Technical Topics Announced for the 37th Annual Conference

esop-slide-template - 2014 Annual Conference PANARAMIC37th Annual ESOP Conference — “ESOPs: Capitalism at Work”

Dates: May 8 & 9, 2014 — Annual Awards Ceremony the evening of May 7th

Location: Renaissance Washington Hotel, Washington, DC

Preliminary Agenda: The proposed technical topics are now available; ownership culture topics will be announced soon.

This year’s technical topics include: 

  • The Administration Cycle – Part I, How Balances Accumulate
  • Legislative, Regulatory and Judicial Update
  • Basics of ESOP Stock Valuation
  • The Administration Cycle – Part II, How Benefits are Reported and Distributed
  • Repurchase Obligation and its Impact on Value
  • Legal and Fiduciary Issues with Sale of an ESOP Company
  • ESOP Companies Making Acquisitions
  • Trustees’ Duties
  • Special Administration Issues – Diversification, Rebalancing and Reshuffling
  • 1042 ESOP Transactions
  • Repurchase Obligation and Cash Management
  • Interplay Between ESOP Trustees and Boards of Directors
  • Seller Financing in ESOP Transactions
  • When the Call or Letter arrives – DOL/IRS Investigations
  • ESOP Sustainability
  • Fiduciary Responsibility for Value Determination
  • GAAP Accounting for ESOP Sponsors
  • Common Administrative Errors, How to Avoid Them, and How to Fix Them
  • Agency Practitioners Forum (Pt 1)
  • Agency Practitioners Forum (Pt 2)

Contact: Rosemary Clements or Maya Van Buren at 202/ 293-2971 or by email at

Additional Information: Conference and registration information, including information on hotel reservations, can be found on the Association’s website.