2014 Educational Programs Announced

We’ve just finished the Las Vegas Conference & Trade Show and we’re now looking at upcoming programs for 2014. Two new educational programs have recently been announced by The ESOP Association. Mark your calendars for the Professional ESOP Forum and Banks with ESOPs Seminar. Additional information will be posted to the Association’s website as it becomes available. We look forward to seeing you again in February 2014.

Professional ESOP Forum

bourbon street signFebruary 25, 2014

The Ritz Carlton

New Orleans, LA

The ESOP Association is holding a day-long open discussion forum for Professional Members of The ESOP Association. [Professional Members of The Association are sellers of services to ESOP plan sponsors and to parties considering creating an ESOP. Examples of the services are legal, third party administration, valuation, finance, management consulting, financial advice, trustee, and similar services.]

Led by the Chairs of the highly respected Association Advisory Committees on Valuation, Finance, Legislative and Regulatory Affairs, Administration, Ownership Culture and Fiduciary Issues, this one day program will lay bare the tough issues facing ESOP professionals, and present the pros and cons of different views. The goal is not only to air different view-points, but to move towards consensus as to “best practices” by the ESOP service provider community.

Banks with ESOPs Seminar

steamboat mississippi riverFebruary 26, 2014

The Ritz Carlton

New Orleans, LA

A special seminar on the unique challenges of creating and operating an ESOP sponsored by a bank or similar regulated financial entity. The seminar will be led by ESOP Association Advisory Committee leaders with extensive experience helping regulated financial institutions navigate the laws and regulations governing ESOP plans.

Questions? Contact Rosemary Clements or Maya Van Buren (866) 366-3832 or email meetings@esopassociation.org

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