Discover actionable strategies, expert guidance, and valuable tools designed to help you navigate the complexities of employee stock ownership with confidence. Whether you're new to ESOPs or a seasoned professional, you'll gain essential insights on foundational and advanced topics, including accounting, legal updates, and long-term sustainability.
This is your opportunity to sharpen your skills, connect with leading professionals, and stay current on the latest ESOP trends—all in one high-impact day.
Key Sessions Include:BREAKOUT 1: Introduction to ESOPsAndy Manchir, ASA, CMA, CEPA | Partner | Katz, Sapper & Miller
Melissa Goetz, CPA/ABV, ASA | Vice President | Prairie Capital Advisors, Inc.
Avery Chenin | General Counsel and Transaction Team Member | SCJ Fiduciary Services
BREAKOUT 2: Advanced ESOP TopicsLaurie-Leigh White, CPA/ABV, ASA | Managing Partner | BVA Group
Nick Braun, ASA | Managing Director | Chartwell Financial Advisory
ESOP AccountingAngela Fisher, CPA | Director - ESOP Transaction Services | Forvis Mazars
Re-Leveraging Transactions & SustainabilityJade Palermo | Senior Manager | Empire Valuation Consultants
Ashleigh Newlin | Managing Director | Chartwell Financial Advisory
Tabitha Croscut | Shareholder | DeVine Millimet
Heidi Walker, ASA, CPA, ABV | Senior Vice President | Great Banc
Legal UpdatesKenneth Pia, CPA, ABV, ASA, MCBA | Partner | CBIZ
Rick Pearl | Partner | Faegre Drinker Biddle & Reath LLP
Reserve Your Spot Today!
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Thank you to Our Sponsor! Empire Valuation Consultants
