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Tuesday, Apr 25th
2:15 PM – 3:15 PM CST
Drafting the Perfect ESOP
Location: 2206
Speaker: Sheryl C. Bayani-Alzona, ATTORNEY (she/her/hers) – Employee Benefits Law Group, PC
Launching an ESOP
CE Hours 1
Tuesday, Apr 25th
2:15 PM – 3:15 PM CST
ESOP Basics
Location: 2202
Speaker: Michelle Cronin (she/her/hers) – The National Center for Employee Ownership
Launching an ESOP
CE Hours 1
Wednesday, Apr 26th
9:45 AM – 10:45 AM CST
Conversation on Cost and Fit in Partnering with a Transaction Advisor
Location: 2203
Session Leader: Mary S. Josephs, n/a (she/her/hers) – Verit Advisors
Speaker: Kevin G. Long, Attorney At Law (he/him/his) – Employee Benefits Law Group
Launching an ESOP
CE Hours 1
Wednesday, Apr 26th
9:45 AM – 10:45 AM CST
Planning for Success: Short-Term and Long-Term Cash Flow Planning Going Into the Initial Transaction
Location: 2205
Session Leader: Jamie M. Walrack, n/a – First American Bank
Speaker: Joseph E. Marx, CPA (he/him/his) – Principal
Launching an ESOP
CE Hours 1
Wednesday, Apr 26th
1:30 PM – 2:30 PM CST
Trust the Process: Getting Financing for a Leveraged ESOP Transaction
Location: 2208
Session Leader: Jake Cravens, CFA – Verit Advisors
Speaker: Douglas Dell, CPA/ABV (Inactive) (he/him/his) – KeyBank
Launching an ESOP
CE Hours 1