2014 ESOP Association Educational Programs Announced

Professional ESOP Forum — February 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.

Additional information including registration and hotel information can be found here.

Banks with ESOPs Seminar — February 26, 2014, The Ritz Carlton, New Orleans, LA

The Banks with ESOPs Seminar is a special seminar on the unique challenges of creating and operating an ESOP sponsored by a bank or similarly 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.

Additional information including registration and hotel information, and a preliminary agenda, can be found here.

2014 Annual Conference — May 8 & 9, 2014, The Renaissance Hotel, Washington, DC

Mark your calendars. More info coming soon.

37th Annual ESOP Conference & 23rd Awards Ceremony

Renaissance Washington Hotel

Washington, DC

2014 Las Vegas Conference & Trade Show — November 13 & 14, 2014, Caesars Palace, Las Vegas, NV

Mark your calendars. More info coming soon.

Las Vegas ESOP Conference & Trade Show

Caesars Palace

Las Vegas, NV

Questions? Contact Rosemary Clements (866) 366-3832 or email meetings AT esopassociation.org.

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