ESOP Sustainability: Understanding and Protecting Your Firms Investment

Date and Time

Wednesday Dec 16, 2015
12:00 PM - 12:00 PM CST

DATE:            Wednesday, December 16, 2015

TIME: 7:30 a.m.    Registration and continental breakfast
            8:00 – 9:30 a.m.   Program

Location

Marriott Minneapolis West 9960 Wayzata Blvd, Minnetonka, MN (952/544-4000)
(Located on north frontage road of I-394 between Hwy 169 & Hopkins Crossroad)

Fees/Admission

COST: $50 ACEC/MN members $100 non-members (No-shows will be charged the cost to attend)

NOTE: Three day notice required on all event/seminar cancellations for full refund

ESOP Sustainability: Understanding an...

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Description

You have been an ESOP for quite some time now, but wonder if you are adequately prepared for some of the challenges that your ESOP may face in the coming years. In this session we will cover advanced ESOP topics such as:

Repurchase obligation planning
Dealing with terminated participants
Need to revitalize employee interest in the plan
Strategies for dealing with disproportionate stock allocations
Re-thinking benefit level targets
Dividend & redemption options

Please join us, and bring your questions and concerns, for an enlightened discussion of ESOP sustainability planning opportunities.

Speaker(s): Tom Losey is Partner with the Boulay Accounting Firm, active with ACEC, and a frequent speaker on financial and Board level topics. Eric Allen is also a Partner with the Boulay Firm, and is a leading expert in ESOP related topics. He recently spoke to the National ESOP Conference on the topic of Repurchase Obligation Management. Both Tom and Eric have many years of experience serving ESOP Companies and Engineering firms and will bring some best practices to the discussion.