Two Day Professional ESOP Forum

esop-slide-template - 2014 Professional ESOP Forum

Mark your calendar: February 26 – 27, 2015 at The Ritz-Carlton in New Orleans, Louisiana

The ESOP Association is holding a two day 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 two 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.

Questions: contact Rosemary Clements or Maya Van Buren (866) 366-3832 or

Registration information will be available on the Association’s website in the coming weeks.