your ESOP Document
Location: 120 - 121
Matthew D. Goedert, n/a (he/him/his) – N&G Legal Group
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
2:45 PM – 3:45 PM
ET
Developing Trends Private Capital Investments in ESOP Owned Companies
Location: 109
Greg Fresh, n/a – Chartwell Financial Advisory
Pete Stavros (he/him/his) – KKR
Larry Goldberg, n/a – ESOP Law Group
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
2:45 PM – 3:45 PM
ET
Strategic Preparations for the Feasibility Study: Positioning Yourself and Your Company for Success
Location: 103
Kevin G. Long – Employee Benefits Law Group
Timothy Garbinsky, n/a (he/him/his) – National Center for Employee Ownership
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
Financing Your ESOP Transaction with Warrants
Location: 103
Dan Sailer, CPA/ABV, CFA – KSM
Andrew Berger, CPA – Kreischer Miller
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
How Not to Scare Potential ESOP Clients Away
Location: 107 - 108
Daniel Goldstein – Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Corey Rosen, n/a (he/him/his) – National Center for Employee Ownership
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Tuesday, Apr 30th
4:00 PM – 5:00 PM
ET
Investing in the 1042 Rollover
Location: 109
Nick Francia, CEPA – The Capital ESOP Group at UBS
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Wednesday, May 1st
10:00 AM – 11:00 AM
ET
Preparing for a Transition to ESOP-Ownership? 5 Things to Know in 2024
Location: 107 - 108
Ted Margarit, JD, MBA – Paralign Capital Partners
Leah Turnbull (she/her/hers) – BMO
Chris Buch, JD (he/him/his) – Vedder Price
ESOP Plan Design and Feasibility
Earn 1 CE Hour
Wednesday, May 1st
11:15 AM – 12:15 PM
ET
Using Earnouts & Clawbacks In ESOP Transactions Within The Current Valuation, Capital Markets, & Regulatory Environment
Location: 120 - 121
Nate Dykes, n/a – Paralign Capital Partners
Drew Schaefer, CPA (he/him/his) – SCJ Fiduciary Services
ESOP Plan Design and Feasibility
Earn 1 CE Hour