Before During and After Our ESOP Summit

Monday, April 29, 2024

1:00 PM - 2:00 PM ET

Location: 112

Earn 1 CE Hour

CE Type: CLE, CPE, SHRM

Our journey began with a simple dinner conversation: Why were so many employees lacking ESOP statements? This sparked a broader dialogue about a relatively young ESOP facing numerous mature challenges, leading to the critical question: How do we tackle these issues? The solution emerged in the form of an ESOP Summit, followed by months of dedicated action and strategic planning. In our panel discussion, join us as we delve into the various hurdles encountered by the ESOP. Learn about the ESOP Summit, including who participated, the decisions made, and the subsequent steps taken. We'll also discuss the progress and outcomes achieved since the Summit, providing a comprehensive look at the "After the Summit" phase.

Learning Objectives:

Establish best practices when considering plan design changes.
Move forward with a sustainable action plan for their ESOP
Evaluate who to include in their ESOP Summit and why, as well as define the next steps.

Barbara M. Clough, QPA, QKC, QKA (she/her/hers)
Managing Director
Blue Ridge ESOP Associates
East Providence, RI
Paul Grove
CFO
AXIA Consulting, Inc.
Columbus, OH
Justin Browder
CEO
AXIA Consulting, OH