Two Day Professional ESOP Forum

bourbon street signFebruary 26 – 27, 2015
The Ritz-Carlton
New Orleans, LA

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.

Preliminary Agenda (12/15/2014)

Professional Forum Registration

For hotel reservations:

Group Link – Deluxe King Accommodations 

Group Link – Deluxe Double Accommodations

Or call 1 (800) 826-8987 or go to and enter the following group codes.

Group Codes: SJFSJFA (Deluxe King Accommodations – $239) and SJFSJFB (Deluxe Double Accommodations – $239)

Contact Rosemary Clements or Maya Van Buren (866) 366-3832 or

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