[BV] Registration is open! View Session Highlights for ASA's 2024 ESOP Virtual Conference

April 25, 2024

Registration is Open!

See below for an inside look at this Conference's Topics.

ASA’s specialized ESOP event is back! Join us online this summer as our industry experts dive into the intricacies of employee stock ownership plans (ESOP) and how they affect experts in or adjacent to the appraisal profession.

An Introduction to the Key Aspects of a Feasibility Study
Kim Blaugher, Executive Director | Beyster Institute
Scott Leach, Director | BDO Capital Advisors, LLC
Jade Palermo, Senior Manager | Empire Valuation Consultants

Valuation of Transaction-Related Items (Warrants, SARs, Earnouts/Claw backs)
Michael McGinley, Managing Director | Prairie Capital Advisors
Perry Walter, ASA, CFA, Director of ESOP Transactions | SCJ Fiduciary Services
Peter Jones, Partner, Tucker Ellis

Reviewing Reports And Data Visualization
Laura Pfeiffenberger, ASA, Senior Vice President, ESOP Client Advisor | Spinnaker Trust (moderator) 
Adrian Loud, ASA, CPA, ABC, CFF, CVA, Managing Director | Censeo Advisors
Seth Webber, ASA, CFA, CEPA, Principal | Berry Dunn

The ESOP Association's Proposal for Department of Labor Regulation Definition of Adequate Consideration
Jeffrey Tarbell, ASA, CFA, Director | Houlihan Lokey (moderator)
Steve Nelson, ASA, Managing Director, Chartwell
Lars Golumbic, Principal, Litigation Co-Chair | Groom Law Group
Andrew Salek-Raham, Principal | Groom Law Group

Check out the full agenda, here


Tuesday, June 11, 2024 - Virtual

$250 member; $350 non-member

Up to 5 CE/CPE Instructional Hours

NASBA Knowledge Type: Specialized Knowledge

Prerequisites: None
Required Pre-Course Work: None
Program Level: Intermediate

If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live event. Certificate of completion access is immediate once all required components are completed.


Thank you to our sponsor, Empire Valuation Consultants.