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Virtual CLE

Virtual CLE

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Tuesday, Apr 25th
11:00 AM – 12:00 PM CST
Board Governance Through the Lifecycle of an ESOP
Location: Virtual
Session Leader: Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company
Speaker: Sandy Shoemaker, CPA – Shoemaker Consulting
Speaker: Julia McGuire (she/her/hers) – Campbell & Company
Speaker: Bart Stephan – Lerch Bates Inc.
Effective Governance
CE Hours 1
Tuesday, Apr 25th
3:25 PM – 4:25 PM CST
Plan Design Options for Established ESOPs
Location: Virtual
Speaker: Joel Davis – Principal Financial Group
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
12:15 PM – 1:15 PM CST
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
Location: Virtual
Speaker: Dan R. Markowitz, CPA – Boulay PLLP
Strategy and Sustainability
CE Hours 1
Wednesday, Apr 26th
2:45 PM – 3:45 PM CST
The Effect of Turbulent Market Conditions on ESOP Transactions and Annual Valuations
Location: Virtual
Session Leader: Patrice Radogna, ASA, CPA, ABAR – Marcum LLP
Speaker: Jim Higgins – Pilot Hill Advisors LLC
Speaker: Mike Flesch – Alerus
Feasibility and Finance
CE Hours 1